The iShares 20+ Year Treasury Bond ETF (TLT) is advancing relentlessly. It may not yield that much, but the potential for capital gains is huge; a buyer of TLT on the 4th Jan would have made +15% in H1.

Citigroup (NYSE:C) and Santander (NYSE:SAN) have much in common: two global multinational banks headquartered in developed markets, but with a large presence in emerging markets. Citigroup has significantly outperformed Santander over the last 5 years.

Remarkably, just about half of all stocks have delivered positive performance YTD (on a USD basis). However, there has been a pretty meaningful difference in the tails of the performance distribution.

Recently, a number of this blog’s authors were at a data hackathon, the strangest one we’ve been to so far. It was more of a startup pitch gathering, complete with pitch training and whatnot. I was repeatedly asked by other participants “so, how do you want to monetise your idea?”.

High quality businesses with shareholder friendly managements trading at fair or better prices make for excellent long-term investments. But finding these investments is not always easy – especially in today’s overvalued market.

Yesterday I talked about some of the positive indicators of the economy (read Don’t Be A Contrarian). To review, major indicators such the consumer sentiment and various job numbers all point to a healthy economy.

Dividend growth investing is a popular model followed by the investing community to build assets. Companies which not only pay dividends, but raise them year after year have been shown to perform better overall for investor returns. A big part of this involves capturing the details.

Wimbledon Championships: Could You Earn More With Your Backhand? by Emolument.com As Wimbledon Championships started on Monday, 27th, every one of us will probably go tennis mad until July, 10th. While we remember the winners, rarely do we note the value of their prize.

Also see Jim Simons: From NSA Codebreaker To Top Performing .. James Simons, Renaissance Technologies founder, discusses the potential for the Brexit vote to be reversed, and why dissatisfied Americans will vote for Donald Trump for president.

Charlie Bilello, one of my favorite follows on Twitter, analyzed the relationship between market valuation and future returns (over various time horizons) in a recent post Valuation, Timing, and a Range of Outcomes.