The Irrelevant Investor

JULY 19, 2016

Everybody who ever invested a dime in the market had a mentor. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. The stock market is a giant distraction to the business of investing. Just buy the haystack!

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Wed, 08/01/2018 - 10:37.

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Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." We might be able to apply that logic to investing over a full stock market cycle. As opposed to some random 42 games in a baseball season though, maybe investing comes down to the bear market phase of the stock market cycle.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: Sure.

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Truemind Capital

OCTOBER 18, 2024

We call this the “investment-consumption-disinflation” effect—strong investment and consumer spending are driving growth, while inflation is gradually easing. The key takeaway here is that we need to stay mindful of this inflation cycle and make smart investment choices that can outpace inflation in the long run.

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ClearMoney

NOVEMBER 4, 2021

per year in the US,3 as validation for investing in momentum-focused strategies. Considering the relatively low turnover required to capture profitability premiums,5 we believe high profitability strategies make a more compelling case as an asset allocation complement to value. Some see its outsize historical premium, 9.1%

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. This was in 2013. She commuted in a self-driving car for an extended period, and the car worked perfectly.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. There is no doubt that the NOW conference, and our small group’s recap conversation, addressed many important questions about the future of society; in this write-up, we have tried to keep the focus on our efforts to invest successfully for our clients. This was in 2013.

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The Irrelevant Investor

NOVEMBER 5, 2018

Larry Page and Sergey Brin are are largely responsible for the fact that most noobwhale investors stumble across value investing early on in their journey. If you Google " best investing books ," The Intelligent Investor is right at the top of the list. Graham describes investing in simple words that anyone can understand.

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Investing Caffeine

MAY 2, 2022

Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.

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Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common.

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Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . That can be a mistake.

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Dear Mr. Market

APRIL 29, 2022

At the time of our writing in 2013 the market was climbing a “wall of worry” We always preach about people having short-term memory issues and emotions take hold more than does disciplined decision making. If you need a refresher from that time period where 2013 opened up the year +13%, it was very different from the -13.3%

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Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. And so far, the majority have seen the value of their investment going up only in a very short span of time without much downside volatility. Why you should worry about inflation if you are investing in the equity or debt market?

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. All of this change is transforming the investment landscape.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

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WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And it might be investment grade credit or distressed credit.

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The Big Picture

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you.

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Dear Mr. Market

OCTOBER 11, 2022

For some quick background, our first original review was written in June of 2013 ( click here to see that). The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001.

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The Better Letter

JANUARY 26, 2024

2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2013 : “[S]tock returns prospectively are very low.” If, a decade ago, you had invested $10,000 in Hussman’s signature fund , you would have lost more than a third of your investment.

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The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. A fairly large investment shop. He worked as a trader.

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The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

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The Big Picture

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

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The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. But, you know, I do think that, yeah, I mean, we haven’t really invested much in mining CapEx. But it was kind of late. RITHOLTZ: Really?

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