The Irrelevant Investor
JULY 30, 2015
Conventional wisdom goes that prior to market tops, the major averages become more reliant on just a handful of stocks to lead the rally. When stocks are making new highs, it’s important to look at breadth indicators because indices can pull a nasty trick of masking what is actually happening to the majority of stocks. For instance, the S&P 500 is up 2.3% YTD, however, the average S&P 500 stock is down 0.7%.
Brown Advisory
JULY 30, 2015
Strategic Advisory Letter | Mid-Year Planning Tools for 2015. achen. Thu, 07/30/2015 - 16:44. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. We recommend managing your planning efforts as a year-round process rather than an annual exercise in December.
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The Irrelevant Investor
JULY 22, 2015
Barry’s Masters in Business series keeps getting better and better. A few weeks back he spoke with Leon Cooperman, and more recently he interviewed the brilliant Howard Marks. When a Marks memo hits Warren Buffett’s inbox, he reads it immediately. That’s the sort of thinker the founder of Oaktree Capital is. Howard Marks has been in the industry for 47 years and I’m pretty confident that he has learned a lot of the right lessons.
The Irrelevant Investor
JULY 21, 2015
There is a great scene in Moneyball where legendary scout Grady Fuson and Oakland A’s general manager Billy Beane are talking about the evolution of the game. Fuson is from the old school and thinks there are some things numbers just can’t tell you that intuition can. There are a lot of parallels between sports and investing and I think this conversation is especially pertinent.
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Brown Advisory
JULY 16, 2015
2015 BERKSHIRE HATHAWAY ANNUAL SHAREHOLDER MEETING. achen. Thu, 07/16/2015 - 15:53. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger in a five-hour session covering over 60 questions. The 2015 annual meeting celebrated the 50th anniversary of Warren Buffett taking control of Berkshire Hathaway and it drew a record crowd of over 40,000.
Brown Advisory
JULY 1, 2015
Investment Perspectives | Sound and Fury. achen. Wed, 07/01/2015 - 16:45. Recent months have witnessed an unusual amount of speculation over when the Federal Reserve will finally begin raising interest rates. At times, it seems like this is the only issue on the minds of market prognosticators and TV’s talking heads. As shown in the chart on page 2, even the slightest hint of a possible move from the Fed can trigger a financial market reaction.
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