The Irrelevant Investor
JULY 28, 2016
After five years and seventy different verses, Leonard Cohen finally released Hallelujah in 1984. The mega hit that we know today came onto the scene with a deafening silence, it was an absolute failure. Cohen was performing a few years later, and musician John Cale, who was in the audience, was enthralled by the song. He did his own cover which was released in 1991, and again the song did not do much commercially.
Brown Advisory
JULY 1, 2016
Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. stock market returns?” Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike.
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The Irrelevant Investor
JULY 25, 2016
Fifty-seven thousand, five hundred and twelve. That's the number of global funds launched between January 2005 and 2013. Just to be clear, that is not the number of funds in existence over that period, it's the number of brand new funds. This mind blowing number comes from an excellent new Morningstar study, The Rise and Fall of New Funds: Why some funds succeed and others don't.
The Irrelevant Investor
JULY 19, 2016
Everybody who ever invested a dime in the market had a mentor. And if they didn't have one when they started, it probably didn't take long before they went searching for help. Jesse Livermore said "there is nothing new on Wall Street," and because there is nothing new, lessons learned 10, 20, and even 100 years ago are as true today as they were the day they were written.
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The Irrelevant Investor
JULY 18, 2016
The amount of time between the scary events taking place in our country and all over the world seems to be narrowing at a rapid pace. The human tragedies that the world is experiencing are unthinkable and beyond sad to watch. But looking at the market's response to crisis , we learn that no financial decisions, specifically relating to your portfolio, should be made on the basis of geopolitical uncertainty.
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The Irrelevant Investor
JULY 11, 2016
If you're reading this, you probably already know that the S&P 500 made a new all-time high today. The streak ended at 285 days, the longest stretch without a new high since the 2007 peak was taken out. What's particularly interesting when looking at all of the previous highs is that they tend to happen all at once, or vanish for several years. As Ben Carlson said yesterday, stock returns are lumpy and you can see this in the table below.
The Irrelevant Investor
JULY 10, 2016
The typical long/short equity strategy- the one that Alfred Winslow Jones used in the 1950s to put hedge funds on the map- goes long cheap stocks and short expensive ones. It's fair to say that Jones would be shocked at the current market environment. Recently, Mondelez put in a bid to buy Hershey, which would bring together two of the biggest food/snack companies in the world.
Brown Advisory
JULY 1, 2016
Investment Perspectives | Real Returns. achen. Fri, 07/01/2016 - 06:00. One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. stock market returns?” Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike.
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