The Irrelevant Investor

OCTOBER 31, 2018

On this week's Animal Spirits, we discuss: Do the poor stay poor? The U.S. economy When stocks fall 10% The psychology of sitting in cash Automate your buying Panic a little Higher returns, run! Everyone thinks they're going to win the lottery Uber is worth more than some industries Don't make your long-term investment decisions based on a dinner Listen Here: Charts mentioned Tweets Mentioned [link] [link] [link] Recommendations: Atomic Habits The post Animal Spirits: Panic A Little appeared fir

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Brown Advisory

OCTOBER 2, 2018

Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson Tue, 10/02/2018 - 12:30 Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.

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The Irrelevant Investor

OCTOBER 30, 2018

Since the S&P 500 bottomed in March 2009, there are 337 stocks that were part of the index then that still remain in it today. Of those 337, Amazon is one of 38 that has gained 1,000%. The stock has compounded at nearly 40% a year for the better part of the last decade, for a gain of 2,350%. It is one of 25 companies to add $100 billion to its market cap.

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The Irrelevant Investor

OCTOBER 28, 2018

Articles Do you remember what your portfolio’s return in 2002? By Blair duQuesnay During very tough times, many want simple explanations By Cliff Asness Economic cycles don’t care who the president is and they certainly don’t care what the calendar says By Ben Carlson The bloodless verdict of the market is beginning to call bullsh*t on his economic claims By Josh Brown There are skills that help at one stage but backfire at another.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

The Irrelevant Investor

OCTOBER 24, 2018

I've got seven charts to quickly go over tonight. Unless the selling stops tomorrow, the S&P 500 is about to experience something it has only done once since 1960- two separate 10% drawdowns in one calendar year. This last happened in 1990, when stocks fell 10% right out of the gate, made a new intra-year high, and then fell another 19.9%. Stocks experienced a 10% correction to start the year, made new highs, and with one more day of selling, will reach this undesirable mark.

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The Irrelevant Investor

OCTOBER 21, 2018

Articles Alpha within factors. By Patrick O'Shaughnessy There is a graveyard of companies whose early success pushed them to grow as fast as they could By Morgan Housel The worst kind of bear market is the one you don’t see show up on your annual statements By Ben Carlson A robust system is one that can survive widely varying market conditions across a long span of time By The Intelligent Allocator There is one tipping point that you should know better than the rest By Nick Maggiulli The spread

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The Irrelevant Investor

OCTOBER 17, 2018

On today's Animal Spirits, we discuss: Why you should not default on your 401(k) loans There are enough active buyers and sellers of stocks Student loan debt Attitudes on home ownership (survey) Are taxis cheap or a value trap? Amazon is going to tell you when you're sick Tesla sold more cars than Mercedes Listen here Charts mentioned Tweets mentioned [link] [link] [link] [link] [link] Recommendations Leadership In Turbulent Times City of Thieves The Systems Bible (free on Kindle) Meb Faber and

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The Irrelevant Investor

OCTOBER 14, 2018

Articles We must be able to hold multiple truths in our head at once. By Rusty Guinn I spend about half of my time wondering why I have so much in stocks and about half wondering why I have so little. By Jason Zweig $43 million in assets for $464 million in liabilities By Blair duQuesnay Whether you like it or not, whether you know it or not By Scott Bell We are not market-timing, but we will probably return to U.S. equities in the spring.

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The Irrelevant Investor

OCTOBER 10, 2018

On this week's Animal Spirits, we discuss: Social media and financial reporting How interest rates affect everything Hedge funds are closing.like in 2000 A committee of geniuses Parents are spending money on their adult children Bernanke 1, internet 0 Short-termism is nonsense Amazon is raising wages The relentless bid Listen here: Charts mentioned Tweets mentioned [link] [link] Recommendations The Wizard of Menlo Park Soros on Soros The overspent American Why Suze Orman hates FIRE The post Ani

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

The Irrelevant Investor

OCTOBER 10, 2018

Today was one of those days where we're reminded what it feels like to lose money. We know this is what we signed up for, but it doesn't make dealing with them any easier when they happen. All of the red dots in the plot below felt like it was the end of the party. One of them, maybe this one, will in fact be the final hurrah. The S&P 500 experienced its twentieth -3% day since the bear market ended in 2009.

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The Irrelevant Investor

OCTOBER 9, 2018

Investors are nervous, which is a permanent feature of the markets, with a few exceptions. But today, after nine years of consecutive stock market gains, it's completely normal that people are looking for clues as to when this bull run is going to end. People who pay close attention look for divergences in the advance-decline line and they look for extreme sentiment readings in the the fear & greed index.

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The Irrelevant Investor

OCTOBER 8, 2018

"Radiation therapy or double bypass might give you another decade or two, but an incubator gives you an entire lifetime." Steven Johnson wrote this in Where Good Ideas Come From. He was talking about how developing nations experience a much higher infant mortality rate than the United States. What's responsible for the gap is not just that these machines come with a $40,000 price tag, but rather, it's the lack of spare parts and the lack of technical expertise required to repair them when the

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The Irrelevant Investor

OCTOBER 7, 2018

Articles It’s not without precedent that the stock market can go long stretches in the absence of an enormous market crash. By Ben Carlson Investors then received 40% of their investment in pepper, before finally receiving a 30% dividend in nutmeg. By Jamie Catherwood The big culprit on the year is systematic value investing. By Erik Schatzker The existence of exceptions do not invalidate a good investment rule By Nick Maggiulli Half of the 15,000 mutual funds in the US are run by portfolio mana

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Accounting

The Irrelevant Investor

OCTOBER 2, 2018

On this week's Animal Spirits, we discuss: Is Howard Marks hurting investors? Jack Bogle still has it This is the top SoftBank is.not a bank The best portfolio My take on the perfect portfolio Fraud of the week Buy the housing dip J.P. Morgan's New Guide to Markets Listen Here Charts Mentioned Tweets Mentioned [link] [link] Recommendations Born Standing Up Where Good Ideas Come From How We Got to Now The post Animal Spirits: Buy the Housing Dip appeared first on The Irrelevant Investor.

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The Irrelevant Investor

OCTOBER 3, 2018

Two tweets from SentimenTrader paint a scary picture of current stock market breadth. Yesterday, he wrote: "The Dow is on track to close at a new 52-week (and all-time) high. Yet, there are 3 times as many 52-week lows as 52-week highs on the NYSE. Since 1965, that has happened on exactly one* other day. *December 28, 1999 This morning he dropped another stat with a powerful visual.

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The Irrelevant Investor

OCTOBER 2, 2018

In the new edition of J.P. Morgan's Guide to the Markets (H/T @ROIChristie ), they show this incredible chart about what the average S&P 500 returns were 3, 6, 12, and 24 months following a stock market peak (and subsequent bear market). Charts like this convey an important message; They show that if you believe in a better tomorrow, and you're able to control your emotions, then it's likely that you possess the ability to participate in the long-term growth of the economy.

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Brown Advisory

OCTOBER 2, 2018

Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson. Tue, 10/02/2018 - 12:30. Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.

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The Irrelevant Investor

OCTOBER 22, 2018

Harry Hopkins, head of the Civil Works Administration once said, "People don't eat in the long run- they eat every day." This perfectly describes why it's so difficult to earn market returns. We might know, or think we know, that stocks are biased upwards, but the market does a good job of making you work for those long-term returns. The long-term is a series of short-terms, and that's where life is lived.

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