The Irrelevant Investor
MAY 10, 2018
The Federal Reserve, quantitative easing, FAANG, margin debt, index funds, buybacks, low interest rates, CAPE ratio, and now ETFs. Exchange traded funds have found a home in the charlatan's tool kit. Eric Balchunas says, "Blaming ETFs for the rise of the stock market is like blaming MP3s for the rise of Nickelback." There is a lot of debate and misinformation as to what ETFs are doing to the market and how big they actually are.
Brown Advisory
MAY 10, 2018
Tariffs: Bark or Bite? achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.
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Brown Advisory
MAY 10, 2018
Tariffs: Bark or Bite? achen. Thu, 05/10/2018 - 11:18. Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.
The Irrelevant Investor
MAY 9, 2018
Stories discussed Community adjusted what? What would a bear market do for active management? You think our central bank is bad? Carthage > Harvard Yale should not index. Homes are not a great investment Don't wait until your 45 Would a bear market kill active management? How much would you pay to keep using Google? Listen here. Charts mentioned Tweets mentioned [link] [link] Recommendations Enlightenmenmt Now The Book of Basketball Two Kinds of Truth Reducing the Risk of Black Swans The
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The Irrelevant Investor
MAY 8, 2018
Ben and I spoke about a listener question on this week's Animal Spirits podcast. The question came from a young person in their 30s, and he was asking about timing the market. Given where valuations are, and that he has many decades ahead of him, would it make sense to wait for a better pitch over the next five years? We could have had the exact same conversation in 2013 as the market was approaching new all-time highs.
The Irrelevant Investor
MAY 6, 2018
Articles I know that the old value adage is that if you buy quality companies and hold them forever, they will pay for themselves, but I don't believe that! By Aswath Damodaran There’s a 0.26 correlation between the S&P 500’s total return and the change in real GDP. By Charlie Bilello The volatility may not show up on the statement but it’s there.
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