Sat.Apr 18, 2020 - Fri.Apr 24, 2020

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Animal Spirits: Physical Delivery

The Irrelevant Investor

On today’s show we discuss Oil is worse less than nothing How an ETF is influencing the oil market Individual investors are buying the dip A massive deflationary force People are spending their relief money Small business are having a tougher time getting loans Mortgage servicers face a potential cash crunch The big banks are getting bigger Private equity getting squeezed Microsoft is worth almost as much as all the stocks in London Netflix is killing it Death of department stores.And what to do

Banking 52
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Marketing In A Crisis For Financial Advisors (Webinar)

Indigo Marketing Agency

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! The question is, how do you best take advantage of this situation?

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.

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Why Portfolio Diversification is for the Ignorant Investor

Risk Management Guru

Preface. The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Almost 5 years on and we are proud of the footprint we have created so far, with a special emphasis on our most read articles. The success of this blog is due to three main pillars: our growing readership base, who spread the word of mouth, the quality of our content, which is something we strive daily, and, most notabl

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.

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Why Aren’t Stocks Down More?

The Irrelevant Investor

26 million people are unemployed and the economy is at a stand still. And yet stocks down just 17% from their highs, and down less than 1% year-over-year. What is going on? Three things: Fed liquidity and fiscal stimulus are going a long way Remember, stocks fell 35%. Not nothing. The S&P 500 is not representative of the broader economy I want to focus on the third point.

Economy 52

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Animal Spirits: Free Oil

The Irrelevant Investor

On today’s show we discuss People aren't doing much tinkering in their retirement accounts Airlines have declared bankruptcy 66 times since 2000 Cullen Roche on the COVID-19 Aid package Stock picker's market Are Buffett and Munger slowing down? Will this recession destroy private equity? How the Coronavirus might reduce income inequality Quantifying the tradeoff between closing the economy versus leaving it open Garnishing relief money 8% of people pay 75% of overdraft fees Disney--workers vers

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. ajackson. Wed, 04/22/2020 - 13:47. To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.

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The Only Thing Working Right Now

The Irrelevant Investor

If it seems like tech stocks are the only thing working right now, trust your intuition. The five largest stocks in the S&P 500, Microsoft, Amazon, Apple, Google and Facebook, collectively represent a piece of the pie that is larger than any other five stocks since the late 1970s (The following two charts come from Jim Bianco ). While the rest of the market tumbles, Microsoft, Amazon, and Apple have retained their trillion dollar status.

Numbers 52
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Is Inflation Coming Back?

The Irrelevant Investor

A common question in my inbox these days goes something like this: Should we be freaking out about inflation coming? Okay, that was an actual question, and more and more of them have been coming in over the last few weeks. The basic thinking is that we're printing record amounts of money, which might decrease the value of our currency. But if we've learned anything since the great financial crisis, it's that the amount of money in circulation does not necessarily cause inflation.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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These Are the Goods

The Irrelevant Investor

Articles That’s how government debt gets repaid after it piles up. You don’t pay it off. You grow your way out of it. By Morgan Housel The problem is inertia By Marc Andreesen I’m not sure it’s fair to have a meteor hit the US economy and say “Why didn’t everyone hold an emergency meteor fund?” By Cullen Roche The key for an investment manager is to make sure that time and resource allocation are congruent with the perceived source of edge.

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It’s a Stock Picker’s Market

The Irrelevant Investor

It's hard to distinguish yourself from the crowd when everything is moving in unison. For stock pickers, 2020 is not one of those years. Through the end of the first quarter, we have seen the biggest dispersion of returns for the stock market since 2009. In theory, this should provide an opportunity for those with skill, or with luck, to shine bright.