The Irrelevant Investor

JULY 11, 2018

On this week's Animal Spirits we discuss: This supply chain is an operation of great breadth, scope, and complexity 800 people are getting their jobs back Student loan debt is _ IPO market is blistering hot JP Morgan's guide is always great Don't sleep on esports Siphoning annuity units to buy a sports team? Listen below Charts mentioned Recommendations Waco: A Survivor's Story Hue 1968 The three-fund portfolio The post Animal Spirits: Ring the Bell appeared first on The Irrelevant Investor.

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Brown Advisory

JULY 9, 2018

Take ESG Ratings With A Grain Of Salt jsayo Mon, 07/09/2018 - 10:05 For good investors, a third-party rating system—for example, credit ratings from Moody’s or Fitch, or mutual fund star ratings—is usually just a first step in an investment decision-making process that involves a lot of other research and analysis. Yet when it comes to environmental, social and governance (ESG) research, a growing number of investors are keen to adopt a third-party rating system as the beginning and end of their

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The Irrelevant Investor

JULY 10, 2018

Tariffs. Trade wars. Over valued stocks. Late in the cycle. Rising interest rates. A flattening yield curve. Complacent investors. And yet here we are. The Dow is up 57 points this year. It's easy to imagine a scenario where any combination of the above would cause stocks to fall 20% or more. It's hard to come up with a list of reasons why it will do the opposite.

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The Irrelevant Investor

JULY 9, 2018

Urban Carmel recently wrote "For all the time spent worrying about bear market risks, the overwhelming majority of short term traders and professional fund managers haven’t found a way to avoid it." Today I want to talk about a systematic way to tune out the cacophony of people that proclaim to see the future before it unfolds. In Dissecting Anomalies, Eugene Fama and Kenneth French wrote "There are patterns in average stock returns that are considered anomalies because they are not explained b

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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.

Accounting

Brown Advisory

JULY 9, 2018

Take ESG Ratings With A Grain Of Salt. jsayo. Mon, 07/09/2018 - 10:05. For good investors, a third-party rating system—for example, credit ratings from Moody’s or Fitch, or mutual fund star ratings—is usually just a first step in an investment decision-making process that involves a lot of other research and analysis. Yet when it comes to environmental, social and governance (ESG) research, a growing number of investors are keen to adopt a third-party rating system as the beginning and end of th

Clients 52

Clients Investing Investments Communication 52