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: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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

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Clients Investments Investing Assets 52

The Irrelevant Investor

JULY 8, 2018

Articles 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 By Urban Carmel Over 50% of Americans will find themselves in the top 10% of earners for at least one year of their lives By Ben Carlson When George Washington died in 1799, he didn’t know about dinosaurs.

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