The Irrelevant Investor
SEPTEMBER 17, 2021
The stock market is having a very good year. The S&P 500 printed 53 new all-time highs through the end of August, which is the most to that point in any year ever. Year-to-date, the index is up more than 20%. But as always, you have to look inside the index to understand that not every stock is moving in the same direction. The top 25 stocks by market cap, or 5% of the index, are responsible for 55% of the gains.
Truemind Capital
SEPTEMBER 13, 2021
Sentiments of greed, fear, and confusion are transient in the equity market. The sentiment cycles are permanent. Most of us have come across the following chart of the sentiment cycle. For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages.
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Talon Wealth
SEPTEMBER 14, 2021
WEEKLY MARKET UPDATE – August 30, 2021. Equity markets fell this week as the producer price index came in well above expectations Friday, possibly helping to drive an end-of-week sell-off. Inflation has been a nuisance to markets for most of 2021, with all observed inflation measurements showing readings well above the 2% Fed target. Volatility movements reflected the market conditions for the week, as the VIX “fear” index spiked almost 24%.
Tucker Advisors
SEPTEMBER 14, 2021
5 Financial Advisor Branding Tips You Can Implement Today. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Create a professional email signature. Connect your offline materials to your online presence.
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.
The Irrelevant Investor
SEPTEMBER 14, 2021
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Nic Cage vs Pool deaths Bernstein quote SPAC Route Coinbase is going for it Coinbase gets a wells notice What stable coins are and how they work Why are crypto rates so much higher? Crypto Funding The education gap Home prices aren't that crazy compared to the rest of the world This is surprising Rent is going nuts Social secur
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Brown Advisory
SEPTEMBER 13, 2021
Global Leaders Investment Letter: September 2021. jharrison. Mon, 09/13/2021 - 15:33. Just want the PDF? Download it here >. The Marshmallow Test. We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.
The Irrelevant Investor
SEPTEMBER 13, 2021
Today’s Animal Spirits is brought to you by DPL Financial Partners On today’s show we discuss: What advisors are doing with bonds in a low rate world Annuities for the 21st-century advisor How technology augments annuity sales, and much more Listen here Investor resources: The parallel paths of ETFs and annuities Annuity comparison tool Financial planning and modeling with commission-free structured variable annuities Case studies Contact us at animalspiritspod@gmail.com with any feedback, reco
The Irrelevant Investor
SEPTEMBER 11, 2021
Articles The SEC is a regulatory agency that has a general tendency to want to do more regulating. (By Matt Levine) How do we think about the value of something that lacks really clear utility? (By Dave Nadig) To everybody not named Elon Musk, the SEC calls the shots – and Elon Musk already exists. (By Doomberg) Value investing hasn’t been a very good strategy for the last several years (By Eddy Elfenbein) Eventually disaster strikes, fortunes are lost, it all ends in tears.
Brown Advisory
SEPTEMBER 13, 2021
Global Leaders Investment Letter: September 2021 jharrison Mon, 09/13/2021 - 15:33 Just want the PDF? Download it here > The Marshmallow Test We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.
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.
Brown Advisory
SEPTEMBER 17, 2021
Newly-Released House Tax Bill Contains Income, Estate Tax Changes. eberkwits. Fri, 09/17/2021 - 13:17. On September 13th, the House Ways and Means committee released the text of the highly-anticipated tax legislation designed to fund the Biden administration’s ambitious agenda. The bill, over 800 pages, includes significant changes to corporate and individual taxes.
The Irrelevant Investor
SEPTEMBER 13, 2021
There is one thing that trumps everything else when it comes to how you feel about money. It doesn't matter how much you make. It doesn't matter how much you've saved. It definitely doesn't matter where interest rates are. The thing that most influences how you feel about money is how you grew up around money. I've been thinking about this while listening to Ramit Sethi's podcast.
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