Sat.Nov 10, 2018 - Fri.Nov 16, 2018

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How to Read Performance

The Irrelevant Investor

Things were going well for crude oil in 2018. After a few rough years, it was looking to deliver a double digit return, with a 27% gain through early October. The black gold hit nearly $77 a barrel, reaching its highest level in four years. But then, with no warning and without an apology, it swiftly fell 16% from its highs and finished the month with a -11.8% return.

Numbers 52
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Bubbles and Crises: Twenty Years of Lessons Learned

Brown Advisory

Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.

Clients 52
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Animal Spirits: How to Create the Perfect Fund

The Irrelevant Investor

On this week's Animal Spirits, we discuss $1,000 a month, no strings attached Universal basic income is ahead of its time Are quants facing a crisis of confidence? Hedge fund bloodbath Survey of the week Robinhood has to make money somehow Million dollar neighborhoods The decline in youth sports Banks have a lot of data Listen here Recommendations Fifty Inventions That Shaped the Modern Economy Gridiron Genius Charts mentioned The post Animal Spirits: How to Create the Perfect Fund appeared firs

Economy 52
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Bubbles and Crises: Twenty Years of Lessons Learned

Brown Advisory

Bubbles and Crises: Twenty Years of Lessons Learned. ajackson. Wed, 11/14/2018 - 10:25. Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.

Clients 52
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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These Are the Goods

The Irrelevant Investor

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. By Jesse Livermore, Chris Meredith, and Patrick O'Shaughnessy The problem we will face throughout life is how to differentiate between causation and correlation—between signal and noise. By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear

Math 52