Sat.Apr 04, 2020 - Fri.Apr 10, 2020

article thumbnail

Animal Spirits: The Fed’s Bazooka

The Irrelevant Investor

On today’s show we discuss "Just a bear market rally" How tech could help us with the virus Dispersion in target-date funds The flight to safety Spitznagel killed it in March Millennials sold stocks Nearly one-third of renters missed their April payment What does AirBnb spend so much money on? Disney plus is crushing $17 billion in cruise bonds A corporate debt reckoning is coming William Bernstein is always worth reading Listen here Recommendations The Great Depression: A Diary I am Legend Sch

article thumbnail

Small Business Loans Under the CARES Act

Brown Advisory

Small Business Loans Under the CARES Act mmckenna Wed, 04/08/2020 - 15:52 In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners. Small businesses are being especially hard hit by the COVID-19 pandemic, and it behooves business owners to become familiar with the various support options available to

Taxes 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Family Wealth Report Awards 2020

SEI

SEI Private Wealth Management and SEI Family Office Services brought home two awards from the Family Wealth Report

article thumbnail

Animal Spirits: Some Good News

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Techmeme Ride Home On today’s show we discuss Phantom Bonds JPM Guide to the Markets NoobWhales Individuals over corporations Ben with Bill Bernstein Staying at home is a luxury The Four Rules of Pandemic Economics Buffett trimming Delta position The best landlord ever Small business loans A map of social distancing Statewide shutdowns Pandemics depress the economy Listen here Recommendations 35 Best Actors Under 35 There Will Be Blood It Was a Very

Economy 52
article thumbnail

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

article thumbnail

What Are Your Thoughts?

The Irrelevant Investor

On today's show Josh and I discuss: Who called this bear market? Why Great Depression comparisons don't make any sense Passive fund flows Is the bottom in? My phone call to Josh while I was on a Peloton The best part about working from home And what could bring the nation together [link] The post What Are Your Thoughts? appeared first on The Irrelevant Investor.

article thumbnail

Small Business Loans Under the CARES Act

Brown Advisory

Small Business Loans Under the CARES Act. mmckenna. Wed, 04/08/2020 - 15:52. In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners. Small businesses are being especially hard hit by the COVID-19 pandemic, and it behooves business owners to become familiar with the various support options available

Taxes 52

More Trending

article thumbnail

Is the Bull Market Over?

The Irrelevant Investor

In just over a month, the S&P 500 fell 34%.* Does this mean that the bull market is over? On the one hand, this alone should be enough to render the bull market dead, on the other, stocks also fell 34% in 1987 and yet you never hear people talk about the bull market of 1982-1987 and the bull market of 1987-2000. They talk about the bull market of 1982-2000.

article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

COVID-19 Through An ESG Investing Lens ajackson Mon, 04/06/2020 - 10:32 In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives. In some cases, companies are simply responding to government mandates or industry-wide pressure, but when they have a real choice in their path forward, we can get a glimpse at their corporate culture.

article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

COVID-19 Through An ESG Investing Lens. ajackson. Mon, 04/06/2020 - 10:32. In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives. In some cases, companies are simply responding to government mandates or industry-wide pressure, but when they have a real choice in their path forward, we can get a glimpse at their corporate culture.

article thumbnail

These Are the Goods

The Irrelevant Investor

Articles Business moats and brand awareness don’t matter when your customers are ordered by law to stay in their homes. By Morgan Housel What are the economic rules of this upside-down world, where opening the economy too soon produces mass death, but shutting it for too long produces mass suffering? By Derek Thompson My strategy for trading isn’t meant to be rigid, only to be rational.

Economy 52
article thumbnail

Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

article thumbnail

The Irresistible Force

The Irrelevant Investor

On a recent podcast, Patrick O'Shaughnessy asked Gavin Baker : "How do you square these two concepts of monetary and fiscal support with a really nasty small business situation" Here was his response: This is the irresistible force meeting the immovable object. We have the biggest, sharpest GDP decline in history, this is absolutely unprecedented. This is not a financial crisis where credit issues are transmitted to the real economy.

article thumbnail

The Same, But Different

The Irrelevant Investor

People in the same investments can have very different experiences. If you've been investing since the 90s, you have now seen your third big market downturn. If you started any time in the last ten years, you can now say you know what it feels like to be in a bear market, but only sort of. For young people who have been contributing to their 401(k) over the last ten years, they've seen nothing but gains.

article thumbnail

I’m Struggling Here

The Irrelevant Investor

Markets don't have to make sense, but I'm struggling with this. We have what will potentially be the deepest economic contraction of our lifetime and the S&P 500 just rallied 28% in 13 sessions, leaving the index only 17% off its all-time high. A few obvious things going on: The Fed is taking unprecedented action. Maybe liquidity matters more so than the underlying economic reality.