The Irrelevant Investor

MARCH 16, 2017

It seems like everybody wants to be a contrarian these days. Predictably, there were a lot of "Bill Ackman is out of Valeant, that's your buy signal" comments this week. I want to talk about the three different types of contrarians: those who are early, those who are late, and those that are right. On the early side, for example, are those who have argued that U.S. stocks are too expensive, or people saying this bull market is long in the tooth.

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Brown Advisory

MARCH 13, 2017

Emerging Market Banks: Promise Amid Skepticism achen Mon, 03/13/2017 - 10:37 For many investors, emerging markets are an enigma and represent a dichotomy between risk and reward. While these markets offer growth potential supported by secular tailwinds, these are also historically volatile markets and factors such as liquidity problems, political risks, weak regulations and currency instability compound investors’ fears of negative surprises.

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Brown Advisory

MARCH 13, 2017

Emerging Market Banks: Promise Amid Skepticism. achen. Mon, 03/13/2017 - 10:37. For many investors, emerging markets are an enigma and represent a dichotomy between risk and reward. While these markets offer growth potential supported by secular tailwinds, these are also historically volatile markets and factors such as liquidity problems, political risks, weak regulations and currency instability compound investors’ fears of negative surprises.

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The Irrelevant Investor

MARCH 17, 2017

It'a funny, I thought my life would change when I had a baby, and it certainly has, but one thing I didn't count on is how much more time I would have. He sleeps, and he eats. That's it for now. So I've been either home or at the office and I've consumed more content in the past three weeks than over any other three week period in recent memory. I know that will change quickly, but in the meantime, I wanted to share some incredible stuff I read this week.

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Speaker: Amanda Adams, Fractional CFO, CPA

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