The Irrelevant Investor
JUNE 22, 2018
"There’s a little child inside all of our brains that can’t stand to watch other people riding a money train that we’re not on." I wrote this in June 2017 when Bitcoin was all anyone was talking about. It was hard not to get swept up in the mania. That's what bubbles do. They suck us in. The other thing bubbles do is they pop, which is where we are today.
Brown Advisory
JUNE 19, 2018
Low Correlation in Stocks: A Good Opportunity for Active Managers achen Tue, 06/19/2018 - 09:13 In equity markets, even the best active managers tend to struggle when stocks are all moving in lock step with each other. But when there’s more differentiation in returns across stocks and sectors, there’s more opportunity for managers to generate alpha.
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The Irrelevant Investor
JUNE 20, 2018
On this week's Animal Spirits, we discuss: Howard Marks on investing without people The mother of all credit bubbles Time to not freak out about debt A future without Buffett Will Berkshire eventually get broken up by activists? The two most indebted companies in the world Tech loses its appetite for bonds WeWork is worth quite a bit of money Hindsight bias in dollar-weighted returns Millennials and money (survey) Predicting the World Cup Is Like Trying to Beat the Market Silicon prairie The ri
Brown Advisory
JUNE 19, 2018
Low Correlation in Stocks: A Good Opportunity for Active Managers. achen. Tue, 06/19/2018 - 09:13. In equity markets, even the best active managers tend to struggle when stocks are all moving in lock step with each other. But when there’s more differentiation in returns across stocks and sectors, there’s more opportunity for managers to generate alpha.
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The Irrelevant Investor
JUNE 17, 2018
Articles What I thought was a major career failure turned out to be the best thing that ever happened to my career By Blair duQuesnay Learn to love the micro-stakes arena By Tommy Tranfo If things like research department headcount or manager tenure had any predictive value, then you could throw away your Bloomberg terminal and just use LinkedIn By Josh Brown Capital gains is a hell of a drug.
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