The Irrelevant Investor
FEBRUARY 26, 2021
Today's Animal Spirits is brought to you by Direxion. For more information, you can visit their site here On today's show we discuss: The Moonshot Innovators ETF The companies that are changing the world How this differs from what Ark is going Where this fits into an investor's portfolio, and much more Listen here: Investor Resources: Remote work stocks.
Mauldin Economics
FEBRUARY 26, 2021
Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio.
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Brown Advisory
FEBRUARY 26, 2021
2021 Asset Allocation Perspectives and Outlook. jharrison. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.
Indigo Marketing Agency
FEBRUARY 24, 2021
Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people. I expand on this concept even more in the short video below.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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
FEBRUARY 26, 2021
If you went into a laboratory to build a gold price optimizer, you would want a couple of things. A falling dollar Rising inflation expectations Money printing Central bank balance sheets expanding Fiscal deficits increasing Political turmoil All of these things were in place over the last few months, and yet gold has done the opposite of what you expected it to do.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival jharrison Tue, 02/23/2021 - 05:15 In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
Clever Girl Finance
FEBRUARY 22, 2021
You may have a big have a goal you want to achieve or an upcoming financial obligation and you need to figure out how to save money fast. I should know, I was once a thousand dollars short for my tuition and had less than a month before the college I attended dropped me from my classes. I was able to figure it out, but that one lesson in circumstances changing at any time has stayed with me even as an adult.
The Irrelevant Investor
FEBRUARY 25, 2021
The past decade has been one of endless prosperity. At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent. Netflix more than two thousand percent.
Indigo Marketing Agency
FEBRUARY 22, 2021
There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a good use of your time. Watch the 3-minute video as I talk about: Why market commentaries confuse your clients and do more harm than good Why you should take the “quality over quantity” approach and focus
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
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival. jharrison. Tue, 02/23/2021 - 05:15. In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
Mauldin Economics
FEBRUARY 26, 2021
I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull. He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.
The Irrelevant Investor
FEBRUARY 24, 2021
Last year was the worst one on record for value stocks. It's no wonder that one of the questions that came up over and over again was, "Is value investing dead?" You've probably noticed that value investing has been the opposite of dead for a while now. In fact, small value stocks have more than doubled since the low last year. Yes, I'm cherry-picking.
The Irrelevant Investor
FEBRUARY 23, 2021
If the stock market had a mantra, it would be "buy the dip." Today, millions of market participants repeated this over and over again. Today, the S&P 500 was down nearly 2% at its low point, but it stormed a late comeback to finish positive. This sort of move has happened on 121 other occasions since 1970, or 1% of all days. But what's more interesting than how often they happen is where they happen.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
The Irrelevant Investor
FEBRUARY 23, 2021
Today’s Animal Spirits is brought to you by DPL Financial Partners We spoke to David Lau a few weeks ago about how they work with advisors. Check out the whole show here. On today’s show we discuss : Packy's latest on the creator economy What is NBA Top Shot? Michael Burry sold his GameStop stock in the fourth quarter Where to donate for Texas What are NFTs?
The Irrelevant Investor
FEBRUARY 21, 2021
I want to share a quick story on how investor appetite changes. Today we're going to be looking at USMV, the iShares min-vol factor ETF. From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. The story was a good one. Equity returns with a smoother ride. And it worked.The standard deviation was 10%, compared with 17% for the S&P 500.
The Irrelevant Investor
FEBRUARY 20, 2021
Articles In the public markets in the 2010s, the $1 trillion market cap was the four-minute mile. (By Packy McCormick) Value strategies outperform because investors overreact to long-term trends, whereas momentum is driven by an underreaction to new information (By Daniel Sotiroff) The optimal approach when it comes to making decisions isn’t to blindly follow the base rate, but to respect it (By Nick Maggiulli) The risk-free rate is zero and, as a result, no one has any care or concern for curre
Mauldin Economics
FEBRUARY 24, 2021
Fed Chairman Jerome Powell believes the US unemployment rate, officially at 6.3% in January, is clearly understated. That rate is likely closer to 10%, if they include those who left the labor force because of the pandemic. That isn't the only data in need of adjusting. Just look at the Labor Department’s business birth/death estimates. Those are aspirational.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
The Irrelevant Investor
FEBRUARY 22, 2021
What I'm about to write is going to sound incredibly stupid. Some of it also might not be factually accurate, as I'm still very much a NoobWhale. If you want to learn more, I suggest you start here , here , or here. Also, this is definitely 100% not investment advice. Terms and conditions , etc. I'm participating in the early days of a mania for the first time in my life.
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitious a
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. jharrison. Fri, 02/26/2021 - 05:00. Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitiou
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