The Irrelevant Investor

SEPTEMBER 26, 2019

There has been something of a changing of the guard going on in the stock market this month. Stocks that had done the best over the past year have been hit and stocks that have done the worst have been lifted up. You can see this reversal of fortunes in the chart below. Here are the numbers: The Russell 1000 is up 2% this month Going into September, 39 stocks were up at least 50% or more over the previous 12 months.

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Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. They do an incredible amount of research into their market, making sure beyond the shadow of a doubt they know exactly who their ideal audience members are.

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The Irrelevant Investor

SEPTEMBER 25, 2019

Today's Animal Spirits is brought to you by EquityZen EquityZen is giving Animal Spirits listeners half off their first investment minimum by going to equityzen.com/animal – usually a $20K min – we’re giving you $10K min On today's show we discuss: If Ben had to invest in one company, he'd pick Airbnb WeWork is a disaster How did this happen? Rich families are stockpiling cash Disney almost bought Twitter The charlatan's charlatan Sports and worldly wisdom Go for it Finance Instagram influence

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The Irrelevant Investor

SEPTEMBER 25, 2019

J.P. Morgan put out a new piece called Active management and QE-distorted markets. The main point is that it's been incredibly easy for active managers to beat the index in an era of manipulated markets. I pulled three charts that I thought were interesting. The first one shows the contribution of the top 5 and 20 stocks to the overall return of the market.

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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.

Accounting

The Irrelevant Investor

SEPTEMBER 23, 2019

The drumbeat of recession calls grows louder every day. One of the biggest drivers of this is simply due to how long it's been since the economy experienced a setback. We are in the 41st quarter of the current economic expansion. What's notable about this period, aside from the duration, is also how modest growth has been. On average, previous expansions saw 1.06% quarterly real GDP growth.

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The Irrelevant Investor

SEPTEMBER 25, 2019

“Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.” There is a lot of truth to this John Maynard Keynes quote, at least when it comes to the world of investing. To succeed unconventionally in the market, you have to be on the opposite side of the trade. And by opposite side, I mean the side that most people don't think can happen, let alone will happen.

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