The Irrelevant Investor
NOVEMBER 6, 2020
The labor market continued to rebound in October. This morning we learned that the unemployment rate fell a full percentage point to 6.9%. According to the Wall Street Journal , "Employers have added 12.1 million jobs since April, more than half the 22.2 million lost in the spring." We still have a long road ahead of us, but the rebound that we're seeing in so many different data sets is very encouraging, to say the least.
Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
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The Irrelevant Investor
NOVEMBER 5, 2020
Do you know your lifetime investment performance? If you're like most people then no, you probably can't answer this question. [link] I know exactly what my returns are, or at least I used to know. I started trading in the aftermath of the GFC. I can't remember who inspired me to start a journal, but I owe that person a huge debt of gratitude. I recorded every transaction I made and why I made it.
The Irrelevant Investor
NOVEMBER 4, 2020
Today’s Animal Spirits is brought to you by Interactive Brokers. Check out the Impact Dashboard here On today’s show we discuss: Who cares about a correction? Einhorn quarterly letter Netflix is raising prices Portfolio tweaks before the election Rental market is hurting Ritholtz has a contrarian take on housing The economy grew a lot in the third quarter Grantham on why we should go in on green infrastructure Cash is trash A cautionary tale Ken Griffin on taxes Christine Benz on the future of f
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The Irrelevant Investor
NOVEMBER 1, 2020
Articles People are spending less on services and luxury items, and investing more (By Packy McCormick) Personally I feel like I made a financial mistake by contributing too much to my 401(k) when I was younger (By Nick Maggiulli) What if perseverance works against you at times as an investor? (By Ben Carlson) Bidding wars account for roughly 30% of the sales with listing inventory at or near record lows (By Barry Ritholtz) People recognize the ground shifting (By Josh Brown) Podcasts You trade
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Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020. ajackson. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.
The Irrelevant Investor
NOVEMBER 4, 2020
One of the themes that I keep coming back to over and over again is that even if you knew what would happen in the future, you still wouldn't know how the market will react. Take COVID-19 for example. If you knew that the economy would shut down, that millions of people would be unemployed and that hundreds of thousands of people would die, what would your prediction be for the stock market?
The Irrelevant Investor
NOVEMBER 1, 2020
If we learned anything from the 2016 election, it's to watch what people do, not what they say. You can't trust polls that ask people what they're going to do for a million and one reasons , but when it comes to asking people what they've already done, I think you can get a little closer to the truth. So, when 63% of investors tell UBS that they tweaked their holdings in some way before the election, I *mostly believe it.
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