Sat.Nov 25, 2017 - Fri.Dec 01, 2017

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This is Not Normal

The Irrelevant Investor

Netflix, Facebook and Amazon are each up 60% in the first 11 months of the year. Apple, is up 50%. Google, the laggard, is up just 34%. These five stocks have added over $900 billion in market capitalization in the first eleven months of the year. The tech-heavy index, of which these companies represent one third of, is up 33% year-to-date, and is on pace to close higher for the ninth year in a row.

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Balancing Act | A New Publication Series

Brown Advisory

Balancing Act | A New Publication Series achen Tue, 11/28/2017 - 13:39 We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

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Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

Balancing Act | A Stroll Down Hindsight Lane achen Tue, 11/28/2017 - 14:27 Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. Ultimately, fundamentals drive stock performance. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and a h

Economy 52
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Balancing Act | A New Publication Series

Brown Advisory

Balancing Act | A New Publication Series. achen. Tue, 11/28/2017 - 13:39. We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets. Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

Balancing Act | A Stroll Down Hindsight Lane. achen. Tue, 11/28/2017 - 14:27. Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. Ultimately, fundamentals drive stock performance. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and

Economy 52
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These Are the Goods

The Irrelevant Investor

Articles No invention has been more disruptive to the asset-management industry in the last quarter-century than the exchange-traded fund. With Crystal Kim Dave Nadig, Barry Ritholtz, Corey Hoffstein, and Ben Fulton Systematic, rather than faith-based. By Phil Bak So are all liquid alternative funds bad? By Jeremy Schwartz Staying cheap is not hard.

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Animal Spirits: Bitcoin, Bubbles & Bananas

The Irrelevant Investor

Why Bitcoin Matters Coinbase has more accounts than Schwab Bitcoin surges past $9,500 This poll is incredible. [link] New managers and career risk. [link] The future will look like the recent past. The New Retirementality. It's a two horse race. [link] 2017 is the year of stock market superlatives. [link] Volatility shrugged. [link] Thanks for listening!