Sat.Feb 29, 2020 - Fri.Mar 06, 2020

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Don’t Catch a Falling Knife

The Irrelevant Investor

What do you call a group of stocks that fell 10%, then another 20%, then another 30%, then another 40%, and then got cut in half? Oil services. This group of stocks, think Halliburton, Schlumberger et al., are collectively down 86% from their peak in 2014. If you know absolutely nothing about investing, you know the phrase " buy low sell high." This idea makes sense in theory, but in reality these four words have been responsible for more wealth destruction than any other quote in the investor's

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Best Books for Financial Advisors [Ebook on Digital Marketing Services]

Indigo Marketing Agency

Best Books for Financial Advisors. Many of us are on lockdown today across the United States. While we are worried about public health and the economy, there isn’t much we can do to help. It’s the perfect time to invest in your knowledge and business fundamentals so you come out of this crisis stronger. That’s why I’m excited to share the top books for financial advisors in 2020.

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Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth

Brown Advisory

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

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Animal Spirits: The Emergency Rate Cut

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here: On today’s show we discuss: Resist the urge to panic What happens to stocks after a big down month? Bill Gates on the Coronavirus Tourism and its effect on global GDP Mom and pop aren't doing the selling Monetary heresy Credit Suisse Yearbook VC/PE investor survey Dow 40k Redditt's profane, greedy traders Recommendations: The Hot Hand Judd Apatow with Conan O'Br

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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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Today Was Weird

The Irrelevant Investor

There was some unusual activity in the stock market today. It was a risk off risk on type of session. The S&P 500 was up more than 4%, but some of the market internals didn't exactly scream everybody back in the pool. Stocks have grabbed all the headlines over the last ten days, but the move lower in interest rates was arguably more extreme, with the 10-year falling from 1.57% to 1% over that same time.

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Was That the Bottom?

The Irrelevant Investor

As we were wrapping up an episode of What Are Your Thoughts today, the news dropped that the Fed was doing an emergency rate cut for the first time since 2008. Prior to that the Fed took these measures in 2001 and 1998. You could tell by my reaction that I was not too enthusiastic about the Fed's decision. I'm usually not an armchair central banker, but I don't feel great about their decision.

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Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth

Brown Advisory

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. ajackson. Mon, 03/02/2020 - 10:33. We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

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Talk Your Book: Investing in Commodities

The Irrelevant Investor

Today’s Animal Spirits Talk Your Book is brought to you by USCF Investments. For more information please visit their site here On today’s show we discussed: The Commodity Futures Risk Premium: 1871–2018 Getting exposure to oil through an ETF Ben's take on the holy grail of investing Listen here The post Talk Your Book: Investing in Commodities appeared first on The Irrelevant Investor.

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These Are the Goods

The Irrelevant Investor

Articles If you can’t stick with a 100% stock portfolio through a 50% downturn then the S&P isn’t your benchmark. By Cullen Roche If you have a long term savings or dollar cost average plan and suddenly you sell everything because you’re in pain, whelp, that’s capitulation By Phil Pearlman In a decade quite bad for value investing, the start of 2020 is the absolute worst 6-week period By Cliff Asness Of the US firms listed in 1900, over 80% of their value was in industries that are today sma