The Irrelevant Investor

OCTOBER 2, 2018

On this week's Animal Spirits, we discuss: Is Howard Marks hurting investors? Jack Bogle still has it This is the top SoftBank is.not a bank The best portfolio My take on the perfect portfolio Fraud of the week Buy the housing dip J.P. Morgan's New Guide to Markets Listen Here Charts Mentioned Tweets Mentioned [link] [link] Recommendations Born Standing Up Where Good Ideas Come From How We Got to Now The post Animal Spirits: Buy the Housing Dip appeared first on The Irrelevant Investor.

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Brown Advisory

SEPTEMBER 30, 2018

Global Leaders Investment Letter - Q3 2018 ajackson Sun, 09/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q3 2018 In this letter, the team discuss the dangers of shorthand valuation techniques and the oversimplification of passive investing, particularly during periods of market volatility. 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

OCTOBER 3, 2018

Two tweets from SentimenTrader paint a scary picture of current stock market breadth. Yesterday, he wrote: "The Dow is on track to close at a new 52-week (and all-time) high. Yet, there are 3 times as many 52-week lows as 52-week highs on the NYSE. Since 1965, that has happened on exactly one* other day. *December 28, 1999 This morning he dropped another stat with a powerful visual.

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The Irrelevant Investor

OCTOBER 2, 2018

In the new edition of J.P. Morgan's Guide to the Markets (H/T @ROIChristie ), they show this incredible chart about what the average S&P 500 returns were 3, 6, 12, and 24 months following a stock market peak (and subsequent bear market). Charts like this convey an important message; They show that if you believe in a better tomorrow, and you're able to control your emotions, then it's likely that you possess the ability to participate in the long-term growth of the economy.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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 30, 2018

Articles You won’t know the price of your asset until you go to sell it By Nick Maggiulli US grocery is the largest consumer category in the world, registering $641B/year in value By Scott Galloway People were literally lighting their money on fire By Ben Carlson Even if the long-term trajectory is better than average returns, the path to get there won’t necessarily be a cakewalk By Phil Huber A reminder to my future self By Bob Seawright We pay for incompetence By Dan Egan What does liberty mea

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Brown Advisory

OCTOBER 2, 2018

Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson Tue, 10/02/2018 - 12:30 Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.

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Brown Advisory

OCTOBER 2, 2018

Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson. Tue, 10/02/2018 - 12:30. Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.

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