A Wealth of Common Sense

SEPTEMBER 17, 2024

In 2014 I wrote a piece called What If You Only Invested at Market Peaks? I’m at Future Proof this week with 4,000 friends in the financial advice space. Here’s a look back at the most popular post in A Wealth of Common Sense history. *

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Validea

JUNE 2, 2025

Instead, it’s built to perform reasonably well across a wide range of market conditionsand more importantly, to help investors stay invested during turbulent times. The chart below compares the All Weather Portfolio to a traditional 60/40 stock-bond portfolio from 2007 through 2025 YTD: Year All Weather 60/40 Portfolio 2007 11.1%

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Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." (fortunesandfrictions.com) What lessons are investors going to take away from 2022? blog.validea.com) FTX Felix Salmon, "The collapse of FTX is the most consequential failure the crypto world has seen since Mt. axios.com) The FTX empire is complicated to say the least.

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The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Good investing demands humility. For too many people in the investing world, this remains an anathema. I credit Ray Dalio for first bringing this to the forefront in investing.

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Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? The second table shows the change in construction and manufacturing payrolls starting in 2006. Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024?

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The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He’s the chief investment officer at Bitwise Asset Management. Gox in 2014. Are these coins an investment or are they a speculation?

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The Big Picture

SEPTEMBER 13, 2023

Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. Investing really is a profession. Previously : MiB: Laszlo Birinyi (September 13, 2014) How News Looks When Its Old (October 29, 2021) The post Birinyi’s Axioms appeared first on The Big Picture. Free advice is not worth it.

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The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important.

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Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The last time gold had two consecutive years of negative returns was 2014 and 2015. Market is subject to wild mood swings.”. Tool: [link].

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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The Big Picture

NOVEMBER 1, 2024

Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT.

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The Reformed Broker

JUNE 4, 2023

Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Michael, Duncan and I popped up in the Tampa / St. Watch or listen to the episode below.

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The Big Picture

JULY 7, 2023

How did they develop their investment philosophy? Since MiB launched in 2014, smarter, longer-form, in-depth interview formats have become increasingly popular. I wanted to be able to reach investors and show them there was a better way to learn about investing. How did they make important career decisions?

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The Big Picture

NOVEMBER 2, 2023

Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through? February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going?

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Calculated Risk

JANUARY 13, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Residential investment has also peaked. Real GDP Growth Year Annual GDP Q4 / Q4 2005 3.5%

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The Big Picture

JANUARY 5, 2024

Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. It was all an education for what became his favorite job, writing about all of Wall Street finance, investing and business on a daily basis. This week, we speak with Matt Levine , Opinion columnist at Bloomberg.

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The Big Picture

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

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Calculated Risk

JANUARY 11, 2023

2014 62.8% -0.1 Question #8 for 2023: How much will Residential investment change in 2023? Unemployment and Participation Rate for December each Year December of Participation Rate Change in Participation Rate (percentage points) Unemployment Rate 2008 65.8% 2009 64.6% -1.2 2010 64.3% -0.3 2011 64.0% -0.3 2012 63.7% -0.3 2013 62.9% -0.8

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Brown Advisory

JUNE 1, 2014

NOW 2014 Conference Supplement. Sun, 06/01/2014 - 20:23. Brown Advisory recently hosted NOW 2014, our biennial forum for provocative inquiry into the trends that shape our world and influence our investment thinking.

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Trade Brains

JUNE 14, 2025

It is widely used by value investors to identify attractive investment opportunities. Gokul Agro Resources Limited was incorporated in 2014 and is a leading FMCG company engaged in the production, distribution, and export of edible and non-edible oils, specialty fats, and feed meals, serving both domestic and international markets.

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Trade Brains

JUNE 14, 2025

His fortune is a result of the highly successful cricket career, massive endorsement contracts, and wise business investments and ventures. Business Ventures and Investments In addition to endorsements, Sachin Tendulkar has diversified his fortune through business ventures and strategic investments: SRT Sports Management Pvt.

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The Big Picture

SEPTEMBER 2, 2023

You can hear our previous interviews from 2014 , 2016 , 2020 , 2021 and 2022. Be sure to check out our Masters in Business next week with John McAuliffe co-founder and Chief Investment Officer at the Voleon Group. Voleon was one of the first hedge funds to use AI as a core of its investing model. Previously, he was at D.

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The Big Picture

OCTOBER 3, 2024

Investment performance has never recovered. November 29, 2009) Harvard: Not So Smart After All (December 4, 2008) Archive: University Endowments Sources : Harvard ignored warnings about investments ( Mirror ) Advisers told Summers, others not to put so much cash in market; losses hit $1.8b

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Brown Advisory

MAY 1, 2015

2014 Annual Report | Putting The Pieces Together. We are pleased to share with you the 2014 annual report for Brown Advisory. Fri, 05/01/2015 - 12:00. The purpose of this report is to provide an update on the firm's performance as a business and its financial condition.

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Random Roger's Retirement Planning

JULY 22, 2022

The best investment we ever made was buying our first cabin in Walker in 1998. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since.

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The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

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Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? —ask WHERE Where in the world should you invest?

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The Big Picture

MAY 16, 2023

Well, the consolidation we predicted has happened: Last year saw 112 hospital mergers (up 18% from 2014). He is the founder and CIO of Social Leverage , where he makes early-stage investments. Then election deniers decided to run for local office. Social Leverage recently launched its 4th fund.

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Validea

APRIL 5, 2023

If we want to adopt an investment strategy that works over the long-term, then academic research offers a great testing ground to help us figure that out. There are many ways in which real world investment strategies can differ from those run in academic testing. And that makes a lot of sense. The data says that it is. We clearly can.

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Brown Advisory

JANUARY 2, 2015

Investment Perspectives | Dealing with Risk. With the exception of a few sudden downdrafts, stocks gained meaningful ground in 2014 with relatively low volatility, so now may seem like an odd time to write about risk. Fri, 01/02/2015 - 15:59.

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The Big Picture

MARCH 9, 2023

She points to studies that show that male-dominated hedge funds represent a missed opportunity to generate more alpha — it’s simply a poor investment strategy. In this space, Hedge funds lag finance, which in turn lags the broader economy.

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Meb Faber Research

MARCH 8, 2024

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014.

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The Chicago Financial Planner

OCTOBER 21, 2021

This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Need help getting on track?

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Nerd's Eye View

DECEMBER 23, 2024

Nor do we expect everyone to read and listen to everything – thus why we make the titles and headlines as clear as possible, so you can decide for yourself what to invest your time into (and skip the rest)! by the next day's, week's, and month's worth of content that comes along.

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Validea

DECEMBER 15, 2022

“[I]nvest in companies, not stocks,” he writes in the article, selecting companies based on what they’ll be worth in 5 to 10 years as opposed to their value now, with the goal being to double your investment “about every five or six years.”. Baron only invests in growth stocks, viewing them as “the best way to make money over time.”

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NAIFA Advisor Today

MAY 2, 2025

Chris Henderson , a dedicated member of NAIFA since 2014, has built a successful career in the financial services industry, making a lasting impact at both the local and national levels. Chris serves as Managing Director of M3 Financial.

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Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

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