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Current Events Are White Noise

Don Connelly & Associates

The post Current Events Are White Noise appeared first on Don Connelly & Associates. We do that because we're concerned about anything that threatens our sense of wellbeing. Watch this video or read the transcript below to learn why we do that and what you and your clients should focus on.

Media 52
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Transcript: Hannah Elliot

The Big Picture

And everyone else at the car event, I mean, whether it’s a Formula E race or, you know, a Concorde, I’m paid to be there. ELLIOTT: A lot of people say basketball, but I …. RITHOLTZ: No, you’re short for basketball, but you’re the right height for beach volleyball. ELLIOTT: Yeah, well, I got some cousins who are very good at volleyball.

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Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

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 host of other factors. Are there any signals amidst the noise that can offer them comfort?

Economy 52
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Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

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 host of other factors. Are there any signals amidst the noise that can offer them comfort?

Economy 52
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Fool's Errand

The Better Letter

A senior partner brought out a tiny black and white television to watch the network news coverage, which had broken into the day’s typical programming of reruns, game shows, and soap operas. As the day progressed and the news got worse, we talked less and less. We huddled around the TV and watched. .”

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Transcript: Marta Norton

The Big Picture

MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. So it’s a pretty heady title, maybe a generous title for a 23-year-old. BLS recruits, just like all other organizations, recruits at college campuses. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130
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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

We posit that ESG information can provide an investment edge, but current techniques that seek to provide proof of this assertion focus on systematic risk, or beta factors. This article summarizes some of the challenges that researchers have confronted in their analyses of systematic ESG risk.