The Irrelevant Investor
DECEMBER 29, 2016
The S&P 500 is about to wrap up its eight consecutive year of positive returns. If this continues into next year, it would match the longest streak of all-time. For some context, in the nine years from 1991-1999, the S&P 500 gained 450%; In the recent 8 year period, the S&P 500 is up 193%. In addition to strong performance from U.S. stocks, you've probably noticed that international stocks haven't been keeping up.
Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion. ajackson. Mon, 12/05/2016 - 07:33. Speaker: Dune Thorne. Dune Thorne explores the statistic that 70% of high school valedictorians are girls yet 4% of S&P CEOs are women. How can businesses be more supportive of women and gender diversity? Dune illustrates the “S curve” as a potential solution and discusses the need for a new approach and a new conversation—which can benefit women and benefit businesses.
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The Irrelevant Investor
DECEMBER 23, 2016
Odey Asset Management, a London hedge fund which was seeded by George Soros in 1991, is having a rough year. The fund has lost nearly half its value, because "Passive investing has taken money which typically would have been in the bond market and deposited it in the equity market." I cannot imagine how an investor feels after reading this. This is on the same are you f*king kidding me level as when Bernstein claimed indexes were worse for society than Marxism.
The Irrelevant Investor
DECEMBER 22, 2016
Human beings do not do well with decisions. Whether we're wrestling with who to start in fantasy football, which line to get on at the store, which stock to buy, or even what to choose from on a dinner menu, there are certain glitches in our brain that are really hard to avoid. We anchor to meaningless numbers, we make decisions that will minimize potential regret, we use information that comes to mind immediately, and we use simple rules of thumb.
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The Irrelevant Investor
DECEMBER 21, 2016
Richard Feynman once said "The first principle is that you must not fool yourself – and you are the easiest person to fool." This is true in all walks of life- we think we're better looking than we really are, we think we're smarter, better drivers, better parents, and better children. Of all the places that self-deception exists, investing has to top the list.
The Irrelevant Investor
DECEMBER 15, 2016
Small value stocks are up 25.5% YTD. Small value stocks are up 32.5% YTD. Nope, that's not a typo. The first one represents Vanguard's ETF, VBR. The second and better performing small-cap value ETF is IWN, from iShares. As you can see from the chart below, they were neck and neck until the election, and then IWN kicked into high gear. The reason for this divergence is 29% of IWN is in financials, VBR is just 18%.
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The Irrelevant Investor
DECEMBER 9, 2016
Ben Carlson recently wrote about the parallels between dieting and personal finance. In both cases, we know exactly what we're supposed to do, but just knowing is not nearly enough. Our brains function in such a way that sometimes it helps to completely remove our mind from the equation. Other times we have to introduce a barrier to the way we think.
The Irrelevant Investor
DECEMBER 7, 2016
In a recent Bloomberg article, Luke Kawa writes how investors are positioning themselves as interest rates rise: Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio , and the Vanguard Short-Term Corporate Bond ETF topped $400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.
The Irrelevant Investor
DECEMBER 5, 2016
This was the subject line of an email that came into my inbox tonight and it's something I've been thinking about for a while. No, not how to use MACD to perfection, but how investors think about signals and indicators. A few weeks ago I was riding the subway, when after a minute or two of sitting at a station, on came the dreaded “we are delayed due to train traffic ahead of us.
Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Why Investing in Public Education is So Risky. ajackson. Mon, 12/05/2016 - 08:20. Speaker: Atnre Alleyne. Atnre Alleyne talks about our track record of investing in the right thing - and the wrong thing, using Solyndra, the Snuggie, and the movie "Moneyball" as examples. We’ve got to think differently. To advance we need to reconsider our investments and disrupt the inequitable system.
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Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Better Health, Lower Cost—Absolutely! ajackson. Mon, 12/05/2016 - 09:12. Speaker: Janice Nevin, M.D., MPH. Janice Nevin shares her family’s story of caring for her terminally ill father - and the significant challenges they faced despite their collective expertise. She contrasts this with the more common challenges faced by other patients who are less advantaged.
The Irrelevant Investor
DECEMBER 2, 2016
For the last 35 years, the classic 60/40 portfolio returned 10.5% a year. It's hard to imagine that these results will be matched over the next 35 years, which has a lot of people looking to alternative ways of managing a portfolio. Today I'm going to examine one of these alternatives, the "Permanent Portfolio," which was outlined in William Bernstein's "Deep Risk" (and elsewhere).
The Irrelevant Investor
DECEMBER 27, 2016
"Time is all you have. And you may find one day that you have less than you think." - Randy Pausch When I finished reading When Breath Becomes Air , my wife walked into our bedroom and found me with tears running down my face. I'm not talking about a single renegade tear that fought its way down my cheek, this was a whole army of them. I had a similar experience while reading The Last Lecture (although this time I made sure to lock the door!).
Brown Advisory
DECEMBER 14, 2016
Finding Value Amid Turbulence achen Wed, 12/14/2016 - 11:16 The Federal Reserve on December 14 fell in step with a post-election surge in bond yields by raising the main interest rate for the first time in a year. The Fed’s quarter-point increase followed the biggest five-week gain in the yield of the benchmark 10-year U.S. Treasury in six years. The 10-year Treasury yield on December 12 broke through 2.5% for the first time since September 2014, pushed up by rising oil prices and expectations t
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Brown Advisory
DECEMBER 14, 2016
Finding Value Amid Turbulence. achen. Wed, 12/14/2016 - 11:16. The Federal Reserve on December 14 fell in step with a post-election surge in bond yields by raising the main interest rate for the first time in a year. The Fed’s quarter-point increase followed the biggest five-week gain in the yield of the benchmark 10-year U.S. Treasury in six years.
Brown Advisory
DECEMBER 31, 2016
Global Leaders Investment Letter - Q4 2016 ajackson Sat, 12/31/2016 - 09:50 Global Leaders Strategy Investment Letter - Q4 2016 This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities.
Brown Advisory
DECEMBER 31, 2016
Global Leaders Investment Letter - Q4 2016. ajackson. Sat, 12/31/2016 - 09:50. Global Leaders Strategy Investment Letter - Q4 2016. This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities. . .
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