The Irrelevant Investor

MAY 10, 2018

The Federal Reserve, quantitative easing, FAANG, margin debt, index funds, buybacks, low interest rates, CAPE ratio, and now ETFs. Exchange traded funds have found a home in the charlatan's tool kit. Eric Balchunas says, "Blaming ETFs for the rise of the stock market is like blaming MP3s for the rise of Nickelback." There is a lot of debate and misinformation as to what ETFs are doing to the market and how big they actually are.

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Brown Advisory

MAY 10, 2018

Tariffs: Bark or Bite? achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

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Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Tariffs: Bark or Bite? achen. Thu, 05/10/2018 - 11:18. Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

Economy 52

Economy Portfolio Clients Sales 52

The Irrelevant Investor

MAY 9, 2018

Stories discussed Community adjusted what? What would a bear market do for active management? You think our central bank is bad? Carthage > Harvard Yale should not index. Homes are not a great investment Don't wait until your 45 Would a bear market kill active management? How much would you pay to keep using Google? Listen here. Charts mentioned Tweets mentioned [link] [link] Recommendations Enlightenmenmt Now The Book of Basketball Two Kinds of Truth Reducing the Risk of Black Swans The

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Clients

The Irrelevant Investor

MAY 8, 2018

Ben and I spoke about a listener question on this week's Animal Spirits podcast. The question came from a young person in their 30s, and he was asking about timing the market. Given where valuations are, and that he has many decades ahead of him, would it make sense to wait for a better pitch over the next five years? We could have had the exact same conversation in 2013 as the market was approaching new all-time highs.

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The Irrelevant Investor

MAY 7, 2018

What's greater, 30 6 or 6 12 ? You might be inclined to pick the first choice, because 30 is five times larger than 6. But due to the (miracle/magic, Einstein quote, etc.) of the compound*, 6 12 is three times larger than 30 6. $1 earning 6% a year over 30 years grows to $5.74, a rate of return that many investors would find satisfactory. But why wait thirty years if you can do the same thing in ten years?

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