The Irrelevant Investor
APRIL 23, 2020
26 million people are unemployed and the economy is at a stand still. And yet stocks down just 17% from their highs, and down less than 1% year-over-year. What is going on? Three things: Fed liquidity and fiscal stimulus are going a long way Remember, stocks fell 35%. Not nothing. The S&P 500 is not representative of the broader economy I want to focus on the third point.
Indigo Marketing Agency
APRIL 23, 2020
Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! The question is, how do you best take advantage of this situation?
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Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.
Risk Management Guru
APRIL 21, 2020
Preface. The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Almost 5 years on and we are proud of the footprint we have created so far, with a special emphasis on our most read articles. The success of this blog is due to three main pillars: our growing readership base, who spread the word of mouth, the quality of our content, which is something we strive daily, and, most notabl
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
The Irrelevant Investor
APRIL 22, 2020
On today’s show we discuss People aren't doing much tinkering in their retirement accounts Airlines have declared bankruptcy 66 times since 2000 Cullen Roche on the COVID-19 Aid package Stock picker's market Are Buffett and Munger slowing down? Will this recession destroy private equity? How the Coronavirus might reduce income inequality Quantifying the tradeoff between closing the economy versus leaving it open Garnishing relief money 8% of people pay 75% of overdraft fees Disney--workers vers
ClearMoney
APRIL 20, 2020
View our award in Hour Detroit and dBusiness magazine2020 Five Star Detroit Wealth Manager Robert Schmansky(2017, 2018, 2019, 2020, 2021)
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
APRIL 21, 2020
If it seems like tech stocks are the only thing working right now, trust your intuition. The five largest stocks in the S&P 500, Microsoft, Amazon, Apple, Google and Facebook, collectively represent a piece of the pie that is larger than any other five stocks since the late 1970s (The following two charts come from Jim Bianco ). While the rest of the market tumbles, Microsoft, Amazon, and Apple have retained their trillion dollar status.
The Irrelevant Investor
APRIL 20, 2020
A common question in my inbox these days goes something like this: Should we be freaking out about inflation coming? Okay, that was an actual question, and more and more of them have been coming in over the last few weeks. The basic thinking is that we're printing record amounts of money, which might decrease the value of our currency. But if we've learned anything since the great financial crisis, it's that the amount of money in circulation does not necessarily cause inflation.
The Irrelevant Investor
APRIL 19, 2020
Articles That’s how government debt gets repaid after it piles up. You don’t pay it off. You grow your way out of it. By Morgan Housel The problem is inertia By Marc Andreesen I’m not sure it’s fair to have a meteor hit the US economy and say “Why didn’t everyone hold an emergency meteor fund?” By Cullen Roche The key for an investment manager is to make sure that time and resource allocation are congruent with the perceived source of edge.
The Irrelevant Investor
APRIL 19, 2020
It's hard to distinguish yourself from the crowd when everything is moving in unison. For stock pickers, 2020 is not one of those years. Through the end of the first quarter, we have seen the biggest dispersion of returns for the stock market since 2009. In theory, this should provide an opportunity for those with skill, or with luck, to shine bright.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
The Irrelevant Investor
APRIL 22, 2020
By the end of the 1980s several blue chip companies were worth less than the amount they spent on R&D and capex. General Motors spent $67.2 billion on R&D and cap-ex in the 1980s and was worth just $26.2 billion by the end of the decade. "Look how much money these companies are wasting on failed projects. They should have returned that cash to shareholders!
The Irrelevant Investor
APRIL 24, 2020
On today’s show we discuss Oil is worse less than nothing How an ETF is influencing the oil market Individual investors are buying the dip A massive deflationary force People are spending their relief money Small business are having a tougher time getting loans Mortgage servicers face a potential cash crunch The big banks are getting bigger Private equity getting squeezed Microsoft is worth almost as much as all the stocks in London Netflix is killing it Death of department stores.And what to do
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