Sat.Aug 04, 2018 - Fri.Aug 10, 2018

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Animal Spirits: Despite All Logic

The Irrelevant Investor

On this week's Animal Spirits, we discuss MoviePass becoming profitable, despite all logic This is some press release Cutting the chord and Disney's new streaming service Busting some pension myths The pension hole is the size of Germany's economy Bankruptcy booms among older Americans Creating an ideal liquid alt 1 in 8 divorces is caused by student debt.

Economy 52
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Spin City: The New Wave of Deconglomeratization

Brown Advisory

Spin City: The New Wave of Deconglomeratization. ajackson. Wed, 08/08/2018 - 08:16. The biggest media story in the industrial space this summer has been the accelerating breakup of General Electric. For many decades, GE was the shining example for conglomerates everywhere—Jack Welch’s model of pursuing a #1 or #2 position across many industries was one of the most well-known business strategies in the world.

Assets 52
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Capital Conservation

Brown Advisory

Capital Conservation ajackson Tue, 08/07/2018 - 09:25 The managers of Brown Advisory’s Large-Cap Sustainable Growth strategy discuss how their sustainable investing approach has helped them preserve capital during down markets. “Sustainable investing” means different things to different people. Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses

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Capital Conservation

Brown Advisory

Capital Conservation. ajackson. Tue, 08/07/2018 - 09:25. The managers of Brown Advisory’s Large-Cap Sustainable Growth strategy discuss how their sustainable investing approach has helped them preserve capital during down markets. “Sustainable investing” means different things to different people. Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out business

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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These Are the Goods

The Irrelevant Investor

Articles Mix a little data with something you want to be true and you grab it with both hands By Morgan Housel Chart goodness By Tadas Viskanta If you can’t save money, your investment returns won’t matter. By Nick Maggiuilli Mean reversion is probably one of the most misunderstood concepts in all of finance. By Ben Carlson The agony of defeat outweighs the euphoria of victory.

Assets 52
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The Longest Bull Market of All-Time?

The Irrelevant Investor

Does it really matter when a bull market begins? Whether you measure it from the low in 2009 or when new highs were made in 2013, isn't this just semantics? Bull markets are in the eye of the beholder, and when we mark the beginning is of little importance, unlike things like earnings and valuation and interest rates. Subjective and unimportant as it may be, I do think it can affect investor psychology, if only at the margin.