Brown Advisory
SEPTEMBER 3, 2015
Rude Awakening. achen. Thu, 09/03/2015 - 15:10. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. The commonwealth’s default last month on a portion of $72 billion in troubled debt spotlights not just an ill-advised investment, but a pitfall in the municipal bond market.
The Irrelevant Investor
SEPTEMBER 2, 2015
The S&P 500 just experienced its worst month since September 2011, falling 6.3% in August. With such a steep decline, the investor in a classic sixty/forty portfolio might have expected bonds to provide protection to their portfolio. The negative 0.08% total return for the Barclays Aggregate Bond Index might lead them to think there's something very wrong going on.
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Brown Advisory
SEPTEMBER 3, 2015
Dream or Opportunity? achen. Thu, 09/03/2015 - 15:11. China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Nevertheless, we believe that a discriminating investment strategy toward China and neighboring emerging markets has the potential to yield meaningful long-term gains, especially from growth in China’s middle class.
The Irrelevant Investor
SEPTEMBER 2, 2015
I always enjoy taking a few minutes to flip through Poor Charlie's Almanack. I found the following passage particularly interesting and wanted to share it (Emphasis mine). Munger discusses the importance of "The Circle of Competence," which helps explain what has fueled Berkshire's unrivaled performance over the last several decades. The cash register was one of the great contributions to civilization.
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The Irrelevant Investor
SEPTEMBER 2, 2015
I want to share a terrific video of Jim Simons speaking to an audience at MIT. Simons is a mathematician, hedge fund manager and now philanthropist so it's no wonder that his firm is called Renaissance Technologies. In this talk, Simons shares stories about riding a scooter from Boston to Bogota, getting fired from the Institute for Defense Analyses, and the success of Renaissance Technologies.
The Irrelevant Investor
SEPTEMBER 1, 2015
The following exchange is what often occurs on Twitter, especially when markets are volatile and account balances are going in the wrong direction. “Why are you yelling at me?” “Because we have different views on how to make money in the market!!” Social media has changed the game for the better. Unfortunately there will always be those who take umbrage with what you say.
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Brown Advisory
SEPTEMBER 3, 2015
Europe's Slow Climb. achen. Thu, 09/03/2015 - 15:10. Greece’s debt crisis has dominated the headlines in Europe this year but has not halted regional growth or vitality among European companies showing unexpected earnings strength. War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies.
Brown Advisory
SEPTEMBER 3, 2015
Before Tying the Knot. achen. Thu, 09/03/2015 - 15:11. Although the divorce rate has fallen for many years, the emotional and financial costs from a split-up are often very high. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. Few terms have the potential to kill the excitement of a wedding engagement as quickly as “prenuptial agreement.”.
The Irrelevant Investor
AUGUST 31, 2015
On Friday the S&P 500 experienced what is known as a "death cross." This is when the 50-day moving average crosses below the 200-day moving average and as you can guess by the name, is allegedly a negative signal for stocks moving forward. A lot of work has been done to debunk the myth of the death cross and yet we continue to hear about it whether it's in an index, a sector or a specific stock.
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