Sat.Dec 11, 2021 - Fri.Dec 17, 2021

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Narrowing Leadership

Andrew Thrasher

Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics. To learn more visit www.ThrasherAnalytics.com The topic of narrow leadership and participation has been around this year in various flavors, most notably in the summer Continue reading Narrowing Leadership → The post Narrowing Leadership first appeared on.

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Jim Cramer and Stock Picking Performance… Booyah?

Dear Mr. Market

Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.

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The Market’s Okay

The Irrelevant Investor

This chart lit up the financial Twittersphere last week. Without the 5 biggest stocks, the Nasdaq Composite, allegedly, would have seen its 2021 return go from +15% to -20%. Being on the receiving end of a million aaaackshuallys is like being at a football game without any restrooms. That's not where you want to be. So Gavin Baker, recipient of said aaaackshuallys, defended his honor and came up with some real and verified numbers below.

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Why a Stock Peak Isn’t a Cliff

ClearMoney

The following is provided by Dimensional Fund Advisors. Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.

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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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Happy Holidays From Indigo Marketing – 2021

Indigo Marketing Agency

Happy Holidays from Indigo Marketing Agency! We wanted to take a moment to say thank you to a few people: our hardworking Indigo team, incredibly supportive family members, and you—thank you for being part of our network! Please watch the video below to hear a bit more from our CEO, Claire, personally. The post Happy Holidays From Indigo Marketing – 2021 appeared first on Indigo Marketing Agency.

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Note Investing Option

The Richer Geek

Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked avenues of real estate investing: residential mortgage notes. As Founder and Principal of Aspen Funds, Bob has purchased more than 1,000 mortgage notes earning double-digit annual returns without the risk and volatility of traditional investing options.

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Demystifying Systematic Fixed Income Investing

ClearMoney

The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35 trillion in equity fund AUM1 was categorized as strategic beta by Morningstar.

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Animal Spirits: Person of the Year

The Irrelevant Investor

Today’s Animal Spirits is brought to you by GiveWell On today’s show we discuss: Betting on inflation Peloton falls Return expectations are. not great State Street on Inflation Why car prices keep rising Worst call ever by the Fed? Record margins for meat companies In praise of Ponzis Is fast food in-dining going to slowly go away? Millennials love Powell People really want yield ESPN used to be my favorite channel Listen here: Transcript here: Audiograph Recommendations In Bruges Inherent Vice

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Animal Spirits: Investing in Carbon Allowances

The Irrelevant Investor

Today’s Animal Spirits Talk Your Book is brought to you by KraneShares For more information please visit their site here. Listen here: On today’s show we discussed: What are carbon credits? Why they're biased to go up over time Where this strategy fits in a portfolio, and much more Charts Links Cabon Suite Pitchbook KRBN fact sheet Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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These Are the Goods

The Irrelevant Investor

Articles Web3 is a vortex for talent, money, culture, and brainspace. (By Packy McCormick) The future of marketing is about making people owners right out the gate (By Shane Mac) Happiness is complicated because you keep moving the goalposts. Misery is more durable. (By Morgan Housel) MetaMask does not feel like an easy product, nor a fully-featured one (By Mario Gabriele) Identifying the constraint in any process and working to relieve it is a simple but powerful management approach.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Why I’ll Always Be Optimistic About the Market

ClearMoney

The following is provided by Dimensional Fund Advisors. It’s hard to believe we’re approaching the end of the second year of this global pandemic. Despite the pain and loss endured by so many all over the world, I hope some positive changes have come from the shock we’ve all been forced to experience. As we look forward to 2022, despite continued uncertainty, I’m feeling a sense of educated optimism that’s stronger than ever before.