The Irrelevant Investor

NOVEMBER 28, 2017

Netflix, Facebook and Amazon are each up 60% in the first 11 months of the year. Apple, is up 50%. Google, the laggard, is up just 34%. These five stocks have added over $900 billion in market capitalization in the first eleven months of the year. The tech-heavy index, of which these companies represent one third of, is up 33% year-to-date, and is on pace to close higher for the ninth year in a row.

Marketing

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A New Publication Series achen Tue, 11/28/2017 - 13:39 We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

Portfolio

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A Stroll Down Hindsight Lane achen Tue, 11/28/2017 - 14:27 Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. Ultimately, fundamentals drive stock performance. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and a h

Economy

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A New Publication Series. achen. Tue, 11/28/2017 - 13:39. We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets. Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

Portfolio

Advertisement

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.

Accounting

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A Stroll Down Hindsight Lane. achen. Tue, 11/28/2017 - 14:27. Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. Ultimately, fundamentals drive stock performance. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and

Economy

The Irrelevant Investor

NOVEMBER 26, 2017

Articles No invention has been more disruptive to the asset-management industry in the last quarter-century than the exchange-traded fund. With Crystal Kim Dave Nadig, Barry Ritholtz, Corey Hoffstein, and Ben Fulton Systematic, rather than faith-based. By Phil Bak So are all liquid alternative funds bad? By Jeremy Schwartz Staying cheap is not hard.

Distribution

The Irrelevant Investor

NOVEMBER 29, 2017

Why Bitcoin Matters Coinbase has more accounts than Schwab Bitcoin surges past $9,500 This poll is incredible. [link] New managers and career risk. [link] The future will look like the recent past. The New Retirementality. It's a two horse race. [link] 2017 is the year of stock market superlatives. [link] Volatility shrugged. [link] Thanks for listening!

Accounting