The Riskalyze Report: Advisors Buy the Energy Dip!

My friends at Riskalyze share the stocks and funds that advisors all over the country have used in their clients’ accounts each week. This data has been aggregated from across the client accounts of the thousands of advisors who use the software. Most of it comes directly through the third-party custodians where advisors’ assets are held. I hope we…

How China Investors Avoid Low Yields on Cash

Josh here – I’ve known Brendan Ahearn for almost five years now and when he joined the ETF firm Kraneshares, last year I was really excited to hear about their plans. The general idea behind Kraneshares was to launch innovative and exciting products related to the massive investment opportunities of China. While the majority of US…

This Changes Everything for Biotech

My friend Adam Feuerstein is out with a highly provocative piece on TheStreet.com today about a new deal that could potentially change the entire drug pricing dynamic for the biotech sector… The exclusive hepatitis C pharmacy deal struck between Express Scripts (ESRX) and AbbVie (ABBV) is a serious, perhaps permanent, blow to the multi-year biotech…

This Week on TRB

Cartoon by Gary Varvel, Indianapolis Star These were the most read posts on TRB this week, in case you missed them…

Howard Marks: Lessons Learned from the Oil Crash

From a brand new memo by Howard Marks (Oaktree) – his takeaways from the latest boom/bust on everyone’s radar and how we’ve reacted to it: In part the emotional reaction to negative developments is the product of surprise and disillusionment. Part of this may stem from investors’ inability to understand the “fault lines” that run…