Joshua M Brown

If You Remember Nothing Else, Remember This

There are a lot of narratives out there in the post-election aftermath talking about how stocks are rallying on Trump’s plans or because his policies might be inflationary in a good way or conducive to infrastructure spending or whatever. It’s very important that you ignore it all. Because the same headline writers and chief strategists…

Livin’ in a Populist Paradise

In the first 48 hours of President-elect Donald Trump’s ascendance to the throne (yes, he’ll be installing a throne), the moves that have been made are straight out of the populism playbook. The people were angry and felt abandoned by the coastal elite and the moneyed class. Well, they can now claim a victory. Here are…

The difference between conventional vs evidence-based investors

I LOVE this thing Phil Huber wrote up about the difference between conventional investors and evidence-based investors. We’re delighted to have our fellow advisors, people like Phil who get it, coming out to the EBI Conference next week.  This is so good:  The Conventional Investor has a hard time distinguishing between luck and skill. The…