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Joshua M Brown
Hot Links: Inexperienced or Psychotic
What I’m reading this morning
QOTD: Portfolio Construction vs Trading Ideas
A ten-year return forecast can end up being right but look spectacularly wrong several times on the way toward getting there.
Ministers Without Portfolio
The important thing to remember, as a market participant with something real on the line, is that the Ministers are usually just play-acting
In Bloom?
Some ill charts
QOTD: The Global Glut of Stored Time
Ever since writing my Abundance post in February, I’ve been seeing echoes of it everywhere. I think they call this “synchronicity”, which is also the title of a great Police album. The basic notion I had was that malinvestment everywhere and non-profit seeking behavior on the part of well-financed businesses are doing a lot of…
Hot Links: more like No, ha! (am I right?)
What I’m reading this morning
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
QOTD: Wall Street’s Old Guard vs Sanders Rhetoric
“My Wall Street is the real Wall Street”
Hot Links: Pump the Brakes
What I’m reading this morning