everyone has the right to have that one topic that they are utterly unreasonable about.
Joshua M Brown
Stay Hungry, Not Thirsty
Stay hungry, not thirsty.
This Week on TRB
The Ritholtz Wealth Management Q1 Client Conference Call gets underway…. A photo posted by Josh Brown (@downtownjoshbrown) on Mar 30, 2016 at 1:10pm PDT These were the most read posts on the site this week, in case you missed it:
The Usual
Rest assured, it will always be something
EM vs US Dollar is the biggest story of the spring
In the middle of February, I said “Tell me when the dollar rally ends, I’ll tell you when EM starts working again.” I showed the below chart, in which you can see emerging markets underperformance vs the S&P 500 in the top pane, with the US dollar index in the bottom – a perfect inverse…
OK stock pickers, here’s the opportunity of a lifetime:
Just wanted to pass on an amazing opportunity from the folks at the Ira Sohn Foundation… If you’re fundamentally oriented and love to research and pick stocks, you have a chance at presenting your idea live in what is perhaps the greatest job audition of a lifetime. See the below for details: SOHN…
Four expansive reads on factor investing
Great reads for investors
Hot Links: Low-Key
What I’m reading this morning
Pedigree
a good reminder that pedigree doesn’t mean anything when it comes to whom you should trust in finance.
Hot Links: Hell on Earth
What I’m reading this morning