Bob Peck’s team at SunTrust Robinson Humphrey is out with a really interesting report on the so-called “sharing economy” and he’s created an interesting matrix to explain what’s going on… Drivers and Theme: TIME. In our report, we detail the many reasons why this phenomenon is occurring and why it is occurring now. We ultimately…

Flow Show report

This week, I put out my monthly letter to clients of Ritholtz Wealth Management. Here’s a snippet on EM stocks that should set the stage for what I will show you next… I want to point something out about emerging market investing in general: as a category, it is more despised than at any time…

I’m ridiculously fortunate because I get to work with my friends. I’m even more fortunate in that I get to work with really smart people – there are now two CFAs and two CFPs at my shop. The best part is that I get to learn something from them nearly every day. Ben Carlson and Mike…

This is the kind of thing that is aggravating to anyone attempting to utilize common sense as part of their guesswork.

Video

These types of posts are sometimes the only weapon we have in the war against financial commentary extremism.

The most important blogger on the financial web, and my friend, Tadas Viskanta is celebrating 10 (10!) years of his site Abnormal Returns this week. I’ve waxed poetic before about how important Abnormal Returns is for the investor / trader blogosphere. Here’s how I described it in July 2010: The two biggest-selling new hip hop…