The corporation! Buybacks have continued, although as BofA Merrill notes, they’re off the highs we saw at the end of last year, beginning of this year. Merrill Lynch’s Equity and Quant Strategy team, led by Savita Subramanian, takes a look at the trends within their own customers’ accounts to get a sense of who’s buying…
Joshua M Brown
Hot Links: The Guarantee
Your morning financial links, expertly curated.
Masters of Business – Barry Interviews the Greatest Investors of Our Time
My partner Barry has been working on a project for Bloomberg over the last few months and it’s finally debuting this weekend. I think this is exactly the kind of thing so many of you have been waiting for – a but the financial media just hasn’t brought it to you. I’ll let him tell…
Chart o’ the Day: First Half Trends and Asset Class Report Card
Hard to believe half of 2014 is already in the books. Things are moving really quickly – maybe it’s just me. My eight year old daughter told us she’s ready to go to sleepaway camp next summer with her friends and my wife has spent the last 12 hours crying / online shopping. I wish…
R.I.P. Cupcake Bubble (2009-2014)
Who needs sugar when you’ve gotten back your swagger?
Hot Links: Everything Boom
Your morning financial links, expertly curated.
Systematic Suckers
Do investors have a habit of buying high and adding more to the funds in their portfolio right after they’ve run up? Does Courtney Stodden have lower back pain in her future? Buying high is so prevalent that it looks almost systematic when plotted on a chart. One such example comes from a blog post at the…
Hot Links: Say Hello
Your morning financial links, expertly curated.
Larry Page: Maybe we should all be part-time workers
What if everyone were a part-time worker? Google founder and CEO Larry Page has a fascinating take on the future of our labor market. In a just-posted video from a recent appearance, Page cites the fact that 90% of the population were farmers in 1900 and, by 2000, just 2% were – so we shouldn’t…
“this credit cycle’s final trade”
via Eric Peters of Peters Capital Group: “Should have known what to expect,” he said, laughing at his own idiocy. “When you move into a house filled with 19yr old derelict degenerates, there’s no going to sleep early.” But refusing to cut and run, he traded out of the position. “I figured if these morons…