We published this last night and the views started going through the roof almost immediately. I connected with Rob Arnott, who has taught me so much about investing over the years, and asked him about his latest investor presentation, The Death of Value Investing. Rob is the founding chairman of Research Affiliates, which has almost…
Joshua M Brown
Let’s not make things worse
The first thing you have to remember is that there are $34.6 trillion in retirement assets in the US.
Throwback to the Volcker Recession
Over the last 50 years, the three recessions with the highest share of temporary layoffs were followed by the fastest labor market recoveries
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
How would you change your life if there were only ten years left?
This is one of the three questions George Kinder tells advisors to discuss with their clients
The Fed finds another kitchen sink to throw at us
This morning, Federal Reserve Chairman Jerome Powell will be speaking on the just-unveiled $2.3 trillion plan to get more money flowing throughout our shutdown economy. The Fed’s dual mandate is stable prices and full employment. This morning we learned that another 6 million people have filed for unemployment insurance last week, which is on top…
Heroes of the New Bear Market: What Are Your Thoughts?
On an all new What Are Your Thoughts – Michael Batnick and Downtown Josh Brown discuss:
The S&P 500 is mostly concerned with duration (chart)
The longer the recession, the worse the stock market’s trough
What if the Bull Market Didn’t Actually End?
Barry Ritholtz and Michael Batnick discuss the possibility that the events of this spring turn out to be just a cyclical bear market
Apple Shipping 1 Million Face Shields to Hospitals This Week
Bravo, Tim Cook!
