I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what’s happening in the markets.
Joshua M Brown
Secrets of the Greatest Hedge Fund of All Time
Greg Zuckerman got inside Renaissance Technologies to learn the story of how Jim Simons solved the market. Incredible tale.
Manager of Managers
Can a financial advisor manage a portfolio of active funds and consistently select outperforming managers for her clients in advance?
This Week on TRB
These are the top posts on the site this week, in case you missed it:
Dan Rasmussen: The Private Equity Boom is Risk for Main Street
Private equity has become the asset allocator’s asset class of choice. A recent survey of institutional investors found that 49% expect private equity to outperform the public equity market by a whopping 4% per year or more.
Why The Street Fears Elizabeth Warren as a Frontrunner
My MSNBC hit today
Asset allocation for people in their twenties
Josh here – I had the pleasure of appearing on the Business Casual podcast this week, with the fabulous Kinsey Grant. Business Casual is a new podcast series from Morning Brew, one of the hottest up and coming financial media companies, focused on the college aged audience and young investors. You can listen to the…
Prestige Worldwide
Krinsky shows Italy, Germany, France and Spain all challenging downtrend lines to break out individually.
Why the Stock Market Rallies Into Year End
The S&P 500 came into October this year up double digits. It has done so on 42 occasions since 1926. That’s almost 50% of the time.
Bond Market is Trick Or Treating at the Fed
“Putting aside what I think the Fed should do this week…”