Here were the most read posts on TRB this week, in case you missed them: “Why Bother?” Will investors take the wrong lessons from 2013? US Stocks Cheap on 12 of 15 Historical Valuation Measures Bullish Sentiment is Now Officially Embarrassing Twitter’s New Coke Moment Investment Fads and Themes, 1996-2013
Clips From Today’s Playbook Playoffs
We had a lot of fun today and rolled out our ideas for 2014’s Playbook Playoffs contest. Clips below, have a great weekend!
The 2014 Playbook Playoffs, Today on CNBC’s Halftime Report
It’s year-end and the producers of my show wanted to have some fun with predictions for the coming. As you know, I find forecasts and predictions to be both helpful (they force you to search yourself for what you really think, see The Highest Conviction Game) and a bit silly (anything can happen, even the…
You are distracted, you are available
Video
Twitter’s New Coke Moment
Last night, for no discernible reason that even the savviest tech watchers can think of (okay fine, an illogical reason involving block retaliations), Twitter announced a change to their blocking policy that would allow blocked users to view and even interact with the tweets of those who had previously frozen them out. While the blocker…
Brightscope Blows It Out
The team at Brightscope has announced today that they’e taking AdvisorPages to the next level, making it the de facto standard for every financial advisor’s web presence. Full disclosure, I proudly serve on Brightscope’s advisory board and I’m a shareholder. Todays’s news is that Brightscope is opening up their platform to any and all registered…
Investment Fads and Themes, 1996-2013
Another year in the books – here’s what investors did this year.
US Stocks Cheap on 12 of 15 Historical Valuation Measures
Is the S&P 500 cheap or expensive relative to historical valuation metrics? The bubble talk seems to be mostly subjective and depends mainly on who is doing the talking. Someone who’s missed the run-up is more likely to call it a bubble and someone who is first chasing and buying in now is more apt…
Fidelity Beclowns Itself
Fidelity Investments, fresh from the embarrassment of having missed the entirety of the ETF movement’s formative years, is determined not to allow that to happen again. And so they’re going to be very innovative going forward, no matter what kind of idiotic risks for their customers it engenders. Here’s how they’re “innovating” in the retirement…
Clips From Tonight’s Fast Money
