August 4, 2020

Concentrated Performance in the Stock Market

In 2010, Exxon Mobile was the largest company in the S&P 500 with a market cap north of $350 billion. By 2015 it was still the 5th largest company in the S&P with a market cap as high as $380 billion. Since then the energy industry has fallen on rough times and Exxon now has a market cap of roughly $180 billion. It’s still one of the largest companies in the country but now ranks only in the top 30 by market...

Concentrated Performance in the Stock Market

In 2010, Exxon Mobile was the largest company in the S&P 500 with a market cap north of $350 billion. By 2015 it was still the 5th largest company in the S&P with a market cap as high as $380 billion. Since then the energy industry has fallen on rough times and Exxon now has a market cap of roughly $180 billion. It’s still one of the largest companies in the country but now ranks only in the top 30 by market...

The 50 Fastest Growing RIAs

This week we were included in Financial Advisor Magazine’s list of the 50 fastest growing Registered Investment Advisors in the industry. The data they used is based on our growth in assets under management through the end of 2019. I’m extremely proud of the fact that we’ve been able to accomplish this with no mergers and acquisition, and no private equity or outside capital of any kind. We built this bu...

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Monthly candles are out! S&P 500, Treasury Yields, US Dollar, Bitcoin, Market Breadth & More

Subscribe to the channel here, you’ll get the new episodes immediately! Welcome to Big Trends Monthly with Josh Brown and JC Parets of All Star Charts. We’re breaking down the latest monthly closing candlestick charts to reveal the most meaningful market moves around the world. – The S&P 500 finished July well above its 10-month exponential moving average. – Health Care, Consumer Discretionary...

The post Monthly candles are out! S&P 500, Treasury Yields, US Dollar, Bitcoin, Market Breadth & More appeared first on The Reformed Broker.

Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s

Robert Shiller was one of the first researchers to ever assemble the long-term data on U.S. housing prices. This shows the real (after-inflation) change in prices going back to the start of the 20th century: I’m not sure how accurate the numbers are pre-WWII or so but you can see the values are all over the map in terms of long-term cycles. This is me having fun with numbers but it’s crazy to look at this dat...

Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s

Robert Shiller was one of the first researchers to ever assemble the long-term data on U.S. housing prices. This shows the real (after-inflation) change in prices going back to the start of the 20th century: I’m not sure how accurate the numbers are pre-WWII or so but you can see the values are all over the map in terms of long-term cycles. This is me having fun with numbers but it’s crazy to look at this dat...

brunchwork Tuesday at 5pm ET

The team at brunchwork invited me to pop on and co-lead a session with Ashraf Karim, PayPal Head of Product for Customer Success & Insights. That will happen tomorrow afternoon at 5pm ET, 2pm PT. I’ve never been involved with one of these sessions so I don’t know much about how it will go. Ashraf will be talking about the trends in payments and transactions while I will be talking markets, wealth manageme...

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