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10 Biggest Ideas in “How NOT to Invest”

Barry Ritholtz

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Market Mayhem : As investors, we often rely on rules of thumb that fail us. It is March 18th!

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At The Money: Concentrated Portfolios

Barry Ritholtz

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. The number is probably a lot lower than you think. What exactly is a concentrated portfolio?

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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

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Asia’s Giants Push Deeper Into Latin America

Global Finance

The two companies focus primarily on the Brazilian market, Cariello adds, but recognize that regional trade agreements like Mercosur will eventually serve as a platform for simplified exporting to neighboring countries. billion) in acquisitions and operations across Brazil, where half of its operations are now concentrated.

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Market Bipolarity: Exuberance versus Exhaustion!

Musings on Markets

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

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Weekly Initial Claims for Unemployment Benefits Ticked Up but Remain Very Low – AIER

CFO News Room

The results suggest the labor market remains extremely tight. The number of ongoing claims for state unemployment programs totaled 1.960 million for the week ending November 27, a rise of 403,147 from the prior week (see second chart). The low level of claims and high number of open jobs suggest the labor market remains very tight.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

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