Portfolio
S&P's Sam Stovall: "Despite this anemic growth in our economy, the S&P 500 increased in price at a swifter pace than it normally did during the first four years of economic recovery since 1949." (
Business Insider)
Emerging market stocks have been terrible through the first quarter... (
Bloomberg)
Why are stocks ignoring budget cuts and fiscal drag? Because they can. (
Rick Ferri)
Think long and hard before following the long Japan / short Yen crowd into DXJ. (
Index Universe)
Investors go nuts over Global REITs in the latest manifestation of the yield chase. This should end well. (
Financial Advisor)
Morgan Stanley: Six million ways to generate alpha - even with a large cap fund. (
Focus On Funds)
The Biz
HighTower arrives in the wealthy Long Island, NY market with a breakaway $300 million team out of UBS. (
Financial Planning)
What does it mean for the investment management business is gigantic CalPERS takes its entire portfolio passive? (
Investment News)
Are you falling prey to the Sunk Cost Fallacy? (
The Reformed Broker)
Outliers
TIME Magazine names its 140 top Twitter accounts for 2013 - here are the Business and Finance ones: (
TIME)
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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.