From bearish to bullish: Big banks’ concerns might be getting bigger but they are starting to see a light at the end of the tunnel
Growing the high-yield game: Robinhood crosses $10 billion in total deposits
The debt ceiling deal may have saved the US from defaulting on its debt, but where does this leave the stock market?
The Permanent Portfolio: How an entrepreneur invests — with Craig Rowland
As a successful entrepreneur, Craig Rowland knew how to take measured risks.
He does the same now when investing his portfolio. In his recent book The Permanent Portfolio: Harry Browne’s Long-Term Investment Strategy, Rowland describes Harry Browne’s famous Permanent Portfolio strategy and why it’s so effective at helping him succeed in the market.
Please join us for an interesting discussion about managing money, taking risks, and Harry Browne’s famous easy-to-implement no-brainer investment strategy.
Listen to the FULL episode
About Craig Rowland
Craig Rowland is a software entrepreneur with multiple successful start-ups who sold his previous company to Cisco Systems, Inc. His company produced a real-time network attack response and analysis system. He has also worked for the Chief of Naval Operations – U.S. Pentagon, with a start-up founded by members of the Air Force Information Warfare Squadron (also acquired by Cisco).
More resources
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Unleashing your inner investor – with Howard Reisman
Some of the best investing tools were born out of an individual’s personal needs.
StockRover is that type of tool. Created by Howard Reisman as a solution to his investing research, StockRover is a tool for motivated individual investors developed by individual investors.
If you like to delve deeper, run screens, and really research your investments, StockRover is an awesome tool.
Howard joins us today for this edition of Tradestreaming Radio.
Sponsors I mentioned
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Listen to the FULL episode
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Company Profile: Betterment
Name: Betterment
Website: www.betterment.com
What it does: Betterment has one of the easiest-to-use, slickest interfaces to manage a balanced portfolio for long-term investors. Fund your account (you can automate this) and dial in your preferred risk mix and Betterment chooses a basket of exchange-traded funds (ETFs) for your portfolio in accordance to Modern Portfolio Theory. You don’t ever need to decide on what to buy if that’s not your thing.
Particular strengths: For investors who don’t want to be overwhelmed with investing decisions or jargon about individual securities, Betterment has done a really effective job removing the confusing part by getting investors to focus on what really matters: setting goals, focusing on time-frame, and risk.
How popular is it: As of November 2011, Betterment reported that it had 10,000 accounts and $36 million under management.
The Company
Management: Betterment was founded by Jonathan Stein, an experienced professional on the technology side of the financial industry.
Company Size: Betterment has 10 employees (Source)
Outside Investors: Bessemer Venture Partners led an investment round of $3 million at the end of 2010.
Competitors: As an online investment advisor, Betterment competes with Personal Capital and Wealthfront.
The biggest problem with investment strategies
We all know how poorly individual investors do in the markets. Just look at any Dalbar study and you’ll see just how most investors don’t come close to achieving market returns.
One reason (but not the real one) why investors perform so poorly
Market structures are part of the problem. For years, it wasn’t Wall Street with its capital source, individual investors. It was Wall Street versus individual investors.
Selling is Wall Street’s essence just as surely as buying is Main Street’s. Wall Street almost never tells you to sell (The Indomitable Investor by Steve Sears)
It’s almost as if brokers and their clients were pitted against one another — brokers sold when their clients bought.
The real reason investors struggle
But, that’s not the main reason investors stink up the joint.
Continue reading “The biggest problem with investment strategies”
List of winners of top fintech conference, Finovate
Finovate has really become the go-to tech conference for fintech startups to launch themselves and new products. There really isn’t another conference dedicated to financial startups that competes with Finovate.
The show has grown from 250 attendees to over 1200 this year. Many of today’s leading Finance 2.0 startups have presented at Finovate at some time or another. I haven’t seen a connection (yet) between presenters at the show and future success (growth, M&A, etc.) but it’s still early for this industry.
Thanks to Famzoo (who presented last year) for putting together Finovate’s winners throughout the years.
Check it out below.
How Michelle Obama added $5B in market cap to apparel stocks – with David Yermack
David Yermack, a professor at NYU’s Stern School of Business, studied the first lady’s impact on apparel stocks for companies associated with outfits she wore.
The results are impressive: she added over $5B in equity value to those firms in aggregate and stocks typically went up almost 2% in the week following her appearance.
What does this have to say about celebrity endorsement of stocks and companies? I ask David about this and more on this week’s episode of Tradestreaming Radio.
Continue reading “How Michelle Obama added $5B in market cap to apparel stocks – with David Yermack”
What are the best market indicators?
I’ve had a couple of readers write in recently asking what I think the best market indicators are.
It’s a hard question — I don’t think of them in terms of best or worst. More, there are useful indicators at different junctions in the market and really, they’re all part of an investor toolbox.
But, I wanted to ask you: what do you think are the best market indicators? What do you use to help forecast which way the market is headed?
To get the conversation started, I’ve included a list of market indicators — feel free to vote on what you like, dislike, or better, add your own.
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