For finance geeks, nothing better than a great event and great market/economic discussions!!

This event is sort of like the old Jerry Lewis Telethons!!! Raising money and awareness for the Susan G Komen Foundation, while providing great finance insights.

Some super finance…

Five of the largest technology companies — $GOOGL, $AMZN, $AAPL, $META, & $MSFT — invested $400 billion last year, half directed to R&D $71 billion in 2017.

barrons.com/articles/econo…

Good piece on US productivity - could be a nice tailwind over time.

In our latest episode of Show Us Your Portfolio, Justin J. Carbonneau and I are joined by Jared Dillian

We discuss how Jared constructs his personal portfolio and how he thinks about money in his life.

youtu.be/B3vcO_6QlM8

Casualties in the broker biz of no commissions and moving to payment for order flow (PFOF) ...

thisweekinfintech.com/the-broker-app…

Don't count these oldline newspaper companies out yet!

sportico.com/business/sport…

So good!

'We’ve made a lot of progress as a species. Unfortunately, long-term progress doesn’t make for a clickable headline.'

The Excess Returns Podcast and SpotGamma PNL for a Purpose livestream to help fight cancer is now a week away.

As we approach the event, we wanted to highlight each of the great guests that will be joining us.

At 9:30 AM ET, we will talk technical analysis with Katie Stockton, CMT. We…

I was reminded this weekend that we still need quarters and change from time to time 🪙

🎙️Top Podcasts of the Week

🌟Investing Masterclass | Jack Forehand & Justin J. Carbonneau w/ Rob Arnott excessreturnspod.com/channel/excess…

🎯The Age of Debt | Jack Farley w/ Russell Napier blockworks.co/podcast/forwar…

📈Trend Following | Jeff Malec w/ Douglas Greenig rcmalternatives.com/2024/03/findin…

Are rate increases helping or hurting?

bloomberg.com/news/articles/…

#Spring finally! #running

“In the 14 quarters since the brief 2020 recession ended, U.S. GDP has soared by $8 trillion, or 40%.

By contrast, in the 14 quarters after the 2009 recession ended, GDP rose by a relatively measly $2 trillion, or 14%.”

But what happens when you net out the $5T spent by the…

I should have read this before I went on April break to vacation!

wsj.com/lifestyle/trav…

Thank goodness for pasteurization!

barrons.com/articles/bird-…

This week Justin J. Carbonneau and I welcome back Andy Constan

We cover a lot of ground:

- Andy's current outlook
- Inflation
- Fed policy
- The national debt
- The maturity wall
- Decision making
- Alpha vs beta
- A lot more

youtube.com/watch?v=2tY1vV…

When on vaca and you think of The Iron Sheik and Randy the Macho Man Savage when you snap this pic it might mean too much WWE growing up!

I think Phil Huber would agree!

Market timing is about predicting

Risk management is about preparing

Market timing is about outcomes

Risk management is about process

awealthofcommonsense.com/2024/04/the-di…

And here I was thinking the S&P 500 might be too top heavy! Top 10 in the FTSE ADX General Index (Abu Dhabi market)!

Got here from this Bloomberg piece ...
bloomberg.com/news/features/…

Good piece on why the worries about the 'maturity wall' may not be as bad as many had thought. “immaculate disinflation' - that's a new one to me!

h/t Tasos Vossos

bloomberg.com/news/articles/…

I'm declaring an internal home state of inflation emergency if the 'fruit snacks' and 'applesauce' comes anywhere close to the Mott's stuff I'm buying - NO!

wsj.com/business/retai…