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Prikvačeni tweet
I have a new guest post that addresses recent and longer term issues with value!https://twitter.com/alphaarchitect/status/1143540895276576768 …
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Andrew Miller proslijedio/la je Tweet
Is there a publicly available data set for Standardized Unexpected Earnings (SUE), Cumulative 3-Day Abnormal Returns (CAR3) or some other measure of fundamental momentum?
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Andrew Miller proslijedio/la je Tweet
We've seen a lot of interest/flows to our ex-state owned Emerging Markets strategy. A question often asked: is the premium multiple over 'beta' worth it? Generally I think yes! Some stats on the higher growth profile of ex-SOEs on the blog today: https://www.wisdomtree.com/blog/2020-02-05/a-simple-yet-effective-approach-to-emerging-markets …pic.twitter.com/sJ9jZJiXVJ
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This one is a mini me...PB and coconut syrup on oatmeal...yes please!pic.twitter.com/bIKEo8t4oK
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This is such a great article. A couple of additional thoughts: 1 - Just because you index doesn't mean there isn't opp 4 fund choice/index design/selection! 2 - Which this broke-out bonds more! I think things like treasuries are obvious index but not so with mortgages!https://twitter.com/MstarResearch/status/1224365881897168896 …
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Always an entertaining and educational listen!https://twitter.com/larryswedroe/status/1224329281351954432 …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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What happens when you have a competitive family!pic.twitter.com/vF1Rq8nkx1
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This might be the best quant podcast I’ve heard yet...just fantastic!https://twitter.com/GestaltU/status/1223332472785657856 …
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Interesting dichotomy - people making stocks are expensive mean reversion arguments imply taking less risk now. However when modeling long-term asset returns (even from these valuations) with & w/o mean reversion, the mean reversion modeling always shows u should take more risk!
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Andrew Miller proslijedio/la je Tweet
In June 2019, I was lucky to buy
$TSLA at a low point, both in price and mood. Seven months later, the mood is exuberant & the stock hit $640 this morning. I revisit & revalue the company, and much as I would love to hold on, it is time for me to let go. https://bit.ly/2S2vSF9 pic.twitter.com/JLXCvYqA9z
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This will be a really fun team to watch post All Star Break.https://twitter.com/Pacers/status/1222726099899207680 …
0:22Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Andrew Miller proslijedio/la je Tweet
AQR's 2020 Capital Market Assumptions for Major Asset Classes https://www.aqr.com/Insights/Research/Alternative-Thinking/2020-Capital-Market-Assumptions-for-Major-Asset-Classes …pic.twitter.com/Dma7cwe5do
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This will be a HUGE deal and should be looked at very carefully as just mild changes of language could be worth big money!
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Holy cow is the SECURE Act going to have a major impact on IRA BDAs. Just helped demonstrate that changing the distribution rules of a trust will save the trust beneficiaries about $1M in taxes over 10 years.
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Unexpected surprise for the day...thanks
@PhilDeMuth! I can’t wait to read and learn!pic.twitter.com/3YYPVIU0Oa
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Great post by
@theNFaber on optimization & how it changes given objectives and constraints. This is especially important to remember as firms post Capital Market Assumptions - reference portfolio should be more important than CMAs...but they matter too!https://blog.thinknewfound.com/2020/01/fighting-u-s-fomo/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Andrew Miller proslijedio/la je Tweet
Had a great chat with
@MichaelLecours of@FpPathfinder today! Join us this Wednesday @ 11am MT for our first webinar, "How to Simplify Your Planning Process."#XYPN#TogetherAtLast Register:https://zoom.us/webinar/register/WN_pxJjqhvDRZSOjLVuaZo08A …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Andrew Miller proslijedio/la je Tweet
There’s a moment from Kobe’s final game that few people saw and nobody really remembers … but
@miketirico won’t ever forget it.pic.twitter.com/prJGObG58ySubscribe to The Ryen Russillo Podcast on Apple PodcastsPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Andrew Miller proslijedio/la je Tweet
Internal Revenue has a super-helpful spreadsheet for spot-checking W-4 withholding available for download probably the most useful product I've seen the IRS put out in a while https://www.irs.gov/businesses/small-businesses-self-employed/income-tax-withholding-assistant-for-employers …pic.twitter.com/qJPs24vTF4
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