Cosas interesantes de inversion de bolsa, fondos..

I was 11 years old when 9/11 happened. I was on my way to school in Southern California when I heard the hosts of my mom’s favorite morning radio show laughing on air. They were joking that some dumb pilot had crashed into the World Trade Center. This went on for a few minutes before they announced that a second plane had hit the South Tower. Then they stopped laughing. Shortly thereafter I arrived at my step-grandm...

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Cómo gestionar la volatilidad de una cartera de inversión con Carlos Santiso, gestor de Icaria Capital (fondos Cartera Permanente y Dinámico)

La entrada Gestión de la volatilidad con Carlos Santiso aparece primero en Academia de Inversión - Aprende value investing desde cero.

One of the longest studies on human happiness started in 1938 and followed the lives of 268 Harvard sophomores. Known as the Harvard Study of Adult Development, it tracked everything about these men over decades. Their health, their careers, their relationships, and much more were recorded for the study. And after analyzing the lifetimes of data, the researchers came to a surprising conclusion: Close relationships, more ...

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Episodio Value Investing FM en el que hacemos un repaso del mes y comentamos las noticias más importantes de los mercados en agosto de 2021.

La entrada Resumen del Mes – Agosto 2021 aparece primero en Academia de Inversión - Aprende value investing desde cero.

Consultorio bursátil de agosto de 2021 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes

La entrada Consultorio Bursátil – Agosto 2021 aparece primero en Academia de Inversión - Aprende value investing desde cero.

It seems like the world of cryptocurrency has come back from the dead. Bitcoin is once again trading around $50,000, NFTs are selling at record volumes, and payment providers are continuing to expand their crypto services. For crying out loud, images of pet rocks are selling for over $1 million. What is going on here? Was there some revolution in cryptoland that I missed? Did the world suddenly wake up, break out of its p...

The post Price Rules Everything Around Me appeared first on Of Dollars And Data.

The S&P 500 recently hit its 50th all-time high of the year and it’s only August. That’s the second most for any year (through August) since 1950. Given this information, many investors are currently wondering: are we in a melt-up? For the uninitiated, a melt-up is a “sustained and often unexpected improvement in the investment performance of an asset or asset class.” Unfortunately, it’s ...

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This week’s post is inspired by a poll that Jake (@Econompic) asked on Twitter: You are 25 year old interested in a career in investment management. A genie appears offering you one of the following (with all the learning, networking, benefits, etc… auto populated into your background). Which do you think best improves your career prospects? CFA designation MBA from top tier school Great first job Rich parent...

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Today’s Talk Your Book is presented by BlockFi: Go to BlockFi.com/animalspirits to check out their interest rates and new bitcoin credit card. We always have fun catching up on the world of crypto finance with Zac Prince on BlockFi. We discuss: Why isn’t crypto falling in the fact of regulation? Who is buying bitcoin this year? What drove the crypto crash? What happens to crypto loans in a crash? How liquidat...

On Friday, the S&P 500 finished at an all-time high. It was the fourth all-time high in as many days. This year alone the S&P has hit 48 new highs. Since we finally broke through the 2007 pre-GFC highs in the summer of 2013 we’re now looking at more than 320 new highs in this bull market: That’s more than 15% of all trading days in this time. So for the past 7 years the U.S. stock market has reached a...

The S&P 500 is up around 425% since 2003. That’s good enough for an annual return of roughly 9.5% per year. Pretty good. Here’s a chart comparing the S&P to a mystery asset that’s performed even better: It’s up almost 11% per year in this time with a much smoother upward trajectory. Hedge fund managers would kill for an equity line that looks like this. Any guesses? OK, trick question. Its...

Leonardo da Vinci painted the Mona Lisa in 1507. More than 300 years later it wasn’t even considered one of da Vinci’s best paintings, let alone one of the best paintings in the world. In 1750, art experts in France ranked the top 100 paintings in the world. The Mona Lisa failed to make the list. By the 1850s, artists like Raphael and Titian had works worth almost ten times as much as the Mona Lisa. It would t...

Today’s Animal Spirits is presented by Masterworks: Go to Masterworks.io to learn more about investing in the art market. We discuss: Michael’s trip to the casino Ethan Allen and Ethereum Will companies ever fight back against becoming a meme stock? More people are investing in start-ups Why is bitcoin rising in the face of more regulation? What is wrong with gold? A terrible time to be a saver Will the labor...

The U.S. stock market is far from cheap at the moment. It’s dare I say, expensive. This shouldn’t be a surprise considering the S&P 500 is up 12 of the past 13 years (including this year) including a gain of 100% from the Corona crash lows in just 15 months. According to the Shiller CAPE ratio, the U.S. stock market is now as expensive as any time in its history save for the dot-com bubble: The Shiller CA...

There’s lots of great career advice out there. Follow your passion. Find a mentor. Expand your network. Unfortunately, advice like this tends to be too abstract to be useful most of the time. For example, let’s say you find a mentor. How do you know if they are the right mentor? You don’t. The same can be said for lots of other career advice out there. Sometimes it’s just too fuzzy to be helpful. T...

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A podcast listener asks: Wife and I (early 30’s) bought our house in 2020 right before the pandemic for about $500k with 20% down on it. Like most, our home value has gone up considerably so looking potentially around $100k in equity + $100k in additional value if we sold. We’re in Atlanta and the potential reason we would be selling is a move to Los Angeles for my wife to continue her growth in the entertainment worl...

Today’s Talk Your Book is presented by New York Life Investments: Michael and I spoke with Wendy Wong about dual impact investing. We discuss: Why do we keep getting unhealthier in the United States? How consumers are using their dollars to influence change Creating a giveback component to your investments Why is so much money now going into ESG funds? The number one killer every year Investing in your health How ...

In early February Saturday Night Live ran a pretty clever skit about searching for homes on Zillow: There is something alluring about looking at houses and prices on Zillow. I’m not sure how much stock we can put into pop culture indicators anymore since we’ve never had more access to information but Zillow’s share price screamed higher by almost 30% over the next week.1 From there the stock has gotten ...

CNBC recently highlighted a survey that asked a group of Americans how much money they need to feel financially secure. The average answer was a little more than half a million dollars. According to Federal Reserve data, the median net worth of all families in the United States is a little less than $122,000. So it would make sense that half a million in savings would make most people feel more secure financially. Of cou...

Recently a friend asked me: What keeps you up at night financially? What is your version of an investing nightmare? Fortunately, I don’t have anything that keeps me up at night (I tend to be an optimist), but if I had to describe my investing nightmare, it wouldn’t be something we haven’t seen in recent decades. In fact, I’d argue we haven’t seen it within the last 100 years of U.S. market hi...

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