FYI: We discuss:
.The best and worst-performing stocks in the S&P 500
.How to pass the CFA exam
.Can we talk ourselves into a recession?
. A chart crime of the year candidate
.Where the job growth is coming from
. Factor crashes
. Why quants move the markets more than index funds
.Influencer ghost-writers
.The difference between an IRR and compounded return
.Why private market returns are coming down
.Where Amazon might go next
.Why best-of conversations are impossible
.Why comedians are getting too sensitive and much more
Regards,
Ted
https://awealthofcommonsense.com/2019/09/animal-spirits-michaels-brain-fart/
