Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: It's official, Vanguard is the new single-season champ

A new record for assets raised in a single year, how the Moynihan saved Broker Christmas and more!

Dec 20, 2012 @ 12:04 pm

By Josh Brown

Portfolio

Too bad you never got to enjoy any of that tail risk you prepared for. 2012 was also "the year that cried wolf." (Macro Man)

Bill Ackman lays out his short thesis on Herbalife, a stock he's already crowbarred with a mere mention of its ticker symbol. (Focus On Funds)

Three investment themes that could dominate 2013 (according to me, so you know, nine grains of salt). (The Reformed Broker)

The Biz

Its not UBS's $1.5 billion fine that's such a big deal, it's the guilty plea. When was the last time anyone admitted or denied guilt in a settlement? (DealBook)

Moynihan steps in and blocks another broker payout cut just before year-end. Good idea, Bry. (Investment News)

Advisor Bob Seawright lists his 15 most crucial daily reads. (Above the Market)

It's official - the New York Stock Exchange is sold! (NYSE)

This, too, is official - Vanguard shatters the single-year asset gathering record with over $130 billion for 2012. JPMorgan's pace-setting 2008 record sulks in a corner. (Financial Planning)

These mutual funds are taking the biggest tax bite out of shareholders this year. (Fortune)

Outliers

You Vote: Which corporation had the most egregiously piggy footnote this year? (footnoted)

***

Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

How 401(k) advisers can use 'centers of influence' to grow their business

Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.

Latest news & opinion

SEC advice rule may give RIAs leg up over broker-dealers

Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.

Brokers accept proposed SEC rule on who can call themselves an adviser

Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.

SEC advice rule: Here's what you need to know

We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

SEC advice rule seeks to tighten reins on brokers

The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print