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: So what will active managers blame next?

Jan 25, 2013 @ 12:04 pm

By Josh Brown

Portfolio

With hyper-correlations falling, what will active managers blame next? (Focus On Funds)

Preview of the big earnings reports next week: (24/7 Wall Street)

Merrill Strategist Hartnett sticking by his Great Rotation thesis for the equity market. (ETF Trends)

Deutsche Bank is saying forget 1500, SPX 1600 this year. (MarketBeat)

The Biz

Institutions are directing more assets to specialty managers versus broad managers these days. (Hedgeweek)

The Ten Year Bet: Buffett pulls into the lead with his index fund versus the hedge funds for the first time. (Fortune)

Vanguard: People need an adviser. (The Reformed Broker)

Most important thing that happened at Davos this week? How about Lloyd Blankfein rocking a beard? (DealBook)

Outliers

Wait til you see how much bonus money this Deutsche Bank trader lost out on for being busted over LIBOR... (Bloomberg)

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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.

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