Subscribe

The Takeaway: Morgan Stanley rising

Portfolio Three reasons the rally is accelerating.  (See It Market) How much of the last…

Portfolio

Three reasons the rally is accelerating.  (See It Market)

How much of the last few years’ worth of gain has been due to the shrinkage factor?  (The Reformed Broker)

Bank analyst Mike Mayo boosts share price target on Morgan Stanley, he’s a fan of James Gorman’s work as well.  (Bloomberg)

The Biz

Does the wealth management biz need to worry about Spaceship Bloomberg hovering over its turf?  (DealBook)

Cantor Fitz successfully fights off $13 million wrongful termination suit, settles for a fraction.  (Broke and Broker)

Should we be worried about Obama’s 2014 cap on tax-deferred retirement accounts?  (New York Times)

I don’t believe this and would like to see the data – but anyway, supposedly women financial advisers “outperform” (whatever that means) their male counterparts regularly because of risk aversion.  (Financial Planning)

Outliers

Bucket strategies may be doing more harm than good – but should we keep speaking in those terms anyway?  (Nerd’s Eye View)

 

 

***

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.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Marketing inequality In financial planning firms is growing

Portfolio Jack Bogle: Who you calling “Parasite”?  (Financial Times) Joe Terranova: We should not…

Why did the stock market sell off today?

The reason depends on which media outlet you consult, plus other must-reads from wealth manager and CNBC commentator Josh Brown

Bitcoin’s inventor unmasked

Has the man behind the virtual currency been revealed? Plus, other must-reads from wealth manager and CNBC commentator Josh Brown

Fact vs. fiction on ‘The Wolf of Wall Street’

The true story behind the movie that could win an Oscar this weekend, plus other must-reads from wealth manager and CNBC commentator Josh Brown

What’s inside a Wall Street secret society party

A first-person account of an event for the 1%, plus other must-reads from wealth manager and CNBC commentator Josh Brown

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print