December 2013

In 2013 I Learned That…

Seems like just yesterday the year 2013 was just getting underway – and BOOM! Just like that, it’s over! It’s been an amazing 12 months – mostly good for investors and the people who love them. But you’ve heard enough already from me this year (I’ve heard enough from me too!), so for today’s look…

Misled by Stock-Market Volatility

From the Wall Street Journal: Joe Mansueto, chief executive of financial research firm Morningstar   An investor should think like a business owner, not a renter. Most businesspeople don’t get up in the morning and ask whether they should sell their business that day. If they own a pizza shop, they don’t think about whether…

My ‘Wolf of Wall Street’ Review

Real quick – I finally managed to see The Wolf of Wall Street today, thought I’d write up some impressions… For starters, I began in the business on Long Island at the tail-end of that era and I had met a lot of the guys depicted in the film while cold-calling at Duke & Company…

My Three Goals for 2014

The tiger springs in the new year. Us he devours.  – from Gerontion by T.S. Eliot I don’t make New Years Resolutions because they imply that I’m somehow doing something wrong or poorly. I am, of course, doing things wrong like everyone else – but with a Jewish wife and an Irish Catholic mother, I’m…

The Forward Earnings Outlook with Brian Gilmartin

Brian Gilmartin, CFA, is the founder and portfolio manager at Trinity Asset Management, Inc. Brian’s been managing money for high net worth individuals, and foundations since 1995. Trinity uses a bottom-up, top-down approach for client portfolios. 12.28.13: SP 500 Earnings Update: Expect 10% y/y SP 500 Earnings Growth in q4 ’13 – Best in 2…

Daughter of the Boiler Room

The day my father had to surrender to prison, I drove him. My mother had locked herself in the bathroom crying and throwing up, becoming nothing short of a more beautiful version of Cate Blanchett in Blue Jasmine. Ironically enough, Marty, she looks like a cross between Sharon Stone and Michelle Pfeiffer. Totally your leading ingénue…

This Week on TRB

Here were the most read posts on TRB this week, in case you missed them: Persistence is a Killer Merry F%@#ing Buyback Christmas My Thoughts on Robo Advisors Why Price is King  Backstage Wall Street Hits China! The Biggest Posts on TRB in 2013