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MiB: Lisa Shalett, CIO Morgan Stanley

The Big Picture

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. He was recently appointed to the Harvard Management Company Board.

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The Contrarian’s Guide: Inside David Dreman’s Value Investment Strategy

Validea

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. one year later and 37.5% within two years.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025?

Calculated Risk

Question #8 for 2025: How much will Residential investment change in 2025? Note: This table includes both annual change and Q4 over the previous Q4 (two slightly different measures). For 2024, I used a 2.6% growth rate Q4 over Q4. this gives 2.8% real annual growth). Real GDP Growth Year Annual GDP Q4 / Q4 2005 3.5% 2008 0.1% -2.5%

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Q2 earnings: Continued strength supports the stock market bulls

Nationwide Financial

Additionally, according to FactSet, the frequency of companies referencing recession during conference calls has dropped to its lowest point since 2006. This suggests estimates are tracking a non-recessionary revision trend. There are pockets of weakness that deserve monitoring.

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#5 – “The US is a Minority of Global GDP”

Meb Faber Research

Log into your account your username your password Forgot your password? Get help Privacy Policy Password recovery Recover your password your email A password will be e-mailed to you. rara) Deploy mode: deploy uid: 687dca94d918f -->

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Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool’s David & Tom Gardner

Validea

David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. A $100,000 investment would have grown to $1.5 Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2%