The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Dangerous for economy. Concentrated portfolio risk. Barry Ritholtz (@ritholtz) August 13, 2020. Reached a mania.

Taxes 328

Taxes Portfolio Management Investing 328

Validea

AUGUST 9, 2022

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But when bond yields hit bottom in March 2020, the global economy was already undergoing a massive shift. The post The 60/40 Portfolio: Is It Dead?

Portfolio 59

Portfolio Financial Advisor Clients Management 59

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. This was a money-losing set of narratives.

Manufacturing 337

Manufacturing Economy Economics Portfolio 337

The Big Picture

NOVEMBER 4, 2022

However, this will only be known in the fullness of time, after inflation is tamed and the economy does not suffer too greatly from the cure. The Fed is right about inflation but lacks the appropriate tools to address the 2020 inflation cycle. There is a real possibility that the Fed’s diagnosis is correct. Before rates drop?

Economy 352

Economy Economics Portfolio 352

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. This quarter, it was Sentiment. 1980-82 Double Dip Recession 2.

Media 350

Media Economy Economics Wealth Management 350

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 277

Numbers Insurance Economy Marketing 277

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.

Marketing 97

Marketing Marketing Economy Government 97

The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. Hence, whatever your views are about the economy, markets, your portfolio, etc., 10 Quotes That Shaped My Investment Philosophy 1.

Investing 344

Investing Investments Economy Portfolio 344

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 60

Portfolio Planning Economy Economics 60

Abnormal Returns

SEPTEMBER 22, 2022

interest rates since 2020. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? finance.yahoo.com) Economy Auto loan delinquencies are on the rise. Markets Market valuations are a lot more attractive than they were a year ago. blog.validea.com) Visualizing U.S. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

SEPTEMBER 28, 2023

Oh, and the economy would have hurtled into the worst depression since the Great Depression of 1929. Recall that the Atlanta Fed’s GDP Now in June 2020 showed the economy had been cut in half, down -52.8%. The entire overwhelmed healthcare system would have collapsed, making the debacle even worse.

Government 294

Government Medicine Economy Healthcare 294

The Big Picture

OCTOBER 10, 2023

A Wealth of Common Sense ) see also Things Don’t Make Sense : It’s been a weird couple of months in the market and the economy. Yields rocketed higher and stocks slumped pre-market as traders and investors did an about-face to reprice an accelerating economy that would keep the Federal Reserve’s foot not on but near the brakes.

Medical 130

Medical Economy Portfolio Accounting 130

Trade Brains

MARCH 8, 2024

Having orchestrated more than 3000 events and exhibitions in India and abroad, Praveg has become a service powerhouse with a diversified portfolio encompassing exhibition management, event management, tourism and hospitality, and publication. Events & Exhibitions Exhibitions and events play a crucial role in boosting the economy.

Planning 59

Planning Economy Management Portfolio 59

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The global economy was in shambles, and people were losing their jobs all around. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion per year from 2016-2020, according to their estimates), to $4.2 trillion per year from 2016-2020, according to their estimates), to $4.2 Mon, 11/08/2021 - 13:52. trillion by 2030, in order to stave off its worst-case climate scenarios.

Portfolio 52

Portfolio Assets Investing Investments 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 2020-21 ₹ 7,428.35 ₹ 7,383.03 2020-21 (₹ 3.488) ₹ 483.17 Yes Bank vs IDFC Bank : Banks are the economic engine.

Banking 99

Banking Planning Accounting Retail 99

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. economy is doing well, why do so many Americans say it’s terrible? 2020 Pandemic Panic ?!? (

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy. 2020 0.73 -0.04

Planning 110

Planning Manufacturing Government Engineering 110

Trade Brains

JANUARY 31, 2024

Schemes 0.31% Income from Treasury Operations 0.78% Revenue from the sale of services 0.73% Industry Overview India has emerged as a significant force in the global energy economy. 2020 29,903.93 The post-pandemic economic recovery and adverse weather conditions drove an 8.4% increase in electricity demand in India. 2022 39,269.05

Planning 59

Planning Government Distribution Economics 59

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. Why Has the Economy Stayed Resilient? A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. September can be a rough month for stocks, but it doesn’t have to be bad.

Marketing 93

Marketing Marketing Government Economy 93

Trade Brains

JANUARY 29, 2024

As the economy grows, electricity consumption is projected to reach 15,280 TWh in 2040 from 4,926 TWh in 2012. 2021-22 ₹ 6,581.78 ₹ 2,417 2020-21 ₹ 3,345.72 ₹ 2,485.39 2020-21 ₹ 103.59 ₹ 1,645.72 2020-21 -2.02 Most of the demand will come from the real estate and transport sectors. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35

Planning 110

Planning Government Accounting Transportation 110

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. Wed, 04/22/2020 - 13:47. For example, a bond from a big utility company may make sense for our sustainable portfolio if the issuer is a good actor in our view and the bond’s proceeds are earmarked for a renewable energy source. Conclusion.

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

DECEMBER 29, 2023

Their real estate portfolio comprises around 2.0 Industry Overview The Indian economy has grown from the 10th to the 5th largest in the world in the last nine years and is set to be the third largest by 2027–28. 2020 266.98 -12.23 million square feet of carpet area for ongoing projects and 2.6 for the past five years.

Planning 59

Planning Engineering Economy Government 59

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. 2020-21 1,988.19 -123.54 2020-21 0.35 -5.23 Financial Year Revenue (Cr.)

Planning 105

Planning Transportation Engineering Manufacturing 105

Discipline Funds

MARCH 10, 2023

The 2020 and 2021 inflation was the tsunami. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And the earthquake was the irrational boom that occurred in 2020/21. It was so widespread that there’s no telling how widespread the bust will be.

Risk Management 137

Risk Management Banking Economy Valuation 137

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. Since 2020, productivity has averaged a 1.4% in the third quarter.

Marketing 96

Marketing Marketing Economy Startup 96

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. This portfolio is divided into three SBUs: industrial, power, and railways. 2020-21 ₹ 2,963.95 ₹ 1,279.54 2020-21 -11.38 Net Profit (Cr.)

Planning 59

Planning Manufacturing Engineering B2B 59

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

Marketing 96

Marketing Marketing Economy Investing 96

Trade Brains

NOVEMBER 17, 2023

Fundamental Analysis Of Waaree Renewable Technologies : Electricity is a necessity and there would be no commercial activity in the economy without energy. 2020-21 12.98 -2.37 Industries and Households require electricity in day-to-day activities and operations. Net Profit grew to 55.33 cr in FY23 from 8.89 Financial Year Revenue (Cr.)

Government 114

Government Engineering Distribution Planning 114

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Trade Brains

FEBRUARY 14, 2024

to the country’s GDP by building infrastructure to support 45% of the modal freight share of the economy. 2020-21 ₹ 1,520.63 ₹ 995.75 2020-21 ₹ -18.78 ₹ 53.39 The railway sector in India aims to contribute about 1.5% Revenue and Net Profit: Titagarh Railsystems vs Jupiter Wagons had revenue of Rs. crore and Rs. crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105