Darrow Wealth Management

MAY 29, 2024

President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. The stock market is not the economy or the White House for that matter. The markets hate uncertainty more than bad news. Probably not.

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James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. households held $3.2

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But valuations strongly favor value over growth. The Russell 1000 Growth Index has returned 4.6%

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. The S&P 500 Index tumbled 9.3%

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James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. Asset allocation does not ensure a profit or protect against a loss.

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James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

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James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008.

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James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

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Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. over the next couple of years. www.Sidoxia.com.

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Discipline Funds

MARCH 2, 2024

It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. A lot of people feel depressed about the economy because life is hard. Still, it’s interesting in the context of the last few years because the S&P 500 is only up 11% since 2022. It’s hard having kids.

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The Big Picture

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. And actually Ben Inker is the head of our asset allocation group. Quality strategies in 2022. It was over 50 right?

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The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: Well, he sort of — yeah, he thought about it.

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The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. Let’s talk about 2022 and 2023. What was 2022 like for you, dealing with a lot of clients and investors concerned about what was going on. What was 2022 like for you, dealing with a lot of clients and investors concerned about what was going on. 22 is a tough year.

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Validea

SEPTEMBER 29, 2022

There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and other assets reflect a number of concerning things. Higher interest rates have made the affordability of homes and other assets much more costly. By Justin Carbonneau ( @jjcarbonneau ) —. Stocks are down. Bonds are down.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. Everybody wants to sell a company when they get a good valuation. BERNSTEIN: I think — RITHOLTZ: Well, 2022, clearly, was a macro investors paradise — BERNSTEIN: Yes.

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The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. In late August 2022, he claimed that “ [t]he biggest crash of our lifetime is in progress ,” but it wasn’t. In November, he pushed it back to early 2022.

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Dear Mr. Market

MARCH 17, 2024

EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings). That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather.

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Investing Caffeine

FEBRUARY 1, 2022

After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). www.Sidoxia.com. Slome, CFA, CFP®.

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The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. I got to imagine a year like 2022 wasn’t horrible for Vanguard’s asset growth. Go to the decade before 2022, the equity side was something like 13%.

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The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Sure. RITHOLTZ: Wow.

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The Big Picture

JUNE 13, 2023

RITHOLTZ: I forgot to mention, you have received the Chevalier dans l’Ordre de la Légion d’Honneur by the president of the French Republic in January 2022. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

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The Big Picture

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

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