The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? 2022 can be understood as part of that process. through January 4, 2022. Alas, utterly nothing. Historically, SPX averages about 8% with dividends.

Economy 323

Economy Economics Portfolio Media 323

Abnormal Returns

JANUARY 1, 2023

Markets Global stocks and bonds lost more than $30 trillion for 2022. ft.com) The 60/40 portfolio had a historically bad year. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022. marketwatch.com) 2022 was a big year for ETFs, except for a spot Bitcoin ETF. wsj.com) Matt Levine, "What happened at FTX?

Financial Advising 226

Financial Advising Medical Economics Media 226

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. We don’t know if the Fed is right about anything – Economics is at best a squishy and imperfect soft science. Previously : Behind the Curve, Part V (November 3, 2022). October 7, 2022).

Economy 352

Economy Economics Portfolio 352

The Big Picture

JANUARY 25, 2024

I don’t pretend to be a political analyst; professionally, I am more interested in the potential impact elections have on policies and the economy. There are many ways to measure economic sentiment, but quantitative metrics are superior to flawed surveys and polls. However, I find it worthwhile recalling a few truisms: 1.

Economics 154

Economics Media Investing Investments 154

The Big Picture

JULY 21, 2022

What about this economy? Economic uncertainty abounds…. Last year, you knew where you stood: -Markets never closed less than 5% from all-time highs; -The economy was so good everyone quit their jobs; -President Biden passed a Covid bill AND a bipartisan Infrastructure bill. But in 2022, you received no such quarter.

Economy 336

Economy Economics Marketing Marketing 336

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear. Diversification does not protect against market risk.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

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. Any economic forecasts set forth may not develop as predicted and are subject to change. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Abnormal Returns

FEBRUARY 5, 2023

rationalwalk.com) The 60/40 portfolio reset in 2022. vox.com) Economy How the January NFP report lines up with other economic data. econbrowser.com) The economic schedule for the coming week. (awealthofcommonsense.com) Why you can safely ignore market forecasts.

Financial Advising 188

Financial Advising Media Economics Economy 188

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The outbreak of war in Ukraine earlier in 2022 worsened supply constraints, especially for food and energy, and contributed to sustained inflation. in the medium term. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Abnormal Returns

DECEMBER 9, 2022

The biz The top podcasts of 2022, per Apple Podcasts. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. 9to5mac.com) The case for quitting Spotify ($SPOT).

Portfolio Management 190

Portfolio Management Economics Economy Management 190

Trade Brains

NOVEMBER 7, 2023

The global economy hasn’t even started healing from the Russia-Ukraine war that began last year, and now the Israel-Hamas conflict presents a new challenge. in 2022 to 3% in 2023 and further to 2.9% It’s a challenging time for the global economy. How can Israel-Hamas war impact the Indian economy?

Economy 59

Economy Marketing Marketing Economics 59

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. 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. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5% over the next few months.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Steve Sanduski

JANUARY 13, 2023

At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification , where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. Correlation and Volatility. correlation.

Portfolio 52

Portfolio Investing Investments Assets 52

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. While some cracks may be forming, the economy remains on firm footing. Admittedly, it can be hard to get a full picture of the economy as the data rolls in week after week. and 28 other countries.

Marketing 97

Marketing Marketing Economy Economics 97

Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. The answer is that this is a fairly small slice of the aggregate bond market and an even smaller slice of most investors’ portfolios.

Economy 77

Economy Retail Government Banking 77

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

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Markets The FTSE 100 Index has risen above 8,000 points for the first time ever.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Economy Banking 52

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Economic growth accelerated over the past year, defying tight policy and expectations. Moderate” is Fedspeak for a strong economy. between March 2022 and June 2023.

Economy 52

Economy Marketing Marketing Compliance 52

The Big Picture

AUGUST 21, 2023

New York Times ) • UBS: An introduction to Private Credit : Private credit strategies like direct lending can offer an attractive option for investors looking to generate higher yields and diversify their portfolio from traditional fixed income. The ruble immediately plunged following Russia’s invasion of Ukraine in February 2022.

Economy 246

Economy Economics Portfolio Assets 246

Abnormal Returns

JULY 12, 2022

Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time.

Financial Advising 130

Financial Advising Media Economy Economics 130

The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. As it turns out, there are ways investors can tell if an economic contraction is really coming. To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. Tell us what happens to the economy during a recession.

Economy 289

Economy Economics Consulting Marketing 289

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. 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.

Marketing 97

Marketing Marketing Economy Government 97

Discipline Funds

FEBRUARY 9, 2024

1) Portfolio Insurance. What most people want from their portfolio is growth, stability and liquidity. A simple portfolio of T-Bills and stocks would get that job done. But depending on your balance you might want to insure that stock piece because it will dominate the volatility in the portfolio.

Insurance 91

Insurance Economy Portfolio Assets 91

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. So, although last year was quite the run, we need to remember just how bad 2022 was. That is the longest stretch since the late 1960s, which indicates the economy is in a healthy place. million jobs.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down.

Marketing 96

Marketing Marketing Economy Government 96

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. If the Fed is cutting rates.

Numbers 280

Numbers Insurance Economy Marketing 280

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The table below provides a quick summary of each of the 10 best long-term investment strategies for 2022, along with the main features and benefits of each. Below is our list of the 10 best long-term investment strategies for 2022.

Investing 108

Investing Investments Retirement Planning Risk Tolerance 108

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

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. at the end of 2022 to 2.6%

Marketing 97

Marketing Marketing Economy Investing 97

James Hendries

JULY 13, 2022

Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. economy remain relatively strong. real GDP growth to be around 2% in 2022. This may come to pass, especially if a recession can be averted in 2022 as we expect. Should the U.S.

Clients 52

Clients Investment Advisor Economy License 52

Trade Brains

MAY 17, 2024

It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. The loan Against Property industry portfolio stands at Rs. 8 Lakh Cr as per CIBIL’s September 2022 report. 66,938 Cr or 63% of the NBFC’s total Assets.

Investing 59

Investing Investments Planning Assets 59

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. and hides underlying strength.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. Could stocks fall in April? While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Walkner Condon Financial Advisors

JULY 8, 2022

The equity markets have had a difficult start to 2022, with the S&P 500, the Dow Jones Industrial, and NASDAQ all seeing double-digit losses. Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . Recessions create an unpredictable economic environment.

Economics 59

Economics Financial Advisor Economy Portfolio 59