The Reformed Broker

NOVEMBER 30, 2022

Let’s assume we’re going to have a recession in 2023. Are there changes you could make to a portfolio in order to gird yourself for a worsening economy? I don’t know if we will, but everyone seems to think so, so let’s just say. What can you do to stop it? Absolutely.

Economy 258

Economy Portfolio 258

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

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. Atlantic, Oct.

Media 350

Media Economy Economics Wealth Management 350

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. In the meantime, I hope the rest of 2023 treats you well.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 177

Financial Advising Economy Manufacturing Media 177

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 202

Financial Advising Startup Banking Manufacturing 202

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. wsj.com) Economy "The Fed is no longer behind the curve." capitalspectator.com) The U.S. stock market is on a five-month winning streak.

Financial Advising 218

Financial Advising Retail Media Economy 218

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. spilledcoffee.substack.com) Economy PPI confirms whats happening with CPI. In fact, just the opposite is true.

Financial Advising 201

Financial Advising Insurance Media Economy 201

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent.

Marketing 59

Marketing Marketing Numbers Economy 59

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 141

Portfolio Government Wealth Management Taxes 141

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 189

Financial Advising Economy Banking Media 189

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). This has already been a historic year — the stock market experienced one of its best starts in 2023. Moderate” is Fedspeak for a strong economy. between March 2022 and June 2023.

Economy 52

Economy Marketing Marketing Compliance 52

Abnormal Returns

MAY 11, 2023

ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. foreignaffairs.com) Economy Disinflation is in place, but it doesn't give the Fed room to cut rates. bloomberg.com) Did Credit Suisse technically default?

Financial Advising 202

Financial Advising Media Economy Portfolio 202

Abnormal Returns

MARCH 17, 2023

(mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? axios.com) Industrial production was flat in February 2023.

Financial Advising 214

Financial Advising Startup Banking Manufacturing 214

Abnormal Returns

FEBRUARY 3, 2023

Markets The cannabis industry has sat out the 2023 market rally. rationalwalk.com) In praise of not tinkering with your portfolio. bbc.com) Economy The January NFP showed a big jump in payrolls. calculatedriskblog.com) Let's take a moment to celebrate the strong jobs economy.

Financial Advising 130

Financial Advising Economy Media Portfolio 130

Abnormal Returns

JANUARY 6, 2023

Markets The 60/40 portfolio return equation reset last year. wsj.com) Five ETF predictions for 2023 including an end to $SPY's reign. tomtunguz.com) Startup founders have some difficult decisions to make early in 2023. hunterwalk.com) The 'Creator Economy' was way overblown. history.

Financial Advising 130

Financial Advising Startup Economy Media 130

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. As the latest inflation readouts are nowhere near that target, more rate hikes from the Fed are expected in 2023, although at a slower pace than seen in 2022. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Portfolio Management 152

Portfolio Management Economy Economics Portfolio 152

Trade Brains

DECEMBER 8, 2023

Basically, the price of a Big Mac can tell us a lot about the economy’s condition and how well it is doing. How does it reflect a Country’s Economy? Well, there’s this fun yet insightful indicator of currency strength called the “Big Mac Index”, and yes, it’s all about burgers! what exactly is the Big Mac Index?

Economy 64

Economy Economics Food Investing 64

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. What a strange year we had in 2023. And let’s not forget technological advances. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

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. Only no recession came – the fourth quarter of 2023 saw GDP at 3.4%! If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era.

Manufacturing 337

Manufacturing Economy Economics Portfolio 337

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. semafor.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. theathletic.com) Economy There is one big difference between PPI and CPI. (fa-mag.com) How AI hype has affected the stock market, YTD.

Financial Advising 156

Financial Advising Banking Food Retail 156

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. wsj.com) Intel ($INTC) had a tough 2022 and 2023 isn't looking better. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel.

Financial Advising 207

Financial Advising Distribution Valuation Media 207

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. axios.com) U.S.

Startup 192

Startup Valuation Financial Advising Distribution 192

Advisor Perspectives

JULY 17, 2023

economy will continue to drive market volatility. retirement industry – is my guest today to offer valuable insight on how to navigate this landscape for the remainder of 2023 and beyond. Doug will discuss bond alternatives, like fixed-rate annuities, to diversify and de-risk client portfolios.

Clients 96

Clients Portfolio Retirement Economy 96

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. (

Math 294

Math Economy Communication Economics 294

Trade Brains

MARCH 27, 2024

As significant players in the financial landscape, DIIs contribute to capital formation, aiding in the efficient functioning of the overall economy. As of December 2023, the top investments in the portfolio’s diverse industries are banks (15%), miscellaneous (6%), power (6%), fertilisers (5%), and oil drilling and exploration (4%).

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Advisor Perspectives

JANUARY 29, 2024

Jeff and Ron Muhlenkamp provide a recap of 2023 and look at the state of the economy at the start of 2024. They also explain their reason behind why they have significant portfolio holdings in certain industries.

Economy 52

Economy Portfolio 52

Validea

FEBRUARY 3, 2023

In an interview with Forbes , billionaire Leon Cooperman shared some of his wisdom about investing as well as his stock picks for 2023. He’s concerned about debt buildup, with too much easy money and not enough discipline pouring into the economy over the last several years. billion, most of which he has pledged to give away.

Investing 59

Investing Investments Portfolio Taxes 59

Trade Brains

APRIL 13, 2023

Top Agriculture Stocks In India: It is a known fact that the agriculture sector is one of the most important industries in the Indian economy. ALSO READ Top Cement Stocks in India 2023 – Best Cement Stock to Buy! Almost 60% of the country is engaged in agriculture; it contributes almost 20% to the Indian GDP. Keep Reading!

Manufacturing 88

Manufacturing Retail Pharmaceutical Economy 88