Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings.

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Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

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Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.

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Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. axios.com) Q4 GDP is tracking around 1%.

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Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say. I've been lucky.

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Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

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The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. It’s a number that’s put out every Thursday for the previous week. It’s a state program.

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Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

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Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right? However, this may be changing.

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Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

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Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. Mortgage servicers have provided forbearance to approximately 8.1

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you.

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Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? Whether you are a novice trader or an expert trader, this article on the best financial markets to trade in 2024 will assist you in making smarter investing selections by educating you on the major financial markets.

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The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. The number is probably a lot lower than you think. What exactly is a concentrated portfolio?

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Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

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Calculated Risk

OCTOBER 16, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.31% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.33% of servicers’ portfolio volume in the prior month to 0.31% as of September 30, 2023.

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Trade Brains

FEBRUARY 1, 2024

The company’s portfolio consists of payment acquisition (online and offline through a SoftPoS), payment issuance and remittances, and relevant infrastructure. The number of transactions grew by 20.4% The revenue growth was mainly due to an increase in the number and value of transactions. 4447 billion. crore in FY22 to Rs.

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The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. After-tax equity returns from your non-tax-exempt portfolios. So the benefit of a mutual funder and ETF is that you’re getting a diversified portfolio and professional oversight.

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Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

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MainStreet Financial Planning

DECEMBER 20, 2023

Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

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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.

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Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

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Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. But the odds favor more green numbers.

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Nerd's Eye View

DECEMBER 25, 2023

Read More.

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Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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Random Roger's Retirement Planning

APRIL 29, 2024

From the start of 2024 it was closer to the S&P 500 than XYLD which sells monthly calls but ISPY felt more of the market's downside move in early April than XYLD. To capture the ISPY dividends for a more accurate total return number, we'd need to add in about 2.5% BTAL in Portfolio 1 is a client and personal holding.

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Integrity Financial Planning

NOVEMBER 14, 2023

Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free. In that case, you can make a gift of $17,000 in the final days of 2023, then make another in the early days of 2024 under the new 2024 gift tax limit, essentially allowing you to donate twice the amount you could have during any other part of the year.

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Trade Brains

JANUARY 20, 2024

The paradox of choice A rise in investors has given a push to increase the number of trading platforms and applications. Robo advisory services and Algo trading is also available Offers margin funding Products like Sensibull, Small case and portfolio analyzer are available. According to the data 1.43 Client Base : 1.5

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Trade Brains

FEBRUARY 8, 2024

lakh crore for the financial year 2024-25. Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. crore as of 1st February 2024. i.e. the third quarter of 2024. lakh crore.

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Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. This trend is expected to continue well into the second half of 2024. Is India experiencing an IPO boom?

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Carson Wealth

JANUARY 29, 2024

We expect rate cuts in 2024, perhaps starting in May. With many investors worried stocks have gone too high too fast, this shows those concerns may be overblown and this bull market should continue to move higher in 2024. This is likely to continue into 2024. Economy: This Time Was Different, and That’s a Big Deal The U.S.

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Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

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The Big Picture

FEBRUARY 14, 2024

February 14, 2024) What does history tell us about how war impacts the stock market? I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. So what were the numbers like after World War 1 and after World War 2?

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Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

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Trade Brains

FEBRUARY 20, 2024

Cr which will open on 22nd February 2024. The issue will close on 26th February and be listed on the exchange on 29th February 2024. In this article, we will look at the GPT Healthcare Limited IPO Review 2024 and analyze its strengths and weaknesses. Cr Opening date 22 February 2024 Closing date 26 February 2024 Face Value Rs.

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Trade Brains

JANUARY 18, 2024

Cr which will open on 22nd January 2024. The issue will close on 24th January and be listed on the exchange on 30th January 2024. We will then check out its numbers to see how it has been scaling its revenue & profits. Cr Opening date 22 January 2024 Closing date 24 January 2024 Face Value Rs. billion in 2023.

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Trade Brains

JANUARY 6, 2024

1000 Cr which will open on 9th January 2024. The issue will close on 11 January and will be listed on the exchange on 16th January 2024. It has a portfolio of CNC Turning Centers, turn-mill centers, and vertical and horizontal machining centers. The Company Jyoti CNC Automation is coming up with its IPO issue of Rs.

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