Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Sensex went up by 9.5%

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Financial Market Asset Allocation Marketing Marketing 52

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic.

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Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time.

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Financial Market Marketing Marketing Asset Allocation 52

Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

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Marketing Marketing Economy Investing 96

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? rationalwalk.com) 12 lessons from Charlie Munger and Warren Buffett on money and life including 'Volatility is not risk.' (hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think.

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Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. 5%) and by RBI (25 bps to 6.5%).

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Discipline Funds

MARCH 2, 2024

billion dollar market cap rule as recently as December. And not only are the additions somewhat subjective, but the rules themselves often have to change due to market circumstances. That’s a big overweight compared to the total global equity market. Is 3 months enough?

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Marketing Marketing Asset Allocation Assets 95

Nationwide Financial

DECEMBER 7, 2022

The market headwinds have been many this year, with high inflation, rising interest rates, and diminishing liquidity causing concerns among investors. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors.

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Retirement Asset Allocation Marketing Marketing 52

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. The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. economy, despite the skeptics.

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Marketing Marketing Economy Manufacturing 89

Truemind Capital

JUNE 30, 2022

The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward. This resulted in inflation to the levels last seen 40 years ago in many developed economies.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. billion in assets they held in 2011.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. Investors view these stocks as relatively safe defensive havens that offer a bulwark against declining or volatile markets. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 stock market (chart 1).

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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.

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A Wealth of Common Sense

MARCH 8, 2023

Short-term interest rates continue to charge higher as the economy remains stronger than anticipated. We’re looking at 5% yields across the board for short-term government bonds.

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Marketing Marketing Government Economy 100

Nationwide Financial

MARCH 27, 2023

Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Markets have displayed remarkable resilience, with the S&P 500® Index currently showing a modest gain for March and a 4% year-to-date return. over the past two weeks.

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

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Economy Asset Allocation Valuation Communication 92

Dear Mr. Market

MAY 27, 2022

Dear Mr. Market: Simple title. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.

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Marketing Marketing Asset Allocation Assets 52

Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

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Nationwide Financial

MARCH 24, 2023

When investing for college in a volatile market, there can be opportunity to cash out on a 529 plan, with certain exemptions for tax penalty. However, the market can be volatile and it can be challenging to navigate the ups and downs of the economy while trying to save for college, even with a plan.

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Risk Tolerance Marketing Marketing Education 52

SEI

AUGUST 2, 2022

Market volatility: Reminder to prepare for downturns. Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Stress testing various market cycles.

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Nonprofit Marketing Marketing Risk Management 52

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. Suppose they made emotional investment decisions during the market volatility of 2022.

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up . MORE ON THIS TOPIC.

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Marketing Marketing Investing Investments 98

Discipline Funds

DECEMBER 28, 2022

The Fed in Plain English (video) Perry Mehrling’s Excellent Monetary System Course (video series) Thinking of the Economy as a System of Flows The USA is Not Going Bankrupt The Role of the Entrepreneur in the Economy Why Time is the Ultimate Form of Wealth What Causes Recessions? Then I Can Intimidate Everybody Whom Does the Fed Serve?

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Investing Investments Asset Allocation Risk Management 52

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. As you can see from the stock market cycles chart (below) that spans back to 1962, the average bull market lasts 51 months (i.e.,

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Economy CFP Economics Accounting 98

Brown Advisory

OCTOBER 11, 2022

CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Tue, 10/11/2022 - 13:22.

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The Irrelevant Investor

AUGUST 15, 2018

Are buybacks starving the economy? On this week's Animal Spirits, we discuss: Why did I say "funding secured" Why do companies go private? No, but it's complicated And earning-per-share bonuses need to be adjusted for buybacks The housing crash disproportionately affected the middle class The CAPE ratio arguments are usually black or white.

Asset Allocation 52

Asset Allocation Assets Economy Investing 52

Truemind Capital

JANUARY 22, 2024

“IT mein deadly scope hai” “Gaon mein production badh raha hai toh rural economy mein bhi growth hoga” “Internet ki demand badh rahi hai toh internet companies ke stocks mein bhi growth hogi” Most of us have seen the wonderful ads by Smallcase advocating investing based on future growth prospects.

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Investing Investments Asset Allocation Valuation 52

Discipline Funds

JUNE 15, 2023

The market had been pricing in a rate cut this year, but the Fed made it pretty clear that that’s not happening. So, if they hint at rate cuts the market could view that as stimulative which could induce a resurgence in inflation. They’re much more likely to be a 2024 story.

Asset Allocation 57

Asset Allocation Economy Portfolio Management Distribution 57

Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S.

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Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

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Marketing Marketing Asset Allocation Banking 52

Zoe Financial

JANUARY 17, 2024

I think the big question for advisors will be, “Does this mean that you’ll have to look at it as another part of your asset allocation decision, the way you would for commodities or REITs, etc?” Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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WiserAdvisor

MARCH 19, 2024

Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

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Investing Investments Financial Advisor Taxes 59

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Investing Investments 52

Truemind Capital

OCTOBER 22, 2021

The world markets are going through a similar party. Emboldened by the recent successes in the equity markets where liquidity has lifted all the boats, many investors are doubling down on their bets by overestimating their ability to absorb losses. World markets in some manners resemble casinos. By 1980, inflation was at 14%.

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Marketing Marketing Banking Economics 52

Brown Advisory

OCTOBER 11, 2022

CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Investing Investments 52

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed.

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Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.

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