A Wealth of Common Sense

OCTOBER 6, 2022

A reader asks: I know it’s not feasible to consistently time the stock market. But what about the bond market? It’s expected that the Fed will raise rates throughout 2022 and maybe 2023 and then cut them again in the near future (possibly before the elections).

Marketing 117

Marketing Marketing 117

Mish Talk

NOVEMBER 10, 2022

The CPI was unexpectedly good and stocks were beaten up looking for an excuse to rally. month over month vs 0.7 Bond Yields Crash Bond yields crashed the most in over a decade. The US dollar index fell which in isolation is good for stocks and gold but bad for inflation because it makes imports more expensive.

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Marketing Marketing Food Numbers 181

The Big Picture

JULY 29, 2022

Real Estate vs. Stocks vs. Bonds vs. Inflation. We discuss today’s wild car market, Motorcycles going electric, LA car culture, vehicles competing with Tesla, and all of her favorite hypercars, and why you should do the $10,000 Ferrari track course. Source: A Wealth of Common Sense.

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Startup Economy Economics Planning 289

Abnormal Returns

FEBRUARY 5, 2023

(investmenttalk.substack.com) What can you assume about stock, bond and cash returns over the long run. airports are using swoop landings vs. staircase descents, and why it matters. awealthofcommonsense.com) Why side hustles aren't worth the hassle. dariusforoux.com) Why making new friends in adulthood is so difficult.

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Retirement Numbers Planning Investing 162

The Reformed Broker

DECEMBER 2, 2022

This week, Michael Batnick, Jeff deGraaf, and Downtown Josh Brown discuss trend following, valuation techniques, the dollar’s impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more! Listen here: Apple podcasts.

Valuation 130

Valuation Marketing Marketing 130

A Wealth of Common Sense

AUGUST 23, 2023

Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients and here for YCharts Value vs. Growth Trends Report On today’s show, we discuss: Why the era of historically low-interest rates could be over Real interest rates hit 2% Misconceptions about individual bonds (..)

Clients 82

Clients Marketing Marketing 82

The Big Picture

NOVEMBER 2, 2023

Secular Bull Market : US stocks are in the 5-6th inning of a bull market. 525 basis points of hikes later, bonds are very attractive and fixed-income investors are earning a decent return on their money. My preference: look at what the Fed’s open market committee’s actions are. Cash in No Longer Trash : TINA is officially over.

Taxes 279

Taxes Portfolio Marketing Marketing 279

Abnormal Returns

FEBRUARY 21, 2023

klementoninvesting.substack.com) There's no free lunch in small cap stocks. morningstar.com) Companies For Amazon ($AMZN), it's live by the employee stock-compensation, die by the employee stock-compensation. on.ft.com) Finance Blackrock ($BLK) is benefiting from flows into bond ETFs. spectator.co.uk)

Financial Advising 130

Financial Advising Consulting Retail Media 130

The Irrelevant Investor

AUGUST 22, 2023

The post Animal Spirits: Rates to the Hilt appeared first on The Irrelevant Investor.

Clients 83

Clients Marketing Marketing 83

Dear Mr. Market

AUGUST 27, 2023

If you’re in the growing and increasingly popular camp of preparing for a stock market crash or just a general recession, here’s one adjustment and hedge that you may want to consider. 4) The Fed has stubbornly pushed the stock market towards a possible crash. 2) We have an inverted yield curve.

Economics 98

Economics Assets Government Marketing 98

The Big Picture

SEPTEMBER 7, 2022

My mid-week morning train WFH reads: • Interest Rates vs. Inflation The average yields savers earned in the 1980s were higher than inflation, including education, healthcare and housing prices. NYSE is the world’s largest stock exchange, with 2,400 listed companies and a combined market cap of ~$36 trillion dollars. Vanity Fair ). •

Healthcare 296

Healthcare Education Numbers Marketing 296

The Big Picture

DECEMBER 14, 2023

At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? So when you put money into mutual fund Barry you send money virtually to say Fidelity and then they take that cash and then they go buy a bunch of stocks. Mutual funds or ETFs?

Taxes 173

Taxes Distribution Accounting Portfolio 173

A Wealth of Common Sense

SEPTEMBER 9, 2022

On today’s show we discuss: Intricacies of the fixed income market Trading stocks vs. bonds What problem IMTC is solving What type of analytics and data IMTC is providing Allocation vs. optimization Product use cases Risk management within fixe.

Risk Management 80

Risk Management Management Investing Investments 80

Clever Girl Finance

APRIL 10, 2024

When it comes to personal finance, one of the biggest conversations has always been about active vs passive income. Is it better to have passive income vs active income? Articles related to various income types Active vs passive income: leverage both to achieve your financial goals! Keep reading to learn more!

Taxes 75

Taxes Education Assets Investing 75

The Irrelevant Investor

SEPTEMBER 9, 2022

On today’s show we discuss: Intricacies of the fixed income market Trading stocks vs. bonds What problem IMTC is solving What type of analytics and data IMTC is providing Allocation vs. optimization Product use cases Risk management within fixe.

Risk Management 82

Risk Management Management Investing Investments 82

The Big Picture

AUGUST 12, 2023

What we now call the “Yale Model” was invested in stocks and bonds but also venture capital, hedge funds, real estate, timber, commodities, etc. As well known as this bet was — Hedge Funds vs S&P 500 — the background was quite amazing and his back and forth with Buffett led to a wonderful experience.

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Management Portfolio Management Portfolio Assets 245

Abnormal Returns

OCTOBER 19, 2022

bestinterest.blog) Four lessons learned from a rough 2022, including stocks and bonds can fall at the same time. theatlantic.com) Earlier on Abnormal Returns Personal finance links: possibilities vs. goals. Markets The pandemic day-trading boom is over. wsj.com) 2022 has been a uniquely bad year in the markets.

Financial Advising 130

Financial Advising Retail Media Accounting 130

Carson Wealth

JULY 24, 2023

Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese provide their top takes on the state of the economy – and what to expect this quarter – in the latest episode of Facts vs. Feelings: Take Five. The post Facts Vs Feelings Take 5 – The Midyear Outlook appeared first on Carson Wealth.

Economy 52

Economy Investing Investments Marketing 52

Carson Wealth

JANUARY 16, 2024

Aggregate Bond Index. Most strategists missed the underlying strength in the economy, leading to undue pessimism in what turned out to be a strong year for stocks. Skepticism about the bond outlook and a flight to money market funds appeared justified until the last quarter, when bonds rallied sharply.

Investing 96

Investing Investments Marketing Marketing 96

The Chicago Financial Planner

FEBRUARY 2, 2024

If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. 4 Reasons to Accept Your Company’s Buyout Offer Small Business Retirement Plans – SEP-IRA vs. Solo 401(k) Choosing A Financial Advisor?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Advisor Perspectives

MAY 24, 2023

One metric I look at fairly often for various countries is the relationship between the performance of stocks vs. bonds. The idea is straightforward enough: when stocks are outperforming bonds, it tends to be associated with a growing economy.

Economy 59

Economy 59

Validea

SEPTEMBER 25, 2023

We look at the number of stocks a portfolio needs to be diversified, the importance of factor diversification, whether a portfolio with only stocks and bonds can be considered properly diversified and why rebalancing is an essential part of diversification. 29:49 – Can a portfolio with just stocks and bonds be diversified?

Assets 52

Assets Portfolio Numbers Financial Planner 52

Darrow Wealth Management

AUGUST 29, 2022

Expect short-term volatility from stocks. So the odds that stocks will be up or down on any given day is essentially a coin toss. Stocks have shown resiliency after major crises. Headlines vs returns. stocks represented by the S&P 500 index. Economic recessions vs the stock market.

Investing 91

Investing Investments Wealth Management CFP 91

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Angel One Vs Motilal Oswal – Company Overview Angel One Angel One Limited, a prominent fintech platform, has successfully empowered aspiring young Indians to build wealth since its inception in 1996.

Planning 59

Planning Financial Services Retail Distribution 59

The Chicago Financial Planner

NOVEMBER 27, 2022

SEP-IRA vs. Solo 401(k). Investment options for both plans generally run the full gamut of typical investment options available at your custodian such as mutual funds , individual stocks, ETFs , bonds, closed-end funds, etc. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Solo 401(k).

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Retirement Planning Retirement Planning Financial Planner 263

Clever Girl Finance

SEPTEMBER 11, 2023

The downside to highly liquid investments 12 Highly liquid vs short term highly liquid investments Expert tip: Know your risk tolerance When does it make sense to pursue a liquid investment? What is liquid vs non liquid investments? Holding on to the bond will earn you interest up until the maturity date.

Investing 72

Investing Investments Accounting Assets 72

Trade Brains

JANUARY 29, 2024

Suzlon Energy vs SJVN: Switching to renewable energy sources is an urgent necessity. Suzlon Energy vs SJVN – Financials Revenue and Net Profit Suzlon and SJVN’s revenues in FY23 were Rs. Conclusion As we near the end of Suzlon Energy vs. SJVN, let us take a quick look at the comparison. crores and Rs. crores and Rs.

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Planning Government Accounting Transportation 111

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector. Yes Bank invested in DHFL bonds despite concerns raised by the bank’s Treasury Department.

Banking 104

Banking Planning Accounting Retail 104

Mish Talk

NOVEMBER 15, 2022

percent month-over-month vs 0.2 percent rise in the PPI vs 0.0 percent rise was smaller than expected fueling a huge stock market rally. For discussion, please see my November 10 article Stocks Market Biggest Gains in More Than Two Years, Bond Yields Crash This post originated on MishTalk.Com. percent actual.

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Transportation Food Retail Advertising 181

Validea

DECEMBER 7, 2022

What percentage are you in stocks and bonds? Get it organized, and know what you own and where you fall on the stock vs. bond scale. bonds) to re-allocate back into stocks. But in 2022, stocks and bonds both fell simultaneously, and by a lot. What do you hold/own?

Accounting 52

Accounting Distribution Portfolio Taxes 52

The Big Picture

DECEMBER 7, 2023

Check out the first few episodes below: Investing Skill vs. Luck with Michael J. Here’s Why Stocks Are Your Best Bet with Jeremy Schwartz, WisdomTree (Nov 29, 2023) Are equities the best long-term investment? New episodes drop each week on Wednesdays in the Masters in Business feed and online at atthe.money.

Investing 154

Investing Investments Portfolio Management 154

Validea

JANUARY 4, 2023

On Validea we run 22 stock selection strategies extracted from books or academic papers and construct 10 and 20 stock model portfolios based on these investment approaches. For the purposes of this article, I am going to use the monthly rebalanced 10-stock model portfolios as the default I’m referencing. in 2022 vs. a 19.4%

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Darrow Wealth Management

MAY 22, 2023

On the heels of the worst year ever for bonds and the seventh worst year for stocks , the hesitation is understandable. These rate hikes put stocks and bonds under pressure last year. In fact, according to The Wall Street Journal , since 1928 cash only outperformed both stocks and bonds over a calendar year 12 times.

Investing 90

Investing Investments Wealth Management Accounting 90

Bell Investment Advisors

NOVEMBER 6, 2023

stocks and U.S. bonds declined in October, falling by 2.3% government is used to discount future cash flows, the expectation of higher rates drags down the price of stocks and bonds. treasuries declined by 11% in a just two months as the yield on a 20-year bond went from 4.4% and 1.3%, respectively. labor market.

Economy 52

Economy Economics Investment Advisor Numbers 52

The Big Picture

JULY 25, 2022

My back-to-work a recession is coming morning train WFH reads: • Inverted Yield Curve: A Recession Alarm Is Ringing on Wall Street : An inversion of the bond market’s yield curve has preceded every U.S. Institutional Investor ) see also The Stock Market Is On Sale. . Institutional Investor ) see also The Stock Market Is On Sale.

Medicine 143

Medicine Engineering Valuation Management 143

Clever Girl Finance

MARCH 26, 2023

When it comes to personal finance , one of the biggest debates has always been around active vs passive income. Advantages of active income The primary benefit of active income vs passive income is that it provides a regular stream of income that individuals can rely on. Which one offers more benefits?

Taxes 59

Taxes Education Assets Investing 59

Carson Wealth

SEPTEMBER 20, 2022

A bond is a type of debt security that you buy from either a corporation or a government that is trying to raise money. Bonds are considered a low-risk asset that can provide investors with a way to diversify their portfolio away from more aggressive assets like stocks. How Bonds Work . What Are Bond Risks? .

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Risk Tolerance Government Taxes Financial Advisor 52