Investing Caffeine

DECEMBER 2, 2024

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in AAPL, AMZN, MSFT, GOOGL, META, TSLA, NVDA, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CSCO, GE, XOM, INTC or any other security referenced in this article. Subscribe Here to view all monthly articles.

Marketing

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. But if tariffs lead to higher prices, inflation, and a weaker economy, the tariff policy may be judged as a costly misstep. and the U.K.

Economics

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. We’ll talk about tariffs later on.

Economics

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.

Economy

Investing Caffeine

JANUARY 2, 2025

This philosophy has served Sidoxia Capital Management and its clients well over the long-run. DISCLOSURE:Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article.

Marketing

Investing Caffeine

JULY 1, 2025

would bomb key nuclear sites in Iran, would you have guessed that Middle East stability would follow—and that global financial markets would soar to record highs? While geopolitical dynamics remain fluid, markets shrugged off the chaos. for the month to a market value of $3.9 But that’s exactly what happened last month.

Marketing

Truemind Capital

APRIL 11, 2025

Although, that provided stability to the financial markets and the economy, the US economy never recovered from the debt trap. Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. That’s a massive amount of money going to the financial systems.

Asset Allocation

Investing Caffeine

MAY 1, 2025

For those of us strapped daily into the financial market seat, it has felt like an endless rollercoaster ride since that eventful day. Initially, after the April 2 nd announcement, the stock market experienced a scary free fall. Remember Liberation Day the day reciprocal tariffs were announced?

CFP

Investing Caffeine

MARCH 3, 2025

In my more than three decades of investing, I have repeatedly encountered extensive segments of the financial markets that would qualify as speculative bubbles, whether it was subprime mortgages and credit default swaps (CDS) in the 2008 Financial Crisis, or dot-com companies in the 2000 bursting of the technology bubble.

Assets

Investing Caffeine

AUGUST 1, 2025

Whether the deficit widens as the CBO projects, or narrows thanks to a stronger, growing economy, remains to be seen. In this momentum environment, the market should continue its productive juggling, but if the frothy or economic winds worsen, investors should be prepared for a dropped ball. www.Sidoxia.com Wade W.

Valuation

The Big Picture

FEBRUARY 17, 2025

’cause these are companies and in some cases countries that were never really fully integrated into the global financial system. And so as the global financial markets were in a tailspin, they were actually very resilient. I’m gonna assume the same is not true in either EM and especially in frontier markets.

Investments

The Big Picture

MARCH 11, 2025

But their models just simply don’t allow them to understanding a dynamic changing global, interconnected economy. You, you get to meet a lot of interesting executives and, and the prevalence they’re grappling with, but you also still have access into the institutional investor world who are also clients.

Economics

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics

Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government.

Clients

Nationwide Financial

DECEMBER 6, 2022

The danger comes when an obsessive behavior causes an emotional reaction, such as the impulse to try to time the market’s ups and downs. As a financial professional, your objective guidance can help anxious clients keep a long-term perspective and avoid the kind of emotional reaction that can take them off-course from their financial goals.

Clients

Nationwide Financial

JUNE 15, 2023

Things are as complicated as ever for financial professionals and their clients. That’s why at Nationwide Financial, we gather and share insights from our in-house thought leaders to help simplify what’s happening in the economy to help financial professionals shed light on potential opportunities in the financial markets.

Clients

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. For the last 1.5

Financial Market

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.

Financial Market

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients

James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. in August of this year. At the same time, inflation is decelerating.

Clients

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. Following are examples of some of the common unethical practices in the financial marketplace.

Compliance

Advisor Perspectives

MARCH 29, 2023

I’ve received more emails and calls from clients on the failure of SVB Bank than I did on the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets.

Banking

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Source: Visual Capitalist Why So Bullish? What has investors so jazzed up in recent months? For starters, inflation has been on a steady decline for many months. a few months ago to 3.9% today (see chart below).

Economy

AdvisorPR

JULY 13, 2021

Whenever there is chaos in the economy or financial markets, people have questions as it relates to their finances,” Kohl said. The post PR exec: Financial topics will be ‘front and center in media for the next few years’ appeared first on AdvisorPR. Not so for Alana Kohl, whose AdvisorPR firm kicked into high gear.

Media

Trade Brains

FEBRUARY 21, 2024

crores plus taxes Scope: Implementation and management of IT infrastructure Client: Central Board of Indirect Taxes and Customs (CBIC), Ministry of Finance, Govt of India Missile Systems Spares Order from Mazagon Dock Shipbuilders Ltd Value: Rs. 2,673 Crore Client: Goa Shipyard Limited (Value: Rs.

Electronics

Investing Caffeine

MARCH 1, 2023

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy

Trade Brains

NOVEMBER 4, 2023

Best Algo Trading Software in India : In today’s fast-paced world, the advent of advanced technologies has created an impact in almost every sector of the economy. The stock market is no exception to this statement. With the existing happy clients, the company aims to give customer-centric service to its clients.

Assets

Brown Advisory

JUNE 3, 2015

In many clients’ portfolios we have eliminated our overweight position in U.S. No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. After the 1929 stock market crash and banking crisis, the economy by the mid-1930s appeared to be rebounding.

Valuation

Investing Caffeine

JUNE 1, 2022

Although the economy is currently very strong (i.e., raise interest rates and reduce balance sheet debt without crippling the economy), then substantial rewards could accrue to stock market investors. But there are clouds on the horizon. MONEY SUPPLY GROWTH% (M2) VS. GOVERNMENT DEFICIT. Source: Calafia Beach Pundit.

Economy

FMG

JULY 4, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Top Marketing Trends for Financial Advisors in 2023 via Advisorpedia In any industry, if you want to stay ahead of the curve, then it’s important that you’re keeping up with trends.

Media

Good Financial Cents

DECEMBER 14, 2022

A hedge fund is a type of investment fund that uses financial instruments to offset the risk of investments. Hedge fund managers use their knowledge of the financial markets to manage their investment objectives, liquidity, and risk. Financial advisors help people invest their money after learning about their financial goals.

Budgeting

Investing Caffeine

AUGUST 2, 2023

Source: TradingEconomics.com Inflation Moving in the Right Direction After such a lousy 2022 in the financial markets, why such a searing return for 2023? Source: The Financial Time (FT) Confident Consumers While many economists and traders have incorrectly been calling for a recession for some two years, a more resilient U.S.

Marketing

Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy

Brown Advisory

DECEMBER 2, 2015

Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. this year, 0.3

Economy

Brown Advisory

SEPTEMBER 21, 2022

In the industrials space, we tend to shy away from deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Others such as U.S.

Portfolio

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

Economy

Investing Caffeine

JANUARY 3, 2023

Typically, during weak stock markets (i.e., bear markets”), the bond or fixed income investments in a diversified portfolio act as shock absorbers to cushion the blow of volatile stock prices. Therefore, as stock prices decline, the gains from bonds in your portfolio usually help offset stock losses. Source: Calafia Beach Pundit.

Economy