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Friday links: your single most valuable asset

Abnormal Returns

slate.com) Global Japan's government bond yields now exceed China's. semafor.com) This year's Nobel Prize winners in Economics did not come with universal acclaim. abnormalreturns.com) Longform links: facilitating communication. (tomtunguz.com) Data centers are reaching some size limits.

Assets 278
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FOMC Preview: No Change to Policy Expected

Calculated Risk

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). Economic projections will be released at this meeting.

Banking 288
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How to Communicate the Silicon Valley Bank Failure to Your Clients

Indigo Marketing Agency

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Does this level of communication feel overwhelming? Provide context.

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Friday links: making peace with your losses

Abnormal Returns

(awealthofcommonsense.com) The entire government debt limit debate is annoying. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. podcasts.apple.com) Housing sales have bottomed.

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Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy

Brown Advisory

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. An organization’s success in mission-aligned investing begins with effectively communicating the investment strategy, mission, and performance-related goals and progress toward realizing them. Tue, 09/06/2022 - 10:17.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. As economic conditions and income needs change, so too will your asset allocation. After all, investment management is an ongoing process.

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Government Debt and Stock Returns

ClearMoney

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Turning to the Data.