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Thursday links: the biggest financial risk

Abnormal Returns

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. economy afloat.

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Dream or Opportunity?

Brown Advisory

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. Current U.S.

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Sorted Weekly Tweets

Aleph

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Running at the beach Non-US New Zealand Prime Minister Jacinda Ardern’s resignation highlights the complexity of post-Covid economic challenges [link] People got tired of an overly interventionist leader who did not listen.

Startup 59
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Workable Wealth Investing Series: What You Need to Know About the Market

Workable Wealth

In most news stories and media outlets, it is often referring to the activity of the U.S Each of these represent a different phase of the market and economy. . These market conditions happen when the economy is strong, there is a solid gross domestic product, decreased unemployment, and overall optimistic investor morale. .

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Shadow Consumption

Brown Advisory

Economic recoveries usually feature a surge in consumption as employment and wages rebound. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Current U.S.

Food 52
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Transcript: Marta Norton

The Big Picture

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And it’s funny, I had my first brush with, you know, media as a professional at that time.

Portfolio 130
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Market Review 2021: A Recovery Amid Challenges

ClearMoney

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. The distribution of vaccines and the easing of lockdowns were followed by an economic rebound, but the emergence of new variants would be a setback for the recovery. But growth stocks rallied later in the year.