The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Being right may be a necessary condition for investment success, but it won’t be sufficient.

Investing 341

Investing Investments Economy Portfolio 341

Abnormal Returns

AUGUST 4, 2023

whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. Strategy Why you can't hedge inflation in the short run. investmentnews.com) Apple Services and wearables are the standouts for Apple ($AAPL).

Economics 225

Economics Financial Advising Healthcare Economy 225

Abnormal Returns

FEBRUARY 14, 2024

abnormalreturns.com) There is no holy grail in investing. (ft.com) Why productivity is surging. nytimes.com) Earlier on Abnormal Returns Personal finance links: an IOU to the IRS. abnormalreturns.com) It may take some time, but markets eventually work. abnormalreturns.com) What you missed in our Tuesday linkest.

Economics 161

Economics Financial Advising Insurance Media 161

Abnormal Returns

AUGUST 18, 2023

wsj.com) Why Germany's economic growth is slowing, relative to the rest of Europe. (nytimes.com) Five ways to save on streaming, including cell phone offers. washingtonpost.com) Global Novo Nordisk ($NVO) dominates the Danish stock market. economist.com) China is becoming Japan, demographically.

Investing 217

Investing Investments Financial Advising Startup 217

Abnormal Returns

JULY 4, 2023

He created the very foundation of today’s investment practices." klementoninvesting.substack.com) Research How risk differs across economic releases according to daily options volatility. (disciplinefunds.com) John Rekenthaler, "It’s no exaggeration to state that Markowitz did more than advance a theory of portfolio construction.

Investing 169

Investing Investments Portfolio Economics 169

Advisor Perspectives

SEPTEMBER 10, 2023

Tony Davidow, Senior Alternatives Investment Strategist, at Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Economics 52

Economics Investing Investments Portfolio 52

Trade Brains

DECEMBER 28, 2023

Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). Today, we’ll introduce you to some unusual economic indicators that might predict the economic conditions. Most Unusual Economic Indicators 1. What is it? What is the proof?

Economy 64

Economy Economics Sales Government 64

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investing 181

Investing Investments Portfolio Economics 181

The Irrelevant Investor

FEBRUARY 6, 2024

On today’s show, we discuss: Big tech stocks find little room for error after monster run US winning world economic war America Powers On via Goldman Sachs Why Tim Cook is going all in on the Apple Vision Pro GDPNow real GDP estimate. The post Animal Spirits: The Holy Grail of Investing appeared first on The Irrelevant Investor.

Investing 81

Investing Investments Economics 81

Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 87

Economics Marketing Marketing Financial Market 87

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

Financial Advisor 215

Financial Advisor Investing Investments Financial Advice 215

Abnormal Returns

NOVEMBER 9, 2022

mrzepczynski.blogspot.com) An economic soft landing is not off the table. (geekwire.com) New home cancellations increased sharply in Q3. calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. bloomberg.com) Earlier on Abnormal Returns Personal finance links: career shifts.

Investing 237

Investing Investments Financial Advising Advertising 237

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investing 59

Nationwide Financial

OCTOBER 12, 2022

Of course, earnings and profits are dependent to a large extent on economic performance (although not for all companies and not all in the same manner.). The economic cycle of expansion and recession does affect the stock market by affecting company earnings. What investments do well in bear markets? Conclusion.

Investing 105

Investing Investments Risk Tolerance Marketing 105

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Validea

OCTOBER 23, 2023

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them.

Investing 64

Investing Investments Financial Planner Economics 64

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Nationwide Financial

JULY 20, 2022

and its impact on economic growth, George Bernard Shaw’s quote seems apropos. Undeniably, for decades, economists and deficit hawks alike have been debating the merits of rising national debt and weaker economic activity as a result. Economic theory suggests that once the level of national debt surpasses the level of GDP (i.e.,

Economics 59

Economics Budgeting Economy Government 59

SEI

APRIL 3, 2024

Get SEI’s perspectives on the markets & economy with commentaries from SEI Investment Management Unit. appears to be chugging along quite nicely, posting solid gains.

Economics 52

Economics Economy Management Investing 52

Carson Wealth

SEPTEMBER 1, 2023

We’ve all heard the latest news about China’s economic slow-down. Will China’s economic troubles hurt the U.S. Looking for more investment insights and market analysis? The post Facts Vs Feelings Take 5 – Will China’s Economic Troubles Hurt Us appeared first on Carson Wealth. Visit our Insights page today.

Economics 52

Economics Economy Investing Investments 52

A Wealth of Common Sense

FEBRUARY 7, 2024

On today’s show, we discuss: Big tech stocks find little room for error after monster run US winning world economic war America Powers On via Goldman Sachs Why Tim Cook is going all in on the Apple Vision Pro GDPNow real GDP e.

Investing 106

Investing Investments Economics 106

Trade Brains

APRIL 18, 2023

Understanding what is Dosa Economics: In contrast to most bland economic theories, Dosa Economics remains the only one that makes our mouths water every time we discuss it. What is Dosa Economics or Dosanomics? If the senior citizen invests Rs. The post What is Dosa Economics? Keep reading to find out!!!

Economics 52

Economics Banking Economy Investing 52

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. By staying invested for the long term, investors give themselves a good opportunity to outpace inflation.

Retirement 97

Retirement Economics Planning Retirement Planning 97

Advisor Perspectives

SEPTEMBER 18, 2023

The right investments can stabilize a portfolio and dampen volatility, while keeping goals on track. As an asset class, private credit has a history of resiliency throughout economic downturns. Managing volatility is a high priority for advisors.

Investing 82

Investing Investments Economics Portfolio 82

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Abnormal Returns

MARCH 5, 2023

axios.com) The economic schedule for the coming week. (armoxon.substack.com) Economy Given everything, why aren't home prices lower? awealthofcommonsense.com) Why does everyone think we are already in recession? calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site.

Investing 130

Investing Investments Startup Math 130

Truemind Capital

JANUARY 24, 2024

What returns should you expect from your investments? Many people think it is their right to get 15-20% returns on equity investments in the future as well. Returns on investments (equity/debt/gold) are influenced by various factors – economic growth, inflation, interest rates, and prices at which you invest.

Investing 52

Investing Investments Economy Economics 52

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics 346

Economics Investing Investments Marketing 346

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

Investing 59

Investing Investments Financial Advisor Taxes 59

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investing 211

Investing Investments Financial Advisor Compensation Planning 211

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

Abnormal Returns

APRIL 26, 2024

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. bloomberg.com) Logan Bartlett talks with Jeremy Levine, partner at Bessemer Ventures, about his best and worst investments.

Portfolio Management 130

Portfolio Management Economics Assets Management 130

Wealth Management

SEPTEMBER 20, 2022

A combination of investment mechanics and the unpredictable nature of the economic and business environment means that attempts to time investments in private equity are highly unlikely to succeed, and will serve to undermine efforts to create a sustainable investment program.

Investing 98

Investing Investments Economics 98

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? theinformation.com) Global The war in Ukraine has pushed up defense spending around the globel (awealthofcommonsense.com) South Korea's economic growth is slowing. Markets Commodities are having a standout 2024. coindesk.com) More mutual fund to ETF conversions are coming.

Financial Advising 228

Financial Advising Startup Media Economy 228

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

International College of Financial Planning

FEBRUARY 3, 2024

lakh crore, reflecting vigorous economic activity. This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investing Investments 52