Abnormal Returns

MARCH 17, 2025

Markets Corrections happen more often than you remember. optimisticallie.com) Market moves just happen faster these days. on.ft.com) Robinhood ($HOOD) is teaming with Kalshi on sports markets. axios.com) Fund management How market concentration affects ETF index construction.

Media 195

Media Economy Retail Management 195

Abnormal Returns

NOVEMBER 5, 2024

Where is the evidence that it is fundamentally changing the stock market? klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. caia.org) How to use trading volume to optimize portfolio construction. on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas.

Portfolio 162

Portfolio Economics Investing Investments 162

The Big Picture

NOVEMBER 15, 2023

Markets screamed higher yesterday after a benign CPI report showed a 0.0% It was a classic fear-driven error, a combination of bad market timing and poor impulse control. It was a classic fear-driven error, a combination of bad market timing and poor impulse control. Last, recognize that markets go up and down.

Investing 344

Investing Investments Portfolio Economics 344

The Big Picture

OCTOBER 24, 2024

At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. If you are a strategist at Goldman Sachs , then a lot.

Distribution 326

Distribution Economics Portfolio Banking 326

Abnormal Returns

AUGUST 8, 2023

(papers.ssrn.com) Global Why global equity market correlations are on the rise. morningstar.com) Behavior Another indication that political polarization is showing up in investor portfolios. klementoninvesting.substack.com) There's no evidence that economic forecasters can actually forecast.

Marketing 246

Marketing Marketing Medical Economics 246

Tobias Financial

APRIL 14, 2025

Market downturns can bring uncertainty, and with recent headlines about tariffs and economic shifts, you may be wondering whats next. Just weeks ago, analysts were predicting continued market growth, and now, concerns about global trade and economic conditions are leading to increased volatility.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients.

Clients 205

Clients Marketing Marketing Economics 205

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

Portfolio 189

Portfolio Clients Risk Tolerance Accounting 189

Abnormal Returns

NOVEMBER 29, 2024

Markets A look at the best performing stocks of the past 20 years. bespokepremium.com) The great bond bull market is over. wapo.st) Global Why Hong Kong's real estate market is unlikely to come back. economist.com) London's 1000 year old meat and fish markets are set to close. stock is set to dramatically change.

Media 162

Media Retail Economy Economics 162

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

Portfolio 52

Portfolio Investing Investments Economics 52

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? abnormalreturns.com) It may take some time, but markets eventually work. Strategy Alternatives managers want in on the defined contribution space. morningstar.com) Growth in ETFs are a boon to Jane Street.

Economics 202

Economics Financial Advising Insurance Media 202

Abnormal Returns

FEBRUARY 4, 2025

blogs.cfainstitute.org) Economics How optimism affects our willingness to save for the future. acadian-asset.com) Seven market lessons including 'The strategy to sell in May and go away is a myth.' blogs.cfainstitute.org) Do floor traders still add value to markets? papers.ssrn.com) Capitalism and inequality go hand-in-hand.

Portfolio Management 147

Portfolio Management Economics Portfolio Management 147

Abnormal Returns

JANUARY 5, 2025

Markets The 2020s has seen nothing but big market moves. axios.com) Strategy Don't let dividends take the wheel of your portfolio. nber.org) The economic schedule for the coming week. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. downtownjoshbrown.com) Or your expectations for the Fed.

Consulting 147

Consulting Media Economy Economics 147

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investing 267

Investing Investments Accounting Startup 267

Abnormal Returns

JULY 14, 2024

Strategy The stock market has changed so much over the past 50 years. awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

DECEMBER 26, 2023

cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' capitalspectator.com) Regime changes happen in markets. alphaarchitect.com) Hong Kong went from a standout on economic freedom to laggard. Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings.

Economics 290

Economics Portfolio Marketing Marketing 290

Advisor Perspectives

JUNE 6, 2025

Given the large pool of options available to fixed income investors in the bond market, the ideal option given the current economic uncertainty is still Treasuries. With that, Vanguard has three options worthy of consideration for any portfolio.

Economics 52

Economics Portfolio Marketing Marketing 52

Wealth Management

JULY 26, 2023

Advisors are taking a close look at their portfolios given the current market and economic conditions.

Investing 246

Investing Investments Economics Portfolio 246

Wealth Management

JULY 26, 2023

Advisors are taking a close look at their portfolios given the current market and economic conditions.

Investing 246

Investing Investments Economics Portfolio 246

Abnormal Returns

MARCH 4, 2025

(rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. papers.ssrn.com) The PEG ratio isn't much of a market timing tool. papers.ssrn.com)

Math 147

Math Assets Economics Portfolio 147

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 317

Marketing Marketing Government Numbers 317

Abnormal Returns

NOVEMBER 12, 2023

Markets U.S. allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. theblock.co) Demographics U.S.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. The TL:dr is the short term is too random, and so only serves as marketing for institutional trading firms. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Previously : Slowing U.S.

Economy 288

Economy Economics Portfolio Marketing 288

Carson Wealth

NOVEMBER 4, 2024

We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. Bottom line, investors have been quite spoiled with a historic year for markets and it is important to remember that stocks indeed can go down.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. The labor market is not a source of inflationary pressure.

Marketing 78

Marketing Marketing Economy Investing 78

The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. Fitness alpha is a model of performance, and we can derive alpha in markets from so many different areas.

Food 147

Food Portfolio Management Marketing 147

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Yes, even though the stock market got all the headlines. treasuries.

Marketing 56

Marketing Marketing Retirement Portfolio 56

The Big Picture

APRIL 24, 2023

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. Paret’s discussion of overseas gains.

Economics 299

Economics Marketing Marketing Portfolio 299

Carson Wealth

MARCH 3, 2025

We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Because the market is all about what is priced in and what isnt priced in. And lower exports are a drag on US economic growth. Heres the catch. Why does sentiment matter?

Marketing 78

Marketing Marketing Economy Government 78

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investing 246

Abnormal Returns

MARCH 21, 2025

Markets Nvidia ($NVDA) stock is struggling. ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. disciplinefunds.com) ETFs The major players are rushing to launch money market fund ETFs.

Engineering 130

Engineering Manufacturing Media Economy 130

Abnormal Returns

JANUARY 1, 2023

Markets Global stocks and bonds lost more than $30 trillion for 2022. ft.com) The 60/40 portfolio had a historically bad year. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022. cnbc.com) Strategy Average annual stock market returns are not-so average. wsj.com) Matt Levine, "What happened at FTX?

Financial Advising 278

Financial Advising Medical Economics Media 278

The Big Picture

NOVEMBER 2, 2023

The Narrative bias driving commentary today is that this sudden bullishness is the market sussing out the last hike. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. My preference: look at what the Fed’s open market committee’s actions are.

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Big Picture

AUGUST 25, 2023

China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.

Wealth Management 246

Wealth Management Economics Assets Management 246

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 272

Financial Advising Media Economy Economics 272

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? The change of seasons mattered a great deal to hunter-gatherers and farmers; they matter far less to those charged with putting capital at risk in markets.

Economy 328

Economy Economics Portfolio Marketing 328

Abnormal Returns

NOVEMBER 22, 2022

It does not matter if that market is going up or down." caia.org) We don't really know how much of the market is held by passive investors. caia.org) We don't really know how much of the market is held by passive investors. elmwealth.com) Are we building portfolios the wrong way? pragcap.com).

Economics 130

Economics Management Numbers Portfolio 130