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When, Where, and for How Long

The Big Picture

We have previously discussed ( see this , this , this , and this ) why the 20% bull/bear frame of reference is simply noisy nonsense. They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Note we have not even referencing the valuation debate.

Economics 299
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Three Things I Think I Think – The Fed Didn’t Do It

Discipline Funds

My greatest contribution to the field of economics is my General Theory of Assflation. I am referring to my explanation of “asset price inflation” relative to QE. I jokingly referred to this as assflation because how else can you respond to things that seem obviously wrong, except with a joke? But are they?

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Weekly Market Insights: November 11th, 2024

Cornerstone Financial Advisory

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

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The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Diamond Consultants

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. But is that fair? After all, shouldnt the retiring advisors be compensated fairly for their lifes work?

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Estate Planning in this Economic Climate

Park Place Financial

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 .

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Should You T-Bill and Chill?

Discipline Funds

This refers to the strategy where you just move everything into T-Bills and “chill” 1 This move sounds increasingly enticing. These are the highest rates we’ve seen since the mid-2000s so it’s a welcome change from the 10 years of ZIRP (zero interest rate policy). After all, 5.5%

Portfolio 136
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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index.