Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 277

Portfolio Financial Advising Economy Media 277

The Big Picture

MARCH 6, 2025

And if you go look at the market estimation from tips or from others, people believed it. And you don’t look, it doesn’t take somebody with the market acumen that you have Mary, and it certainly doesn’t take a PhD to look out and recognize that the covid business cycle was driven by.

Economy 162

Economy Economics Food Banking 162

Abnormal Returns

JULY 19, 2024

(infiniteloopspodcast.com) Real estate Derek Thompson talks with Mike Simonsen, president and founder of Altos Research, and Lance Lambert, cofounder and editor-in-chief of Residential Club, about the state of the American housing market. theringer.com) Julia LaRoche talks with Tyler Cowen about how AI will change society and the economy.

Economics 261

Economics Startup Communication Economy 261

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy.

Economy 98

Economy Marketing Marketing Economics 98

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. npr.org) Economy June CPI actually fell. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.

Financial Advising 246

Financial Advising Valuation Media Economy 246

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. Equity markets are riding on the expectations of the strong comeback of the NDA-led Government resulting in policy continuity.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Abnormal Returns

MARCH 26, 2024

Markets The equity risk premium is skimpy at the moment. wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. qz.com) Economy The Roaring 20's are here. capitalspectator.com) Higher for longer is helping to push Treasury yields higher.

Financial Advising 279

Financial Advising Media Banking Economy 279

Advisor Perspectives

OCTOBER 8, 2024

Just like road trips can bring unexpected detours, the economy and financial markets are at their own crossroads: recession or soft landing?

Economy 97

Economy Financial Market Marketing Marketing 97

Abnormal Returns

JANUARY 30, 2023

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

Financial Advising 246

Financial Advising Media Valuation Economy 246

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 288

Financial Advice Engineering Economy Banking 288

Abnormal Returns

JULY 14, 2022

Markets The yield curve is once again inverted. morningstar.com) Comparing the last three big bear markets. theinformation.com) Jamie Dimon is cautious about the economy. nytimes.com) Economy Weekly initial unemployment claims continue to climb higher. economy is a slowing housing market.

Marketing 130

Marketing Marketing License Financial Advising 130

Abnormal Returns

MAY 23, 2023

Markets What price does Apple ($AAPL) need to hit to get to $5 trillion in market cap? theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% allstarcharts.com) 30-year mortgage rates are pushing 7% again. from the peak.

Financial Advising 246

Financial Advising Media Banking Economy 246

Abnormal Returns

NOVEMBER 2, 2022

(alephblog.com) Housing Higher land prices are holding back the housing market. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Calculated Risk

JULY 3, 2024

From the Fed: Minutes of the Federal Open Market Committee June 11–12, 2024. Several participants noted that financial market reactions to data and feedback received from contacts suggested that the Committee's policy approach was generally well understood. emphasis added

Transportation 227

Transportation Food Communication Economics 227

Abnormal Returns

NOVEMBER 3, 2022

morningstar.com) How signaling happens in the options market. bbc.com) Economy Still no sign that layoffs have accelerated. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Media Banking Economy 208

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ). New York Times ).

Startup 299

Startup Management Economy Financial Market 299

A Wealth of Common Sense

JUNE 20, 2023

You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to. You need to understand how math, statistics and probabilities work.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. These charts can help explain what investors should expect from the stock market this election cycle. But that’s no reason to panic.

Marketing 105

Marketing Marketing Wealth Management Financial Planning 105

Discipline Funds

FEBRUARY 28, 2025

It was a wild week in the markets, but the biggest news of the week dropped on Friday when the Atlanta Fed revised their GDP Now estimate from +2.3% reading to stick unless the broader economy really starts to devolve in the coming months. Stagflation is when the economy has stagnant growth with high inflation. NEGATIVE 1.5%.

Assets 69

Assets Economy Portfolio Financial Market 69

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Carson Wealth

MAY 13, 2024

Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. Strong starts to the year are bullish signals, and this bull market is young. While some cracks may be forming, the economy remains on firm footing. Here are seven reasons we think the bull market is alive and well.

Marketing 97

Marketing Marketing Economy Economics 97

The Big Picture

JUNE 24, 2023

You need to understand how corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to busts. You need to understand how math, statistics and probabilities work.

Math 268

Math Advertising Financial Advice Assets 268

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. 5%) and by RBI (25 bps to 6.5%).

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government. See chart below.)

Clients 116

Clients Management Government Economy 116

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Calculated Risk

JANUARY 8, 2023

Once we reach that point, then the second step of our inflation fighting process, as I see it, will be pausing to let the tightening we have already done work its way through the economy. I have us pausing at 5.4 And Wall Street economists are expecting three or more rate hikes this year.

Economy 236

Economy Numbers Economics Sales 236

Truemind Capital

JULY 19, 2024

Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. This unexpected result led to a sharp market correction.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards. Sensex went up by 9.5%

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Dear Mr. Market

AUGUST 19, 2023

Dear Mr. Market: Let’s first remind our readers again of who this “Mr. Market” character is. Over the past few decades, rarely have we seen such unprecedented market action but also a total tug of war between emotions, volatility, politics, and who will win ; the bulls or the bears.

Marketing 98

Marketing Marketing Economics Banking 98

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. econofact.org) How close are we to betting on election markets? tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Banking 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Advisor Perspectives

DECEMBER 30, 2024

I will be looking at a few indicators in 2025 to tell me where financial markets are going. Most of them relate to the bond market, because it is both a window into the overall economy and an important component of how stocks and other risky assets are valued.

Economy 52

Economy Financial Market Assets Marketing 52

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

NOVEMBER 4, 2022

(hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130