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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 204
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Financial Market Round-Up – Jan’24

Truemind Capital

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

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The Art of Maximizing Gains and Minimizing Taxes in a World of AI

Investing Caffeine

Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. Perhaps your taxes have already been prepaid and a refund is coming your way. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan. Please read disclosure language on IC Contact page.

Taxes 52
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Sunday links: real world experience

Abnormal Returns

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Why rough edges remain in financial markets: people.

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Sunday links: market reversals

Abnormal Returns

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. nytimes.com) Economy What kind of landing is the U.S. economy going to have?

Marketing 130
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Air Bags Deployed to Cushion Bank Crashes

Investing Caffeine

In recent years, COVID and a ZIRP (Zero Interest Rate Policy) caused out-of-control inflation to swerve the economy in the wrong direction. Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. economy has been greatly exaggerated. The S&P 500 rose +3.5%

Banking 105
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From Hard Landing to Soft Landing to No Landing?

Investing Caffeine

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59