Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

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. wsj.com) Housing affordability is at a multi-decade low. Then check out our weekly e-mail newsletter.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

JUNE 3, 2025

quantpedia.com) A round-up of recent white papers including 'When the Market Outgrows the Index.' klementoninvesting.substack.com) How hedge fund Marshall Wace leverages outside recommendations into their (successful) portfolio. papers.ssrn.com) Economy Why the defined contribution model is a risky one. papers.ssrn.com)

Government 147

Government Economy Portfolio Assets 147

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

Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. wired.com) Bond bear markets are different than stock bear markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands.

Valuation 302

Valuation Economy Financial Market Portfolio 302

Carson Wealth

MARCH 17, 2025

Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. 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. on average. on average, well above the 7.1%

Marketing 96

Marketing Marketing Economy Numbers 96

Abnormal Returns

NOVEMBER 15, 2024

Markets The equity risk premium has fallen. money market mutual funds now have more than $7 trillion in assets. bloomberg.com) Prediction markets How big can prediction markets get? marketwatch.com) Prediction markets can be about more than just elections. ft.com) Is private credit in a bubble? msn.com) U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

FEBRUARY 28, 2024

Markets Some of the most speculative sectors are perking up. blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

Valuation 278

Valuation Financial Advising Startup Media 278

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. politico.com) Economy The great yield curve inversion is over. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. econbrowser.com) The U.S.

Consulting 147

Consulting Media Economy Economics 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

Clever Girl Finance

APRIL 22, 2025

Recessions can bring layoffs, reduced hours, and shrinking markets. But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. Thats where recession-resistant businesses come in.

Economy 69

Economy Food Healthcare Economics 69

Abnormal Returns

JUNE 11, 2024

Concentration A look at 200 years of stock market concentration in the U.S. globalfinancialdata.com) "Stock Market Concentration: How Much is Too Much?" allocatesmartly.com) Alternatives How to think about crypto's role in a portfolio. papers.ssrn.com) Volume matters for portfolio implementation. papers.ssrn.com)

Media 263

Media Portfolio Economy Accounting 263

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Abnormal Returns

OCTOBER 26, 2023

Markets Why aren't stocks down more? bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. vox.com) Economy The U.S. economy grew at a 4.9% theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com)

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

SEPTEMBER 28, 2022

Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Asset Economy. Portfolio. None whatsoever. Inflation. Federal Reserve.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

FEBRUARY 27, 2025

Markets The chances of you successfully timing the market based on macro stuff is slim. newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. theatlantic.com) Economy Weekly initial unemployment claims jumped last week. 2024 results.

Startup 147

Startup Media Economy Portfolio 147

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 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. We talked about how you should think about Wall Street forecasts about the economy. The TL:dr is the short term is too random, and so only serves as marketing for institutional trading firms. I’ve spent a lot of time discussing why forecasts are a waste of time.

Economy 288

Economy Economics Portfolio Marketing 288

Abnormal Returns

JUNE 11, 2024

Diversification We are in a 'bear market for diversification.' thinkadvisor.com) What really is the goal of portfolio diversification? axios.com) Economy The U.S. economy is increasingly driven by healthcare spending and employment. blockworks.co) Apple Everything Apple ($AAPL) announced at WWDC.

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

Carson Wealth

DECEMBER 2, 2024

Fortunately, all we have to do is look at the data to see they once again could be on the wrong end of this amazing bull market. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025. on average. on average.

Marketing 75

Marketing Marketing Economy Compliance 75

Abnormal Returns

APRIL 22, 2025

Markets Gold is a crowded trade. priceactionlab.com) How portfolio diversification has worked in 2025. cashandcarried.substack.com) Prediction markets What is Robinhood ($HOOD) risking by offering prediction futures? nytimes.com) Economy Regional Fed reports are uniformly negative.

Startup 162

Startup Sales Media Economy 162

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

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. ft.com) Triple-levered anything can wreck your portfolio. ft.com) Economy Consumers are finally pushing back against higher prices.

Media 276

Media Financial Advising Retail Economy 276

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

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. At least, that has been the circumstance of all other decade-long periods where market returns were 3% annually or 1% in real terms. If you are a strategist at Goldman Sachs , then a lot. stocks returning 7.8%

Distribution 326

Distribution Economics Portfolio Banking 326

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. 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. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Calculated Risk

APRIL 19, 2023

economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. o In some extreme scenarios with a prolonged default, financial markets could be severely impaired. In addition, no other nation that defaulted on its sovereign debt ever enjoyed two key features of the U.S.

Government 353

Government Assets Economy Financial Market 353

Abnormal Returns

JANUARY 9, 2025

Markets Why the CAPE ratio should be higher today than it was in the past. and European stock market returns? albertbridgecapital.com) Finance The stock market is getting more concentrated, and so are actively managed portfolios. wsj.com) Economy Still no sign of a meaningful uptick in weekly initial unemployment claims.

Media 162

Media Economy Portfolio Management 162

Carson Wealth

DECEMBER 9, 2024

Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end. Looking at the evidence, we dont think so.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? ft.com) Every market correction doesn't turn into a bear market. Treasury market is set for some big changes. washingtonpost.com) Economy it's not just the U.S. ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. The rally from those lows were close to a market double by the time we saw the next peak in October 2007.

Economy 328

Economy Economics Portfolio Marketing 328

Abnormal Returns

JULY 23, 2024

Markets Small caps have, relative to large caps, seen a lost decade. blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. wsj.com) Economy All things considered the American consumer is in good shape. apolloacademy.com) The U.S.

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 3, 2023

Markets Share buybacks are down some 15% YTD. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238