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.

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Portfolio Financial Advising Medical Retail 195

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 238

Valuation Financial Advising Startup Media 238

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.

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Marketing Marketing Economy Economics 97

Abnormal Returns

MARCH 29, 2024

Markets The S&P 500 ended up Q1 2024 up 10.56%. youngmoney.co) In praise of sub-optimal portfolios. sportico.com) Economy The American consumer is spending like crazy. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: the introvert economy. morningstar.com) Strategy There are no guarantees in life.

Financial Advising 267

Financial Advising Media Communication Economy 267

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The current bull market is young, and additional returns remain likely. The current bull market is up 43% and less than 19 months old.

Marketing 97

Marketing Marketing Economy Numbers 97

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 312

Marketing Marketing Government Numbers 312

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.

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Financial Market Asset Allocation Marketing Marketing 98

Abnormal Returns

FEBRUARY 9, 2024

Markets All-time stock market highs is not a bearish signal. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. blogs.cfainstitute.org) The bigger the portfolio, the more consequential a spreadsheet error.

Financial Advising 237

Financial Advising Media Valuation Economy 237

Carson Wealth

MARCH 25, 2024

Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they are taking a different angle on their incorrect calls and blaming a bubble for the stock market’s strength. It can’t be that they were wrong on fundamentals; it has to be that markets are acting irrationally.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

Marketing 96

Marketing Marketing Valuation Economy 96

Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. 1] The assumption was that stock and bond markets would not dip at the same time, mitigating risk and enabling long-term growth of investment accounts. Yo-yo Stock Markets. Sinking Bond Markets. 1] [link]. [2]

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Portfolio Retirement Economy Economics 91

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. If the markets experience weakness in the coming months, investors may be surprised.

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

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 202

Valuation Economics Economy Marketing 202

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

APRIL 29, 2024

Lastly, how the market is doing going into these six months matters. The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. of the time.

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Marketing Marketing Economy Government 97

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. 1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well.

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Portfolio Economy Financial Guidance Financial Planning 52

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 242

Valuation Economy Financial Market Portfolio 242

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 282

Economy Economics Portfolio Marketing 282

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 239

Financial Advising Valuation Portfolio Economy 239

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. The amazing bull market continued, and the S&P 500 closed higher in both January and February. A significant reason to be skeptical of another inflation surge is what we’re seeing in the labor market. For one, wage growth is not accelerating.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

APRIL 15, 2024

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. But it’s unlikely to be an easy ride.

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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 224

Financial Advising Media Economy Portfolio 224

Walkner Condon Financial Advisors

MAY 21, 2024

Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. The post New Podcast! The post New Podcast!

Economics 52

Economics Financial Advisor Marketing Marketing 52

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better. Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

A Wealth of Common Sense

FEBRUARY 2, 2023

How bout a discussion of how should retirees position themselves to protect their portfolio? Us old guys don’t have years to recover from a political sabotage of the markets and the economy. Obviously, the markets don’t seem to care about the debt. A reader asks: Without getting into the politics of throwing the U.S.

Portfolio 90

Portfolio Government Economy Marketing 90

Trade Brains

NOVEMBER 7, 2023

The global economy hasn’t even started healing from the Russia-Ukraine war that began last year, and now the Israel-Hamas conflict presents a new challenge. It’s a challenging time for the global economy. How can Israel-Hamas war impact the Indian economy? Now, Indian markets are experiencing volatility again.

Economy 59

Economy Marketing Marketing Economics 59

Carson Wealth

DECEMBER 4, 2023

One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. In other words, expect markets to chase year-to-date returns this month. over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. of the time. of the time.

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Marketing Marketing Economy Manufacturing 97

A Wealth of Common Sense

APRIL 9, 2023

The stock market crashed more than 85% from 1929-1932 during The Great Depression. Millions saw their finances get decimated in that period but for most people it was from the economy getting crushed, not their portfolios. Back then the stock market was a place reserved only for the wealthy and bucket shop speculators.

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Marketing Marketing Economy Portfolio 121

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs. And that is what is happening now.

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Marketing Marketing Economy Government 97

Abnormal Returns

OCTOBER 14, 2022

Markets Bond market volatility is at crisis levels. axios.com) The biggest risk to the market right now is central bank policy error. awealthofcommonsense.com) When the stock market is down 25% we are usually already in a recession. theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year.

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Marketing Marketing Financial Advising Retail 130

Carson Wealth

APRIL 22, 2024

Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause near-term market volatility, they rarely cause major problems for markets longer term. Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

Truemind Capital

JANUARY 24, 2024

The world has accumulated a significant proportion of debt at low yields (thanks to reckless money printing) that any meaningful monetary tightening can plunge the economies into recession. Similarly today, easy monetary policy has boosted the equity market valuations. However, this is not going to be easy.

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Portfolio Valuation Engineering Economics 52