Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. wsj.com) Economy What is the freight industry tell us about the economy?

Valuation 238

Valuation Financial Advising Startup Media 238

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. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

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.

Portfolio 52

Portfolio Economy Financial Guidance Financial Planning 52

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 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. In a 60/40 allocation, this negatively affects the whole portfolio.

Portfolio 91

Portfolio Retirement Economy Economics 91

Abnormal Returns

APRIL 12, 2024

Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio. vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. axios.com) How indexing came to dominate the investment business. nytimes.com) How Wonder hopes to disrupt food delivery.

Food 235

Food Financial Advising Media Economy 235

Advisor Perspectives

APRIL 5, 2024

The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.

Portfolio 52

Portfolio Marketing Marketing Economy 52

Abnormal Returns

FEBRUARY 9, 2024

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. theatlantic.com) Economy Some signs the economy is weaker than the data says.

Financial Advising 237

Financial Advising Media Valuation Economy 237

Abnormal Returns

OCTOBER 26, 2023

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) rate in Q3.

Financial Advising 240

Financial Advising Valuation Portfolio Economy 240

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. Having 15-20% of your portfolio exposure in Gold is highly recommended. However, this is not going to be easy.

Portfolio 52

Portfolio Valuation Engineering Economics 52

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.

Economy 98

Economy Manufacturing Clients Economics 98

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? in 2022 to 3% in 2023 and further to 2.9%

Economy 59

Economy Marketing Marketing Economics 59

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. A reader asks: Without getting into the politics of throwing the U.S. government into default the threat is very real.

Portfolio 88

Portfolio Government Economy Marketing 88

Advisor Perspectives

NOVEMBER 9, 2023

Whether or not you’re investing directly in China, there’s a possibility that what happens there will reverberate in your clients’ portfolios.

Economy 111

Economy Portfolio Clients Investing 111

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. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? It was before the very encouraging CPI, Unemployment, and GDP data releases. Previously : Slowing U.S.

Economy 276

Economy Economics Portfolio Marketing 276

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 183

Financial Advising Startup Valuation Economy 183

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth. Register Here To Attend Replay will also be made available and posted to Investing Caffeine.

Portfolio 111

Portfolio Investing Investments CFP 111

Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. marknewfield.substack.com)

Valuation 243

Valuation Economy Financial Market Portfolio 243

Abnormal Returns

MARCH 4, 2024

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%. (ft.com) Trends Why new apartment buildings are getting taller. wsj.com) How hybrid work has helped divorce work from location. nytimes.com) Nothing was going to save the department store.

Financial Advising 224

Financial Advising Media Economy Portfolio 224

Abnormal Returns

SEPTEMBER 27, 2023

Strategy How many assets do you really need in your portfolio? wsj.com) Real estate Atlanta's economy is booming, but office buildings are still struggling. calculatedriskblog.com) Economy Industrial production doesn't look great. ft.com) On the dangers of the hot new theory. wsj.com) Housing U.S. below their peak.

Financial Advising 243

Financial Advising Economy Insurance Media 243

Discipline Funds

OCTOBER 20, 2023

The answer is that this is a fairly small slice of the aggregate bond market and an even smaller slice of most investors’ portfolios. 3) The “This is Fine” Economy. Someone was mocking people on Twitter for predicting that the Fed would break the economy. So why isn’t there more panic about this?

Economy 76

Economy Retail Government Banking 76

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. npr.org) Economy Why wealth inequality is growing. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. wsj.com) Strategy The market's most important lessons have to be experienced.

Financial Advising 246

Financial Advising Taxes Communication Manufacturing 246

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

APRIL 26, 2024

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. The biz Beware the fake podcast invite. bigtechnology.com) The Apple ($AAPL)-Spotify ($SPOT) battle is just exhausting. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni.

Portfolio Management 214

Portfolio Management Economics Assets Management 214

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are. (nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto.

Media 222

Media Financial Advising Retail Economy 222

Trade Brains

OCTOBER 3, 2023

While we wait and see what happens, one thing we can be sure of is that our economy is going to receive a significant boost. India expects this World Cup to boost its economy by Rs. The post How Hosting the World Cup in India can Boost its Economy by $1.64 13,500 crores ($1.64 Billion), as reported by BQ Prime. million and $447.8

Economy 59

Economy Sales Electronics Economics 59

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. morningstar.com) For alternatives, Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)

Financial Advising 229

Financial Advising Economy Media Economics 229

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? morningstar.com) What do sell-side analysts actually do?

Financial Advising 190

Financial Advising Startup Valuation Economy 190

Validea

AUGUST 9, 2022

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But when bond yields hit bottom in March 2020, the global economy was already undergoing a massive shift. The post The 60/40 Portfolio: Is It Dead?

Portfolio 59

Portfolio Financial Advisor Clients Management 59

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 206

Financial Advising Startup Economy Portfolio 206

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). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. etf.com) Economy Real wages are now above pre-pandemic levels. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? bloomberg.com) Some ETF statistics for 2023.

Assets 237

Assets Financial Advising Media Economy 237

The Reformed Broker

NOVEMBER 30, 2022

Are there changes you could make to a portfolio in order to gird yourself for a worsening economy? What can you do to stop it? Can you change your own spending and psych yourself up to survive it? Absolutely. But remember that pretty much anything. The post Recession Playbook appeared first on The Reformed Broker.

Economy 258

Economy Portfolio 258

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Trade Brains

OCTOBER 4, 2023

The government holds these companies with the intent of nation-building and advancement of the economy rather than having profits as the primary objective like corporations held by private citizens or other entities. The post Top Stocks Held By President Of India – President’s Portfolio Analysis!

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Trade Brains

DECEMBER 8, 2023

Basically, the price of a Big Mac can tell us a lot about the economy’s condition and how well it is doing. How does it reflect a Country’s Economy? Well, there’s this fun yet insightful indicator of currency strength called the “Big Mac Index”, and yes, it’s all about burgers! what exactly is the Big Mac Index?

Economy 64

Economy Economics Food Investing 64