Wealth Management

MAY 11, 2023

Contrary to the current media narrative, certain real property segments—namely multifamily—have and continue to demonstrate solid performance.

Financial Market 115

Financial Market Marketing Marketing Media 115

Walkner Condon Financial Advisors

OCTOBER 21, 2022

Armed with data from JPMorgan’s Guide to the Markets , Clint & Nate explore the drivers of inflation, U.S. market outperformance, bonds, and more. The post Financial Market Recap for Q3: Gimme Some Truth Podcast appeared first on Walkner Condon Financial Advisors. Send an email to podcast@walknercondon.com.

Financial Market 52

Financial Market Financial Advisor Marketing Marketing 52

oXYGen Financial

JUNE 28, 2023

[CDATA[ In an era where data has become the new oil, data privacy is no longer a peripheral concern but a central issue impacting sectors across the board, including financial markets. It signifies a shift in the way investors and. ]]

Financial Market 40

Financial Market Marketing Marketing Investing 40

Advisor Perspectives

JULY 26, 2023

With inflation falling and growth slowly grinding lower, time is running out on many global central bank tightening cycles – especially for the Federal Reserve (Fed) that meets next week.

Financial Market 52

Financial Market Marketing Marketing Banking 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. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) Why aren't stocks down more?

Valuation 239

Valuation Financial Market Portfolio Economy 239

Advisor Perspectives

OCTOBER 16, 2023

Franklin Templeton Fixed Income Research Analysts Ashley Allen and Bryant Dieffenbacher discuss the food, water and energy sectors and what their convergence means for investors.

Food 59

Food Financial Market Marketing Marketing 59

The Big Picture

JANUARY 25, 2023

The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”

Investing 306

Investing Investments Management Financial Market 306

The Big Picture

SEPTEMBER 15, 2023

Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”

Wealth Management 233

Wealth Management Financial Market Media Marketing 233

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. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal.

Portfolio 226

Portfolio Financial Advising Economy Financial Market 226

Advisor Perspectives

NOVEMBER 11, 2023

Global investing is easily accessible through the financial markets. Many investors prefer to stick to companies and industries they are familiar with.

Marketing 107

Marketing Marketing Financial Market Investing 107

Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' (crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022.

Financial Market 247

Financial Market Portfolio Investing Investments 247

The Big Picture

SEPTEMBER 9, 2023

McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw.

Portfolio 316

Portfolio Assets Retirement Financial Market 316

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

Abnormal Returns

OCTOBER 16, 2023

wealthmanagement.com) Global The UK's financial markets are dying on the vine. (axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. advisorhub.com) Sports is a bright spot in M&A this year. ft.com) Working in Hong Kong is no longer worth the risk for many companies.

Financial Advising 207

Financial Advising Banking Financial Market Insurance 207

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investing 147

Investing Investments Financial Market Portfolio 147

Advisor Perspectives

MARCH 17, 2023

In a dovish move, the central bank raises rates by half a point.

Financial Market 52

Financial Market Marketing Marketing Banking 52

Advisor Perspectives

OCTOBER 20, 2023

trillion market for US Treasury debt is like the circulatory system for the world’s financial markets — everything else relies on it. In recent years blockages have occasionally formed, and central banks have had to step in to restore the money flow.

Marketing 98

Marketing Marketing Financial Market Banking 98

Advisor Perspectives

OCTOBER 4, 2023

As global financial markets reel under the possibility of 5% benchmark Treasury yields, the question on investors’ minds: how much worse could it get?

Marketing 97

Marketing Marketing Financial Market 97

A Wealth of Common Sense

JUNE 13, 2023

Last year was one of the worst years ever for financial markets. 1 The thing about big losses in the stock market is sometimes they are followed by big losses…but sometimes t.

Financial Market 145

Financial Market Marketing Marketing 145

A Wealth of Common Sense

JUNE 20, 2023

You also need a deep understanding of financial market history from booms to. You need to understand corporations and the global economy generally function over the long haul. You need an understanding of how the different asset classes behave from a risk and reward perspective.

Financial Advice 137

Financial Advice Math Financial Market Assets 137

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Retirement 108

Retirement Accounting Marketing Marketing 108

Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 88

Economics Marketing Marketing Financial Market 88

Alpha Architect

OCTOBER 30, 2023

The relationship between financial markets and ESG investing is obscured by the lack of clarity regarding motivations for investing in ESG strategies. Is the motive to align the investor’s values with the ESG theme?

Investing 92

Investing Investments Financial Market Marketing 92

Advisor Perspectives

NOVEMBER 20, 2023

For the better part of two years, investors have been primed with hope of a “Fed pivot” that will presumably restore easy monetary policy and supportive conditions for the financial markets.

Financial Market 59

Financial Market Marketing Marketing 59

Advisor Perspectives

APRIL 19, 2023

Four reasons, the rule of law, liquid financial markets, and economic and military might, all but guarantee the death of the dollar will not occur anytime soon.

Financial Market 115

Financial Market Economics Marketing Marketing 115

Abnormal Returns

MAY 23, 2023

theblock.co) AI Fake AI stories will continue to roil the financial markets. (mailchi.mp) Crypto Prosecutors are pouring through a ton of evidence in the SBF case. nytimes.com) Coinbase ($COIN) is not sitting back in its fight with the SEC. finance.yahoo.com) OpenAI competitor Anthropic just raised a $450 million Series C round.

Financial Advising 203

Financial Advising Financial Market Economy Banking 203

Abnormal Returns

APRIL 11, 2023

papers.ssrn.com) The collapse of FTX had little impact on traditional financial markets. (papers.ssrn.com) Retail On the (poor) returns to retail investors for complex options strategies. alphaarchitect.com) Research Has indexing changed the informational efficiency of stock prices?

Financial Market 130

Financial Market Retail Investing Investments 130

The Big Picture

SEPTEMBER 22, 2023

21, 2021) The Federal Reserve’s latest dot plot, explained (BankRate September 20, 2023) The Fed and its Dots lavish portrait (James Lavish, Dec 18 2022) The Fed ‘Dots’ Put Financial Markets In A Tizzy (Forbes 6/19/21) The post Nobody Knows Anything, Dot Plot Edition appeared first on The Big Picture.

Economics 320

Economics Financial Market Marketing Marketing 320

A Wealth of Common Sense

SEPTEMBER 3, 2023

I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature.

Marketing 99

Marketing Marketing Financial Market Asset Allocation 99

Abnormal Returns

NOVEMBER 6, 2022

abnormalreturns.com) Why rough edges remain in financial markets: people. Also on the site Spending does more than change your bank balance. abnormalreturns.com) Top clicks this week A primer on free cash flow. aswathdamodaran.blogspot.com) Small cap valuations look attractive. gmo.com) Five arguments against a value stock revival.

Valuation 159

Valuation Financial Market Medical Economics 159

Abnormal Returns

JANUARY 30, 2023

nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. (nytimes.com) How layoffs.fyi became the go-to site for data on tech layoffs. slate.com) What to do with job satisfaction surveys. morningstar.com) Why sustainable funds can charge a premium. consumer is tightening their belts.

Financial Advising 205

Financial Advising Valuation Financial Market Economy 205

Abnormal Returns

NOVEMBER 3, 2022

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? (abnormalreturns.com) Personal finance links: yesterday's news. abnormalreturns.com) Spending does more than change your bank balance.

Financial Advising 207

Financial Advising Financial Market Banking Economy 207

Abnormal Returns

AUGUST 30, 2022

advisorperspectives.com) How financial markets respond to climate risks. ft.com) Stock markets in autocratic countries experience lower returns and more risk. ESG Historically good companies to work for have been good investments. alphaarchitect.com) Why ESG ratings are no way to run a portfolio.

Financial Market 130

Financial Market Portfolio Retail Investing 130

A Wealth of Common Sense

JANUARY 4, 2023

There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 92

Marketing Marketing Financial Market Assets 92

A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

Financial Market 133

Financial Market Portfolio Marketing Marketing 133

Advisor Perspectives

OCTOBER 14, 2023

Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.

Financial Market 69

Financial Market Marketing Marketing 69