Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. politico.com) Today's constructive CPI report rang a bell for financial markets. politico.com) Today's constructive CPI report rang a bell for financial markets. ft.com) Just how much has indexing affected markets?

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Abnormal Returns

JULY 7, 2024

capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. vox.com) Politics and investing don't mix. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets.

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Wealth Management

MARCH 31, 2025

There are very few certainties in investing and one of the certainties is uncertainty financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year.

Financial Market 235

Financial Market Investments Investing Marketing 235

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 [ … ]

Investments 177

Investments Investing Portfolio Management Financial Market 177

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.”

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Investing Investments Financial Market Portfolio 147

Wealth Management

JANUARY 11, 2023

Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.

Financial Market 278

Financial Market Investing Investments Marketing 278

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?

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Abnormal Returns

JULY 2, 2024

mrzepczynski.blogspot.com) Just how useful is historical financial markets data? marketwatch.com) When a company shifts its financial targets - take note. paulkedrosky.com) The case against a diversified approach to hedge fund investing. blogs.cfainstitute.org) How market returns help predict Fed moves.

Financial Market 278

Financial Market Investments Investing Marketing 278

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

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Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

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Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

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Wealth Management

JULY 25, 2024

Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.

Wealth Management 207

Wealth Management Management Financial Market Investments 207

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 [ … ].

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Investments Investing Portfolio Management Financial Market 131

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. Value versus Values in ESG Investing was originally published at Alpha Architect. Is the motive to align the investor’s values with the ESG theme?

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Investing Investments Financial Market Marketing 112

Alpha Architect

OCTOBER 2, 2023

On one hand, they have truly democratized investing. Investors now have access to the benefits of financial markets in one instrument that provides diversification at very low fees. Are investors becoming worse off due to the effectiveness of the marketing strategies by providers of specialized ETFs?

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Investing Investments Advertising Financial Market 112

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog.

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The Big Picture

OCTOBER 29, 2022

Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market by Jim Rogers. Favorite Books of Jeremy Siegel + Jeremy Schwartz.

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The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

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Abnormal Returns

JANUARY 30, 2023

awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

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Investing Caffeine

FEBRUARY 21, 2023

Register Here To Attend Replay will also be made available and posted to Investing Caffeine. 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.

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Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. 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? fortunesandfrictions.com) Medical knowledge builds on itself.

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Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. As a starting point, it's helpful to reinforce that investing success isn't about timing the market or picking winning stocks, sectors, or asset classes.

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The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

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Financial Advice Engineering Economy Management 288

The Big Picture

MARCH 7, 2023

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.

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Food Consulting Assets Manufacturing 277

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Ads by Money. Ads by Money.

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Investing Investments Portfolio Food 90

The Big Picture

JUNE 24, 2023

You also need a deep understanding of financial market history from booms to busts. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( You need an understanding of how the different asset classes behave from a risk and reward perspective.

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The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 No wonder socially responsible investing has become so politicized – that is a lot of cash up for grabs.

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Taxes Portfolio Investing Investments 195

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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The Big Picture

JANUARY 5, 2023

Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Chief Investment Officer ). • My early morning train WFH reads: • Get Ready for the Richcession : Well-off Americans could get hurt more than usual in the next downturn ( Wall Street Journal ). •

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Food Financial Market Assets Marketing 264

Abnormal Returns

NOVEMBER 6, 2022

abnormalreturns.com) Why rough edges remain in financial markets: people. humbledollar.com) Jason Zweig, "Self-control is a key to investing success, but so is fending off self-delusion." Also on the site Spending does more than change your bank balance. abnormalreturns.com) Top clicks this week A primer on free cash flow.

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Medical Valuation Banking Financial Market 162

Walkner Condon Financial Advisors

JANUARY 14, 2025

Syl Michelin, Expat Financial Advisor at Walkner Condon, evaluates AI's impact on financial market performance. He highlights its influence on momentum investing and the concerns it generates over valuations and productivity in a complex economic landscape.

Financial Market 52

Financial Market Marketing Marketing Valuation 52

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Wealthfront

DECEMBER 12, 2024

Each year, commentators and pundits try to forecast what financial markets will do in the future. In this post, well look at three market predictions from the pundits that didnt come true in 2024. And each year, many of those predictions are wrong.

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Marketing Marketing Financial Market Investing 75

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. stock market has gone up over time—regardless of who is running for office. However—in both cases, just staying invested yielded double-digit returns.

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Marketing Marketing Wealth Management Financial Planning 105

Abnormal Returns

AUGUST 30, 2022

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

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Retail Financial Market Portfolio Management 130

A Wealth of Common Sense

MARCH 5, 2024

I knew literally nothing about the financial markets until my senior year in college when I got an internship in sell-side research. When I got a real job in the industry after graduation I didn’t have any practical investment expe.

Financial Market 126

Financial Market Investing Investments Marketing 126

Nerd's Eye View

JUNE 19, 2023

The necessity of fee increases entails a certain amount of pain for monthly-fee advisors since each conversation around raising fees creates the possibility of pushback from clients that could put a strain on the client-advisor relationship.

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