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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 244
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Top clicks this week on Abnormal Returns

Abnormal Returns

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. wired.com) Bond bear markets are different than stock bear markets.

Valuation 297
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Negative effects of a prolonged bull market

Truemind Capital

Everyone loves a rising market. 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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Thursday links: most narratives

Abnormal Returns

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation.

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Monday links: termination by email

Abnormal Returns

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

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Financial Market Round-Up – Apr’24

Truemind Capital

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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At the Money: Stock Picking vs. Value Investing 

The Big Picture

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 296