The Big Picture

APRIL 28, 2023

Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. Presidential Task Force on Market Mechanisms (Brady Commission) for the U.S. He was a staff member of the U.S.

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The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

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Abnormal Returns

SEPTEMBER 15, 2023

Markets When network effects reverse, look out. wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. ft.com) Venture capital Most companies are not suitable for a venture capital investment. abnormalreturns.com) The question with emerging market equities is if, not when.

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The Big Picture

MAY 1, 2023

Towards that end, check out Catherwood’s latest project: The Ages Of Finance: A Timeline Of Markets. You can sort the long history of finance on a timeline, either by specific topics — Equities, Milestones & Innovations, Commodities, Debt, and Manias & Crashes — or by “All Market History.”

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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.

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The Big Picture

MARCH 22, 2024

This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30. trillion on its platforms.

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Abnormal Returns

APRIL 23, 2024

insights.finominal.com) For generative AI to work in investing it needs the right kind of data, and a lot of it. acadian-asset.com) How green investors affect market equilibria. (alphaarchitect.com) How to suss out intangible-rich international companies. sparklinecapital.com) Quality and low vol are not synonymous.

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The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

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Nationwide Financial

OCTOBER 12, 2022

Investors now have a lot on their minds — inflation, market volatility, worries about a potential recession, etc. The possibility of a bear market for stocks adds even more stress for investors. What do “bear” and “bull” mean in the stock market? A bear market is typically defined as a 20% decline from peak to trough.

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Abnormal Returns

DECEMBER 1, 2023

joincolossus.com) Eric Golden talks the car market with Car Dealership Guy. ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. open.spotify.com) Frazer Rice talks with Stephen Winterstein, founder of SP Winterstein and Associates, about the muni market.

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Wealth Management

APRIL 30, 2024

Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we found this week for wealth advisors. After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days.

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Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You can start investing with as little amount as Rs 1,000.

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Validea

FEBRUARY 22, 2024

David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years.

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XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

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Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured by volatility of returns, can generate better risk-adjusted returns over the long run compared to the overall market.

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Wealth Management

MARCH 5, 2024

Dollar-cost averaging is an inferior investment strategy.

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A Wealth of Common Sense

DECEMBER 29, 2022

A reader asks: Do you think the stock market is a form of a Ponzi scheme and eventually investors will figure that out and quit investing? So, why are people investing in the stock market? The average dividend payout for all stocks is a little over 1%.

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Advisor Perspectives

NOVEMBER 6, 2023

While often difficult, investing rules can help us maintain our focus and investment discipline in volatile or uncertain markets.

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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.

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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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Dear Mr. Market

MARCH 17, 2024

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Alpha Architect

MARCH 25, 2024

This study offers valuable information to provide insights into the underlying mechanisms driving investment behavior. For example, recognizing the impact of Neuroticism on belief formation and risk perception can help explain why some investors exhibit greater aversion to stock market volatility.

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Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. Lastly, how the market is doing going into these six months matters. In fact, government spending eased in the first quarter as federal nondefense spending fell and state/local government investment pulled back.

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Advisor Perspectives

JULY 26, 2023

Hamilton Lane (Nasdaq: HLNE) is one of the largest private market investment firms globally, with nearly $857 billion in assets under management as of June 2023, providing innovative solutions to institutional and private wealth investors around the world. But many advisors still don't invest in private markets.

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Wealthfront

MARCH 11, 2024

Whether you’re a new investor getting started for the first time or a seasoned investor looking to invest more, it can be tempting to wait for the “right time” to invest.

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Trade Brains

APRIL 30, 2024

Ketan Parekh Scam: One of the biggest stock market frauds that became an eye-opening event for not only the equity investors but also for the Securities Exchange Board of India and other regulatory authorities was Ketan Parekh Scam. The stock market has the power to make someone rich and others lose their money in just a matter of seconds.

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A Wealth of Common Sense

DECEMBER 29, 2023

The market goes up and gas goes down every day, the VIX is at 12, etc. Life and investing is not this easy! A podcast listener asks: Michael and Ben are so optimistic it makes me nervous. This past month+ has been so good it can’t be real. Help us explore the potential downsides.

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Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

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Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Wealth Management

MARCH 12, 2024

Publicly listed REITs are trading at a 15% discount to their consensus NAVs, based on S&P Global Market Intelligence data. These are among the investment must reads we found this week for wealth advisors. Private equity funds are facing a massive backlog on exits, according to a new report from Bain & Co.

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Alpha Architect

FEBRUARY 2, 2024

Hope should continue to triumph over evidence, wisdom, and experience because active managers help eliminate market anomalies and inefficiencies created by the misbehavior of investors (such as noise traders). Trend to Passive Investing Negatively Affecting Active Funds was originally published at Alpha Architect.

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Wealth Management

APRIL 2, 2024

Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform.

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Wealth Management

APRIL 9, 2024

The IMF raised red flags about the growing private credit market. These are among the investment must reads we found this week for wealth advisors. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched.

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Wealth Management

OCTOBER 27, 2023

Advisors at Nitrogen's Fearless Investing Conference describe how they're helping their clients invest fearlessly.

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Wealth Management

FEBRUARY 27, 2024

Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors. Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A.

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International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. Being well-informed and flexible is essential for successfully managing post-budget market changes.

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