Calculated Risk

JANUARY 1, 2023

Regional mall properties, on the other hand, continue to be the most at-risk retail subtype according to our commercial mortgage delinquency data, driving overall delinquency behavior among retail assets. This graph shows the strip mall vacancy rate starting in 1980 (prior to 2000 the data is annual). in Q4 2022, up from 11.1%

Retail 363

Retail Assets Investments Investing 363

MainStreet Financial Planning

NOVEMBER 14, 2024

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones? The essential documents for effective asset transfer, including trusts, wills, and powers of attorney.

Assets 52

Assets Planning Estate Planning CFP 52

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. The 2000 crash was the worst of all of these: The Nasdaq plummeted 81% from peak to trough. My economic future was uncertain, but I felt confident I could make a go of it.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Assets 173

Assets Management Portfolio Marketing 173

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. twitter.com) Crypto Gary Gensler's SEC has been busy. etftrends.com) Economy Is the U.S.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Calculated Risk

APRIL 30, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). home prices continued their drive higher,” says Brian D. and 6.6%, respectively. in February (SA).

Assets 321

Assets 321

Calculated Risk

FEBRUARY 25, 2025

Luke, CFA, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). National home prices have risen by 8.8% emphasis added Click on graph for larger image.

Economy 147

Economy Accounting Assets Marketing 147

Calculated Risk

OCTOBER 5, 2022

Despite some signs of stabilization, regional mall properties continue to be the most at-risk retail subtype according to our commercial mortgage delinquency data, and they are driving overall delinquency behavior among retail assets. This graph shows the strip mall vacancy rate starting in 1980 (prior to 2000 the data is annual).

Retail 314

Retail Economics Assets Planning 314

Calculated Risk

MARCH 26, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). respectively. home prices continued their drive higher,” says Brian D. and 6.6%, respectively.

Assets 335

Assets 335

Calculated Risk

OCTOBER 9, 2023

As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood This graph shows the strip mall vacancy rate starting in 1980 (prior to 2000 the data is annual).

Retail 286

Retail Sales Assets Investments 286

The Big Picture

NOVEMBER 25, 2023

Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. Over his 32-year tenure, the fund has beaten 100% of peers, and outperformed the Russell 2000 benchmark by 3.49% annually, and has more than doubled the performance of the S&P 500.

Economy 283

Economy Banking Economics Assets 283

Calculated Risk

JULY 30, 2024

Luke, Head of Commodities, Real & Digital Assets. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). Our home price index has appreciated 4.1% year-to-date, the fastest start in two years. The Composite 10 index was up 0.4%

Assets 318

Assets Marketing Marketing 318

Abnormal Returns

APRIL 5, 2024

ft.com) Two stocks accounted for a third of the Russell 2000's 5.2% morningstar.com) Buffered ETFs are continuing to gain assets. Markets The global universe of public equities is shrinking. return in Q1. wsj.com) Magnificent Seven earning revisions are slowing. ft.com) Strategy Rebalancing isn't market timing.

Financial Advising 276

Financial Advising Advertising Media Economy 276

Calculated Risk

FEBRUARY 27, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). home prices faced significant headwinds in the fourth quarter of 2023,” says Brian D.

Accounting 322

Accounting Assets Marketing Marketing 322

The Big Picture

DECEMBER 2, 2023

That family office was created to manage the assets of Julius Rosenwald, who had steered Sears into a retailing giant and took them public in 1906. Over his 32-year tenure, the fund has beaten 100% of peers, and outperformed the Russell 2000 benchmark by 3.49% annually, and has more than doubled the performance of the S&P 500.

Consulting 255

Consulting Retail Management Assets 255

The Big Picture

SEPTEMBER 14, 2022

Sure I’ve missed the last 6,000 points of the rally,” says Sherman McCoy of First Swiss-Credit Boston, who shifted his assets into gold last spring, “but when the correction comes, my position is going to be looking pretty good.”. “I If anybody would like a slightly used Exercycle, please call (212) 555-2000. Microsoft was up 1/4.

Marketing 342

Marketing Marketing Financial Services Accounting 342

Calculated Risk

DECEMBER 26, 2023

Luke, Head of Commodities, Real & Digital assets at S&P DJI. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). National Index, the 10-City and 20-City Composites each posted month-over-month increases of 0.6%. annual gain.

Assets 298

Assets Marketing Marketing 298

The Big Picture

MAY 19, 2023

American household debt may be at record highs, but so too are Assets and Incomes + the ratio between debt + income is near record lows. Russell 2000 is the big laggard in 2023, and has been much of the year. It’s not the total debt but rather the ability to service those debts that matters most… 10.

Marketing 289

Marketing Marketing Math Media 289

Calculated Risk

JANUARY 30, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P DJI. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). home prices edged downward from their all-time high in November,” says Brian D. and 1.3%, respectively.”

Assets 305

Assets Marketing Marketing 305

Validea

FEBRUARY 18, 2023

Meb Faber explains how a simple asset allocation strategy has stood the test of time. See Full Episode The post Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years appeared first on Validea's Guru Investor Blog.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

The Big Picture

DECEMBER 9, 2023

Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%. Be sure to check out our Masters in Business next week with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets.

Management 195

Management Portfolio Management Investments Investing 195

Calculated Risk

MAY 28, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). National Index posted a month-over-month increase of 0. and 0.5%, respectively. in March (SA).

Assets 217

Assets Marketing Marketing 217

Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 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.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

Trade Brains

OCTOBER 4, 2022

Top Stocks Under Rs 2000: Many people begin their SIPs with the figure of Rs. In this article, we bring you some top stocks under Rs 2000 that you can consider including in your portfolio. . We will start by covering five such Top Stocks Under Rs 2000. Top Stocks Under Rs 2000. But the figure just holds some respect.

Banking 52

Banking Manufacturing Pharmaceutical Financial Services 52

Validea

NOVEMBER 9, 2024

The Ancient Wisdom of Asset Allocation Interestingly, Faber draws inspiration from a 2000-year-old investment principle found in the Talmud, which suggests dividing one’s portfolio into thirds: business, land, and reserves. This balanced approach to asset allocation has stood the test of time and remains relevant today.

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

Calculated Risk

JUNE 25, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). It’s now been over a year since we’ve seen the top region come from the South or the West.

Assets 195

Assets Marketing Marketing 195

The Big Picture

AUGUST 1, 2023

but the giveback off the highs was substantial: S&P 500 was down ~23%, Russell 2000 was off 27%, and the Nasdaq 100 came down 32%. Investors hold asset classes, to benefit from long-term value creation and compounding. Blame whatever you want – Too far, too fast? End of ZIRP? Too rapid rate increases? –

Economics 246

Economics Valuation Marketing Marketing 246

Calculated Risk

SEPTEMBER 24, 2024

Luke, CFA, Head of Commodities, Real & Digital Assets. The first graph shows the nominal seasonally adjusted Composite 10, Composite 20 and National indices (the Composite 20 was started in January 2000). emphasis added Click on graph for larger image. The Composite 10 index was up 0.3% in July (SA).

Accounting 204

Accounting Marketing Marketing Assets 204

The Irrelevant Investor

APRIL 13, 2016

Perhaps it is no surprise that this has left investors' paralyzed, with them opting to invest their 401(k)s in target-date funds, which experienced a record $69 billion in positive net asset flows in 2015. Out of the 1960 stocks in the Russell 2000, 67% are in the Russell 2000 Value Index, and 60% are in the Russell 2000 Growth Index.

Asset Allocation 52

Asset Allocation Assets Portfolio Marketing 52

Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Validea

JULY 31, 2024

After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their large cap counterparts, investors may be wondering which Russell 2000 stocks look most attractive. over 10 years Manageable debt levels Projected 10-year return of 16.8%

Valuation 52

Valuation Sales Banking Investments 52

Validea

OCTOBER 12, 2022

It is constructed by looking at the four major economic environments we can experience (growth, contraction, inflation and deflation) and investing 25% of the portfolio in an asset that has historically performed well in each of them. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Mish Talk

DECEMBER 18, 2022

Several breakout attempts above 2000 failed and there is no fundamental or technical reason to expect a breakout here. Also note Global Squabbles Erupt Around the World Over the Remaining Crypto Assets of FTX Finally, Michael Saylor bet his entire company on Bitcoin, with borrowed money. Bitcoin is currently in the middle of nowhere.

Sales 176

Sales Assets Marketing Marketing 176

Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. Most of us of course lived through that from 2000 through to 2009. The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

The Chicago Financial Planner

FEBRUARY 5, 2022

Rams) won in 2000 and the market dropped. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Quoted in a Wall Street Journal article before the 2016 game, respected Wall Street analyst Robert Stoval said, “There is no intellectual backing for this sort of thing, except that it works.”. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe.

Asset Allocation 52

Asset Allocation Assets License Investments 52