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At the Money: Managing a Portfolio in a Higher Rate Environment

The Big Picture

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And without that, you know, investment in the economy, we weren’t going to get the economy forward. They felt better.

Portfolio 159
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Monday links: a tortured existence

Abnormal Returns

capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. Markets How major asset classes performed in April 2023. twitter.com) Crypto Gary Gensler's SEC has been busy.

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How Many Bear Markets Have You Lived Through?

The Big Picture

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing 336
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What Is In Your Control?

The Big Picture

Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. Asset Economy.

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What Else Might be Driving Sentiment?

The Big Picture

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. 2000-2003 Dotcom implosion 6. This quarter, it was Sentiment.

Media 351
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Market Commentary: More Reasons We Think This Bull Market Has Plenty of Life Left

Carson Wealth

last week, declining for the second consecutive week, but there’s still a lot of strength under the surface, as the small cap Russell 2000 Index climbed 3.5%. March 2000 at the peak of the tech bubble. Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% almost broke the economy in 2019.

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Global vs. Domestic Risks

Truemind Capital

Thus what happens in the USA and other developed economies has a significant impact on the Indian economy as well. The IT bubble burst in 2000 was majorly a US phenomenon but Indian stock markets corrected by 60-65% from the peak. Whereas in reality, our investment returns are majorly affected by what happens globally.

Economy 52