Remove 2003 Remove Economics Remove Portfolio
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How Many Bear Markets Have You Lived Through?

The Big Picture

The first bear I experienced was utterly meaningless economically but still felt bad. My economic future was uncertain, but I felt confident I could make a go of it. 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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Observations to Start 2023

The Big Picture

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio.

Economy 328
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Where is This Rally Going?

The Big Picture

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going? we are happy to help ).

Taxes 288
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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. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 351
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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. 2000-2003 Dotcom implosion 6. Sapient Capital ) • If the U.S.

Insurance 130
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Market Commentary: Tariffs Have Increased Market Uncertainty, but Job Growth Remains Solid

Carson Wealth

Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Economic data has been coming in on the softer side (but not recessionary), and the February payroll data confirm the slowdown. Not what you want to see if youre looking for an acceleration in economic growth.

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Strategy of the Week: Ben Graham Value Investor Model

Validea

Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns. Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%.