The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. Music] I’m Barry Ritholtz, and on today’s edition of At The Money , we’re gonna discuss how to accurately identify– in advance, in real-time – when the economy is going into recession. Tell us what happens to the economy during a recession. Claudia Sahm : It varies.

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Zoe Financial

JANUARY 28, 2025

If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying. Economies and markets fluctuate. For instance, since 1950 the S&P 500 has seen calendar year returns vary from 47% up to 39% down.

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Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. The last time the S&P 500 fell more than 1% in November was in 2008, and it has been higher 11 of the past 12 years. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Economy Numbers 96

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

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Numbers Insurance Economy Marketing 288

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 147

Portfolio Government Wealth Management Clients 147

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. (axios.com) It's not just you, planes are dirtier now. Think Elon Musk.

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Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

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Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

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Economy Economics Sales Government 64

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

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Abnormal Returns

MARCH 16, 2023

axios.com) Finance Why 2023 is not a replay of 2008-09. ft.com) Japan bank portfolios are full of long dated bonds. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. (investmenttalk.substack.com) Google Cloud is shifting its customer focus. ritholtz.com) Credit Suisse is not Silicon Valley Bank.

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 104

Economy Asset Allocation Valuation Communication 104

Your Richest Life

MARCH 31, 2023

The top spot belongs to the 2008 Lehman Brothers collapse.) So, what does all of that mean for your money, and the economy? Just like with your portfolio, banking diversification helps to keep your money safe if something goes awry at one of your banks, and lets you maximize the benefits of each of those institutions.

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Banking Insurance Accounting Fee Only 105

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

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James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022.

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Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

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Dear Mr. Market

APRIL 2, 2025

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. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

Investing 62

Investing Investments Valuation Advertising 62

Nationwide Financial

MARCH 29, 2023

These innovations included the Primary Dealer Credit Facility in March 2008 (at the outset of the Global Financial Crisis) and the Municipal Liquidity Facility in April 2020 (in the early days of the COVID-19 pandemic.) According to the Federal Reserve, banks borrowed approximately $152.9

Banking 98

Banking Financial Planning Economics Portfolio 98

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

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Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investments Investing Financial Services 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

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Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. The reason for the rally?

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Marketing Marketing Manufacturing Economics 96

Clever Girl Finance

OCTOBER 1, 2022

Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. For example, you know about the great recession of 2008 triggered mainly as a result of the housing bubble in the United States. So, what is a recession?

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Dear Mr. Market

MARCH 11, 2023

We’re proud to say that 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. It first has to fend off #10 Turkey ( TUR ) whose economy is already vulnerable but also having to recover from a pair of massive 7.8 earthquakes.

Investing 101

Investing Investments Portfolio Assets 101

Validea

SEPTEMBER 23, 2022

Nouriel Roubini, the economist known as Dr. Doom for predicting the 2008 financial crisis, has turned his forecasting skills on the current economy and foresees a “long and ugly” recession beginning at the end of this year and lasting well into next year, reports an article in Bloomberg.

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Government Banking Economy Portfolio 59

Validea

JULY 20, 2022

The article offers 3 options of how to readjust your portfolio: Stay the course. Keep your portfolio as it is and turn off the news to avoid panic selling or changing allocations based on fear. But there’s no guarantee that this bear market will follow the same path. Change Your Allocation.

Portfolio 59

Portfolio Economy Assets Investing 59

Discipline Funds

MAY 8, 2023

Some even worry this is 2008 all over again. In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. But the good news is that this isn’t 2008 either.

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Banking Economy Assets Portfolio 62

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . One recession may be caused by a shake-up in the labor markets while another may be due to an unexpected shift in the economy such as the housing market crash in 2008-2009 or a non-economic factor such as a pandemic.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Discipline Funds

APRIL 19, 2024

After all, major oil supply disruptions will impact the entire global economy. Add in an already fragile global economy and who knows where this all leads? I don’t have a strong directional bias about specific outcomes but I think events like this are a good reminder that it’s prudent to have portfolio insurance.

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Investing Caffeine

JANUARY 3, 2023

The bad news is last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%. Source: CNBC (Bob Pisani). Typically, during weak stock markets (i.e.,

Economy 59

Economy Transportation CFP Investing 59

Trade Brains

SEPTEMBER 21, 2024

Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment. Starting with just two branches in Tamil Nadu back in 2008, they’ve grown to cover 22 states and 4 Union Territories. million active borrowers. Comment below.

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The Big Picture

SEPTEMBER 23, 2024

Or was it just generally across the economy? We are very much in the old economy businesses, service businesses, consumer brands. It’s the recession and all the problems it’s caused in all these old economy businesses. By the time 2008 came around, we had about $5 billion. 00:24:54 [Speaker Changed] Huh.

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