Abnormal Returns
SEPTEMBER 24, 2023
Top clicks this week How Morgan Housel invests his portfolio. capitalspectator.com) The credit markets are very different than they were in 2009. etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying.
The Big Picture
JANUARY 3, 2023
Monetary stimulus (ZIRP/QE) from 2009-2021. – Great Financial Crisis, March 2009 : The S&P 500 index made a generational low post-GFC on March 9, 2009, after having fallen 56.78%. Historically, SPX averages about 8% with dividends. Fiscal stimulus 2020-22. The next ~12 years saw gains of 608.5% through January 4, 2022.
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The Big Picture
NOVEMBER 27, 2023
The dotcom top, the double bottom in Oct 02-March 03; the highs in 2007, the lows 2009. Luck : I put luck last because it’s so often overlooked. Consider what you would have had to do over the past 2 decades to be a successful timer.
The Big Picture
OCTOBER 7, 2022
If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. Who is to Blame, 1-25 (June 29, 2009). _. I am not a Fed hater or part of the crew that wants to “End the Fed.” Blame the Fed For Everything! June 9, 2022). return is from the March 23, 2020 low.
The Big Picture
APRIL 4, 2024
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. My stock portfolio is recovering. This is not the 2009, 2010 to 2020 period where basically all you needed was.
The Chicago Financial Planner
JUNE 13, 2022
Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. You should continue to monitor your portfolio and make these types of adjustments as needed. Assess whether your portfolio has held up in line with your expectations. Focus on risk.
The Big Picture
FEBRUARY 16, 2024
Dudley explains how he became President of the NY Fed in January 2009 — right in the heart of the GFC. He also serves as Senior Portfolio Manager for all long equity strategies and is a member of Morgan Stanley Wealth Management’s Global Investment Committee. He describes that as a turning point in the banking crisis.
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