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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 157
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5 Unusual Economic Indicators That Can Tell You About the Economy

Trade Brains

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!

Economy 64
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Passive vs. Active

The Big Picture

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Morningstar, August 9, 2010. Dangerous for economy. Concentrated portfolio risk. Russel Kinnel. Reached a mania.

Taxes 332
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Observations to Start 2023

The Big Picture

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. Consider: From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends).

Economy 326
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At the Money: Is War Good for Markets?

The Big Picture

Full transcript below. ~~~ Previously : Hirsch’s WTF Forecast: Dow 38,820 (September 28, 2010) Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It (April 12, 2011) ~~~ Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. The answer might surprise you.

Marketing 312
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How to Use Macroeconomic Investing Analysis

Discipline Funds

Macroeconomics is the study of aggregate economies or large components of the economy. It’s a very low cost and tax efficient way to get access to a diversified portfolio. It takes years and decades for economies to grow, contract, grow and grow. Let me explain. This is why indexing works in a nutshell.

Investing 105
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Market Commentary: Another October Low Forming?

Carson Wealth

The economy has strong momentum, with growth accelerating since the first half of the year. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability. Through June 2023, the economy grew 2.4%

Marketing 139