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10 Thursday AM Reads

The Big Picture

. • Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Wealth of Common Sense ) see also Observations to Start 2023 : From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends).

Food 263
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Nouriel Roubini Enters The ETF Fray

Random Roger's Retirement Planning

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. Offering diversified exposure to U.S.

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Market Commentary: 7 Reasons the Bull Market Is Alive and Well

Carson Wealth

These include: Consumer-related indicators Housing indicators Business and manufacturing activity Sentiment Financial markets The Carson LEI indicates whether the economy is currently growing below trend, above trend, or on trend. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

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The importance of evaluating social factors in mortgage bond analysis

Brown Advisory

The New Normal It is difficult for investors and individuals alike not to have been directly impacted by the rapid rise in inflation in 2021 and 2022, the succeeding interest rate hikes by global central banks and the ensuing effects these economic events have had on financial markets, including the mortgage market.

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No Pain, No Gain

Investing Caffeine

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

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Market Commentary: Volatility Is the Toll We Pay

Carson Wealth

We think credit markets comprise the smartest investors in the room, and if they aren’t worried, the weakness in the market likely won’t get much worse and may offer an opportunity to add to equities. and financial markets. per year between 2010 and 2019. What’s Happening in China? Retail sales are up just 2.5%

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Pareto

The Irrelevant Investor

The Pareto Principle is a feature of financial markets, not a bug. In 2010, for example, the top five were Exxon, Microsoft, Apple, Proctor & Gamble, and Johnson & Johnson. Brands can triple and it still would not move the needle of the index as much as if Apple gains 1%. We are not in uncharted territory.