Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

The Big Picture

OCTOBER 19, 2023

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

Media Economy Economics Wealth Management 351

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. The latest plot line was simply the animal spirits have been awoken and they have run amok and that’s how we have avoided an economic contraction.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

Calculated Risk

OCTOBER 21, 2024

million borrowers since March 2020. Ginnie Mae loans in forbearance increased by 10 basis points to 0.76%, and the forbearance share for portfolio loans and private-label securities (PLS) increased 2 basis points to 0.37%. “The Mortgage servicers have provided forbearance to approximately 8.3

Government 162

Government Portfolio Planning Numbers 162

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 162

Portfolio Planning Economy Numbers 162

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. treasuries.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 162

Portfolio Planning Numbers Economics 162

Abnormal Returns

JULY 19, 2022

Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio? stock returns from 1963-2020.

Distribution 130

Distribution Portfolio Management Portfolio Economics 130

The Big Picture

DECEMBER 7, 2022

I recall a vacation during late February 2020, as the market was starting to price in the pandemic. What are you getting from consuming 24/7 coverage of the world of economics, markets, and finance? Previously : Watching From Afar (March 2, 2020). Viewership soared… ~~~. Is it helping or hurting you? Who Do You Trust?

Financial Advice 291

Financial Advice Media Engineering Advertising 291

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy 163

Economy Economics Food Banking 163

The Big Picture

OCTOBER 2, 2023

Hence, whatever your views are about the economy, markets, your portfolio, etc., We model the economy, we model markets, we create Monte Carlo simulations of how our portfolios will perform. you must be ready to discard them as you amass evidence that they are wrong. We become disappointed when models don’t behave the way reality does.

Investments 346

Investments Investing Economy Portfolio 346

The Big Picture

JULY 24, 2024

We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. It’s the people who just leave it alone and go enjoy the rest of their lives and leave their portfolio alone to compound uninterrupted for years or decades tend to be the ones looking back who have done the best.

Math 274

Math Retirement Investments Investing 274

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Carson Wealth

MARCH 10, 2025

Stocks eventually fell 34% in five weeks, but then bottomed on March 23, 2020 and finished with a solid 16% gain in 2020. Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Not what you want to see if youre looking for an acceleration in economic growth.

Marketing 80

Marketing Marketing Economy Government 80

Carson Wealth

NOVEMBER 4, 2024

We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. But those numbers are backward looking.

Marketing 96

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.

Numbers 289

Numbers Insurance Economy Marketing 289

The Big Picture

JANUARY 31, 2024

As it turns out, there are ways investors can tell if an economic contraction is really coming. To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. Claudia Sahm : A recession is a broad-based contraction in economic activity. Claudia Sahm : Happy to be here.

Economy 299

Economy Economics Consulting Marketing 299

Random Roger's Retirement Planning

NOVEMBER 21, 2024

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 did decline about 5% in the 2020 Pandemic Crash and in 2022 it was up 1.36%. The backtest runs from the start of 2011 to the end of 2020. I'd say it's pretty close.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. When does crowd psychology take hope for economic return beyond what valuation can support? What is Space?

Investments 52

Investments Investing Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

Investments 52

Investments Investing Valuation Engineering 52

Random Roger's Retirement Planning

APRIL 3, 2025

I saw where this was the worst single day drop since one of the bad days during the 2020 Pandemic Crash. Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. Markets got pasted today of course.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

The Big Picture

DECEMBER 14, 2022

times more deaths than it did between December 2020 and November 2022. ( Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Wall Street Journal ). Now they’re roaring back. Without Covid-19 vaccines, the nation would have had 1.5

Recruitment 148

Recruitment Economics Portfolio Investing 148

The Big Picture

AUGUST 29, 2023

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. 2020 Pandemic Panic ?!? ( Sapient Capital ) • If the U.S.

Insurance 130

Insurance Math Economics Economy 130

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The 2020 and 2021 inflation was the tsunami. 2022 and 2023 is the wave crashing ashore.

Risk Management 145

Risk Management Banking Economy Valuation 145

The Big Picture

OCTOBER 30, 2023

New York Times ) see also Why the Right’s Bud Light Boycott Worked : After 2020, brand politics moved left—and some consumers revolted. Beijing’s relationship with the outside world is no longer guided by the principles of economic rationality, but rather by its yearning for political power. Aeon ) • Hear that?

Financial Services 130

Financial Services Food Assets Insurance 130

Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. 17397 2020 16239.36 In the previous three years, the industry has invested Rs. 2022 19316.72

Planning 105

Planning Manufacturing Portfolio Government 105

Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. Gold & Commodities – They largely did the same thing except they boomed in early 2020 and meandered sideways since.

Economy 101

Economy Retail Government Banking 101

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. High fees for physical metal. Ads by Money.

Investments 90

Investments Investing Portfolio Food 90

Carson Wealth

SEPTEMBER 23, 2024

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. First things first, why are they cutting?

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion per year from 2016-2020, according to their estimates), to $4.2 trillion per year from 2016-2020, according to their estimates), to $4.2 Mon, 11/08/2021 - 13:52. trillion by 2030, in order to stave off its worst-case climate scenarios.

Portfolio 52

Portfolio Assets Investing Investments 52

Validea

MAY 5, 2023

At the start of the pandemic in 2020, Singer wrote to his investors that he didn’t expect the Fed “to normalize monetary policy after the…emergency” and predicted the rise of inflation, which of course came to pass the following year. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Banking Economy 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Clients 300

Clients Wealth Management Banking Investments 300

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. Governments cut back significantly between 2020 and 2022, in preparation for a storm.

Marketing 96

Marketing Marketing Economy Government 96

Trade Brains

OCTOBER 25, 2023

GDP contribution and 19 million workers, India’s automobile industry is a major source of economic growth, innovation, and employment. Firodia with the objective of providing affordable commercial transportation for the masses by utilising the best available technology while offering economical, reliable, and efficient products.

Planning 111

Planning Manufacturing Transportation Accounting 111

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. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

Investment Advisor 98

Investment Advisor Banking License Insurance 98