Remove 2022 Remove Economy Remove Financial Market
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Sunday links: market reversals

Abnormal Returns

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022. semafor.com) Just about everything went right for the NFL in 2022. nytimes.com) Economy What kind of landing is the U.S.

Marketing 130
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Wednesday links: sub-optimal portfolios

Abnormal Returns

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. alephblog.com) Housing Higher land prices are holding back the housing market. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. The question is whether Elon Musk is the guy to do it.

Portfolio 245
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Friday links: a complex reality

Abnormal Returns

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. year-over-year.

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Weekly Market Insight – October 10, 2022

Cornerstone Financial Advisory

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Federal Open Market Committee (FOMC) Meeting Minutes. Source: Econoday, October 7, 2022.

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Tuesday links: a healthy accounting system

Abnormal Returns

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. pitchbook.com) Funds 2022 shows that not all bond funds are created equal. abnormalreturns.com) Why rough edges remain in financial markets: people.

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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. in August of this year. All index data from FactSet.

Clients 52
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Slower momentum heading into 2023

Nationwide Financial

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Financial Markets: Nervousness about 2023 increases investor anxiety. 2022 provided investors with no place to hide.

Economy 98