Abnormal Returns

DECEMBER 14, 2022

thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (robkhenderson.substack.com) The ultra-rich are now buying their own submarines. ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization."

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The Big Picture

JANUARY 5, 2023

The post Stocks That Lost the Most Market Cap in 2022 appeared first on The Big Picture. Source: Reddit.

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Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., Read More.

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Education Investing Investments CFP 49

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

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The Big Picture

FEBRUARY 19, 2024

We can make changes to how we think about risk, what our portfolio allocations are, what information we read — everything that goes into how we invest. Most importantly, I rely on a lot of specific methodologies and thoughts about how and what we do when it comes to thinking about investment strategies. A few examples: 1.

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The Big Picture

OCTOBER 4, 2024

Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space.

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The Big Picture

AUGUST 10, 2022

Source: Bloomberg , August 9th, 2022. Bloomberg, August 8, 2022. August 9, 2022). The Trouble with Consumer Sentiment (July 8, 2022). Sentiment LOL (May 17, 2022). Too Many Bears (May 3, 2022). Politics & Investing. See also : Blame Election Deniers for Faltering Consumer Sentiment.

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The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. It turns out that investing is hard for a reason.

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The Big Picture

AUGUST 17, 2022

Say what you will about the advantages of passive investing, but Eric argues that if a shop like Vanguard had introduced only low-cost active investing (and never focused on passive), it would have grown to become a trillion-dollar colossus regardless. Passive investing is: Marxist. Lobotomized investing. Reached a mania.

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Taxes Portfolio Management Investments 334

The Big Picture

JULY 20, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).

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The Big Picture

AUGUST 24, 2022

When it comes to integrating data with investing insights, no one is better than Ben Carlson. I direct you to today’s “ Exceptions to the Rule, ” where Ben dives into the nitty gritty of the conflicting data between market action and inflation data: BULL : The S&P 500 has recovered half of its 2022 bear market losses. Countertrend?

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Marketing Marketing Investing Investments 327

Wealth Management

APRIL 16, 2024

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. These are among the investment must reads we found this week for wealth advisors. Morningstar published an explainer on the growing world of interval funds.

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Investing Investments Wealth Advisor Sales 119

The Big Picture

NOVEMBER 6, 2022

Elon Musk interviewed by Ron Baron at the 29th Annual Baron Investment Conference on 4 November 2022. Ron Baron and Elon Musk CEO, Tesla Motors & CEO / CTO, SpaceX are also discussing about Twitter and Tesla Stock. Elon recently finalized Twitter deal. Also Elon Musk motivation and what motivates Elon are being discussed.

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Investments Investing 316

Abnormal Returns

JANUARY 1, 2023

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022. safalniveshak.com) The markets were bad in 2022, but things could always be worse. ritholtz.com) 11 ideas that stuck from 2022 including the 'power of quitting.'

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Financial Market Portfolio Investments Investing 279

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Good investing demands humility. For too many people in the investing world, this remains an anathema. I credit Ray Dalio for first bringing this to the forefront in investing.

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The Big Picture

DECEMBER 8, 2022

One of the reasons people in the investment community respect Howard Marks so much is he says what he believes and lets the chips fall where they may. Oaktree Capital, November 22, 2022). I did not get to his recent What Really Matters? Back with more wonky employment goodness tomorrow… Sources : What Really Matters?

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The Big Picture

JUNE 30, 2023

More importantly, were you relying on these people to inform your investment views? June 29, 2023) Groping for a Bottom (October 14, 2022) Nobody Knows Nuthin’ (May 5, 2016) Too Many Bears (May 3, 2022) Capitulation Playbook (May 19, 2022) Nobody Knows Anything Predictions and Forecasts _ 1. What were their sources?

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Numbers Investing Investments Management 325

Abnormal Returns

DECEMBER 22, 2023

Markets Just how bad was the 2022-23 bond drawdown? ft.com) Why you should look at returns from 2022-23 as a whole. wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. priceactionlab.com) Streaming Lionsgate ($LGF.A) is splitting Starz from its studio business. axios.com) What would a Warner Bros.

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The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. 2 Regardless, something is amiss. Atlantic, Oct. 1987 Crash 3.

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Media Economy Economics Wealth Management 351

The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

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Marketing Marketing Math Retirement Planning 304

Abnormal Returns

NOVEMBER 23, 2022

Strategy The normalization of interest rates is going to change how people invest. behaviouralinvestment.com) Why wealthy investor don't invest aggressively enough. arstechnica.com) Venture capital Just how deep in the hole is Masayoshi Son on his Vision Fund 'investments'? abnormalreturns.com) Don't borrow money to invest.

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Financial Advising Advertising Economy Economics 245

The Big Picture

AUGUST 12, 2024

Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable. population? Do we just ignore that?

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Economy Taxes Investing Investments 347

The Big Picture

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” Legal, but a terrible investment, and a poor alignment of risks relative to reward. It ended with FBI gunfire.

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Math Investments Investing Sales 64

The Big Picture

JULY 25, 2022

What I have instead are questions about what the rest of 2022 looks like, and how deep into 2023 any damage persists. We don’t make investments based on forecasts, and any number of random surprises could make the economy appreciably better or worse. Previously : Risk & Reward: Two Sides of Same Coin (July 20, 2022).

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Economy Economics Engineering Food 345

Abnormal Returns

SEPTEMBER 27, 2024

theirrelevantinvestor.com) Some investments are an IQ test. wsj.com) Do you remember the 'recession' of 2022? abnormalreturns.com) The investment world was a different place when Josh Brown started writing. Markets Most stocks are working right now. downtownjoshbrown.com) It's easy to get distracted these days as an investor.

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Financial Advising Food Economy Media 279

The Big Picture

JUNE 29, 2023

This is the key difference between investing and other pursuits, like politics, sports or religion: The feedback loop in markets is just so much faster than everything else. All of this is so obviously applicable to the thought process that goes into investing. For how long? All good investors must regularly — even constantly!

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Investing Investments Manufacturing Accounting 321

The Big Picture

JUNE 21, 2023

Sinclair had a clear bead on the financial industry, especially the high-cost, active-investing side of it, even though he was writing about the meatpacking industry. I shouldn’t be surprised by the continuous gaslighting by the anti-indexing community , but I am. Active management is no longer as crazy pricey as it once was (e.g.,

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Management Investments Investing Numbers 312

Abnormal Returns

OCTOBER 22, 2023

awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. (traderfeed.blogspot.com) Equities Stop betting against America.

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Financial Advising Media Economy Taxes 276

The Big Picture

MAY 24, 2023

Households in 2022. It’s chock full of great charts and analyses, covering everything from Income, Employment, Expenses, Banking and Credit, Housing, Student Loans, Retirement and Investments, and Overall Financial Well-Being. This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S.

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Medical Media Economics Retirement 289

The Reformed Broker

DECEMBER 6, 2022

I’m in Texas this week speaking at the Dynasty Investing Forum and seeing clients. Since this post, JPMorgan shares are up 26%.

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Clients Investments Investing 269

The Big Picture

AUGUST 19, 2022

I am not a fan of that framing; my preference is to note that different investors in equity and fixed income have very different risk tolerances stocks, time horizons, and investment goals. August 15, 2022). Shift Your Perspective (July 22, 2022). The Uncertainty Monster (July 21, 2022). James Mackintosh.

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Marketing Marketing Risk Tolerance Economy 321

The Reformed Broker

JULY 28, 2022

2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. It’s been an honor and a pleasure writing, recording and filming for you guys all year. Tough all around.

Financial Advisor 258

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The Big Picture

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. This is why I put a 50% probability of markets finding a bottom sometime between October 2022 and March 2023. See also : Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December (November 30, 2022).

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Economy Economics Valuation Marketing 295

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 246

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Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

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