Investing Caffeine

JANUARY 2, 2024

The last two months of 2023 finished with a bang! For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. for the S&P, +3.7%

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Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. Key indicators like banked population and market capitalization improved. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. They rose from ₹38.08 in March 2024.

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Compliance Banking Management Risk Management 90

WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. Many experts believe that the Fed will also continue raising interest rates in the first half of 2023.

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Carson Wealth

JUNE 12, 2023

Our view has played out nicely so far in 2023, and we expect this strength to continue the rest of the year, if not beyond. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. The recovery in housing is notable.

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The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So they’d give individual asset allocation to people and they’d go invest their money. Artificial intelligence, AI dominated the the 2023 narrative. This is their hedge to credit risk.

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eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

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Financial Planning Planning Marketing Marketing 72

The Better Letter

OCTOBER 5, 2023

However, as Mandelbrot is careful to emphasize, it is empty hubris to think that we can somehow master market volatility. When one looks closely at financial-market data, seemingly unexplained accidents routinely appear. The financial markets are inherently dangerous places to be, Mandelbrot stresses.

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Investing Caffeine

MAY 3, 2023

Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? This concept highlights the importance of rebalancing your portfolio as you get closer to retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

JULY 5, 2023

Unfortunately for those following this overly simplistic guidance of not opposing the Fed, investor portfolio balances have been harmed dramatically during 2023 by missing a large bull market run. for 2023, thus far. last month and has soared +15.9% this year, thanks in part to Apple Inc. www.Sidoxia.com Wade W.

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Accounting CFP Investing Investments 52

Investing Caffeine

APRIL 1, 2022

job openings ; 3% forecasted growth in 2022 GDP ) in a post-COVID recovery world, where consumers remain financially healthy and are now looking to spend their shelter-in-place savings on vacations, houses, and cars (all healthy industries). The short answer is that companies are making money hand over fist and the economy remains strong (3.6%

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Economy Economics Valuation Investing 59

Investing Caffeine

OCTOBER 2, 2023

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (October 2, 2023). For the time being, betting on a soft economic landing over an imminent recession could be a winning use for that cash in your wallet. www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

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Economics Economy CFP Government 52

WiserAdvisor

MARCH 19, 2024

Investing in residential and commercial properties offers diversification and stability amidst market volatility. A study reveals that 22% of wealthy individuals wanted to invest in residential property in 2023, while 19% in commercial property. It has also outperformed many traditional asset classes, such as stocks and bonds.

Investing 45

Investing Investments Financial Advisor Taxes 45

The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. NBER should declare a recession in first quarter 2023.

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Assets Management Portfolio Marketing 173

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The inflation numbers released on 12th October for September 2023 in the US & India are 3.7% (more than consensus estimate) and 5% (less than consensus estimate) respectively.

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Financial Market Marketing Marketing Asset Allocation 52

Investing Caffeine

FEBRUARY 1, 2024

The bull market rally broadened out at the end of 2023, but 2024 returned to the leaders of last year’s pack, the Magnificent 7 (see also Mission Accomplished ). When it comes to the financial markets, money continues to go where it is treated best.

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Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2023). www.Sidoxia.com Wade W. Slome, CFA, CFP® Plan.

Marketing 52

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The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. Let’s talk about 2022 and 2023. It wasn’t the case.

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The Big Picture

JANUARY 31, 2023

Tell us what you mean about that in terms of what are the stock and bond markets pricing in, and what are your views on the economy for the rest of 2023? I mean, back in the ‘80s, I mean, research analysts would figure out what the Fed did three weeks ago, right, based on what was going on in the money markets. No recession?

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Economics Economy Marketing Marketing 147