The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Depending on the specifics a 4.5-5% we are happy to help ).

Taxes 288

Taxes Portfolio Marketing Marketing 288

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio.

Financial Advising 272

Financial Advising Media Economy Economics 272

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

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well.

Economics 299

Economics Marketing Marketing Portfolio 299

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. Markets Global stocks and bonds lost more than $30 trillion for 2022. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022.

Financial Advising 278

Financial Advising Medical Economics Media 278

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. and global investments.

Valuation 246

Valuation Economics Portfolio Investing 246

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. wapo.st) The economic schedule for the coming week. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. Strategy The case for international diversification is still solid. annual meeting.

Financial Advising 241

Financial Advising Economy Banking Media 241

The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Will American music fans ever see anything better? ( New York Times ). •

Math 306

Math Economy Communication Economics 306

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' Markets Anything can happen in the stock market over the short run.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. bonddad.blogspot.com) 2023 Q4 GDP is tracking around 1.8% papers.ssrn.com) The economic schedule for the coming week. (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

The Big Picture

MARCH 28, 2024

Only no recession came – the fourth quarter of 2023 saw GDP at 3.4%! 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. If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

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

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 162

Economy Economics Food Banking 162

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to enlarge and see the entire bracket for 2023. That being said, this is very much worthy of a long-term investment.

Investing 102

Investing Investments Portfolio Assets 102

The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). 13 March 2023). Retrieved 23 March 2023, from [link]. 21 March 2023).

Banking 90

Banking Economics Insurance Assets 90

Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. In the meantime, I hope the rest of 2023 treats you well.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

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Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 86

Marketing Marketing Economy Manufacturing 86

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). marketwatch.com) In a calendar year, stocks can rise while earnings fall.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Trade Brains

DECEMBER 31, 2022

Basically, an index is the stock exchange creating a portfolio of the top securities held by it based on market capitalization in the respective category (entire market or sector-wise). In these cases, Investment Managers just set up their fund portfolios to simply track the index. Adani Ports and Special Economic Zone Ltd.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

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 298

Economy Economics Consulting Marketing 298

The Big Picture

DECEMBER 21, 2023

Dec 20, 2023) How do historical patterns and seasonality affect equities? It’s rooted in the idea that investors and businesses and economic cycles have regular patterns. Jeff Hirsch : Well, I mean, right now, in 2023, seasonality, the four-year cycle, the president’s cycle are firing on all pistons. Jeff, welcome.

Numbers 321

Numbers Marketing Marketing Taxes 321

Discipline Funds

OCTOBER 31, 2024

SMCI was strange because it would not have qualified for the S&P 500 in December of 2023, but then a few months later it did qualify and was injected into the S&P 500 almost immediately. One criteria that is absent from the systematic process is the time horizon over which a firm must qualify for certain criteria.

Government 98

Government Accounting Assets Economy 98

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. The S&P 500 index surged +3.5%

Economics 52

Economics Marketing Marketing Food 52

Trade Brains

MARCH 25, 2023

In 2017, the company took complete control of the overall solar energy portfolio of Adani Enterprises. AGEL broke into the news in May 2021 went it announced that it will acquire SB Energy’s 5 GW India renewable power portfolio for a fully completed EV of $3.5 Price / BV 9.52 Dividend Yield 0 0 6.8 ROCE (%) 10.75 Current Ratio 0.95

Government 80

Government Distribution Planning Sales 80

Nationwide Financial

DECEMBER 6, 2022

The rise in market turbulence and economic uncertainty has sparked a jump in investor anxiety. It’s good for investors to know what’s going on in their retirement accounts, but there’s a point where excessive checking or looking at portfolio balances becomes a compulsion or a bad habit. economic downturn in 2023.

Clients 98

Clients Retirement Economics Planning 98

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio.

Investing 128

Investing Investments Valuation Portfolio 128

Carson Wealth

JANUARY 16, 2024

What a strange year we had in 2023. Carson Investment Research took an unpopular contrarian stance in 2023, calling for the expansion to continue and stocks to post solid gains, based simply on what we were seeing in the data. While 2023 was a strong year, solid performance has not historically been a harbinger of market downside.

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

MAY 16, 2024

Jai Balaji industries saw tremendous growth in the past year and as a result of it the company’s share price rose from 53 rupees in 25th April 2023 to 1089 rupees today. The company also trapped itself by raising borrowing costs and debt traps followed by global economic crisis, weak economic conditions and covid lockdowns.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Carson Wealth

MARCH 3, 2025

It is also the first time the S&P 500 is negative (although only down 1%) over three calendar months since October 2023. Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. on an annualized basis).

Marketing 70

Marketing Marketing Government Economy 70