Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. bloomberg.com) Some ETF statistics for 2023. etf.com) Economy Real wages are now above pre-pandemic levels. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro?

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. spilledcoffee.substack.com) Economy PPI confirms whats happening with CPI. In fact, just the opposite is true.

Financial Advising 244

Financial Advising Insurance Media Economy 244

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 241

Financial Advising Economy Banking Media 241

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. wsj.com) Economy "The Fed is no longer behind the curve." capitalspectator.com) The U.S. stock market is on a five-month winning streak.

Financial Advising 246

Financial Advising Retail Media Economy 246

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

The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. (

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Math Economy Communication Economics 306

Abnormal Returns

MARCH 17, 2023

(mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? axios.com) Industrial production was flat in February 2023.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 11, 2023

ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. foreignaffairs.com) Economy Disinflation is in place, but it doesn't give the Fed room to cut rates. bloomberg.com) Did Credit Suisse technically default?

Financial Advising 244

Financial Advising Media Economy Portfolio 244

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. axios.com) U.S.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. wsj.com) Intel ($INTC) had a tough 2022 and 2023 isn't looking better. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing 336

Marketing Marketing Economics Portfolio 336

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. vox.com) Economy Small businesses are finding it easier to hire. 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

The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. You’ll remember as I came into the Fed, I started the very beginning of, of 2023 in December of 2022. It was the Bloomberg economist who said there was a 100% chance of recession in 2023 because.

Economy 162

Economy Economics Food Banking 162

Carson Wealth

MARCH 17, 2025

In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. Same thing for 2023. It is possible, but unlikely.

Marketing 79

Marketing Marketing Economy Portfolio 79

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. semafor.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. theathletic.com) Economy There is one big difference between PPI and CPI. (fa-mag.com) How AI hype has affected the stock market, YTD.

Financial Advising 188

Financial Advising Banking Food Retail 188

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. Only no recession came – the fourth quarter of 2023 saw GDP at 3.4%! 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

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

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

SEPTEMBER 28, 2023

Oh, and the economy would have hurtled into the worst depression since the Great Depression of 1929. Recall that the Atlanta Fed’s GDP Now in June 2020 showed the economy had been cut in half, down -52.8%. The entire overwhelmed healthcare system would have collapsed, making the debacle even worse.

Government 306

Government Medicine Economy Healthcare 306

Discipline Funds

DECEMBER 31, 2023

Just when you feel like you know everything the markets and the economy will surprise you. Here are 3 things I learned in 2023 that I hope will help me formulate a better understanding of how to navigate the future. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy.

Assets 102

Assets Asset Allocation Financial Planning Economy 102

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

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

JANUARY 13, 2025

While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. The economy created over 2 million jobs in 2024, down from 2.4

Marketing 68

Marketing Marketing Economy Compliance 68

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 147

Portfolio Government Wealth Management Clients 147

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. The economy created 151,000 jobs in February, more or less consistent with expectations.

Marketing 73

Marketing Marketing Economy Government 73

Abnormal Returns

JANUARY 6, 2023

Markets The 60/40 portfolio return equation reset last year. wsj.com) Five ETF predictions for 2023 including an end to $SPY's reign. tomtunguz.com) Startup founders have some difficult decisions to make early in 2023. hunterwalk.com) The 'Creator Economy' was way overblown. history.

Financial Advising 130

Financial Advising Startup Economy Media 130

Abnormal Returns

FEBRUARY 3, 2023

Markets The cannabis industry has sat out the 2023 market rally. rationalwalk.com) In praise of not tinkering with your portfolio. bbc.com) Economy The January NFP showed a big jump in payrolls. calculatedriskblog.com) Let's take a moment to celebrate the strong jobs economy.

Financial Advising 130

Financial Advising Economy Media Portfolio 130

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. Music] I’m Barry Ritholtz, and on today’s edition of At The Money , we’re gonna discuss how to accurately identify– in advance, in real-time – when the economy is going into recession. Tell us what happens to the economy during a recession. Inflation went up.

Economy 298

Economy Economics Consulting Marketing 298

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. on average, well above the 7.1% average seen in all years.

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

MARCH 6, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. So, the Fed needs to have a sense of where things are headed with inflation — because rates are a tool that takes a little bit for it to work its way through the economy. It was a kind of slow burn on the economy.

Economy 279

Economy Food Communication Consulting 279

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. 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

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. So his own portfolio started selling the S&P 500 and buying value.

Investing 296

Investing Investments Valuation Portfolio 296

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

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 86

Marketing Marketing Economy Manufacturing 86