The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I mean, when you look at that pre, it was, you know, the thought counterparty risk of a bank was solid, right, like that was something.

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The Big Picture

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. And Jeremy said, “Well, at least there’s enough structural redundancy in the banking system.”

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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. To learn more about our investment management service please contact us here.

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Asset Allocation Economy Financial Market Assets 77

Brown Advisory

MAY 3, 2023

Mike digs into how Brown Advisory is viewing holdings like Bank of America in light of these developments as well as how some real-estate sensitive companies (e.g. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

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Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

Mike digs into how Brown Advisory is viewing holdings like Bank of America in light of these developments as well as how some real-estate sensitive companies (e.g. Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

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Banking Clients Asset Allocation Ethics 52

Advisor Perspectives

OCTOBER 4, 2023

Rooted in the firm’s deep capital market analysis, the CMA report informs the investment decisions and asset allocation recommendations made by Northern Trust, which as of June 30, 2023, had US$1.4 trillion in assets under management. trillion in assets under management.

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Dear Mr. Market

MARCH 11, 2023

By the way, speaking of financials, and specifically bank stocks… this news is hot off the press with Silicon Valley Bank collapsing this past week. Trading on First Republic Bank ( FRC ) was halted on Friday and that’s clearly a serious cautionary sign of what could happen to them and other smaller, regional names.

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. And so I remember back, back in 2005 when we first started, you know, we think about the banks. The banks would have an equity trading desk and they’d have a debt desk, right? H how did you figure that out?

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Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The rising risk of Global financial uncertainties affected Indian markets as well.

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Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. This resulted in inflation to the levels last seen 40 years ago in many developed economies. But first a quick recap. US Fed increased its balance sheet size from ~$4-4.5

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Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. Central bank actions and future policy signals influenced by US election outcomes, will be crucial for the rest of the financial year.

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Financial Market Asset Allocation Marketing Marketing 52

The Big Picture

SEPTEMBER 11, 2024

Post-COVID inflation came back into the system and the Fed needed to tighten interest rates in order to stop inflation and, and get the economy back on track. And so, we had investors reacting to that and that’s why we saw a year where both asset classes were down. And it goes back to the inflationary environment.

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Management Portfolio Marketing Marketing 148

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

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Discipline Funds

DECEMBER 28, 2022

What Are Central Bank Reserves? The Fed in Plain English (video) Perry Mehrling’s Excellent Monetary System Course (video series) Thinking of the Economy as a System of Flows The USA is Not Going Bankrupt The Role of the Entrepreneur in the Economy Why Time is the Ultimate Form of Wealth What Causes Recessions?

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Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time.

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Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

SEPTEMBER 26, 2024

The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Key indicators like banked population and market capitalization improved. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently.

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Compliance Banking Management Risk Management 90

Investing Caffeine

JANUARY 2, 2024

With China’s stagnating economy, it has helped our inflationary cause by exporting deflationary goods to our country. Source: Visual Capitalist Why So Bullish? What has investors so jazzed up in recent months? For starters, inflation has been on a steady decline for many months. a few months ago to 3.9% today (see chart below).

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Economy CFP Accounting Investing 98

Truemind Capital

OCTOBER 18, 2024

Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS! On the flip side, real estate and banking didn’t quite keep pace, only rising around 1-2%.

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Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy.

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Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. JOHNSON: And then I moved into, we had a bank at the time, and I moved into running part of the bank.

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Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. The economy was in shambles and trade was majorly localized and was done using barter methods. Significant debasement of money has happened and will continue to happen as per the promises made by the Central banks all around the world.

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Asset Allocation Valuation Assets Portfolio 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. Without a Script. Unemployment fell to 5.4% Impact on U.S. Impact on U.S.

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Valuation Economy Banking Economics 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. In the form of high-quality bonds, interest rate exposure has been a good diversifier to equity risk. Core vs Core Plus Bond Implementation.

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Investing Caffeine

MAY 3, 2023

Is Silicon Valley Bank and First Republic Bank the beginning or the end of bank failures? How will elections affect the economy? Are you overly concentrated in one asset class, sector, or individual security? Risk Tolerance: What is your asset allocation? Are we going into a recession?

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Retirement Retirement Planning Financial Advisor Planning 59

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

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Marketing Marketing Asset Allocation Valuation 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Truemind Capital

OCTOBER 22, 2021

Many believe that the possibility of losses is very minimal since the central banks are on their side. To quantify, the Central bank of the USA – Fed printed more than 20% of total US dollars ever printed in the last year. Why then central banks never did such a thing earlier which can make so many people wealthy.

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Marketing Marketing Banking Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Portfolio Asset Allocation Valuation Economics 52

James Hendries

JULY 3, 2023

Later on, funding becomes essential, either via private equity, venture capital, or a direct relationship with investment banks, and even the Bank of Mom and Dad. economy and corporate America have has been impressive. With economic data continuing to suggest the U.S.

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Marketing Marketing Banking Valuation 52

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. The bull market took a pause for the month, but consumer wallets remain fat, the economy keeps chugging, the employment picture remains strong, and stock prices remain up +12% for the year (S&P 500).

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Economics Economy CFP Government 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 3, 2022

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.

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Clients Asset Allocation Investment Advisor Economics 52

James Hendries

DECEMBER 4, 2022

Forward-looking sales estimates paint a more subdued picture, which makes sense given the macro headwinds facing the economy and the consumer. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e., over the last 20 years, pre-2020. 12/2023).

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