Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

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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 Adani saga also aggravated volatility. For the last 1.5

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Truemind Capital

JANUARY 16, 2024

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. The debt yields have declined across the yield curve maturities in the developed economies.

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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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Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. It’s impossible to put together a sound financial plan without predicting what future inflation might look like.

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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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Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. This has run contrary to most economists’ predictions.

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Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), or downturn in the financial markets that could occur at any time is just common sense. Asset allocation.

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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.

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Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. Unemployment fell to 5.4% Impact on U.S.

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Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Consider changes to portfolio construction. and Germany—have fueled volatility.

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Investing Caffeine

MAY 3, 2023

How will elections affect the economy? 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? Will Vladimir Putin use nuclear weapons in Ukraine? default on its debt?

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Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. Despite the Fed raising interest rates from 0% to 2.5%, the stock market increased dramatically over that timeframe. 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 Investments 59

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

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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. Now, I think at the end of the day, it was just too big of a risk to the economy.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Investments Investing Assets Economics 52

WiserAdvisor

MARCH 19, 2024

They are characterized by rapid economic growth and increasing integration with the global economy. Emerging market economies represent the transition phase between developing and developed nations. Such growth can translate into substantial returns on investment, making these markets attractive for wealth accumulation.

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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

Brown Advisory

DECEMBER 2, 2015

A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. . By Taylor Graff, CFA, Asset Allocation Analyst. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail.

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Investing Caffeine

MARCH 1, 2024

Young investors generally can take on more risk, while retirees often should be more conservative in their asset allocation, especially if they need liquidity from their investments to fund their living expenses and lifestyle. Similarly, it wouldn’t make sense for the gold-medalist Olympian to train on the flat beginner runs.

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Taxes Risk Tolerance Retirement Investments 52

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve.

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The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. There’s a continual, the economy continues to grow. The average mom and pop investor throws money into the market on a regular basis and takes money out of the market when it’s needed for other purposes.

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WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Mass layoffs also significantly impact the economy, both at the local and national levels.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. company.

Management 52

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Source: BLOOMBERG. . ILLIQUIDITY IMPACTS. company.

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Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

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Investing Caffeine

JANUARY 19, 2024

Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored.

Management 52

Management Investments Investing Marketing 52

The Big Picture

JUNE 13, 2023

RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there. So I’m actually very optimistic that all asset owners, asset allocators, the one can be nimble.

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Truemind Capital

OCTOBER 17, 2023

This is a modified version of a joke published in 1981 on the see-saw in the equity markets with high volatility in perceptions. Equity markets are at a very interesting juncture where the market participants have not been able to ascertain the future outlook of the US and world economy (with a bias for positive outcomes).

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Financial Market Marketing Marketing Asset Allocation 52

Investing Caffeine

MARCH 1, 2022

By taking all these factors into account, we can confidently state that Russia and Ukraine have a very low probability of solely pulling the global economy into recession. If history repeats itself, this conflict will turn out to be another garden variety decline in the stock market and an opportunity to buy at a discount.

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Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Re-examine asset allocation, expected income and principal return expectations.

Planning 52

Planning Taxes Assets Clients 52

Investing Caffeine

JULY 5, 2023

Throughout history the prominent Wall Street mantra has been, “Don’t fight the Fed.” In essence, the credo instructs investors to sell stocks when the Federal Reserve increases its Federal Funds interest rate target and buy stocks when the Fed cuts its benchmark objective.

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Accounting CFP Investments Investing 52

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. And I, I think that to be an analyst of, of the market.

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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. Not only is the economy strong (e.g., If Iran, or Iran-backed militant group Hezbollah, throws their hat into the Israel-Hamas war ring, the U.S.

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Truemind Capital

JANUARY 17, 2025

Overall, we maintain our underweight position to equity (check the asset allocation below) on the back of pricey markets- the current PE ratio of 22.7x Lastly, Fed recently indicated a slower rate-cut trajectory, citing a stronger-than-expected economy. is still above its historical averages.

Financial Market 59

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The Big Picture

MAY 21, 2024

I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. And then you had certain pockets of the economy become oversubscribed and other parts of the economy become undersubscribed. Yeah, 00:49:17 [Speaker Changed] I think that’s right.

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