Meb Faber Research

MARCH 29, 2023

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass Guest: Jeroen Blokland is founder or True Insights, an independent research provider, and previously spent over a decade at Robeco.

Assets 97

Assets Financial Market Investments Investing 97

Wealth Management

OCTOBER 19, 2022

pension industry in recent weeks is still reverberating through financial markets. The sales are the latest sign that the turmoil that has rocked the U.K. Pensions have been dumping stocks, bonds and collateralized-loan obligations as well as pulling money from almost any fund that will give it back.

Assets 130

Assets Financial Market Sales Marketing 130

Nerd's Eye View

APRIL 3, 2024

Some strategies can include adjusting assumptions for future equity returns and increasing allocations to fixed-income assets that are less sensitive to inflation shocks (particularly shorter-term bonds with low credit risk, including TIPS and floating rate debt).

Economics 244

Economics Marketing Marketing Valuation 244

Discipline Funds

FEBRUARY 28, 2025

And on average the global financial markets are 45/55 stocks/bonds so most of us prefer a much safer component of our portfolios to complement the stock allocation. And so he has very low expenses and liabilities relative to his assets. Most of us have significant short-term expenses relative to our incomes and assets.

Assets 68

Assets Economy Portfolio Financial Market 68

The Big Picture

MARCH 7, 2023

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.

Food 277

Food Consulting Assets Manufacturing 277

The Big Picture

SEPTEMBER 21, 2022

A Wealth of Common Sense ) see also The 6 Ways of Influence : 6 ways of influence show up in the financial world and how you can prevent yourself from falling for such trickery. ( If nothing else, it’s good to hear from a wide range of sources to ensure you don’t get too full of yourself. ( Of Dollars And Data ). • Bloomberg ). •

Financial Advice 288

Financial Advice Engineering Economy Management 288

A Wealth of Common Sense

JUNE 20, 2023

You need an understanding of how the different asset classes behave from a risk and reward perspective. You also need a deep understanding of financial market history from booms to. You need to understand corporations and the global economy generally function over the long haul.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

The Big Picture

JANUARY 5, 2023

Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Sometimes the reason asset prices fall is because they went up too much in the first place.

Food 264

Food Financial Market Assets Marketing 264

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

Financial Market 59

Financial Market Marketing Marketing Banking 59

MarketWatch

APRIL 18, 2023

on Tuesday began to solicit interest for more than $100 billion in assets seized last month from the failures of Silicon Valley Bank and Signature Bank. to market the securities for sale from the two failed banks. to market the securities for sale from the two failed banks. BlackRock Inc.

Banking 76

Banking Assets Insurance Sales 76

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 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!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Investment Writing

JUNE 17, 2024

The study says: Only about 20% of the consumers we identified as affluent ($100K+ HHI and/or $100K+ in investible assets) considered themselves, or their income brackets, to be affluent. According to one definition, “affluent” ranges from $100,000 to $1 million in investable assets. That’s an interesting point.

Financial Market 52

Financial Market Marketing Marketing Assets 52

Truemind Capital

JULY 19, 2024

Given the high valuations and fuzzy near-term outlook, our ideal strategy is to stick the asset allocation framework which best suits our risk profile. We continue to maintain our underweight position to equity (check the 3rd page for asset allocation) in large cap value stocks portfolios while completely exiting mid & small cap funds.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

A Wealth of Common Sense

JANUARY 4, 2023

There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 109

Marketing Marketing Financial Market Numbers 109

Calculated Risk

MARCH 13, 2023

From Matthew Graham at Mortgage News Daily: Mortgage Rates Down Big, But Lagging Other Indicators If you're just getting caught up or otherwise haven't heard, the biggest news in financial markets since last Friday has been the precipitous failure of Silicon Valley Bank. If the market is calmer, then why are rates still so much lower?

Banking 130

Banking Financial Market Assets Marketing 130

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. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

Truemind Capital

APRIL 21, 2023

As of 31st March 2023 Looking forward, we believe the heightened global uncertainties, and unsupportive valuations in light of slowing earnings growth in the US and Indian markets may induce more volatility and hence more opportunities for long term investors. This approach has delivered outperforming results for our clients over the last 1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

AUGUST 12, 2023

We believe the markets will be more volatile over the next 1 year than they have been in the last 7 years. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Overall, we continue to recommend sticking to asset allocation with discipline.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

AUGUST 16, 2024

And one thing I’ve become convinced of is that this is the absolute most challenging period in someone’s financial life because that’s the period where your time horizon becomes most uncertain. You’re either going to pass away soon OR the assets will become someone else’s. Look, I am all for free markets.

Asset Allocation 121

Asset Allocation Financial Planning Assets Retirement 121

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 Banks are one of the most prominent players in the financial market with a need to put capital in a safe place.

Government 76

Government Banking Assets Management 76

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. However, by the end of the year, risk assets were back in favor.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." (institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

The Big Picture

NOVEMBER 20, 2023

19, 2023 Who Cares Wins : The Global Compact Connecting Financial Markets to a Changing World Swiss Federal Department of Foreign Affairs, United Nations, 2004 _ 1: WSJ: “Conventional funds also lost money, but the pain was more acute for climate and other thematic products hit by high-interest rates and other factors.”

Taxes 195

Taxes Portfolio Investments Investing 195

A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. Past performance tells us nothing about future performance but studying market history can provide. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

Financial Market 145

Financial Market Portfolio Marketing Marketing 145

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) What you missed in our Monday linkfest.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not all that often. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock?

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Advisor Perspectives

JULY 13, 2023

What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!

Asset Allocation 52

Asset Allocation Assets Banking Financial Market 52

Trade Brains

NOVEMBER 4, 2023

Algo trading, also known as Algorithmic trading, is a method of providing a set of predefined rules to a computer program to execute trades in the financial market. Tradetron Tradetron is an algo trading platform that supports trading across multiple financial instruments in the market. What is Algo Trading?

Assets 111

Assets Planning Financial Market Retail 111

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. I created the Defined Duration strategy because I am trying to better solve for time in asset management. Heck, I am working on one.

Assets 102

Assets Asset Allocation Financial Planning Economy 102

Midstream Marketing

AUGUST 13, 2024

For financial advisors, marketing goals often focus on getting leads, increasing brand awareness, and helping business development. Common goals include getting new clients, increasing assets under management (AUM), and adding new services. Remember that marketing helps your practice grow later on.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Discipline Funds

OCTOBER 18, 2024

The simple answer is that the short-term movements of the stock market should be irrelevant to your financial plan assuming you have a well constructed temporally diversified portfolio. If the current market environment makes you feel uneasy then you might have a portfolio imbalance that needs revisiting.

Financial Planning 105

Financial Planning Asset Allocation Assets Insurance 105

BlueMind

NOVEMBER 24, 2022

On top of that, you will be required to adapt quickly to the unique working environment, meet high expectations, and be well informed about the constantly evolving and fluctuating financial market. Interested In Long Term Investment Asset protection is not the only important aspect when managing the wealth of the wealthy.

Clients 98

Clients Insurance Financial Advisor Assets 98

A Wealth of Common Sense

SEPTEMBER 3, 2023

I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature.

Marketing 119

Marketing Marketing Financial Market Asset Allocation 119

James Hendries

JULY 13, 2023

But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] To fund the foundation, you can contribute as much as you like, but you must distribute a minimum of five percent of the value of the charitable assets annually.

Distribution 98

Distribution Taxes Assets Accounting 98