Diversifying Client Portfolios With Gold
Wealth Management
DECEMBER 21, 2023
Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.
U.S. Economic Resilience Is the Main Story for Q4
Wealth Management
JANUARY 14, 2025
Nonetheless, investors should focus on building portfolios that are "antifragile." "
Economics 
289
289 Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
How Smart High Yield Investments Can Benefit Portfolios
Wealth Management
DECEMBER 20, 2024
Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.
Portfolio 262
262 
3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More
Nerd's Eye View
OCTOBER 4, 2023
And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.
Valuation 246
246 
Investing Behavioral Hacks
The Big Picture
NOVEMBER 15, 2023
The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) We all are! –
Investing 344
344 
Why Quality Factor ETFs Have Seen Large Inflows Over The Last Year – And How Advisors Can Use Them In Client Portfolios
Nerd's Eye View
JULY 3, 2024
As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in investment portfolios.
Portfolio 189
189 
Wednesday links: today’s economic pessimism
Abnormal Returns
FEBRUARY 14, 2024
riaintel.com) Do you really need a separate allocation to real estate in your portfolio? Strategy Alternatives managers want in on the defined contribution space. morningstar.com) Growth in ETFs are a boon to Jane Street. ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback.
Economics 202
202 
3%: Great Depression, GFC, 1970s & 2020s?
The Big Picture
OCTOBER 24, 2024
In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. I do believe that the economic gains we are going to see in technology justify higher market prices. But that’s a very different discussion than 3% annually for 10 years.
Distribution 326
326 
Research links: making things riskier
Abnormal Returns
SEPTEMBER 24, 2024
clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. Statistics Comparing the Sharpe and Sortino ratios. caia.org) Correlations, 101. alphaarchitect.com) What investors get wrong about high quality stocks. advisorperspectives.com) A review of historical private equity performance.
Taxes 269
269 
How Many Bear Markets Have You Lived Through?
The Big Picture
MARCH 3, 2023
The first bear I experienced was utterly meaningless economically but still felt bad. My economic future was uncertain, but I felt confident I could make a go of it. 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
336 
Research links: replacing anomalies
Abnormal Returns
DECEMBER 26, 2023
cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' alphaarchitect.com) Hong Kong went from a standout on economic freedom to laggard. Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings. capitalspectator.com) Regime changes happen in markets.
Economics 290
290 
Amid Rising Rates, Advisors Look for More From Their Income Investments
Wealth Management
JULY 26, 2023
Advisors are taking a close look at their portfolios given the current market and economic conditions.
Investing 246
246 
Amid Rising Rates, Advisors Look for More From Their Income Investments
Wealth Management
JULY 26, 2023
Advisors are taking a close look at their portfolios given the current market and economic conditions.
Investing 246
246 
Supply Chain Is 40% of Inflation
The Big Picture
NOVEMBER 17, 2022
That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. Liberty Street Economics, August 24, 2022). Short answer: 40%. November 7, 2022).
Medicine 363
363 
Debunking QSR Minimum Wage BS: A Follow Up
The Big Picture
JUNE 13, 2024
Barry adds: Two things to add to this discussion: It’s yet another reminder that investors must always be on guard for nonsensical claims from partisans who have zero concern for your portfolio. They are playing a different game, and you are collateral damage.
Food 305
305 
Sunday links: financial resilience
Abnormal Returns
JULY 14, 2024
awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. nbcnews.com) Economy An economic soft landing is still on track. dallasfed.org) The economic schedule for the coming week. Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't.
MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.
Sunday links: greed and ambition
Abnormal Returns
OCTOBER 16, 2022
60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. kyla.substack.com) Why the Fed should take abeat.
Forecasting Recessions
The Big Picture
DECEMBER 1, 2023
This came up yesterday on Portfolio Rescue with Ben Carlson. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economic Forecasts: What’s the Probability of a Recession in 2024? It was before the very encouraging CPI, Unemployment, and GDP data releases.
Economy 288
288 
Podcast links: crypto confessions
Abnormal Returns
JULY 12, 2024
vox.com) Global Tyler Cowen talks with Brian Winter discuss the politics and economics of nearly every country from the equator down. conversationswithtyler.com) Russell Napier talks with Harold James, author of "Seven Crashes: The Economic Crises That Shaped Globalisation." (linkedin.com) Spotify ($SPOT) has a bundling problem.
Sunday links: cultivating your unique gifts
Abnormal Returns
NOVEMBER 12, 2023
awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities. nytimes.com) The economic schedule for the coming week.
Research links: economic forecasts
Abnormal Returns
NOVEMBER 22, 2022
elmwealth.com) Are we building portfolios the wrong way? (caia.org) We don't really know how much of the market is held by passive investors. klementoninvesting.substack.com) The case against systematic put protection strategies. pragcap.com).
Economics 130
130 
Wednesday links: an awesome product
Abnormal Returns
MARCH 20, 2024
Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.
Podcast links: the solar revolution
Abnormal Returns
JULY 5, 2024
(paulpodolsky.substack.com) Tyler Cowen talks with Joseph Stiglitz, author of "The Road to Freedom: Economics and the Good Society." pod.link) Alternatives Eric Golden talks with Phil Huber, Head of Portfolio Solutions at Cliffwater, about the case for private credit.
Economy 277
277 
Nobody Knows Anything, FedWatch Edition
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
363 
Why International Diversification Is Still The Prudent Strategy (While Keeping Behavioral Biases, Risks, And Results In A Healthy Perspective)
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
246 
Tuesday links: over-optimized content
Abnormal Returns
AUGUST 29, 2023
Strategy How (and where) to hold cash in your portfolio. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. morningstar.com) For alternatives, Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)
Sunday links: a nation of bad drivers
Abnormal Returns
APRIL 21, 2024
microcapclub.com) No portfolio strategy is perfect. papers.ssrn.com) The economic schedule for the coming week. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. wsj.com) Strategy The market's most important lessons have to be experienced.
Lessons for Investors from Mini-Panics
The Big Picture
AUGUST 25, 2023
China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.
Friday links: a boost to growth
Abnormal Returns
JANUARY 5, 2024
visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL.
Research links: learning in a bear market
Abnormal Returns
AUGUST 8, 2023
morningstar.com) Behavior Another indication that political polarization is showing up in investor portfolios. klementoninvesting.substack.com) There's no evidence that economic forecasters can actually forecast. (papers.ssrn.com) Target date funds hold more in international stocks than the average investor.
Marketing 246
246 
Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?
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
109 
Sunday links: addressing existential challenges
Abnormal Returns
SEPTEMBER 3, 2023
Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. theweek.com) The economic schedule for the coming week. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. labor market is slowing.
Math 264
264 
Podcast links: lifetime learning
Abnormal Returns
DECEMBER 9, 2022
podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. nytimes.com) Tracy Alloway and Joe Weisenthal talk with Brad DeLong author of "Slouching Towards Utopia: An Economic History of the Twentieth Century." (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming.
Sunday links: the role of work
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.
In The Long Run, Stocks Outperform Bonds… Or Do They?
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
246 
Thursday links: a heckuva business model
Abnormal Returns
NOVEMBER 30, 2023
etf.com) How much personal trading is too much for a mutual fund portfolio manager? marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom. (valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected.
Sunday links: duration dynamics
Abnormal Returns
AUGUST 20, 2023
Strategy How to think about the bond sleeve of your portfolio. bloomberg.com) The economic schedule for the coming week. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds. wealthmanagement.com) Finance Higher real yields are going to impact all manner of sectors.
The Many Ways the FOMC Can Be Wrong…
The Big Picture
NOVEMBER 4, 2022
We don’t know if the Fed is right about anything – Economics is at best a squishy and imperfect soft science. Regardless, it’s a worthwhile exercise to wargame Fed actions, and consider what they might mean to your portfolio and/or personal finances. The Fed is right about inflation but misunderstands the underlying causes.
Economy 352
352 
Monday links: following a recipe
Abnormal Returns
AUGUST 21, 2023
insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. (wsj.com) Comparing the diversification benefits of CTAs vs. global macro hedge funds. ft.com) Americans are driving more, but still below pre-pandemic levels.
Asset Allocation 246
246 
When, Where, and for How Long
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
299 
Top Indian Stocks Held By GQG Partners – Portfolio Analysis
Trade Brains
SEPTEMBER 14, 2023
GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.
Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!
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!
10 Monday AM Reads
The Big Picture
OCTOBER 10, 2022
My back-to-work morning train WFH reads: • Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn : Rapid rate increases provide less time for central bankers to study their economic effects ( Wall Street Journal ). Here’s how to clean up your portfolio without feeling ashamed. Wall Street Journal ). •
Economics 292
292 
Let's personalize your content