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.
Nerd's Eye View
APRIL 3, 2024
Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.
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Nerd's Eye View
MARCH 6, 2024
One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926.
Nerd's Eye View
JANUARY 3, 2024
The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,
Abnormal Returns
SEPTEMBER 1, 2024
wsj.com) Good luck trying to time the stock market using valuation metrics. econbrowser.com) The economic data through July were largely positive. apolloacademy.com) The economic schedule for the coming week. (on.spdji.com) There are too many markets at all-time highs to count. Don't let anyone tell you otherwise.
Abnormal Returns
MARCH 17, 2024
Markets Market valuations aren't that helpful in the short term. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. ft.com) Industrial production is fading.
Abnormal Returns
OCTOBER 24, 2022
theinformation.com) Snowflake ($SNOW) is growing into its valuation. wsj.com) China is dramatically reducing the amount of economic statistics it publishes. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. (medium.com) Big tech companies are sitting on their own bond market losses.
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