Abnormal Returns

MARCH 26, 2024

Markets The equity risk premium is skimpy at the moment. wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. qz.com) Economy The Roaring 20's are here. capitalspectator.com) Higher for longer is helping to push Treasury yields higher.

Financial Advising 279

Financial Advising Media Economy Banking 279

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. npr.org) Economy June CPI actually fell. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.

Financial Advising 247

Financial Advising Valuation Media Economy 247

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. slate.com) Economy The May PCE increased 2.6% Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI.

Financial Advising 245

Financial Advising Food Media Economy 245

Advisor Perspectives

OCTOBER 8, 2024

Just like road trips can bring unexpected detours, the economy and financial markets are at their own crossroads: recession or soft landing?

Economy 97

Economy Financial Market Marketing Marketing 97

Abnormal Returns

OCTOBER 16, 2023

Bonds The bond market is going through its worst bear market in history. wealthmanagement.com) Global The UK's financial markets are dying on the vine. wsj.com) Economy Home sales have fallen off the table in 2023. correct link] (awealthofcommonsense.com) American household are buying up Treasuries.

Financial Advising 274

Financial Advising Media Communication Banking 274

Abnormal Returns

JANUARY 30, 2023

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

Financial Advising 246

Financial Advising Media Valuation Economy 246

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 288

Financial Advice Engineering Economy Management 288

Abnormal Returns

MAY 23, 2023

Markets What price does Apple ($AAPL) need to hit to get to $5 trillion in market cap? theblock.co) AI Fake AI stories will continue to roil the financial markets. theverge.com) Economy The median new home sales price is down 15.3% allstarcharts.com) 30-year mortgage rates are pushing 7% again. from the peak.

Financial Advising 246

Financial Advising Media Economy Banking 246

Abnormal Returns

NOVEMBER 2, 2022

(alephblog.com) Housing Higher land prices are holding back the housing market. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. 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?

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' nytimes.com) Economy What kind of landing is the U.S. economy going to have? ft.com) A look at the global economy at year-end. abnormalreturns.com) How market shocks affect our perceptions of risk.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ). New York Times ).

Startup 299

Startup Management Economy Financial Market 299

Abnormal Returns

NOVEMBER 3, 2022

morningstar.com) How signaling happens in the options market. bbc.com) Economy Still no sign that layoffs have accelerated. 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?

Financial Advising 209

Financial Advising Media Banking Economy 209

A Wealth of Common Sense

JUNE 20, 2023

You need to understand corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to. You need to understand how math, statistics and probabilities work.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

Carson Wealth

MAY 13, 2024

Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. Strong starts to the year are bullish signals, and this bull market is young. While some cracks may be forming, the economy remains on firm footing. Here are seven reasons we think the bull market is alive and well.

Marketing 97

Marketing Marketing Economy Economics 97

MarketWatch

APRIL 4, 2023

economy could be about to tip into a recession, following Tuesday’s data which revealed the red-hot labor market is finally loosening up. Because we’ve really seen job openings remain elevated for quite some time, today’s data was significant,” said Edward Moya, a senior market analyst for the Americas at OANDA Corp.

Economy 76

Economy Marketing Marketing Banking 76

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

JUNE 24, 2023

You need to understand how corporations and the global economy generally function over the long haul. You also need a deep understanding of financial market history from booms to busts. You need to understand how math, statistics and probabilities work.

Math 268

Math Advertising Financial Advice Assets 268

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. 5%) and by RBI (25 bps to 6.5%).

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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

Truemind Capital

JULY 19, 2024

Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. This unexpected result led to a sharp market correction.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

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. Sensex went up by 9.5%

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

International College of Financial Planning

FEBRUARY 3, 2024

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4%

Budgeting 52

Budgeting Financial Market Investing Investments 52

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. econofact.org) How close are we to betting on election markets? tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

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. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. theringer.com) In America, lumber mills are moving south.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

OCTOBER 1, 2022

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Nationwide Financial

JUNE 8, 2023

percent as tight conditions persist across the labor market. While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends. Discussions on rate cuts are far off.

Economy 52

Economy Marketing Marketing Retail 52

Abnormal Returns

NOVEMBER 4, 2022

(hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Advisor Perspectives

JANUARY 6, 2024

The long-awaited recession never materialized in 2023 as the sectors of the economy rotated from hot (i.e., travel and leisure) to cold (i.e., housing) over the last few years.

Financial Market 52

Financial Market Economy Marketing Marketing 52

Advisor Perspectives

OCTOBER 2, 2023

In this special mid-year podcast, Rob is joined by MFS Chief Economist Erik Weisman to discuss all things around the economy, including the rate of inflation, probability of recession, and other trends that may affect the financial markets and assets.

Economy 52

Economy Financial Market Assets Marketing 52

Dear Mr. Market

AUGUST 19, 2023

Dear Mr. Market: Let’s first remind our readers again of who this “Mr. Market” character is. Over the past few decades, rarely have we seen such unprecedented market action but also a total tug of war between emotions, volatility, politics, and who will win ; the bulls or the bears.

Marketing 86

Marketing Marketing Economics Banking 86

Bell Investment Advisors

NOVEMBER 6, 2023

labor market. The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors.

Economy 52

Economy Economics Investment Advisor Numbers 52

The Big Picture

FEBRUARY 7, 2024

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. He was saying buy the market, buy cheaply with index funds.

Investing 296

Investing Investments Valuation Portfolio 296

The Irrelevant Investor

JULY 5, 2022

On today’s show we discuss: The worst 6 months ever for financial markets After the stock market's worst start in 50 years, some see more pain ahead What's priced into the stock market? Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Economy 52

Economy Financial Market Marketing Marketing 52

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 102

Economy Asset Allocation Valuation Communication 102

Nationwide Financial

JANUARY 18, 2023

economy is in the late cycle period with the Fed responding to rapid inflation with a sharp tightening of financial conditions to slow domestic demand. Key Takeaways: Economic Review: Demand for workers supports resilient labor market. Financial Markets: Nervousness about 2023 increases investor anxiety.

Economy 98

Economy Economics Financial Market Marketing 98