Abnormal Returns

APRIL 12, 2024

Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio. vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy. axios.com) How indexing came to dominate the investment business. nytimes.com) How Wonder hopes to disrupt food delivery.

Food 279

Food Financial Advising Media Economy 279

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And without that, you know, investment in the economy, we weren’t going to get the economy forward. They felt better.

Portfolio 162

Portfolio Management Assets Economy 162

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. rogersplanning.blogspot.com) Strategy How market bottoms are made.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? axios.com) Economy The U.S. economy is increasingly driven by healthcare spending and employment. Diversification We are in a 'bear market for diversification.' institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams.

Financial Advising 267

Financial Advising Retail Healthcare Economy 267

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. We talked about how you should think about Wall Street forecasts about the economy. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? It was before the very encouraging CPI, Unemployment, and GDP data releases. Previously : Slowing U.S.

Economy 288

Economy Economics Portfolio Marketing 288

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. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? morningstar.com) What do sell-side analysts actually do?

Financial Advising 244

Financial Advising Startup Valuation Economy 244

The Reformed Broker

NOVEMBER 30, 2022

Are there changes you could make to a portfolio in order to gird yourself for a worsening economy? What can you do to stop it? Can you change your own spending and psych yourself up to survive it? Absolutely. But remember that pretty much anything. The post Recession Playbook appeared first on The Reformed Broker.

Economy 258

Economy Portfolio 258

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. Asset Economy. Portfolio. As one of 330 million people, your spending is not even a rounding error. via the site (and Etsy shop and Instagram account) Mindfulenough. What is NOT in your control : 1.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. 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)

Financial Advising 265

Financial Advising Economy Media Economics 265

Abnormal Returns

JULY 17, 2024

Strategy Rebalance your portfolio to tame risk, not to increase returns. spyglass.org) Economy Industrial production rose in June. morningstar.com) It's never been easier to get distracted by other people's wealth. awealthofcommonsense.com) Finance The commercial real estate mess is well under way. bonddad.blogspot.com) U.S.

Financial Advising 276

Financial Advising Media Economy Banking 276

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are. (nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto.

Media 277

Media Financial Advising Retail Economy 277

The Big Picture

NOVEMBER 27, 2024

This is how models depict the economy. This is how the economy actually behaves. I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. Investors should consider this when they create a portfolio. Once the surface settles down, repeat the exercise.

Economy 200

Economy Retail Portfolio Assets 200

The Big Picture

NOVEMBER 17, 2022

Most observers of the economy assumed the answer to his question was “some amount,” but I believe di Giovanni and his co-authors are the first to quantify it: “Our analysis of the relative importance of supply-side versus demand-side factors finds 60 percent of U.S. Short answer: 40%.

Medicine 363

Medicine Economics Medical Economy 363

Abnormal Returns

MARCH 4, 2024

washingtonpost.com) Economy it's not just the U.S. ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%. (ft.com) Trends Why new apartment buildings are getting taller. wsj.com) How hybrid work has helped divorce work from location. nytimes.com) Nothing was going to save the department store.

Financial Advising 265

Financial Advising Media Economy Portfolio 265

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Dangerous for economy. Concentrated portfolio risk. Passive investing is: Marxist. Devouring capitalism.

Taxes 334

Taxes Portfolio Management Investing 334

Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. wsj.com) Economy All things considered the American consumer is in good shape. (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs. theblock.co) The players in the spot Ethereum space look familiar. apolloacademy.com) The U.S.

Financial Advising 279

Financial Advising Retail Media Taxes 279

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. (allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall?

Financial Advising 285

Financial Advising Economics Economy Manufacturing 285

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% (visualcapitalist.com) Long technology, short utilities was the trade in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. unemployment rate.

Financial Advising 273

Financial Advising Media Economy Economics 273

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. etf.com) Economy Real wages are now above pre-pandemic levels. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? bloomberg.com) Some ETF statistics for 2023.

Assets 279

Assets Financial Advising Media Economy 279

The Big Picture

FEBRUARY 22, 2023

I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months. It’s broad and is driven in large part by real-time events, along with the questions clients ask.

Clients 311

Clients Economy Portfolio Marketing 311

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

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. Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't. humbledollar.com) Investment professionals should consciously avoid using jargon.

Financial Advising 262

Financial Advising Economics Government Media 262

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

SEPTEMBER 12, 2024

etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed. (semafor.com) Fund management The proposed SPDR SSGA Apollo IG Public & Private Credit ETF would invest in a mix of public and private investment-grade debt securities. Probably 25.

Financial Advising 279

Financial Advising Startup Manufacturing Media 279

Abnormal Returns

JULY 5, 2024

Economy Paul Podolsky talks with Lev Borodovsky, creator of The Daily Shot. pod.link) Alternatives Eric Golden talks with Phil Huber, Head of Portfolio Solutions at Cliffwater, about the case for private credit. conversationswithtyler.com) Roben Farzad talks with Hal Hodson about the mind-boggling solar revolution.

Economy 278

Economy Economics Management Portfolio 278

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy.

Financial Advising 246

Financial Advising Retail Economy Media 246

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat. (advisorperspectives.com) Managed futures are struggling to keep up YTD. people.com)

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. Markets Should you care what Wall Street strategists have to say about 2024? nytimes.com) It's easy to load up on cash, harder to put it to work.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 241

Financial Advising Economy Banking Media 241

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. Alas, utterly nothing. Given all that, perhaps the 20% equity drawdown is less significant than many believe. • March Magic or March Madness?

Economy 328

Economy Economics Portfolio Marketing 328

The Big Picture

OCTOBER 24, 2024

Forecasting one form of economic disaster or another over the next 10 years is not much of a reach; you will be hard-pressed to think of any decade where some economic calamity or another didn’t befall the global economy. Of course, you can find other forecasts that are friendlier to your portfolio, For example, JP Morgan sees U.S.

Distribution 326

Distribution Economics Portfolio Economy 326

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. This quarter, it was Sentiment.

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. npr.org) Economy Why wealth inequality is growing. 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.

Financial Advising 279

Financial Advising Taxes Communication Manufacturing 279

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising 290

Financial Advising Taxes Manufacturing Media 290

Abnormal Returns

FEBRUARY 21, 2024

ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. dariusforoux.com) How to spend intentionally.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. washingtonpost.com) Economy The U.S. 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 265

Math Financial Advising Advertising Distribution 265