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What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)
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.
Strategy A big regime shift has happened in the economy and financial markets. blockworks.co) Economy Q3 GDP nowcasts still show robust growth. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal.
But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. This is because consumers become concerned about the economy or have lost their jobs and means of income.
This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. Leverage and options can make you rich overnight.”
propublica.org) Economy Retail sales are decelerating. calculatedriskblog.com) More signs the economy is weakening. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. (paulkrugman.substack.com) The U.S. has halted efforts to clean up Agent Orange in Vietnam.
wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. (wsj.com) Housing affordability is at a multi-decade low. politicalcalculations.blogspot.com) Opendoor ($OPEN) is doing a big round of layoffs. bloomberg.com) Why mortgage rates are so darn high.
Decision making Barry Ritholtz, "There is an endless assortment of ways to make mistakes that hurt your portfolio." dollar as the centerpiece of the global economy. noahpinion.blog) Economy What is seemingly so wrong with BMW's South Carolina manufacturing operation? wsj.com) Where the U.S. is falling behind China in biotech.
and other big firms sent out their calls for 2024, a consensus took shape: After surging more than 20% as artificial intelligence breakthroughs unleashed a tech-stock boom and the economy kept defying the doomsayers, the S&P 500 Index would likely scratch out only a modest gain. So as strategists at Bank of America Corp.,
citywire.com) This pension fund is adding Bitcoin to its portfolio. wired.com) Economy Industrial production rose in January. (paulkrugman.substack.com) Crypto The SEC could soon allow for in-kind redemptions for Bitcoin and Ethereum ETFs. sherwood.news) VC A slew of unicorns have become zombies. government is breaking legal contracts.
awealthofcommonsense.com) Why your portfolio may need rebalancing. nytimes.com) Economy The 2-year Treasury and Fed fund rates are trading in line with each other. Strategy Bonds vs. bond funds: you're still exposed to interest rate risk. morningstar.com) Just because you can launch a meme coin doesn't mean you should.
bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. vox.com) Economy The U.S. economy grew at a 4.9% (theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com) rate in Q3.
Top clicks this week A big regime shift has happened in the economy and financial markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. marknewfield.substack.com)
(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. wsj.com) Economy What is the freight industry tell us about the economy?
priceactionlab.com) How portfolio diversification has worked in 2025. nytimes.com) Economy Regional Fed reports are uniformly negative. Markets Gold is a crowded trade. sherwood.news) Why the move in gold matters. morningstar.com) Bonds Treasury bonds have never been risk free. bloomberg.com) Are bonds still a good diversifier?
nytimes.com) Economy The Russian Ruble is tumbling in value. abnormalreturns.com) Personal finance links: a boring portfolio. (wapo.st) Global Why Hong Kong's real estate market is unlikely to come back. economist.com) London's 1000 year old meat and fish markets are set to close. abnormalreturns.com) You can now follow us on Bluesky.
allocatesmartly.com) Alternatives How to think about crypto's role in a portfolio. papers.ssrn.com) Volume matters for portfolio implementation. priceactionlab.com) How systemic liquidity issues are a problem for the economy. (caia.org) Comparing the diversification benefits of bonds vs. trend following. papers.ssrn.com)
axios.com) Strategy Don't let dividends take the wheel of your portfolio. politico.com) Economy The great yield curve inversion is over. Markets The 2020s has seen nothing but big market moves. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. downtownjoshbrown.com) Or your expectations for the Fed.
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.
spyglass.org) Economy Industrial production fell in October 2024. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. (thedesk.net) No one has fixed the streaming discoverability problem, yet. bonddad.blogspot.com) The U.S. isn't going broke.
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.
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?
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.
newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. theatlantic.com) Economy Weekly initial unemployment claims jumped last week. (awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? 2024 results. billion in a share tender offer.
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.
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)
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%.
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.
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.
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.
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.
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.
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?
(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?
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.
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.
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.
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.
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.
economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. Although the resulting rebalancing in portfolios might be relatively gradual, it could lead to a decline in the dollar over time (although a sudden drop could not be ruled out) and a higher “country-risk” premium on all U.S.
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.
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)
albertbridgecapital.com) Finance The stock market is getting more concentrated, and so are actively managed portfolios. wsj.com) Economy Still no sign of a meaningful uptick in weekly initial unemployment claims. (theirrelevantinvestor.com) What explains the big divergence between the U.S. and European stock market returns?
ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. nytimes.com) Economy Regional manufacturing surveys are rolling over. Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.
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