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Top clicks this week Are we finally seeing an opening for international diversification? (awealthofcommonsense.com) The last ten years in the stock market visualized. (sherwood.news) It's been a awhile since the Nasdaq traded below its 200 day moving average. (bilello.blog) The stock market is a big distraction to the business of investing. (albertbridgecapital.com) Another example, why the stock market is not a level playing field.
Weekend: Schedule for Week of March 16, 2025 FOMC Preview Monday: At 8:30 AM ET, Retail sales for February is scheduled to be released. The consensus is for a 0.7% increase in retail sales. Also at 8:30 AM, The New York Fed Empire State manufacturing survey for March. The consensus is for a reading of -2.0, down from 5.7. At 10:00 AM, The March NAHB homebuilder survey.
Coming into 2025 the S&P 500 had just two down years out of the past 15: 2010 +14.8% 2011 +2.1% 2012 +15.9% 2013 +32.2% 2014 +13.5% 2015 +1.4% 2016 +11.8% 2017 +21.6% 2018 -4.2% 2019 +31.2% 2020 +18.0% 2021 +28.5% 2022 -18.0% 2023 +26.1% 2024 +24.9% We were all probably a little spoiled. Regardless of the reason for the recent swoon, we were due.
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As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility. A portfolio review can help you: Assess your investment objectives and confirm they align with your financial plan Evaluate your time horizon and risk tolerance E
Fundamental momentum measures how a company’s operational and financial performance improves over time through metrics like return on equity, operating margins, and other key indicators. Unlike price momentum, which only tracks stock price movements, fundamental momentum examines the actual business performance trends. Research by Dashan Huang et al. on Twin Momentum revealed that companies with improving fundamentals typically outperform those that just have price momentum.
Certain things fascinate me including whether a tail risk ETF will ever solve the dilemma of bleeding away as put options expire worthless and the fund then buys more. Going long the VIX is another way to put on the exposure in theory but is very difficult to execute on with the failed Simplify Tail Risk ETF (CYA) as an example. In a recent post we looked at the filed for Tuttle Capital No Bleed Tail Risk ETF (OHNO) which will have several different strategies under the hood if it lists.
Certain things fascinate me including whether a tail risk ETF will ever solve the dilemma of bleeding away as put options expire worthless and the fund then buys more. Going long the VIX is another way to put on the exposure in theory but is very difficult to execute on with the failed Simplify Tail Risk ETF (CYA) as an example. In a recent post we looked at the filed for Tuttle Capital No Bleed Tail Risk ETF (OHNO) which will have several different strategies under the hood if it lists.
By MDRT Bylaws and Ethics Committee Ethical conduct in financial services is the cornerstone of client trust, professional growth and industry respect. As MDRT members, we are committed to upholding the highest ethical standards, not only because it is the right thing to do but because it aligns with our mission to serve clients best interests. The 3 Rs relationships, remuneration and records is the framework that provides practical insights into how advisors can embody the MDRT Code of Ethics
News headlines this week have been dominated by recession fears in the U.S., with the S&P 500 and the Magnificent 7 shedding value. Yet, amid this rising uncertainty, a positive story is emerging—the performance of European markets.
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