Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) Why aren't stocks down more?

Valuation 302

Valuation Economy Financial Market Portfolio 302

Abnormal Returns

JULY 2, 2024

mrzepczynski.blogspot.com) Just how useful is historical financial markets data? marketwatch.com) When a company shifts its financial targets - take note. paulkedrosky.com) The case against a diversified approach to hedge fund investing. blogs.cfainstitute.org) How market returns help predict Fed moves.

Financial Market 278

Financial Market Investments Investing Marketing 278

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering 325

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Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' safalniveshak.com) The markets were bad in 2022, but things could always be worse.

Financial Market 278

Financial Market Portfolio Investments Investing 278

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Apr’24 appeared first on Investment Blog.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Alpha Architect

OCTOBER 30, 2023

The relationship between financial markets and ESG investing is obscured by the lack of clarity regarding motivations for investing in ESG strategies. Value versus Values in ESG Investing was originally published at Alpha Architect. Is the motive to align the investor’s values with the ESG theme?

Investments 113

Investments Investing Financial Market Marketing 113

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investments 131

Investments Investing Portfolio Management Financial Market 131

The Big Picture

OCTOBER 29, 2022

Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market by Jim Rogers. Favorite Books of Jeremy Siegel + Jeremy Schwartz.

Assets 298

Assets Financial Market Investments Investing 298

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Compliance 299

Compliance Wealth Management Consulting Management 299

The Big Picture

APRIL 5, 2023

Institutional Investor ) see also How Will AI Change Investing? We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. The Atlantic ) • How You Can Grab a 0% Tax Rate : The zero rate on investment income is often overlooked.

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Taxes Valuation Assets Media 289

Abnormal Returns

JANUARY 30, 2023

awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. 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

Investing Caffeine

FEBRUARY 21, 2023

Register Here To Attend Replay will also be made available and posted to Investing Caffeine. Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth.

Portfolio 111

Portfolio Investments Investing CFP 111

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. 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? fortunesandfrictions.com) Medical knowledge builds on itself.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

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

Wealth Management

AUGUST 12, 2024

Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.

Financial Market 74

Financial Market Marketing Marketing Portfolio 74

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 ).

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Financial Advice Engineering Economy Management 288

The Big Picture

MARCH 7, 2023

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.

Food 277

Food Consulting Manufacturing Assets 277

The Big Picture

JUNE 24, 2023

You also need a deep understanding of financial market history from booms to busts. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( You need an understanding of how the different asset classes behave from a risk and reward perspective.

Math 268

Math Advertising Financial Advice Assets 268

A Wealth of Common Sense

MARCH 5, 2024

I knew literally nothing about the financial markets until my senior year in college when I got an internship in sell-side research. When I got a real job in the industry after graduation I didn’t have any practical investment expe.

Financial Market 138

Financial Market Investments Investing Marketing 138

The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 No wonder socially responsible investing has become so politicized – that is a lot of cash up for grabs.

Taxes 195

Taxes Portfolio Investments Investing 195

The Big Picture

JANUARY 5, 2023

Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Chief Investment Officer ). • My early morning train WFH reads: • Get Ready for the Richcession : Well-off Americans could get hurt more than usual in the next downturn ( Wall Street Journal ). •

Food 264

Food Financial Market Assets Marketing 264

Abnormal Returns

NOVEMBER 6, 2022

abnormalreturns.com) Why rough edges remain in financial markets: people. humbledollar.com) Jason Zweig, "Self-control is a key to investing success, but so is fending off self-delusion." Also on the site Spending does more than change your bank balance. abnormalreturns.com) Top clicks this week A primer on free cash flow.

Medical 162

Medical Valuation Banking Financial Market 162

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

The Big Picture

FEBRUARY 16, 2024

He is the chair of the Bretton Woods Committee , and Chairman of the Committee on the Global Financial System of the Bank for International Settlements. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Banking 162

Banking Wealth Management Portfolio Management Management 162

Abnormal Returns

AUGUST 30, 2022

ESG Historically good companies to work for have been good investments. advisorperspectives.com) How financial markets respond to climate risks. ft.com) Stock markets in autocratic countries experience lower returns and more risk. alphaarchitect.com) Why ESG ratings are no way to run a portfolio.

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Retail Financial Market Portfolio Management 130

Trade Brains

SEPTEMBER 7, 2023

Written By Vikalp Mishra By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

Manufacturing 116

Manufacturing Investments Investing Transportation 116

Nerd's Eye View

JUNE 19, 2023

The necessity of fee increases entails a certain amount of pain for monthly-fee advisors since each conversation around raising fees creates the possibility of pushback from clients that could put a strain on the client-advisor relationship.

Communication 240

Communication Clients Planning Financial Advisor 240

Advisor Perspectives

NOVEMBER 11, 2023

Global investing is easily accessible through the financial markets. Many investors prefer to stick to companies and industries they are familiar with.

Marketing 107

Marketing Marketing Financial Market Investments 107

Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

Portfolio 52

Portfolio Investments Investing Retail 52

Abnormal Returns

APRIL 11, 2023

(institutionalinvestor.com) A round-up of research on the use of AI in finance (capitalspectator.com) Factors There is a difference between long-short and long-only factor investing. papers.ssrn.com) The collapse of FTX had little impact on traditional financial markets. alphaarchitect.com) Do ESG ratings need to be regulated?

Retail 130

Retail Financial Market Investments Investing 130

Abnormal Returns

OCTOBER 1, 2022

(theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." behaviouralinvestment.com) Venture capital What's the relationship between gambling and (venture) investing?

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Wealth Management

JANUARY 11, 2023

Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.

Financial Market 101

Financial Market Investments Investing Marketing 101

Meb Faber Research

MARCH 29, 2023

Date Recorded: 3/22/2023 | Run-Time: 1:00:58 Summary: Today’s episode kicks off with an overview of the recent stress we’ve seen in financial markets and […] The post Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass appeared first on Meb Faber Research - Stock Market and Investing Blog.

Assets 97

Assets Financial Market Investments Investing 97

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. SVB executives added gasoline to the fire by making risky investments long-term dated government bonds. billion loss on their risky investment portfolio and the subsequent necessity to raise $2.3

Banking 105

Banking Economy Economics Government 105

Trade Brains

OCTOBER 15, 2024

Overall, fewer weekly options may reduce speculative trading and encourage a longer-term investment perspective. While these changes could stabilize the market, which may also discourage traders who prefer short-term contracts, potentially decreasing overall market engagement.

Financial Market 52

Financial Market Financial Services Marketing Marketing 52

Meb Faber Research

NOVEMBER 15, 2023

Episode #508: Jim Bianco on “The Biggest Economic Event of Our Lifetime” & The End of the 40-Year Bond Bull Market Guest: Jim Bianco is the President and Macro Strategist at Bianco Research, which offers macro investment research on financial markets.

Economics 89

Economics Marketing Marketing Financial Market 89

Nationwide Financial

OCTOBER 26, 2022

In times of peaking pessimism and extreme bearishness, investors often try to parse how the financial markets are reflecting an array of risks. After all, understanding risk is a crucial part of the investment process. However, how might the market reflect its trepidations when trying to digest those risks?

Financial Market 105

Financial Market Marketing Marketing Investments 105