Pragmatic Capitalism

SEPTEMBER 19, 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 [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

Nerd's Eye View

APRIL 3, 2024

Lower office valuations may also squeeze tax receipts in municipalities, particularly large cities that are already experiencing financial strains due to the surge in illegal immigration and the flight of high-income individuals and companies to states with lower taxes.

Economics 244

Economics Marketing Marketing Valuation 244

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. Falling interest rates make money cheaper and thus fuel equity market returns. European indices also saw decent returns.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.”

Investing 147

Investing Investments Financial Market Portfolio 147

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

Engineering Management Portfolio Assets 325

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 279

Financial Market Portfolio Investments Investing 279

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 98

Financial Market Marketing Marketing Portfolio 98

The Big Picture

OCTOBER 29, 2022

This is why they have a preference for indexing, based on fundamentals, not market cap. Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. He urges the Fed to stop raising rates sooner than later.

Assets 298

Assets Financial Market Investing Investments 298

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 [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

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?

Investing 116

Investing Investments Financial Market Marketing 116

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

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

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.

Taxes 289

Taxes Valuation Assets Media 289

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

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. alephblog.com) Housing Higher land prices are holding back the housing market. abnormalreturns.com) Why rough edges remain in financial markets: people. fortunesandfrictions.com) Medical knowledge builds on itself.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

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 ). • Lisa in Emily in Little Paris : A piece of experiential marketing for a television show about experiential marketing. ( Kentucky 74 spiritless bourbon.

Food 264

Food Financial Market Assets Planning 264

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

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. Capital Advisors.

Food 277

Food Consulting Assets Manufacturing 277

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

A Wealth of Common Sense

MARCH 5, 2024

I was a late bloomer when it came to becoming interested in the markets. 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 142

Financial Market Investments Investing Marketing 142

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

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

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 163

Medical Valuation Banking Economics 163

The Big Picture

FEBRUARY 16, 2024

 This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. Dudley explains how he became President of the NY Fed in January 2009 — right in the heart of the GFC.

Banking 162

Banking Wealth Management Portfolio Management Management 162

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. We’ve been overweight equities since December 2022 and remain there today, as we expect to see stocks move to new highs this summer and the bull market to continue.

Marketing 97

Marketing Marketing Economy Economics 97

Cornerstone Financial Advisory

DECEMBER 4, 2023

​ Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The MSCI EAFE index, which tracks developed overseas stock markets, ended marginally higher by 0.13%. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Taxes Economics 105

Your Richest Life

APRIL 14, 2023

May, June and July are peak buying and selling months for real estate, but what can we expect from the 2023 housing market sales? For the past three years, we’ve been in a strong seller’s market. If you’re preparing to buy or sell this year, here’s what you should know: Are We in a Buyer’s Market or a Seller’s Market?

Marketing 105

Marketing Marketing Financial Planner Sales 105

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 Investing Investments CFP 111

Trade Brains

JULY 9, 2023

Best Stock Market Apps in India : Nowadays, if you are a stock market trader, then it’s essential for you to stay updated with every minute market movements. The modern stock market traders keep tabs on the rising and fall of the stocks on a daily basis and sometimes that too hourly.

Marketing 98

Marketing Marketing Valuation Portfolio 98

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

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

Trade Brains

APRIL 14, 2023

A Study of biggest scams that shook Indian Stock Market: The stock market in India has created a lot of wealth for many common and ace investors in India. There is no doubt in saying that the Indian stock market has yielded enormous returns to loyal market investors in the last few decades. Keep Reading!

Marketing 98

Marketing Marketing Banking Retail 98

Wealthfront

DECEMBER 12, 2024

Each year, commentators and pundits try to forecast what financial markets will do in the future. In this post, well look at three market predictions from the pundits that didnt come true in 2024. And each year, many of those predictions are wrong.

Marketing 75

Marketing Marketing Financial Market Investing 75

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.

Retail 130

Retail Financial Market Portfolio Management 130

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.

Portfolio 52

Portfolio Investing Investments Retail 52

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 246

Communication Clients Planning Financial Advisor 246