A Wealth of Common Sense

DECEMBER 3, 2024

The United States is the envy of the world in terms of financial markets and economic performance. Ruchir Sharma at The Financial Times outlines how this is impacting capital flows: Global investors are committing more capital to a single country than ever before in modern history.

Marketing 145

Marketing Marketing Economics Financial Market 145

Wealth Management

DECEMBER 20, 2024

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.

Financial Market 92

Financial Market Marketing Marketing 92

Abnormal Returns

JULY 7, 2024

capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets. How much longer can it last?

Insurance 313

Insurance Assets Financial Market Investments 313

Abnormal Returns

MARCH 31, 2024

sportico.com) Are index funds propping up the stock market? wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. Enjoy it while you can. awealthofcommonsense.com) There's no alpha left in private equity. linkedin.com) Patrick Mahomes finally takes an L. youngmoney.co)

Financial Market 313

Financial Market Portfolio Marketing Marketing 313

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. wired.com) Bond bear markets are different than stock bear markets. wired.com) Bond bear markets are different than stock bear markets.

Valuation 303

Valuation Economy Financial Market Portfolio 303

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

Abnormal Returns

OCTOBER 8, 2024

(caia.org) Looking for factor returns in old historical stock market data. mrzepczynski.blogspot.com) Using AI to better explain past financial market returns. alphaarchitect.com) Some academic research that has informed our understanding of market returns. etf.com) Index replication need not be entirely mechanistic.

Economics 267

Economics Financial Market Marketing Marketing 267

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. blogs.cfainstitute.org) How market returns help predict Fed moves. Quant stuff Beware small sample sizes. morningstar.com) Research Buffer ETFs monetize risk aversion.

Financial Market 279

Financial Market Investments Investing Marketing 279

Wealth Management

MAY 11, 2023

Contrary to the current media narrative, certain real property segments—namely multifamily—have and continue to demonstrate solid performance.

Financial Market 115

Financial Market Media Marketing Marketing 115

Abnormal Returns

MAY 21, 2024

alphaarchitect.com) Don't discount the impact of stock market memes. papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) Are 'fallen angels' still an opportunity?

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

The Big Picture

JANUARY 25, 2023

The study mostly discusses differences between the bodies of knowledge active and passive investing are based upon; how the incumbent groups of players adapt to new themes and market interest.

Management 306

Management Investing Investments Financial Market 306

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

A Wealth of Common Sense

OCTOBER 28, 2022

There are very few hard and fast rules when it comes to the markets. These things happen because humans control the financial markets and humans can be erratic at times. Nothing works all the time. The greatest investors in the world can go through multi-year periods of underperformance.

Marketing 145

Marketing Marketing Financial Market 145

Abnormal Returns

JANUARY 1, 2023

(topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' safalniveshak.com) The markets were bad in 2022, but things could always be worse. humbledollar.com) Why its both the best (and worst) time for individual investors.

Financial Market 279

Financial Market Portfolio Investments Investing 279

A Wealth of Common Sense

JANUARY 4, 2023

There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 124

Marketing Marketing Financial Market Numbers 124

A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Accounting 142

Accounting Retirement Marketing Marketing 142

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 278

Portfolio Financial Advising Economy Media 278

A Wealth of Common Sense

SEPTEMBER 3, 2023

I love studying financial market history. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature.

Marketing 134

Marketing Marketing Financial Market Asset Allocation 134

Abnormal Returns

MARCH 26, 2024

Markets The equity risk premium is skimpy at the moment. wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. capitalspectator.com) Higher for longer is helping to push Treasury yields higher.

Financial Advising 279

Financial Advising Media Economy Banking 279

Wealth Management

OCTOBER 17, 2024

The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.

Marketing 111

Marketing Marketing Financial Market 111

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.

Financial Advising 247

Financial Advising Valuation Media Economy 247

Abnormal Returns

JULY 19, 2024

(infiniteloopspodcast.com) Real estate Derek Thompson talks with Mike Simonsen, president and founder of Altos Research, and Lance Lambert, cofounder and editor-in-chief of Residential Club, about the state of the American housing market. Valentin Haddad.

Economics 261

Economics Startup Communication Economy 261

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

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' abnormalreturns.com) How market shocks affect our perceptions of risk. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

OCTOBER 16, 2023

Bonds The bond market is going through its worst bear market in history. wealthmanagement.com) Global The UK's financial markets are dying on the vine. correct link] (awealthofcommonsense.com) American household are buying up Treasuries. ft.com) Equities Why are consumer-focused stocks doing so poorly?

Financial Advising 274

Financial Advising Media Communication Banking 274

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. Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market by Jim Rogers.

Assets 298

Assets Financial Market Investing Investments 298

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

The Big Picture

SEPTEMBER 15, 2023

Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”

Wealth Management 262

Wealth Management Media Financial Market Management 262

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI.

Financial Advising 245

Financial Advising Food Media Economy 245

The Big Picture

SEPTEMBER 9, 2023

McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw.

Engineering 325

Engineering Management Portfolio Assets 325

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

Abnormal Returns

MAY 23, 2023

Markets What price does Apple ($AAPL) need to hit to get to $5 trillion in market cap? theblock.co) AI Fake AI stories will continue to roil the financial markets. allstarcharts.com) 30-year mortgage rates are pushing 7% again. mortgagenewsdaily.com) Good luck trying to predict the future shape of the yield curve.

Financial Advising 246

Financial Advising Media Economy Banking 246

Abnormal Returns

NOVEMBER 2, 2022

alephblog.com) Housing Higher land prices are holding back the housing market. 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? thinkadvisor.com) How stable value funds work.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Advisor Perspectives

OCTOBER 20, 2023

trillion market for US Treasury debt is like the circulatory system for the world’s financial markets — everything else relies on it. In recent years blockages have occasionally formed, and central banks have had to step in to restore the money flow.

Marketing 98

Marketing Marketing Banking Financial Market 98

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

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. Lisa in Emily in Little Paris : A piece of experiential marketing for a television show about experiential marketing. ( 2022 Was One of the Worst Years Ever For the Markets.

Food 264

Food Financial Market Assets Planning 264

The Big Picture

SEPTEMBER 22, 2023

Markets are nervous expecting another hike before years over before two cuts in 2024. The September Federal Reserve meeting is behind us we still have November and December ahead of us. My advice: ignore those expectations as they have been wildly inaccurate over the past few years; they have been mostly inaccurate over the past decade.

Economics 325

Economics Financial Market Marketing Marketing 325