The S&P 500 has been touching new highs after a rocky start to the first quarter of 2024, and is doing the same thing again at the start of Q2. While market corrections will happen invariably, it’s a reminder that traders can always take advantage of any short-term weakness.
March U.S. consumer prices rose faster than expected. The reacceleration in supercore inflation suggests the strong inflation readings at the start of the year may not have been mere blips.
India's economic landscape offers a tapestry of growth opportunities.
The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
This week’s discussion is a follow-up to last week’s overview of the elongation of the economic cycle.
Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me.
Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.
The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.
It can be a tall task to compare diverse lifetime income solutions. Applying a comprehensive framework may enable a level playing field.
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
Not even an uptick in inflation or lofty stock valuations could keep the bulls at bay. Here are some of the popular ETFs in the first quarter.
VettaFi discusses natural gas liquids exports and midstream companies facilitating NGL export growth.
Apple makes around 90% of iPhones in China. From a supply chain perspective, this is better than where Apple stood a few years ago when it made all its iPhones there.
Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
How might investors consider positioning their portfolios amid today's complex and uncertain economic landscape?
Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries.
Water raises the risks of conflict, civil unrest and economic pain in many parts of the world.
Bond laddering, particularly within the confines of the ETF wrapper in funds such as USIN, can be useful to advisors and investors.
Economic indicators are released every week to provide insight into the health and performance of an economy. Last week featured employment updates.
In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.
Immigration is coming up everywhere, including economic data.
While artificial intelligence and new technologies have captured the market's attention, this quarter we reminisce about the good old days and a key piece of technology that has endlessly entertained us all – classic video games.
I have never come anywhere close to running a marathon of any sort. I am told the last mile could be the most difficult part of the endeavor.
More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.
In the waning seconds of one of the most watched women’s college basketball games ever, a foul was called.
During running bull markets, much commentary is written on why this time is different and why investors should not worry about market corrections.
More broad spread adoption of options strategies mean a variety of options are now available to investors, but don't overlook FLEX options.
Daniel Kahneman will be missed. But his work on behavioral economics will forever be with us.
Can Federal Reserve (Fed) officials live with such a strong labor market and still start lowering interest rates in June or July?
Investors have been opting for intermediate-term bonds funds as uncertainty over the Federal Reserve's policy looms.
Derive market upside and tax-efficient income with the actively managed NEOS S&P 500 High Income ETF (SPYI).
March was another positive month for markets, continuing the rally to start the year. Improving corporate fundamentals and a supportive economic backdrop drove solid single-digit returns for U.S. markets during the month.
Market update from BlackRock's municipal bond team.
It can be hard work onboarding clients, so the last thing you want is to lose them. Yet many advisors DID lose clients in 2023. Here are some ideas to improve client retention in 2024.
Understanding the social risks posed by climate transition requires discipline, nuance and a systematic approach.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a. Mr. Valuation, is going to show you how to invest in very fast super growth stocks so you can make above-average long-term rates of return.
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America. Better to do as he does, investing in specific parts of America.
From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.
The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.
A favorite Mark Twain aphorism states, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”
We are normally reluctant to use trendy phrases to explain either our good and/or bad calls regarding the U.S. economy. However, saying that ‘this time is different’ is more than fitting today to understand what has happened to the U.S. economy since the recovery from the COVID-19 pandemic.
An economic soft landing in 2024 remains our base case. Inflation continues to cool, which we think will prompt central banks to follow through on rate cuts by late in the second quarter. Meanwhile, political and policy risks could rise, as over half the world holds key elections in the coming months.
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share a surefire method or strategy to beat the overvalued S&P 500 in both a total income basis as well as a total return basis.
My last blog was titled “A Start to Remember for the Markets”—and it’s a story that continues to play out as we move further into 2024. With March’s closing price, the S&P 500 is now up 10.16 percent on the year.
While China obviously needs to boost private-sector confidence and revive growth with a more sustainable economic model, it is not clear that Chinese leaders fully appreciate the challenges they face. The shift back to state capitalism over the last decade is plainly incompatible with President Xi Jinping’s development goals.
Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.
