After five months of mudslinging between Elon Musk and Twitter Inc., in court and otherwise, the mercurial billionaire finally owns the social network. The chaos of the deal was only a preview of what’s to come.
The optimism that has crept into the US bond market is about to be put to the test.
Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global Allocation team discusses whether markets have bottomed or not.
In 1990, a new tech start-up was spun out of Apple to invent the future.
Sarah Pfefferle had already saved $16,000 for her future home by the time she was 18. Then she started using buy-now, pay-later products and “ruined everything.”
The US was awakened by the pandemic to the gaping holes in its supply chains for crucial medical supplies and electronics.
Exxon Mobil Corp. posted the highest profit in its 152-year history as natural gas demand and prices surged, following similarly strong results from European peers Shell Plc and TotalEnergies SE.
I literally grew up in the oil patch: Wise County, Texas, 60 or 70 miles northwest of Fort Worth in a little town called Bridgeport. The two first-generation Greek immigrant brothers who became Mitchell Energy talked old man Christie into funding Christie, Mitchell and Mitchell and they drilled (hundreds?) of natural gas wells which they eventually sold to an Illinois utility. This was in the 1950s and ‘60s.
China stocks’ frenzied week has ended how it began: with jaw-dropping losses.
Last week, the FOMC published its minutes from the September meeting, confirming its recent stance that Fed rate hikes will continue until inflation is vanquished.
Quality investing is an approach well suited to small cap equity.
Meta Platforms Inc. shareholders are paying dearly for its spending on the metaverse: The Facebook parent’s market value has collapsed by a whopping $520 billion in the past year, and now it’s on the brink of getting booted from the ranks of the 20 largest US companies.
In these tumultuous times on Wall Street, at least one investing trend is proving remarkably consistent: Dividend ETFs are notching relentless inflows as traders take refuge in the stock-market storm.
Bitcoin gained for a second day, spurring optimism among the almost always bullish advocates of the bellwether cryptocurrency for an end to the months-long decline known as crypto winter.
Join us as representatives from the Consumer Technology Association (CTA), Nasdaq, and First Trust discuss ongoing trends in the cybersecurity industry as well as updates to the cybersecurity investment theme. The Nasdaq CTA Cybersecurity Index (NQCYBR) is tracked by the world’s largest cybersecurity ETF, the First Trust Nasdaq Cybersecurity ETF (CIBR).
The Harvard Business School’s Michael Porter is the leading authority on industry structure and competitiveness. His framework shows how RIAs should think strategically about the current state and future evolution of their industry.
It was 40 years in the making, but the deadline for the new SEC marketing rule is finally upon us. It introduces many exciting opportunities for financial advisors. It also brings tremendous uncertainty around how to best take advantage of the new regulations.
Is tax drag holding your clients back?
Now that the Party Congress is over, Xi Jinping has one big decision to make. Sinology explores.
Microsoft Corp. reported 35% growth in cloud services. Alphabet Inc.’s own cloud unit beat estimates and narrowed its losses. Yet both stocks slumped.
After a widely expected fourth straight 0.75% interest-rate increase next week, there's a growing view that the Federal Reserve will step down to a 0.50% bump at their December meeting.
Technology stocks have been pummeled this year, leading some investors to question the sector’s future.
In recent reports, we’ve been highlighting that innovation—as a factor represented by R&D as % of sales—has stopped underperforming and it is selling for an attractive valuation.
Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.
In September, WisdomTree announced its first blockchain-enabled fund, The WisdomTree Short-Term Treasury Digital Fund (WTSY). The fund brings a mainstream, traditional asset, U.S. Treasury bonds, into the digital ecosystem to unlock use cases and distribution opportunities.
Jarrett Lilien, president and COO of WisdomTree, is here to discuss the “why” behind this fund and what it means as traditional asset management moves to the blockchain. We will also discuss:
This is Advisor Perspectives' fourth consecutive year of ranking ahead of The Wall Street Journal and Bloomberg among the e-newsletters listed, with 14% more readership across the 1,120 financial advisors surveyed. Advisor Perspectives also claimed the number one spot for e-newsletters among the independent registered investment advisor (RIA) segment.
Acquisition of leading interactive publisher for RIAs, wealth managers and financial advisors advances VettaFi’s growth strategy, further powers the firm’s efforts to transform financial services from an industry to a community
This year has brought a lot of innovation in artificial intelligence, which I have tried to keep up with, but too many people still do not appreciate the import of what is to come. I commonly hear comments such as, “Those are cool images, graphic designers will work with that,” or, “GPT-3 is cool, it will be easier to cheat on term papers.” And then they end by saying: “But it won’t change my life.”
I’ll be the first to say that the RIA model is not for everyone.
There are lots of “total return” bond funds these days, almost a half century since I innovated the concept in 1987.
In North America and the U.S. specifically, the hunt for lithium, a key component of batteries used in electric vehicles (EVs), has historically trailed a handful of other countries.
Dietrich spent the previous 15+ years in senior business development roles with Morningstar and brings extensive experience in indexing and direct indexing across the asset management and wealth spaces
Clients often assume that their need for life insurance ends when they stop working. I spoke with Neil Drzewiecki, the head of life products for MassMutual Life Insurance Company, about how whole-life insurance can play an important role in your client's retirement income strategy.
Assets have flowed mightily into ESG funds, and new research shows that many corporations have changed their behavior, with benefits accruing to society at large.
I built a 4.36% real (inflation-adjusted) systematic withdrawal portfolio using a 30-Year TIPS ladder.
Is it time to move beyond I bonds?
Tesla Inc. shares fell to the lowest since June of last year after the carmaker lowered prices across its lineup in China, where competitive and economic pressures are intensifying.
To President Joe Biden’s credit, his policies didn’t cause many of the economic problems we face today.
Investors love easy-to-follow “rules.” The simpler, the better.
Stocks rose last week (S&P 500 +4.7%) after falling to a 2.5 year low the week before. The increase was attributable to technical and sentiment reasons, but also Q3 earnings reports coming in less bad than feared.
A year on from its blistering debut, America’s first Bitcoin futures ETF has been an almost unqualified success, unless of course you’re invested in it.
One of China’s most promising chip designers has already navigated through the Biden administration’s export restrictions and concluded it will be able to continue tapping Taiwan Semiconductor Manufacturing Co. to produce its advanced silicon.
Internal priorities and external circumstances have brought China's growth to an inflection point.
With this week’s announcement that the White House is deploying nearly $3 billion to boost domestic output of EV batteries and the minerals used to make them, it may be time for investors to take notice.
Oil edged higher after a volatile week of trading as concerns over a global economic slowdown continued to dun the market.
The Treasury market was upended Friday by a surge in wagers that circumstances will allow Federal Reserve to slow its pace of rate increases as early as year-end.
Treasury Inflation-Protected Securities can be a buffer against long-term inflation, but it's possible for TIPS price declines to outpace principal adjustment in the short term.
At the beginning of 2022, our most reliable stock market valuation measures stood at record levels, beyond even their 1929 and 2000 extremes. The 10-year Treasury yield was at 1.5%, the 30-year Treasury bond yield was at 1.9%, and Treasury bill yields were just 0.06%. By our estimates, that combination produced the most negative expected return for a conventional passive investment portfolio in U.S. history.
US politicians, business leaders and think-tank analysts seem to believe that locally made chips will fortify the nation’s technology supply chain at a time when global tensions are running hot.
With Elon Musk on the verge of taking over Twitter Inc. comes news that he plans to gut its workforce, with cuts of up to 75%. That should be a worry not only to the platform’s staff and users, but for those who care about the flow of information crucial to well-functioning democracies.
