From the perspective of the U.S. stock market, 2022 was a miserable year (with the S&P 500 declining 19.4%), but until recently, 2023 was shaping up to be a stronger year.
The 2023 T3/Inside Information Software Survey is now available. It’s the best guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack.
The sudden loss of confidence by depositors in some US banks is causing many to focus on the scope for financial contagion and the needed policy responses. What should not be overlooked is the other, and slower, contagion channel in play — that involving enablers of economic growth...
With all that extra intelligence, there will be a need and a desire to undertake many new projects, ranging from innovative theatrical productions to more efficient and densely packed solar panels. These new projects could also herald a world of much cheaper and greener energy, which would further increase humankind’s ability to manipulate the natural environment. Land will thus become more valuable.
Of all the questions that ChatGPT has raised about the future of artificial intelligence, one still reverberates through Silicon Valley: Why couldn’t the industry’s largest technology firms breed an innovative service with a similar kind of impact, especially after amassing some of the world’s largest AI teams?
For all of you following the banking crises in the US and Europe, and asking why this is all happening again, I have bad news: Regardless of what laws are passed, or which regulations are issued, banking crises will recur — and not infrequently.
“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?
Recently I saw someone share a clip from their weather app. It said, “Rain expected at 3 pm,” right above a little graphic showing a 30% chance of rain at 3 pm. What’s wrong with that picture?
The U.S. dollar remains the world’s top reserve currency for now, though its share of global central banks’ official holdings has slipped in the past 20 years. By contrast, the yuan’s share of official holdings has more than doubled since 2016.
Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.
To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.
Bitcoin soared above $28,000 this past week for the first time since June 2022. Here's the latest charts on three of the largest cryptocurrencies by market share through 3/21.
A Singapore-based fintech investment firm is close to raising $100 million to back finance and blockchain startups in China and Southeast Asia.
Robust risk management is essential for fixed income investors. In his latest commentary, Marcus Moore explains why our sustainable investing team considers ESG factors as material business risks, similar to the traditional risks they also analyze.
With the collapse of Silicon Valley Bank, questions of potential “bank runs” spread among regional banks.
Could the consensus view of a “no recession” scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.
Sixty-six million Americans currently receive monthly benefits from Social Security, which, if nothing changes, is expected to be insolvent by 2035 at the latest. It’s time for Americans to take a greater role in their own retirement planning.
Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions dropped 18.8 points from last month to -24.6. This morning's reading was far below the Investing.com forecast of -8.0. This month's reading marks the fourth consecutive month in contraction territory.
China can match the US in artificial intelligence thanks to the expertise of companies from Alibaba to Baidu, joining a global tech transformation that will dwarf the mobile revolution, according to industry pioneer Kai-Fu Lee.
Why did Silicon Valley Bank fail?
Let's take a close look at February's employment report numbers on Full and Part-Time Employment.
Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.
Like face recognition, artificial intelligence (AI), mRNA vaccines and other modern technology, Bitcoin is a key component of the ongoing, rapidly accelerating digital transformation.
Short sellers are betting against Cathie Wood’s flagship fund more than ever before.
In September 2021, Silvergate Bank, specializing in digital currency, was performing well. In fact, the bank reported record-breaking growth in deposits and loans in 2020, thanks in part to increased demand for its services from clients in the cryptocurrency industry.
Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy.
With the most sell ratings in the Nasdaq 100 Stock Index, Intel Corp. is running ever lower on fans. Things have gotten so bad that even analysts brave enough to recommend buying are striking a cautious tone.
The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries.
I will explain what ChatGPT is beyond the headlines, and its capabilities and limitations. I will then share a use case in wealth management and explore whether it will replace human financial advisors.
Read our latest insight to learn why we believe this year's market rally is just speculation and how we are positioning our portfolios for a change in leadership.
The planet’s billionaires are nearly $2 trillion poorer this year!
Yep, you read that right. I’m about to teach you how to get new clients for less than $10 a month.
The crypto world’s eyes will once again turn to Washington on Tuesday as oral arguments begin in Grayscale Investments’s lawsuit against the US Securities and Exchange Commission. The case is being argued in the D.C. Court of Appeals.
I took ChatGPT for a test drive by directing it to write an article summarizing important tax rule changes introduced by SECURE Act 2.0. The essay it produced was an epic failure.
Artificial intelligence will reshape how a lot of work gets done.
Machine learning shows great promise for empirical asset pricing and has the potential to improve our understanding of expected asset returns.
While there are certainly many complaints that “capitalism” is broken, such is not the case.
Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.
Economic growth and inflation have surprised to the upside so far in 2023, not only thanks to the reopening of the Chinese economy, but also due to the resilience of the labour markets.
A recent Wall Street Journal article discussed how retail traders that made millions during the pandemic trading the market are now mostly wiped out.
In the finance industry, the word “compliance” garners a negative connotation. Indeed, it conjures images of being paddled by a schoolteacher.
OpenAI is making its ChatGPT tool available to companies to incorporate into their own apps as it seeks commercial uses for the wildly popular chatbot.
For the first time in decades, Wall Street strategists are collectively pessimistic about the stock market over the coming year.
Here are the top three trends that will affect ETFs in 2023.
Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the economy will avoid a recession entirely.
Close to 90% of the world’s central banks are at some point in the process of creating their own digital currency. Are you ready?
Markets are unpredictable, which is one of many reasons it is difficult to consistently deliver alpha over long periods. In their latest commentary, our small cap growth team explains why their approach to managing the trade-off between risk and reward gives them the opportunity to outperform across market cycles.
In a dark future for humans on Wall Street, banks fire traders en masse as artificial intelligence models like ChatGPT take over bond and commodities markets that were once too tough to automate.
Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.
January’s Consumer Price Index (CPI) released this week by the Bureau of Labor Statistics moderated to 6.4% on an annual basis, down from December’s 6.5% and well below its peak of 9.1% in June 2022.
Leveraged properly, AI technology can serve as a partner instead of an adversary.
The S&P 500 is rising after falling the past four sessions as equites have shown some volatility amid festering uncertainty regarding the ultimate economic impact of aggressive global central bank tightening.
The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.
Billions of dollars are accumulating in Moscow beyond the reach of its foreign owners.
MPW’s dividend is safe.
I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.
The U.S. needs to put in more effort at home to maintain its technological edge.
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).
Join Global X to understand how transformative technologies are disrupting our economy, creating exciting opportunities for investors. “Charting Disruption” is Global X’s annual flagship thematic outlook for the trends, technologies and bold ideas shaping the future. Join VettaFi | Advisor Perspectives on February 21st for a webcast to learn more.
What can we, as advisors, do to promote healthy finances?
Concerns about further interest-rate hikes, a fizzling stock rally and a US crypto crackdown all suggest Bitcoin and other tokens should be beating a hasty retreat. Instead, they’re extending their 2023 rebound.
China’s internet firms are revving up efforts to outdo each other since Beijing began to wind back its bruising internet crackdown, spurring an abrupt surge in competition that’s threatening margins and spooking investors.
Is investing in the stock market akin to gambling?
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
The market correction has started.
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
Two Federal Reserve officials said that interest rates need to keep rising, with one arguing they should keep moving at a gradual pace.
There are several ways to include philanthropic giving in your estate plan. Here are five common options.
As the financial services industry has evolved away from transactions and toward financial planning, an interesting shift has happened: more couples have started showing up in advisors’ offices to discuss their investments and their financial plan.
Contrarian investing requires extra due diligence to identify traits that give investors confidence and conviction to invest in a company when everything and everyone is against it.
Most think so.
The United States must grasp the opportunity that the money revolution has made possible by undertaking a government-financed investment program in 21st century industries and technologies on such a large scale that it would be certain to succeed.
The riskiest bond trade in emerging markets is mounting a comeback, offering double-digit returns to those brave enough to flirt with default.
Some growth companies could very well outperform the broader market indices, even in a recessionary period.
Chinese-based technology sits behind some of the world’s most powerful companies – Baidu, Alibaba, WeChat, and Tencent, the subject of a new book. That has created immense wealth for a few bold entrepreneurs, but new policies by the Chinese government aim to reduce that wealth inequality.
Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy will reignite the 12-year-long bull market.
Assumptions can be wise or unwise. They can be unduly optimistic or excessively pessimistic. Slightly different assumptions can produce giant changes in predicted outcomes. Assumptions are necessary but we shouldn’t make them lightly, nor forget we are making them.
This Super Bowl will also be remembered, I believe, as a major turning point in sports betting in the U.S. More than 50 million American adults are expected to bet on the game, the most ever and a remarkable 61% increase from last year.
The decline in cryptocurrencies gained momentum Thursday as signs of a regulatory crackdown on the industry and a broader pullback from risk assets weighed on investor sentiment.
For the nearly 2,000 attendees of the ETF Exchange conference, a lot has changed in a year.
Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook.
The asset management industry is infected with buzzwords. Nowhere is that more obvious than in technology. Advisors are confronted with an array of labels like innovation, disruption, AI and deep learning. My guest is here to explain how providers of thematic technology ETFs are abusing industry buzzwords. You will learn how to inspect an ETF to prevent being victimized by “techwashing” – throwing buzzword labels on investment products with the goal of improving their marketing appeal but not necessarily their performance.
The stakes in the race for generative AI are rising.
Count on crypto fans to jump on any burgeoning trend as fast as they can.
Fintech
From Crisis Comes Opportunity
From the perspective of the U.S. stock market, 2022 was a miserable year (with the S&P 500 declining 19.4%), but until recently, 2023 was shaping up to be a stronger year.
Some Observations from This Year’s Survey of the Fintech Landscape
The 2023 T3/Inside Information Software Survey is now available. It’s the best guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack.
What Happens in the Banking Sector Won’t Stay There
The sudden loss of confidence by depositors in some US banks is causing many to focus on the scope for financial contagion and the needed policy responses. What should not be overlooked is the other, and slower, contagion channel in play — that involving enablers of economic growth...
How AI Will Make Land More Valuable
With all that extra intelligence, there will be a need and a desire to undertake many new projects, ranging from innovative theatrical productions to more efficient and densely packed solar panels. These new projects could also herald a world of much cheaper and greener energy, which would further increase humankind’s ability to manipulate the natural environment. Land will thus become more valuable.
Tech’s AI Armies Are Huge, Yet Struggling to Innovate
Of all the questions that ChatGPT has raised about the future of artificial intelligence, one still reverberates through Silicon Valley: Why couldn’t the industry’s largest technology firms breed an innovative service with a similar kind of impact, especially after amassing some of the world’s largest AI teams?
Regulation Can’t Prevent the Next Financial Crisis
For all of you following the banking crises in the US and Europe, and asking why this is all happening again, I have bad news: Regardless of what laws are passed, or which regulations are issued, banking crises will recur — and not infrequently.
“Not QE” Puts Fed Between A “Rock And A Hard Place”
“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?
Recession Odds Rising
Recently I saw someone share a clip from their weather app. It said, “Rain expected at 3 pm,” right above a little graphic showing a 30% chance of rain at 3 pm. What’s wrong with that picture?
Is This The End Of The Petrodollar?
The U.S. dollar remains the world’s top reserve currency for now, though its share of global central banks’ official holdings has slipped in the past 20 years. By contrast, the yuan’s share of official holdings has more than doubled since 2016.
How Is the SVB and Credit Suisse Crisis Affecting the US and European Banking Industry?
Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.
The Crucial Questions
To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.
Cryptocurrencies: Bitcoin Breaks $28K for First Time in 9 Months
Bitcoin soared above $28,000 this past week for the first time since June 2022. Here's the latest charts on three of the largest cryptocurrencies by market share through 3/21.
GLP-Backed Fund to Raise $100 Million for Asian Fintech Deals
A Singapore-based fintech investment firm is close to raising $100 million to back finance and blockchain startups in China and Southeast Asia.
Sustainable Investing: Opportunistically Managing Risk
Robust risk management is essential for fixed income investors. In his latest commentary, Marcus Moore explains why our sustainable investing team considers ESG factors as material business risks, similar to the traditional risks they also analyze.
Bank Runs. The First Sign The Fed “Broke Something.”
With the collapse of Silicon Valley Bank, questions of potential “bank runs” spread among regional banks.
Consensus View Of “No Recession.” Could It Be Wrong?
Could the consensus view of a “no recession” scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.
Pension Reform Showdown: Will The U.S. Follow France’s Bold Retirement Age Changes?
Sixty-six million Americans currently receive monthly benefits from Social Security, which, if nothing changes, is expected to be insolvent by 2035 at the latest. It’s time for Americans to take a greater role in their own retirement planning.
European Banking Sector—Taking Stock After Silicon Valley Bank and Credit Suisse
Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
Banks and the Butterfly Effect—the Global Ramifications
Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.
Empire State Manufacturing Survey: Contraction Continues in March
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions dropped 18.8 points from last month to -24.6. This morning's reading was far below the Investing.com forecast of -8.0. This month's reading marks the fourth consecutive month in contraction territory.
China Can Quickly Catch Up to US AI, Says Venture Veteran
China can match the US in artificial intelligence thanks to the expertise of companies from Alibaba to Baidu, joining a global tech transformation that will dwarf the mobile revolution, according to industry pioneer Kai-Fu Lee.
Making Sense of SVB, a Unique Bank with a Classic Problem
Why did Silicon Valley Bank fail?
Full-time and Part-time Employment: A Deeper Look
Let's take a close look at February's employment report numbers on Full and Part-Time Employment.
Silicon Valley Bank Failure Ripples Through the Market
Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Buffett On Buybacks
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders.
Bitcoin Is A Key Component Of The Great Digital Transformation
Like face recognition, artificial intelligence (AI), mRNA vaccines and other modern technology, Bitcoin is a key component of the ongoing, rapidly accelerating digital transformation.
Short Bets on Cathie Wood’s ARKK Hit Fresh Record on Rate-Hike Fears
Short sellers are betting against Cathie Wood’s flagship fund more than ever before.
Bank Dominoes Falling
In September 2021, Silvergate Bank, specializing in digital currency, was performing well. In fact, the bank reported record-breaking growth in deposits and loans in 2020, thanks in part to increased demand for its services from clients in the cryptocurrency industry.
Gen Zers Are Overly Optimistic About Being Wealthy
Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy.
Intel’s Troubles Run So Deep Even Bulls Are Wary
With the most sell ratings in the Nasdaq 100 Stock Index, Intel Corp. is running ever lower on fans. Things have gotten so bad that even analysts brave enough to recommend buying are striking a cautious tone.
You Are Asking the Wrong Question About ChatGPT
The question you are asking about AI (“Will AI replace me?”) is wrong. The right one is this…
The US and China: The Tech Cold War Continues
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries.
Embracing ChatGPT in Wealth Management
I will explain what ChatGPT is beyond the headlines, and its capabilities and limitations. I will then share a use case in wealth management and explore whether it will replace human financial advisors.
Don’t Speculate on Speculation
Read our latest insight to learn why we believe this year's market rally is just speculation and how we are positioning our portfolios for a change in leadership.
Newsletter Volume 16, No. 1 February 2023
The planet’s billionaires are nearly $2 trillion poorer this year!
How to Get Clients for Less Than $10 a Month
Yep, you read that right. I’m about to teach you how to get new clients for less than $10 a month.
What to Watch as Grayscale and SEC Face Off Over ETF Conversion
The crypto world’s eyes will once again turn to Washington on Tuesday as oral arguments begin in Grayscale Investments’s lawsuit against the US Securities and Exchange Commission. The case is being argued in the D.C. Court of Appeals.
A Financial Planner Takes ChatGPT for a Test Drive
I took ChatGPT for a test drive by directing it to write an article summarizing important tax rule changes introduced by SECURE Act 2.0. The essay it produced was an epic failure.
AI Arrives
Artificial intelligence will reshape how a lot of work gets done.
The Promise of Machine Learning
Machine learning shows great promise for empirical asset pricing and has the potential to improve our understanding of expected asset returns.
Capitalism Is Broken If Record Profit Margins Don’t Revert
While there are certainly many complaints that “capitalism” is broken, such is not the case.
Airline Stocks Are Soaring Over The Negative Headlines, Lifted By Positive Earnings
Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.
Navigating A Turbulent Environment: EM IG To The Rescue
Economic growth and inflation have surprised to the upside so far in 2023, not only thanks to the reopening of the Chinese economy, but also due to the resilience of the labour markets.
Retail Traders Go Bust As Speculation Inevitably Goes Wrong
A recent Wall Street Journal article discussed how retail traders that made millions during the pandemic trading the market are now mostly wiped out.
Compliance Is Not the Enemy
In the finance industry, the word “compliance” garners a negative connotation. Indeed, it conjures images of being paddled by a schoolteacher.
OpenAI Makes ChatGPT Available for Companies to Integrate in Apps
OpenAI is making its ChatGPT tool available to companies to incorporate into their own apps as it seeks commercial uses for the wildly popular chatbot.
Probabilities and Consequences of Further Declines
For the first time in decades, Wall Street strategists are collectively pessimistic about the stock market over the coming year.
The Top Three ETF Trends for 2023
Here are the top three trends that will affect ETFs in 2023.
“No Landing” Scenario At Odds With Fed’s Goals
Economically speaking, bullish bets are mounting on a “no landing” scenario, which suggests the economy will avoid a recession entirely.
Your CBDC Survival Guide
Close to 90% of the world’s central banks are at some point in the process of creating their own digital currency. Are you ready?
Small Cap Growth Investing Across Market Cycles
Markets are unpredictable, which is one of many reasons it is difficult to consistently deliver alpha over long periods. In their latest commentary, our small cap growth team explains why their approach to managing the trade-off between risk and reward gives them the opportunity to outperform across market cycles.
Wall Street's ChatGPT Nightmare Is Over Before It Starts as Banks Crack Down
In a dark future for humans on Wall Street, banks fire traders en masse as artificial intelligence models like ChatGPT take over bond and commodities markets that were once too tough to automate.
The Technicals Vs The Fundamentals. Which Is Right?
Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.
Takeaways from January’s CPI Announcement
January’s Consumer Price Index (CPI) released this week by the Bureau of Labor Statistics moderated to 6.4% on an annual basis, down from December’s 6.5% and well below its peak of 9.1% in June 2022.
Are You Ready to Embrace the Robot Overlords?
Leveraged properly, AI technology can serve as a partner instead of an adversary.
Stocks Higher After String of Losses
The S&P 500 is rising after falling the past four sessions as equites have shown some volatility amid festering uncertainty regarding the ultimate economic impact of aggressive global central bank tightening.
China's ChatGPT Stock Frenzy Cools Amid Reported Regulatory Ban
The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.
The Growing Cash Pile in Moscow That Investors Can't Touch
Billions of dollars are accumulating in Moscow beyond the reach of its foreign owners.
Medical Properties Trust: 9% Current And Growing Dividend Yield
MPW’s dividend is safe.
How AI is Making Advisors More Efficient and Effective
I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.
Ballooning U.S.-China Tensions
The U.S. needs to put in more effort at home to maintain its technological edge.
AI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).
Charting Disruption – FinTech & Blockchain
Join Global X to understand how transformative technologies are disrupting our economy, creating exciting opportunities for investors. “Charting Disruption” is Global X’s annual flagship thematic outlook for the trends, technologies and bold ideas shaping the future. Join VettaFi | Advisor Perspectives on February 21st for a webcast to learn more.
Life, Liberty, and the Pursuit of Financial Wellness
What can we, as advisors, do to promote healthy finances?
Bitcoin Breaks Away From Stocks in 50% Surge Defying Macro Peril
Concerns about further interest-rate hikes, a fizzling stock rally and a US crypto crackdown all suggest Bitcoin and other tokens should be beating a hasty retreat. Instead, they’re extending their 2023 rebound.
China Tech Giants Tumble Amid Growing Fears of Price Wars
China’s internet firms are revving up efforts to outdo each other since Beijing began to wind back its bruising internet crackdown, spurring an abrupt surge in competition that’s threatening margins and spooking investors.
Investing, Done Correctly, is not Gambling
Is investing in the stock market akin to gambling?
A Sustained Reopening: 1Q 2022 Outlook
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
The Correction May Have Started, Will Bulls Remain In Control?
The market correction has started.
Adjustments Matter
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold Nearing Strongest Buy Signal In Four Months
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
China Eases Overseas Listing Rules, Paving Way for Rebound
Two Federal Reserve officials said that interest rates need to keep rising, with one arguing they should keep moving at a gradual pace.
Using Philanthropic Giving in Your Estate Plan
There are several ways to include philanthropic giving in your estate plan. Here are five common options.
The Technicals Vs The Fundamentals. Which Is Right?
Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.
Want to Know How Advisors Are Sabotaging Themselves?
As the financial services industry has evolved away from transactions and toward financial planning, an interesting shift has happened: more couples have started showing up in advisors’ offices to discuss their investments and their financial plan.
FedEx: A Case Study In Contrarian Investing
Contrarian investing requires extra due diligence to identify traits that give investors confidence and conviction to invest in a company when everything and everyone is against it.
Are We Having a Recession or Not?
Most think so.
America Must Invest
The United States must grasp the opportunity that the money revolution has made possible by undertaking a government-financed investment program in 21st century industries and technologies on such a large scale that it would be certain to succeed.
World's Riskiest EM Bonds in Play as Distressed Makes a Comeback
The riskiest bond trade in emerging markets is mounting a comeback, offering double-digit returns to those brave enough to flirt with default.
Five Reasons We See Opportunities in Growth Companies in 2023
Some growth companies could very well outperform the broader market indices, even in a recessionary period.
Will China Dominate Global Technology?
Chinese-based technology sits behind some of the world’s most powerful companies – Baidu, Alibaba, WeChat, and Tencent, the subject of a new book. That has created immense wealth for a few bold entrepreneurs, but new policies by the Chinese government aim to reduce that wealth inequality.
Bullish Investors Continue to Fight The Fed
Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy will reignite the 12-year-long bull market.
Assumptions Have Consequences
Assumptions can be wise or unwise. They can be unduly optimistic or excessively pessimistic. Slightly different assumptions can produce giant changes in predicted outcomes. Assumptions are necessary but we shouldn’t make them lightly, nor forget we are making them.
The Real Reason Why 50 Million Americans Will Be Betting On The Super Bowl
This Super Bowl will also be remembered, I believe, as a major turning point in sports betting in the U.S. More than 50 million American adults are expected to bet on the game, the most ever and a remarkable 61% increase from last year.
Cryptocurrencies Fall Amid Concern Over Regulatory Crackdown
The decline in cryptocurrencies gained momentum Thursday as signs of a regulatory crackdown on the industry and a broader pullback from risk assets weighed on investor sentiment.
Crypto Gives Way to Vanguard as ETFs Get 'Back to Basics'
For the nearly 2,000 attendees of the ETF Exchange conference, a lot has changed in a year.
Recession Forecasts At Odds With Bullish Formations
Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook.
Beware of Technology Buzzwords
The asset management industry is infected with buzzwords. Nowhere is that more obvious than in technology. Advisors are confronted with an array of labels like innovation, disruption, AI and deep learning. My guest is here to explain how providers of thematic technology ETFs are abusing industry buzzwords. You will learn how to inspect an ETF to prevent being victimized by “techwashing” – throwing buzzword labels on investment products with the goal of improving their marketing appeal but not necessarily their performance.
Alphabet's $100 Billion Stock Swoon Shows AI Stakes Are Rising
The stakes in the race for generative AI are rising.
ChatGPT Mania Spurs Crypto Fans' Stampede to 'Faddish' AI Tokens
Count on crypto fans to jump on any burgeoning trend as fast as they can.