While the primary focus for the financial markets has been on the continued resilient U.S. economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit.
Dow Jones (publisher of The Wall Street Journal) announced that Nvidia (NVDA) will replace Intel (INTC) in the Dow Jones Industrial Average. Intel was brought in to replace Union Carbide four months and nine days before the peak in Intel’s stock price. Union Carbide became Dow Chemical via merger.
Over the past few years, investors and regulators have increased scrutiny of greenwashing.
Investors have been married to their money market funds for the better part of the last two years.
Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) and resulted in real rates moving higher. The 10-year Treasury has moved up 48 basis points, ending the month at 4.27%.
ChatGPT may have sparked a revolution, but the real story of A.I., e-commerce, and cloud technology is much bigger. Discover where the next big opportunities are and how to gain exposure in your portfolio.
Things are looking up for bonds - learn what makes them a great addition to your portfolio right now.
Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.
Members of successful teams generally get along with each other. Bev Flaxington offers some insights on how to cement those relationships.
The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between performance of sectors.
The Fed’s rate cut last month has not jumpstarted U.S. housing market. Buyers need lower rates to get back in the game.
Commodities broadly declined on prospects that a stronger dollar and potential trade disputes under a Donald Trump presidency will weaken the appeal of raw materials in global markets.
At the height of summer, Europe had hoped that the coming winter would be its last difficult one to secure enough natural gas. By the middle of next year, liquefied natural gas was expected to turn into a buyer’s market, easing the squeeze the region has suffered since Russia invaded Ukraine. No longer.
The idea that money can’t buy you happiness is one of the world’s most persistent tropes. King Midas is granted his wish that everything he touches will turn to gold only to starve to death.
When Covid-19 brought the US economy to a standstill in the spring of 2020, America’s top executives called for a “national conversation” about the need for workers to return to work, warning of an “economic catastrophe” if they didn’t.
Credit risk fell in reaction to Donald Trump’s US presidential win, even though his presidency may be marred by tariffs and possible trade wars.
Tech adoption by advisors can improve client relationships, but they need to find the right tools.
Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.
At GMO we have spent the last four decades taking a long-horizon approach to equity investing. Over time, a unique and reliable group of standout companies emerged from our research.
As you know, economists are normally criticized and accused of being ‘two-handed.’ This is because when we talk, we typically say, “on the one hand, and on the other hand.” Many argue that we are hedging our bets and lack the spine to take a position. While we disagree with that simplistic view of our job, we can understand why we are accused of being ‘two-handed.’
Cambria’s Meb Faber goes in-depth on ETF taxation, 351 tax-free conversions, and the firm’s innovative Tax Aware ETF (TAX). VettaFi’s Kirsten Chang offers a tour around the world of ETF flows.
VettaFi Voices dive into actively managed and fixed income trends in the ETF market in what is likely to be a record year for industry flows.
Palantir Technologies Inc.’s premium valuation will be put to the test when the data analysis and software company reports results after the market close on Monday.
Apple Inc. is exploring a push into smart glasses with an internal study of products currently on the market, setting the stage for the company to follow Meta Platforms Inc. into an increasingly popular category.
US exchange-traded funds investing in Bitcoin recorded their highest daily net outflow to date as markets brace for Election Day.
Next-generation investors are looking for more than just traditional portfolio managements, and advisors should look to meet those expectations.
A visit to the annual Bogleheads conference got Elm Wealth's Victor Haghani thinking about static vs. dynamic asset allocation.
Key market indicators for November 2024 present a complex but opportunity-filled environment for traders and investors. Following the first phase of Federal Reserve rate cuts and growing global uncertainties, the technical landscape suggests several notable shifts. Let’s explore the key market indicators to watch.
Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.
The earnest start of Q3 earnings season for the technology and communication services sectors has begun.
Even for dedicated investors, Social Security retirement benefits can be an important part of their financial security.
As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
After driving Treasury yields higher for weeks, traders are taking chips off the table before the US election, reluctant to take bold bond bets with the presidential race too close to call.
Treasury yields fell sharply and the dollar weakened as investors pared bets on Republican Donald Trump prevailing in Tuesday’s US election.
RIAs should consider becoming more like VC firms by adopting the principles that govern them.
Legendary investors Paul Tudor Jones and Stan Druckenmiller are short bonds. You might want to carefully consider the data before you follow their lead.
Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.
In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”
Here we are, another calendar quarter down with one more to go in 2024, and investors have yet to see a “hard landing” emerge.
The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.
Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.
Get ready to ‘roll back’ the clocks! That’s right, Daylight Savings Time (DST) ends this weekend. This twice-a-year ritual is followed by every US state (except Arizona and Hawaii) and nearly 70 countries across the globe, but not everyone supports it.
The Fed lowered rates last month, so why are interest rates higher? More context helps clarify the disconnect between the Fed and the market.
This month, Goldman Sachs made headlines with a fresh forecast projecting the S&P 500 will see 3% in annualized returns in the next decade.
Looking ahead to the post-November 5th world, three Analyst Days caught our team’s attention. NXP Semiconductor (NXPI), CSX (CSX), and ASML Holding (ASML) each hold events that may shed light on key cyclical areas of the global economy.
Amazon.com Inc. reported strong results that showed a company humming on all cylinders, a testament to its efforts to cut and reallocate costs and put the cloud computing and e-commerce giant on sounder footing.
VettaFi discusses crypto ETF launches.
Three months ago, Wall Street punished the world’s largest technology firms for spending enormous amounts to develop artificial intelligence, only to deliver results that failed to justify the costs.
One of the most often asked questions Professor Nathan Mauck and myself, Chuck Carnevale, are getting from investors is what is going to happen after the election? Elections are big deals and they bring a lot of investor anxiety – election effect!
