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!
Apple Inc., heading into its most critical sales period of the year, sparked fresh concerns about revenue growth and lingering weakness in an intensely competitive China market.
Drugmakers don’t have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.
Data centers represent 1-2% of global power consumption. Goldman expects that range to grow to 3-4%, requiring record levels of energy production.
Today, Apple is having to become a different type of company. Its two most important products are being developed very much in the full view of the public, and I would say before they have met the previous Apple standard. “It just works” is now “we’re working on it.”
The most common questions we’ve been asked as the election approaches are generally about the Federal debt and deficits. Many investors worry about a looming “day of reckoning” for US debt. They fear the US’s fiscal imprudence will eventually force a sudden and dramatic repricing of US debt. In this insight, we explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyptic abyss.
I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs’ recent warnings of 3% annualized returns over the next decade.
It’s a good time to buy asset-backed securities tied to data centers, according to a October research note from DoubleLine Capital LP, as demand for digital infrastructure is booming and supply is constrained by energy requirements.
Meta Platforms Inc. CEO Mark Zuckerberg will ramp up heavy investments in AI and other futuristic technologies, continuing a years-long tug-of-war between the company’s long-term bets and the core advertising business that provides the vast majority of Meta’s revenue.
The Federal Reserve’s preferred measure of underlying US inflation posted its biggest monthly gain since April, bolstering the case for a slower pace of interest-rate cuts following last month’s outsize reduction.
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
If Elon Musk sold plug-in hybrid vehicles, he surely wouldn’t call them plug-in hybrid vehicles, or PHEVs, or anything else that sounds coined by an engineer. Far too clunky. Surely “Cyborgtruck” would offer a more futuristic spin on these marriages of gasoline and batteries?
Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.
Integrating the physical toll of climate change helps investors spot key risks—and opportunities.
Investment products have evolved, which makes understanding the latest trends and the portfolio construction landscape more crucial than ever.
Google parent Alphabet Inc. is showing an expensive foray into artificial intelligence is starting to pay off, delivering better-than-expected sales for its cloud-computing business and driving more usage of its flagship search engine.
Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes have cranked up the hazard level a notch.
While the overall market tends to respond favorably once the uncertainty of the election is behind us, it's important to recognize that there will be different winners and losers depending on the outcome.
Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting.
The latest AI-driven euphoria, led by big tech names that include NVIDIA, has dominated investment sentiment in the post-COVID era. Of course, many investors know that this has driven the U.S. equity market to an all-time high, stretching valuations to an extreme level (U.S. CAPE is at the 98th percentile of historical observations!).
Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.
Throughout history one of the most significant features of the global business cycle is the synchronization of individual country economies.
Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.
Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.
Tradr ETFs’ Matt Markiewicz highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios. VettaFi’s Cinthia Murphy explores the most interesting trends in this year’s ETF launches.
