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.
The convergence of disruptive technologies – such as cloud computing, cybersecurity, and fintech – is creating unprecedented opportunities while upending many longstanding industries
Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in the economy.
Bitcoin is set for its best January since 2013 on bets that monetary tightening and the crypto-sector crisis are both ebbing.
Investors have little confidence in US stocks even after this month’s surge, fearing weak corporate earnings could drag them back down.
Since its launch in November, ChatGPT has been a smash hit. To explore the benefits of airline deregulation in the U.S., we sought the help of the AI content generator.
BuzzFeed Inc. shares surged by a record on news that the digital-media company plans to use OpenAI to bolster some of its content creation.
The Atlanta Fed Flexible CPI is a price series developed by the Atlanta Fed to capture the price of items that change the most frequently.
The “pain trade” is likely higher over the next few weeks.
What happens when you ask the hottest AI tool in the world to design an ETF that can beat the US equity market? It tells you the same thing every frustrated stock manager does.
It pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes.
Here's the latest on the largest cryptocurrencies by market share.
The once-burgeoning realm of crypto and decentralized finance keeps imploding, presenting policy makers with a quandary: Should they just let it burn, or step in to address its now-obvious flaws?
The first and easiest leg of the bursting of the bubble we called for a year ago is complete.
Microsoft Corp. is investing $10 billion in OpenAI, whose artificial intelligence tool ChatGPT has lit up the internet since its introduction in November, amassing more than a million users within days and touching off a fresh debate over the role of AI in the workplace.
In the weeks since the ChatGPT artificial intelligence tool took the world by storm, Nvidia Corp. has emerged as Wall Street’s preferred pick for traders seeking to profit from its potential.
There was much mirth online when the US Justice Department announced the arrest of crypto exchange Bitzlato’s founder last week.
Artificial intelligence advances in a manner that’s hard for the human mind to grasp.
2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation.
When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.
Is the Fed trying to wean the markets off monetary policy?
Ray Dalio, founder of the world’s largest hedge fund, has one.
A January survey conducted by Bank of America shows that 91% of money managers believe China will “fully reopen” in 2023. That’s a significant increase from December 2022. Growth expectations for the country are also at a 17-year high.
Cathie Wood is back to selling JD.com Inc. shares after a hiatus of about six months as Chinese technology stocks see a historic rebound helped by regulatory easing.
The lag effect of monetary policy changes will surprise the Fed as the fiscal “pig” of stimulus begins to exit the economic “python.”
2022 was a difficult year for bond investors, but the combination of high inflation and tighter Fed policy should keep yields elevated, creating materially stronger fixed income returns in the new year.
The best start to a year for bond returns is helping fuel an unprecedented debt-sale bonanza by governments and companies around the world of more than half a trillion dollars.
Last year an infamous cryptocurrency ad featured the slogan “fortune favors the brave.” And while historically fortune does favor the brave, there is a difference between courage and blind faith.
Home prices have started to correct as interest rates rose sharply in 2022.
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions at -32.9 was a decrease of 21.7 from the previous month's -11.2. This was the index's lowest reading since May 2020 and the fifth worst reading in survey history. The Investing.com forecast was for a reading of -8.7.
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.
Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.
There may be a lot of bad stuff going on in the world of crypto right now, but Bitcoin true believers don’t seem to care.
Welcome to tax season, TikTok edition.
2023 may be another difficult year for investors who hope to relive the speculative markets of 2020 and 2021.
Money managers for the ultra-wealthy are eschewing traditional private equity funds and betting directly on upstart companies.
Microsoft Corp. is in discussions to invest as much as $10 billion in OpenAI, the creator of viral artificial intelligence bot ChatGPT, according to people familiar with its plans.
Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.
Let's take a closer look at this week's employment report numbers on Full and Part-Time Employment.
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade.
An era of low inflation and low interest rates has ended.
Welcome to 2023. It’s Forecast Season on Wall Street, the time when everyone tells us what to expect for the new year. Do they really know? Of course not. Forecasters don’t know, investors know they don’t know, yet we all go through this exercise anyway.
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.
Optimists were still to be found in the world of US exchange-traded funds, where more than 400 new ETFs were launched despite a harsh bear market. Funds took in more than half a trillion dollars as more investors learned to embrace their easier-to-trade and tax-friendly structure.
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation.
There's only one thing you really need to know about investing in 2023, and it's both stunningly obvious and invariably forgotten: There's no free lunch.
In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed international sectors.
The collapse of FTX and the charges against Sam Bankman-Fried have brought many renewed calls for crypto regulation, from both commentators and legislators.
With 2022 finally over, and not soon enough, such is an excellent time to review our “investor resolutions.”
I’m looking over my previous “trends” article, published at this time a year ago, and some of my ”fearless predictions” were outlandish then but now seem ordinary. That means I did something right.
The health of borrowers is the key concern for all of finance in the coming year.
As 2022 draws to a close, it’s natural to think about what to expect from 2023. I’m primarily interested in technology.
The Battery Belt is taking shape, and it’s creating a new economic development model where a college degree won’t be the ultimate qualification for jobs.
Goldman Sachs Group Inc. is working on a fresh round of job cuts that will be unveiled in a matter of weeks, Chief Executive Officer David Solomon said in his traditional year-end message to staff.
Tesla Inc. is expected to announce record quarterly deliveries in early January but that may not be enough to satisfy investors as the electric-vehicle leader grapples with inflation, rising interest rates, crimped production in China and concerns about softening demand.
Any way you slice it, 2022 was a turbulent year, from Russia’s invasion of Ukraine to historic inflation and jumbo rate hikes to multiple failures in the digital asset space.
Much ink has been spilled over the death of the 60/40 portfolio.
The era of easy returns came to a screeching halt in 2022.
US companies had a lot to overcome in the latter half of 2022 with rising interest rates, more budget-conscious consumers and a sagging stock market.
They don’t make technology predictions like they used to.
What will the workplace look like a year from now? The snow globe of work has been undeniably shaken to its core since the arrival of Covid-19.
Bear markets end with widespread capitulation while a chorus of the stock trader’s prayer (God, if you get me out of this mess, I swear I will never buy another stock) spreads through out the land.
Enjoy the latest Newsletter from Harold Evensky.
Even the worst year ever for Tesla Inc. shares hasn’t shaken individual investors’ faith in the electric-vehicle maker and its billionaire chief executive officer, Elon Musk.
Rather quietly, a new age of atomic energy may be approaching. Splitting atoms may not be as exciting as fusing them, or as modish as wind and solar projects.
The tech bubble has finally popped.
India’s $50 billion fintech industry will face hurdles in the form of tougher regulatory scrutiny and tighter liquidity leading to higher cost of capital for some companies next year, Rakesh Pozhath, partner at consulting firm Bain & Company, said.
Crypto is squarely in the cross hairs of Washington regulators, with fresh calls for stricter controls before the industry can get big enough to affect the broader financial system.
Extremely harsh weather conditions from winter storm Elliot resulted in thousands of flight cancellations last weekend.
C6 Bank, the Brazilian digital lender backed by JPMorgan Chase & Co., is planning to double its loan portfolio to midsize firms as it diversifies beyond retail clients.
The tailspin in Tesla Inc. shares accelerated Tuesday as a report of a plan to temporarily halt production at its China factory rekindled fears about demand risks and put the stock on pace for its longest losing streak since 2018.
Apple Inc. shares touched their lowest level since June 2021 on Tuesday, amid an ongoing selloff of big-tech stocks amplified by concerns over iPhone supply in the key holiday period.
The end of 2022 can’t come soon enough for many in the banking industry. Sputtering capital markets, job cuts, raging inflation, the crypto meltdown and rising interest rates marked a year of upheaval.
Managing your portfolio has more to do with gardening than you might imagine.
Technology stocks are headed for their worst December since the bursting of the dotcom bubble two decades ago as optimism about potential relief from Federal Reserve interest-rate hikes fades on signs of labor-market strength.
Lawmakers and regulators are grappling with a question: What, if anything, should they do to civilize a market so rife with abuse?
In a year when soaring inflation and sinking growth rocked corporate boardrooms and Wall Street trading floors, some nooks of the stock market gave investors shelter to hide out.
Bank of America Corp. clients bought $2.8 billion of US stocks last week, marking a sixth straight week of equity inflows at the bank, as they made heavy purchases of exchange-traded funds and sold tech shares, BofA strategists led by Jill Carey Hall wrote in a note Tuesday.
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
Millennials want to be valued team members. They value productive working relationships with their supervisors. Here my leadership lessons for millennial team members.
Implementing technology that comprehensively supports every business objective is about a consultative, hands-on relationship with the vendor.
Banco Bradesco SA, Brazil’s second-biggest bank by market value, plans to buy more minority stakes in tech companies to speed up its expansion in the US.
The big question heading into 2023 is the dreaded “R” word.
U.S. equities are modestly higher but near the unchanged mark in pre-market action.
Buying a plot of land in rural America has never been so expensive. And that’s even with soaring interest rates.
A year ago, Tesla Inc. seemed unbeatable, with its shares near a record high amid soaring optimism for the global electric-vehicle market. Now investors are struggling to see a bottom.
Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.
The Fed’s repeated manipulation of the price of capital has weakened productivity growth and reduced economic activity. Ultimately it is the citizens that pay the price.
Fintech
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.
Charting Disruption - Digital Economy
The convergence of disruptive technologies – such as cloud computing, cybersecurity, and fintech – is creating unprecedented opportunities while upending many longstanding industries
A “Soft Landing” Scenario – Possibility Or Fed Myth?
Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in the economy.
Bitcoin Barrels Toward Historic January as Crypto Market Jumps by $280 Billion
Bitcoin is set for its best January since 2013 on bets that monetary tightening and the crypto-sector crisis are both ebbing.
Stocks Are Poised to Hit New Lows This Year, Survey of Investors Shows
Investors have little confidence in US stocks even after this month’s surge, fearing weak corporate earnings could drag them back down.
I Asked ChatGPT to Write About Airline Deregulation in the U.S. Here’s How It Went
Since its launch in November, ChatGPT has been a smash hit. To explore the benefits of airline deregulation in the U.S., we sought the help of the AI content generator.
BuzzFeed Shares Surge 120% on Plans to Embrace OpenAI
BuzzFeed Inc. shares surged by a record on news that the digital-media company plans to use OpenAI to bolster some of its content creation.
Things in Atlanta are Dropping Like a Stone
The Atlanta Fed Flexible CPI is a price series developed by the Atlanta Fed to capture the price of items that change the most frequently.
The “Pain Trade” Is Higher For Now
The “pain trade” is likely higher over the next few weeks.
We Asked ChatGPT to Make a Market-Beating ETF. Here’s What Happened
What happens when you ask the hottest AI tool in the world to design an ETF that can beat the US equity market? It tells you the same thing every frustrated stock manager does.
Musk's Big Tesla Growth Target Is a Problem
It pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes.
Cryptocurrencies: Bitcoin Notches Five-Month High
Here's the latest on the largest cryptocurrencies by market share.
Crypto Is Worth Fixing. Regulators Should Get Moving
The once-burgeoning realm of crypto and decentralized finance keeps imploding, presenting policy makers with a quandary: Should they just let it burn, or step in to address its now-obvious flaws?
After a Timeout, Back to the Meat Grinder!
The first and easiest leg of the bursting of the bubble we called for a year ago is complete.
Microsoft Invests $10 Billion in ChatGPT Maker OpenAI
Microsoft Corp. is investing $10 billion in OpenAI, whose artificial intelligence tool ChatGPT has lit up the internet since its introduction in November, amassing more than a million users within days and touching off a fresh debate over the role of AI in the workplace.
Nvidia to Win Big From ChatGPT Hype, Wall Street Predicts
In the weeks since the ChatGPT artificial intelligence tool took the world by storm, Nvidia Corp. has emerged as Wall Street’s preferred pick for traders seeking to profit from its potential.
The Crypto Crackdown Is Just Getting Started
There was much mirth online when the US Justice Department announced the arrest of crypto exchange Bitzlato’s founder last week.
AI Is Improving Faster Than Most Humans Realize
Artificial intelligence advances in a manner that’s hard for the human mind to grasp.
Fed Up: Can the Fed Accommodate the Market?
2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation.
Three Strategies to Expand Your ESG Offerings
When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.
Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?
Is the Fed trying to wean the markets off monetary policy?
A Powerful New Tool Transforms How Billionaires Give Fortunes Away
Ray Dalio, founder of the world’s largest hedge fund, has one.
Fund Managers Are Betting On China Stocks And Commodities As The Country Reopens
A January survey conducted by Bank of America shows that 91% of money managers believe China will “fully reopen” in 2023. That’s a significant increase from December 2022. Growth expectations for the country are also at a 17-year high.
Cathie Wood Resumes Selling in JD.com for First Time Since July
Cathie Wood is back to selling JD.com Inc. shares after a hiatus of about six months as Chinese technology stocks see a historic rebound helped by regulatory easing.
The Lag Effect Of The Fiscal Pig & Economic Python
The lag effect of monetary policy changes will surprise the Fed as the fiscal “pig” of stimulus begins to exit the economic “python.”
Strategic Income Outlook: Was This a Crazy Year or What?
2022 was a difficult year for bond investors, but the combination of high inflation and tighter Fed policy should keep yields elevated, creating materially stronger fixed income returns in the new year.
Global Bond Sales Off to Record Start of Nearly $600 Billion
The best start to a year for bond returns is helping fuel an unprecedented debt-sale bonanza by governments and companies around the world of more than half a trillion dollars.
Beware of the “Obvious” Trade
Last year an infamous cryptocurrency ad featured the slogan “fortune favors the brave.” And while historically fortune does favor the brave, there is a difference between courage and blind faith.
Home Prices Will Likely Fall Further
Home prices have started to correct as interest rates rose sharply in 2022.
Empire State Manufacturing Survey: Activity Contracted Sharply in January
This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions at -32.9 was a decrease of 21.7 from the previous month's -11.2. This was the index's lowest reading since May 2020 and the fifth worst reading in survey history. The Investing.com forecast was for a reading of -8.7.
Lessons from the Markets in 2022
Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).
The Punchbowl Is Gone
The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.
Unfazed by Airline Grounding, Investors Look Ahead to Earnings
Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.
Bitcoin Defies Bad Tidings to Register Its Best Week Since 2021
There may be a lot of bad stuff going on in the world of crypto right now, but Bitcoin true believers don’t seem to care.
Tax Season Gets a Gen Z Revamp on TikTok
Welcome to tax season, TikTok edition.
3 Investment Themes for 2023
2023 may be another difficult year for investors who hope to relive the speculative markets of 2020 and 2021.
Family Offices Bypass Private Equity Funds to Make Bets Directly
Money managers for the ultra-wealthy are eschewing traditional private equity funds and betting directly on upstart companies.
Microsoft Considers $10 Billion Investment in ChatGPT Creator
Microsoft Corp. is in discussions to invest as much as $10 billion in OpenAI, the creator of viral artificial intelligence bot ChatGPT, according to people familiar with its plans.
Gimme a Break, Bro – Stop the TikTok Grifters
Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.
Full-time and Part-time Employment: A Deeper Look
Let's take a closer look at this week's employment report numbers on Full and Part-Time Employment.
Forward Returns Will Disappoint Compared To The Past Decade
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade.
International and Global Markets Commentary & Investment Outlook
An era of low inflation and low interest rates has ended.
Year of the Pause
Welcome to 2023. It’s Forecast Season on Wall Street, the time when everyone tells us what to expect for the new year. Do they really know? Of course not. Forecasters don’t know, investors know they don’t know, yet we all go through this exercise anyway.
Is It Time To Rethink The 60/40 Portfolio?
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.
ETF Market Expanded in 2022 Through Bear Market But Took Hits
Optimists were still to be found in the world of US exchange-traded funds, where more than 400 new ETFs were launched despite a harsh bear market. Funds took in more than half a trillion dollars as more investors learned to embrace their easier-to-trade and tax-friendly structure.
The Fed’s “7% Solution” Won’t Work This Time
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation.
The One True Secret to Successful Investing
There's only one thing you really need to know about investing in 2023, and it's both stunningly obvious and invariably forgotten: There's no free lunch.
Quarterly Strategy Report: Global Equity Opportunities
In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed international sectors.
Beware the Dangers of Crypto Regulation
The collapse of FTX and the charges against Sam Bankman-Fried have brought many renewed calls for crypto regulation, from both commentators and legislators.
Investor Resolutions & January Stats For 2023
With 2022 finally over, and not soon enough, such is an excellent time to review our “investor resolutions.”
The Trends That Will Shape the Advisory Profession in 2023
I’m looking over my previous “trends” article, published at this time a year ago, and some of my ”fearless predictions” were outlandish then but now seem ordinary. That means I did something right.
Big Banks Will Show Fintech Who’s the Big Boss
The health of borrowers is the key concern for all of finance in the coming year.
The Future Has Arrived for Meta-Optic
As 2022 draws to a close, it’s natural to think about what to expect from 2023. I’m primarily interested in technology.
US 'Battery Belt' Will Be a New Kind of Job Magnet
The Battery Belt is taking shape, and it’s creating a new economic development model where a college degree won’t be the ultimate qualification for jobs.
Goldman CEO Solomon Says Job Cuts Are Coming Next Month
Goldman Sachs Group Inc. is working on a fresh round of job cuts that will be unveiled in a matter of weeks, Chief Executive Officer David Solomon said in his traditional year-end message to staff.
Tesla Poised for Delivery Record Despite Demand Concerns
Tesla Inc. is expected to announce record quarterly deliveries in early January but that may not be enough to satisfy investors as the electric-vehicle leader grapples with inflation, rising interest rates, crimped production in China and concerns about softening demand.
Gold Was the Most Popular Asset of 2022
Any way you slice it, 2022 was a turbulent year, from Russia’s invasion of Ukraine to historic inflation and jumbo rate hikes to multiple failures in the digital asset space.
60/40 Portfolio Set to Outperform Over the Next Decade
Much ink has been spilled over the death of the 60/40 portfolio.
Retail Investors Took a Beating in 2022. Will It Continue in 2023?
The era of easy returns came to a screeching halt in 2022.
It’s a Make-or-Break Year for These Battered Companies
US companies had a lot to overcome in the latter half of 2022 with rising interest rates, more budget-conscious consumers and a sagging stock market.
Why the Future of Technology is so Hard to Predict
They don’t make technology predictions like they used to.
Back to the Future of Work: Three Predictions for Productivity in 2023
What will the workplace look like a year from now? The snow globe of work has been undeniably shaken to its core since the arrival of Covid-19.
The 70% Solution
Bear markets end with widespread capitulation while a chorus of the stock trader’s prayer (God, if you get me out of this mess, I swear I will never buy another stock) spreads through out the land.
NewsLetter - December 2022
Enjoy the latest Newsletter from Harold Evensky.
Tesla Fans Keep Buying, Unbowed by the $720 Billion Wipeout
Even the worst year ever for Tesla Inc. shares hasn’t shaken individual investors’ faith in the electric-vehicle maker and its billionaire chief executive officer, Elon Musk.
Net Zero Isn't Possible Without Nuclear
Rather quietly, a new age of atomic energy may be approaching. Splitting atoms may not be as exciting as fusing them, or as modish as wind and solar projects.
Big Tech Will Get Back to Real Tech in 2023
The tech bubble has finally popped.
Indian Fintechs Face a Tough 2023 as Investments Cool, Bain Says
India’s $50 billion fintech industry will face hurdles in the form of tougher regulatory scrutiny and tighter liquidity leading to higher cost of capital for some companies next year, Rakesh Pozhath, partner at consulting firm Bain & Company, said.
From Crypto to ESG, These Are US Regulators' Top Priorities in 2023
Crypto is squarely in the cross hairs of Washington regulators, with fresh calls for stricter controls before the industry can get big enough to affect the broader financial system.
Southwest Airlines Struggles after Holiday Cancellations
Extremely harsh weather conditions from winter storm Elliot resulted in thousands of flight cancellations last weekend.
JPMorgan-Backed Digital Bank C6 to Double Loans to Midsize Firms
C6 Bank, the Brazilian digital lender backed by JPMorgan Chase & Co., is planning to double its loan portfolio to midsize firms as it diversifies beyond retail clients.
Tesla's Tumble Obliterates Half of Meteoric 2020 Rally
The tailspin in Tesla Inc. shares accelerated Tuesday as a report of a plan to temporarily halt production at its China factory rekindled fears about demand risks and put the stock on pace for its longest losing streak since 2018.
Apple Shares Hit Lowest Since June 2021 on iPhone Supply Concerns
Apple Inc. shares touched their lowest level since June 2021 on Tuesday, amid an ongoing selloff of big-tech stocks amplified by concerns over iPhone supply in the key holiday period.
Recession, Rate Hikes, Diversity- What's Ahead for Banks in 2023
The end of 2022 can’t come soon enough for many in the banking industry. Sputtering capital markets, job cuts, raging inflation, the crypto meltdown and rising interest rates marked a year of upheaval.
Why Gardening Can Help You Manage Your Portfolio Better
Managing your portfolio has more to do with gardening than you might imagine.
Tech Stocks Head for Worst December Since 2002 as Fed Optimism Fades
Technology stocks are headed for their worst December since the bursting of the dotcom bubble two decades ago as optimism about potential relief from Federal Reserve interest-rate hikes fades on signs of labor-market strength.
Thanks to FTX, Regulating Crypto Should Be Easy
Lawmakers and regulators are grappling with a question: What, if anything, should they do to civilize a market so rife with abuse?
These Were the Best Trades in 2022
In a year when soaring inflation and sinking growth rocked corporate boardrooms and Wall Street trading floors, some nooks of the stock market gave investors shelter to hide out.
Bank of America Clients Pour the Most Cash Into ETFs Since 2017
Bank of America Corp. clients bought $2.8 billion of US stocks last week, marking a sixth straight week of equity inflows at the bank, as they made heavy purchases of exchange-traded funds and sold tech shares, BofA strategists led by Jill Carey Hall wrote in a note Tuesday.
The Ten Best Articles You Probably Missed
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.
Our Top 10 Most Popular Investing Articles of 2022
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
My Guide to Leadership of Millennials
Millennials want to be valued team members. They value productive working relationships with their supervisors. Here my leadership lessons for millennial team members.
The Role of Service and Partnership in Selecting a Fintech Vendor
Implementing technology that comprehensively supports every business objective is about a consultative, hands-on relationship with the vendor.
Bradesco Wants to Speed Up Its US Expansion With Fintech Deals
Banco Bradesco SA, Brazil’s second-biggest bank by market value, plans to buy more minority stakes in tech companies to speed up its expansion in the US.
The 2023 Investing Outlook as the Fed Pivots – Part II
The big question heading into 2023 is the dreaded “R” word.
Stocks Flat Heading into Holiday Weekend
U.S. equities are modestly higher but near the unchanged mark in pre-market action.
US Farmland Escapes Real Estate Slump as Prices Soar to Record
Buying a plot of land in rural America has never been so expensive. And that’s even with soaring interest rates.
Tesla Shares Suffer Worst Year Ever. And 2023 Looks Bad, Too
A year ago, Tesla Inc. seemed unbeatable, with its shares near a record high amid soaring optimism for the global electric-vehicle market. Now investors are struggling to see a bottom.
The Marketing Funnel Is Dead - What Now?
Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.
The Federal Reserve is Killing Capitalism
The Fed’s repeated manipulation of the price of capital has weakened productivity growth and reduced economic activity. Ultimately it is the citizens that pay the price.