Leveraged and Inverse Funds

Here’s how financial marketers can repurpose virtual meetings and video content.

MicroStrategy Inc., ARK Innovation exchange-traded fund, Tesla Inc. and Twitter Inc. are what I’m watching to identify the ultimate capitulation point of this cycle.

It started with bonds. Now even collateralized debt obligations (CDOs) come in green.

Even as the US real estate market shows signs of cooling, inflation and higher interest rates are making it difficult for young house hunters to buy properties — at least on their own.

A wild year on Wall Street has traders fretting one of two extreme scenarios will engulf the $23 trillion Treasury market ahead: Either a fresh bond selloff thanks to red-hot inflation -- or a sustained rally on mounting recession risk that sends yields back toward historic lows.

Homeowners should take a total-balance-sheet view when evaluating options for their mortgage.

The US Securities and Exchange Commission is concerned that retail investors are being duped by “greenwashing.”

They are creations of easy credit, beneficiaries of central bank largesse. And now that the era of unconventional monetary policy is over, they’re facing a challenge like never before.

How can you put the “know, like, trust” element of relationship marketing to work for your business at scale?

Liquidity is the lifeblood of the capital markets. It is the ease at which an asset can be turned into cash without disrupting the price of that asset. This was never really a concern in the US, whose markets are prized for being the deepest, most liquid in the world. It’s one reason why the dollar is the world’s dominant reserve currency.

Russia’s blockade of Ukraine’s ports is a “declaration of war” that threatens to trigger mass migration and a global food crisis, a United Nations official said, adding to the dire warnings on the opening day of the World Economic Forum in Davos.

Plan for long-term Inflation that will be fought aggressively by the Fed, higher policy rates, and slower economic growth, according to Raghuram Rajan.

Hundreds of billions of dollars in ephemeral wealth evaporated as the price of Bitcoin plunged to its lowest point since 2020, down more than 50% in about six months. The exchange Coinbase dropped to about a fifth of last year’s initial public offering price.

Liquidity is fading due to the Fed, and therefore volatility is on the rise. Illiquid and volatile markets are not conducive to long-term wealth generation.

When stocks are plunging, checking your investment accounts is risky business. The market turbulence is jarring for younger investors, who had gotten used to the idea that stocks always go up. And for those with a bit more experience, watching hard-earned money suddenly disappear is a terrible experience.

The Milken Institute Global Conference continues in Beverly Hills, California, bringing together investors, dealmakers, power brokers and celebrities to discuss markets and megatrends. Academics, sports stars, entrepreneurs and politicians among the thousands coming to the Beverly Hilton for the event, which runs through Wednesday.

The BOJ is trapped. It is conducting unlimited QE to keep rates low and weaken the yen, which promotes inflation.

Both the S&P 500 and the Nasdaq 100 have fallen for four consecutive weeks, and the S&P’s 8.8% drop last month marked its worst April performance since 1970. The tech-heavy Nasdaq slumped 13% for its worst month since the financial crisis in 2008.

In an ambitious new book, the economist Andrew Smithers rejects core “Newtonian” principles of economics, replacing them with radical departures from conventional wisdom. But as I will explain, some of Smithers’ theories fail meet the standard of empirical verification.

Investors seeking higher yields and relatively low risk, and are willing to sacrifice liquidity, will find attractive opportunities in interval funds that invest in senior secured, middle-market loans, such as those offered by Cliffwater.

The U.S. stock market is very likely in a bear market that anticipates a recession will start later this year. This means the time is now to shift portfolios from risk-on mode to risk-off before the losses get even worse. But what worked in the past when hedging against a bear market may not work now, given the ever-changing economic dynamics. It’s also important not to fall for some old myths.

Markets have already priced in a 50-basis-point hike on Wednesday, expecting the Fed will take a quicker approach in order to squash stubborn inflation. Accelerating U.S. labor costs and a resilient consumer are effectively giving the central bank the green light to raise interest rates by a half-point next week to tamp down price pressures.

I will present several studies that explain the broad increase in online video usage, along with “how-to” instructions.

The world’s richest person proved the naysayers, including himself, wrong Monday when he clinched a deal to buy Twitter Inc. for about $44 billion, using one of the biggest leveraged buyout deals in history to take private a 16-year-old social networking platform that has become a hub of public discourse and a flashpoint in the debate over online free speech.

The successive financial bailouts of the past few decades, necessary as they were, have created a growing expectation: Whenever there’s distress in markets, central banks must step in. Once focused narrowly on traditional banks, they’ve provided emergency lending to prop up markets ranging from Treasuries to high-yield corporate debt.

“Banks are forever going to be trying to play catchup,” said Michael Moro, CEO of digital currency prime brokerage Genesis. “Crypto is going to move way faster than banks can. We have every bank in the world pretty much having some sort of crypto, blockchain working group.”

Your firm’s digital messaging and visual expression must all align with your ideal clients’ needs, goals and objectives. Here is how four top advisors achieved that goal.

Hire before you need help. You’ll win no awards for all the extra work you’re doing.

Viral success stories of people who used the post-pandemic stock market to trade their way out of mountains of student loan debt keep inspiring do-it-yourself investors.

The recession chatter has been building for a few weeks but really picked up on Easter Sunday, when Goldman Sachs Group Inc. chief economist Jan Hatzius published a report putting the odds of a recession at about 35% over the next two years. He noted that 11 out of 14 tightening cycles in the U.S. since World War II were followed by a recession within two years.

The last decade and a half rewarded investors with healthy stock and bond returns. But high valuations, low interest rates and high inflation are signals to reassess risk tolerance and asset allocations.

The fastest inflation in decades and the resulting rush by central banks to raise interest rates are stoking recession fears in financial markets -- worries that are being compounded by the impact of aggressive coronavirus lockdowns in China and the war in Ukraine.