Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other hand that…”. In our 2H24 Outlook assessment of the recent rotation in equity markets away from the narrow Magnificent 7 leadership in to “left behind” areas (small caps, Value, international, etc.), we may be disappointing Truman by remaining fully-limbed, offering a conditional outlook for whether these rotations can continue beyond an initial positioning snapback. Instead of listening to Truman’s favorite classical piano, we are listening to our favorite Third Eye Blind, “An Ode to Maybe”, suggesting that maybe rotations can continue, but that it is highly dependent on the path of both yields and earnings growth. Read this week's #WeeklyEdge here: https://lnkd.in/eDPXuRPn #NewEdgeWealth
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Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other hand that…”. In our 2H24 Outlook assessment of the recent rotation in equity markets away from the narrow Magnificent 7 leadership in to “left behind” areas (small caps, Value, international, etc.), we may be disappointing Truman by remaining fully-limbed, offering a conditional outlook for whether these rotations can continue beyond an initial positioning snapback. Instead of listening to Truman’s favorite classical piano, we are listening to our favorite Third Eye Blind, “An Ode to Maybe”, suggesting that maybe rotations can continue, but that it is highly dependent on the path of both yields and earnings growth. Read this week's #WeeklyEdge here: https://lnkd.in/eiMiG6UV #NewEdgeWealth
An Ode to Maybe
https://www.newedgewealth.com
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“I always try to be careful about dismissing data that we don’t like.” Jerome Powell Highlighting Fed Chair Jerome Powell's cautionary quote on confirmation bias, a critical reminder for informed decision-making and the tendency to favor information that aligns with our beliefs while overlooking contradictory data. Our approach mirrors this sentiment, focusing on long-term investments and providing advice for discounted valuations of publicly traded shares in global #REITs and real estate-related companies with high-growth potential. Transcript of Chair Powell's Press Conference -- https://lnkd.in/eVTqkWys #confirmationbias #interestrates
Transcript of Chair Powell's Press Conference -- March 20, 2024
federalreserve.gov
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Click to Read Insight and Commentary from Stifel's CIO Office
CIO Weekly | Insight and Commentary from Stifel's CIO Office
stifel.com
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Capital Notes is out today with a new type of post, The Capital Notes Media Digest. Check it out and please remember to like, share, and subscribe if you enjoy the content! #stocks #inflation #investing #trading #stockmarket #finance #economy https://lnkd.in/eCNPTuxr
Check out the new post today from Capital Notes! This is the first ever Capital Notes Media Digest, a series of hand selected charts, tweets, and other media that Capital Notes believes is relevant. All of this information is presented in a quick and easy to understand format. TL;DR: - Sentiment is nearing bullish extremes - Positive economic growth continues - Inflation continues to be a problem - Unemployment might be starting to crack - U.S. stock market valuations remain rich - Housing is extremely unaffordable Take a look and remember to like and subscribe if you enjoy the content! #stocks #inflation #investing #trading #stockmarket #finance #economy https://lnkd.in/e__giV8v
Capital Notes Media Digest #1
capitalnotes.substack.com
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Financial Adviser providing tailored, long-term financial advice & education to help you in achieving your goals both now and in the future. Rex Wealth Management Ltd, Partner Practice of St. James’s Place
📣 Your weekly 8 minute financial news update: 🫨 Stock Take After the panic in markets at the start of August, were you left thinking “what was that all about?” 🤕 Wealth Check Financial education is the key to everything when it comes to being prepared for the worst. So where should you start? 🎙️ In The Picture With so much volatility in markets, Joe Wiggins, Investment Research Director at St. James's Place, explains why it is so important not to make short-term, emotional decisions. Click the link below to read more on these points 👇🏻 https://lnkd.in/eb8BnM6r #weeklynews #financialnews #weekwatch #tips #stockmarkets #investments #investmentdecisions #savings #protectyourself #protection
WeekWatch - 12/08/2024
rexwealth.co.uk
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Check out the new post today from Capital Notes! This is the first ever Capital Notes Media Digest, a series of hand selected charts, tweets, and other media that Capital Notes believes is relevant. All of this information is presented in a quick and easy to understand format. TL;DR: - Sentiment is nearing bullish extremes - Positive economic growth continues - Inflation continues to be a problem - Unemployment might be starting to crack - U.S. stock market valuations remain rich - Housing is extremely unaffordable Take a look and remember to like and subscribe if you enjoy the content! #stocks #inflation #investing #trading #stockmarket #finance #economy https://lnkd.in/e__giV8v
Capital Notes Media Digest #1
capitalnotes.substack.com
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Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.
Investors Aiming for Perfection in 2024 | Morgan Stanley
morganstanley.com
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Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.
Investors Aiming for Perfection in 2024 | Morgan Stanley
morganstanley.com
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Senior VP, Family Wealth Director, Alternative Investments Director, Corporate Retirement Director, Financial Advisor at The M1 Group at Morgan Stanley
Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.
Investors Aiming for Perfection in 2024 | Morgan Stanley
morganstanley.com
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Strong market performance this year has left investors with lofty expectations for 2024. Here's why they may need to proceed with caution.
Investors Aiming for Perfection in 2024 | Morgan Stanley
morganstanley.com
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