The first half of 2022 has been a historically bad stretch for markets, and the carnage hasn’t been limited to stocks. As stocks and bonds have sold off in tandem, investors who for years have relied on the 60-40 portfolio – named because it involves holding 60% of one’s assets in stocks, and the remaining…
US stocks were trading higher Friday afternoon, shaking off earlier weakness that came after a disappointing gauge of manufacturing activity underlined fears that aggressive monetary tightening by the Federal Reserve could lead to a sharp slowdown. How are stocks trading? The Dow Jones Industrial Average DJIA, + 1.05% was up almost 330 points, or 1.1%…
In bear markets, winnings tend to go to investors who focus on fundamentals, not fads, and who pick stocks based on traditional business principles rather than the latest experimentation in finance or society. Many stock investors are sidelined today, facing crushing losses in crypto or tech, and a general bruising across equities. They’re confused by…
Now may be a good time to do a Roth conversion. But, contrary to an argument that’s popular right now in financial planning circles, “the factors that make such a conversion a good or bad idea have nothing to do with the fact that the stock market is so much lower than where it stood…
The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks. Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase & Co. JPM,…
This year has been inescapably awful for investors, as this chart on first-half performance shows. So in an environment where every short-term move seems to be a bad one, it might be worth getting a longer-term perspective. Monish Pabrai, founder of both the Pabrai Investment Funds and the Dhando Funds and an author on investing,…
US stocks just cemented their worst start to a year in more than half a century. But as the slowdown in the US economy becomes increasingly difficult to ignore, the market for high-yield corporate bonds – often referred to as “junk bonds,” a Wall Street sobriquet for the debt of companies with less-than-stellar credit ratings…
Hello! Welcome back to Distributed Ledger, our weekly crypto newsletter that reaches your inbox every Thursday. I’ll walk you through what’s going on in the current bear market. As usual, find me on Twitter at FrancesYue_ to send feedback, or tell us what you think we should cover. You can also reach me through email…
It’s a cool breeze during a hot moment, but it’s not the summer weather. As record-breaking numbers of Americans pack their cars and travel to Fourth of July barbecues that will cost them more than last year, they’ll fill up at gas stations where they are likely to be paying just a little less at…
Read More “Gas prices edge down just in time for July Fourth travel – here’s why” »
Hi! In this week’s ETF Wrap, you’ll get a look at where the money has flowed in the first half of 2022 and which areas are being fled by investors. For example, high-yield bond ETFs may wind up with their biggest outflows on record for the first six months of a year, according to Matthew…
