... way back in 2019. They got the required regulatory approval and planned to start absorbing TD the following year. Then the pandemic hit. Markets and investors went crazy for a while and that blended with ...
... that ended well, all things considered.
Here’s a roundup of how major markets performed during the quarter and year-to-date, respectively:
US Large Cap Stocks: up 8.7%, up 16.8%
US Small Cap Stocks: ...
... in China –
Andy Rothman is a strategist at Matthews Asia, a mutual fund company based in SF and known for specializing in financial markets of the Pacific Rim. Andy has been working in and on China for ...
... on federal borrowing until January 2025. We can debate if not having a debt ceiling is fiscally responsible but it’s a big win for the markets and the broader economy at least in the short-term.
I was ...
... bonds when things get tough in the markets. I’m not suggesting that you put all your money into Treasurys, by the way, just that what you may already hold should act as ballast during potentially rough ...
There’s truly never a dull moment, whether in life or in the financial markets. As we look ahead to summer there’s a short but weighty list of issues to follow: the debt ceiling, the banking “crisis”, ...
... and liquidation by the FDIC, which creates a lot of headaches for regular people trying to access their cash.
I mention all this because of what a non-event this seemed to be for the markets and the ...
... record – it is understandable that some investors may feel queasy at the prospect of jumping back into fixed income markets. However, it is important to remember that the yield of a bond benchmark provides ...
... the good.
Here’s a roundup of how major markets performed during the quarter:
US Large Cap Stocks: up 7.5%
US Small Cap Stocks: up 2.7%
US Core Bonds: up 3.2%
Developed Foreign Markets: up ...
... volatile markets, and an economy that one day seems strong only to show weakness another.
Crises never play out the same way twice, of course. There are more banks flush with deposits and sitting on ...
... of course, roiled markets late last week and led to a frantic weekend for policymakers and regulators deciding how to calm things down. News has been evolving rapidly but, as of this writing, the government ...
... sell your share.
That math is pretty simple. Where it starts getting interesting is when the value of XYZ Corp shares moves around with the markets and you keep buying. Maybe you bought more shares at ...
... months have seen a dramatic change in the interest rate environment. This is in large part due to how the Fed is fighting inflation and blowback in the markets has been negative, sometimes severe. But ...
... proceeds to wait until the last minute to do anything while raising the political temperature and creating anxiety for global markets. But then they end up raising the debt limit anyway as they have nearly ...
... the most important factor is still Federal Reserve policy. The Fed, and concerns about how its interest rate decisions would be implemented, dominated the conversation last year and helped send markets ...
... in volatile markets.
The money has to sit for at least 12 months but can be accessed prior to five years with a penalty of three months interest. Maybe I Bonds are good for extra medium-term savings ...
... the brokerage world and its sales culture behind, and building from the ground up. It was rocky along the way, both in the struggles of business and, at times, the markets, but I never considered turning ...
If the third quarter’s update wasn’t much fun to write, neither was this summary of the worst year for markets since 2008. But let’s push on and review major themes from Q4 and 2022, and the outlook as ...
... of the opinion that you should be doing this frequently as a back-of-the-envelope check on things, especially during down markets. But if you’re only doing this once it might as well be at the end of the ...
... in about March. Even if you harvested back then or perhaps multiple times already it likely makes sense to look again. Markets have continued to struggle and, even though prices have recovered a bit in ...