“This was a good report,” @clearnomics Founder & CEO @jamescsliu says on the November CPI report. “If we keep this up by the second half of next year, we could get down to 2-4% [inflation].”
Per that discussion we just had with @SullyCNBC on @SquawkCNBC@cnbc…about big moves higher after market downturns…the data in the pic is from 2019 & 2020…but it gives an idea of how important it is to be invested during tough times.
(Via @clearnomics@jamescsliu)
For advisors helping clients to navigate these challenging markets, having client-friendly insights and narratives is more important than ever. We look forward to seeing everyone at #T32022 next week. @FinTechie@clearnomics
“Once the market adjusts to what the Fed is doing… we don’t think the typical investor should overreact,” @clearnomics CEO @jamescsliu says, adding: “These swings in the market are not that unusual.”
"The big news this week has really been what's happening in the interest rate market," Verdence Capital Advisors CIO Megan Horneman says. "We're seeing that repricing of the Fed expectations and it is filtering into some of the different areas in the equity market."
“On the geopolitical side, the challenge for investors is that geopolitical risk is just really hard to weigh,” Clearnomics Founder and CEO James Liu says about the Russia-Ukraine tensions. Full comments:
“Across the board, we are seeing rising and accelerating inflation,” Clearnomics CEO @jamescsliu says. “Most likely [the Fed is] going to accelerate the rate of tapering, … and then we’re looking at probably the first rate hike in the first half of next year.” Full interview:
“It’s a balancing act in order to keep things going from here,” Clearnomics CEO @jamescsliu says. “There are going to be margin pressures coming up, ... but we think the fourth quarter is still going to be a positive one for the S&P 500 and stocks in general.”
@Teich50@TheDomino@clearnomics @CAVandy Other charts out there cherry pick and you're right, missing bad days more than offsets missing good days. This one measures what happens if you overreact and exit right after 2% or worse days and stay out for each period of time @TheDomino
I’m reminded of this Christmas card I got from @clearnomics@jamescsliu a couple years back.
You can look at this & think...the market on average pulls back a good amount intrayear...and also think...we could fall even more and still have it look like a typical year.
"It's a reminder that there are political and social risks when investing in these regions." @jamescsliu on the implications of China's regulatory crackdown on stocks like $BABA.
Highlight: “It’s really important to vote, but it’s better not to vote with your hard-earned dollars or your portfolios,” @clearnomics Founder & CEO @jamescsliu says. “It’s really these long-term economic trends… that affect the stock market over the long run.”
We're excited to announce our affinity partnership with LPL Financial, home to over 16,000 financial advisors. We are proud to support LPL advisors as they help clients achieve financial goals @DougWardley@RyanDetrick@LPL@_BurtWhite
https://t.co/W2F5EDXZ57
Highlight: “Since the bottom back in March, the market’s up 32%,” @jamescsliu notes. “It’s baking in exactly the fact that once people do get back to work, many parts of the economy … get back in business.” Also talks about the Fed. Full interview:
Many advisors are getting investor questions about this bear market. It all boils down to this simple recommendation: hold an appropriate portfolio and seek proper financial guidance. The benefit of diversified portfolios since 2008, in chart form:
2019 was one of the best years this cycle across asset classes. However, what drove markets this year may not be as helpful in 2020. Enjoyed chatting with @dee_bosa @CNBCWEX @clearnomics
https://t.co/OTg4Kb6k4J
Highlight: Is a recession coming? "The answer is probably no,” @clearnomics Founder and CEO @jamescsliu says. “We’re an economy that can hopefully still grow around 2% in terms of real GDP, which is a pretty solid rate.” More: