Kaizen Wealth

Investment Management and Financial Planning -
ˈkī|zən: continuous improvement

[Kaizen Wealth @kaizenwm]

@MichaelKitces I thought I saw a link/button to purchase both IAR CE Days combined (discounted) but I cannot find it now.

[Kaizen Wealth @kaizenwm]

We show midyear global equity returns as non-U.S. stocks continue powering ahead thanks to massive defense outlays and policy support. https://t.co/wzqwrbEmrM via @visualcap

[Kaizen Wealth @kaizenwm]

By early 2025, the top ten companies in the S&P 500 made up nearly 40%, marking a high degree of market concentration. https://t.co/GCmEtlh7UU via @visualcap

[Kaizen Wealth @kaizenwm]

As peso strengthens, new firm offers shield against currency volatility for property buyers https://t.co/iyzOV1ZqUG via @Mexico News Daily

[Kaizen Wealth @kaizenwm]

https://t.co/eVwSJha6mq

[Kaizen Wealth @kaizenwm]

https://t.co/fKnIkI1nSq

[Kaizen Wealth @kaizenwm]

Visualizing the Anatomy of a Stock Market Bubble https://t.co/5rOnS68nik via @visualcap

[Kaizen Wealth @kaizenwm]

https://t.co/PlS1aNJBqd

[Kaizen Wealth @kaizenwm]

https://t.co/GuYOZckq6G

[Kaizen Wealth @kaizenwm]

Changes in Retirement Savings Rules to Know Before Year’s End https://t.co/cUsf9XnOcb

[Richard Bernstein Advisors @RBAdvisors]

Investors who think today’s #stock market is somehow vastly different from 1999/2000’s #bubble simply aren’t paying attention.

[Jesse Felder @jessefelder]

Over the past 32 trading days, NVDA has gained more than $1 trillion in market cap. To put that into some sort of perspective, the 6-week gain is greater than the total market cap of BRKA, which Warren Buffett has spent 6 decades in building.

[Richard Bernstein Advisors @RBAdvisors]

Since #NASDAQ’s inception in 1971 there have been only 2 periods during which Utilities’ compound total return hasn’t surpassed NASDAQ’s. #Tech bubble in 2000 and today. Over 50 years of tortoise and hare.

[Kaizen Wealth @kaizenwm]

Einhorn Says Markets Are ‘Broken.’ Here’s What Data Shows https://t.co/tMHEOMyD5q

[Kaizen Wealth @kaizenwm]

https://t.co/thPeVQ5K8o

[Charlie Bilello @charliebilello]

Nvidia's market cap is now over $200 billion higher than all of the companies in the S&P 500 Energy sector ... combined. Meanwhile, the total net income of the Energy sector is $147 billion vs. $19 billion for Nvidia.

Video: https://t.co/QUIx0MG3nm

[Richard Bernstein Advisors @RBAdvisors]

The Magnificent 7 bubble expands further. Total #Market Cap now bigger than any individual #country ex US. Cue comments saying we don’t understand this should be true… (Chart: @FactSet )

[Kaizen Wealth @kaizenwm]

IRS to Raise Tax Brackets, Standard Deduction by 5.4% https://t.co/BUpN7cd4Ez

[Kaizen Wealth @kaizenwm]

Byron Wien Had Wall Street’s Attention. The Creator of the 10 Surprises List Dies at 90.: https://t.co/Uarur324w5

[Richard Bernstein Advisors @RBAdvisors]

The goal of monetary tightening is always to disintermediate the entire #economy. Accordingly, cash is outperforming the average stock since the #Fed’s first rate hike in March 2022.