Kara M Murphy, CFA

investment geek, lover of charts, voracious reader, CIO @KestraIM Content presented here does not constitute investment advice or a recommendation

[Kara M Murphy, CFA @MoneyWithMurphy]

@jasonfurman All true. AND ... wage growth appears to be accelerating which would suggest too many jobs are chasing too few workers, ie labor market is tighter, which should concern policymakers.

[Kara M Murphy, CFA @MoneyWithMurphy]

Thanks for having me!

[Yahoo Finance @YahooFinance]

Kestra Investment Management CIO @MoneyWithMurphy joins Yahoo Finance to discuss investing opportunities outside of the Magnificent Seven:

[SentimenTrader @sentimentrader]

Wall Street has the lowest expectations for stocks in a decade.

At the end of December, strategists expected the S&P 500 to return basically nothing over the next year. That's one of the most pessimistic forecasts in 25 years of Bloomberg data.

Years with the lowest expectations returned a median of +12.1. Years with the highest returned +2.0%.

[Kara M Murphy, CFA @MoneyWithMurphy]

“Joy helps to align us to who we are and who we’re becoming; align us to the relationships that matter most to us; and also aligns us to our deepest values and convictions,” Pamela Ebstyne King

https://t.co/qimJWiin3k

Wishing you a joyous holiday. Invest wisely, live richly!

[Kara M Murphy, CFA @MoneyWithMurphy]

Join me at 10:10 ET on Bloomberg TV!

[Kara M Murphy, CFA @MoneyWithMurphy]

WeWork's bankruptcy filing highlights the toll higher interest rates have had on real estate, yet not all areas of this sector have performed the same way. Learn how residential and commercial real estate are faring in this week’s Markets in a Minute: https://t.co/7nuSmmFjDw

[Dr. Robert Cialdini @RobertCialdini]

I have never had heroes, except for Charlie Munger. Today I learned that the man who was my longtime friend, mentor, and supporter passed yesterday at 99 years and 11 months. Although he missed the century-old mark by only a few days, I don't think it would have mattered to him at all. Charlie didn't care about such designations. He only cared about finding ways to generate positive outcomes--and, crucially, not just for himself. He wanted everyone he could reach to benefit, too.

Charlie was a capitalist to the bone. But, he advocated a rarified form: selfless capitalism. Two sentiments I heard him express make the case. In describing the importance of acquired wealth, he said it was, "to be in a position to help others when trouble comes." So, it wasn't to protect oneself from tribulation; it was to rescue the less well-positioned from it.

Even more impressive to me was a statement he made on the moral responsibility of highly successful businesspeople to share fully their methods for producing that success--something he and Warren Buffett do relentlessly at Berkshire Hathaway. "Amazing," I remember saying to myself when I heard his claim. Here's a man at remarkably elevated levels of business attainment who, rather than secreting his causal practices and strategies, recommends revealing them widely to spread and thereby enlarge the gain. What's more, he walks his talk. Just amazing.

I haven't cried in years. But, today, I wept.

[Kara M Murphy, CFA @MoneyWithMurphy]

Now look who's dropping knowledge on CNBC ... @QuintTatro!

[Kara M Murphy, CFA @MoneyWithMurphy]

Here we go again…A potential government shutdown and a shift in the US government credit outlook. In this week's Money with Murphy, I discuss past shutdowns, last week's Moody's credit rating drop, and the market implications. Watch here to learn more: https://t.co/kyb0LyWeMf

[Kara M Murphy, CFA @MoneyWithMurphy]

@QuintTatro I have that effect on people. You're welcome.

[Kara M Murphy, CFA @MoneyWithMurphy]

Despite the Federal Reserve raising the fed funds rates over a year ago in an effort to curb inflation, interest rates continue to rise, resulting in a drop in bond prices. I share my insights on potential implications in this week's Markets in a Minute: https://t.co/dvlb6QkeDl

[Kestra Investment Management @KestraIM]

In case you missed it, our CIO @MoneyWithMurphy insights regarding the outperformance of the Big Seven was featured in The Wall Street Journal's Investing Monthly print edition!

Check it out on the October 9 edition, section R2: https://t.co/CdAd6o0286

[Kestra Investment Management @KestraIM]

On October 7th, the world witnessed a dramatic turn of events as Hamas launched a coordinated attack on Israel by air, land, and sea.
We evaluate the potential impact of the Israel-Hamas conflict on the markets in this week's Markets in a Minute.
https://t.co/QxLp8RWNVM

[Kestra Investment Management @KestraIM]

With the federally mandated pause on student loans expiring this month, borrowers are now responsible for resuming payments on $1.7 trillion in debt.

Learn more about how resuming payments could impact the economy in this week's "Markets in a Minute": https://t.co/qfgO6coG9i

[Kestra Investment Management @KestraIM]

In @hardikasingh2 article for @WSJ about the market's reaction to "higher for longer" interest rates, @MoneyWithMurphy shared her perspective on the Big Seven names and how unlikely another rally of that nature would be for them.
📰 Read Kara's insight: https://t.co/PHIPEF6n3F

[Kara M Murphy, CFA @MoneyWithMurphy]

As hard as 9/11 may be, I appreciate the opportunity to reflect and be grateful, a time to remember that life is both fragile and precious.

Thanks to @barronsonline for sharing my experience. https://t.co/obp4ToOOdM

[Kara M Murphy, CFA @MoneyWithMurphy]

@SethCL @lisaabramowicz1 @pauldelabaume What really matters is how much people are spending (declining) and how many are late in paying their bills (rising), though not yet in danger territory

[Kara M Murphy, CFA @MoneyWithMurphy]

Well, that was fast.

10-year yield is at 4.25%, its highest since 2008.
3 years ago it hit a low of just 0.52%.

[Kara M Murphy, CFA @MoneyWithMurphy]

A good piece from @wsj about why commodities are not a "set-it-and-forget-it" investment. https://t.co/L31tISz3VG