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Robert Hunt
The week's financial news is a mess. I clean it up and provide education and fun so that you make the right financial decisions.
Investment advice for election inflation, is Trump the best thing for the stock market, and Robert's Corner, where we focus on what matters in investing
What to buy if the election has you worried about inflation: https://www.wsj.com/finance/investing/tips-inflation-protected-securities-4f7db9c5?st=GDHxZ2&reflink=article_email_share
Trump is the most pro-stock market president in history: https://www.cnbc.com/2024/11/11/trump-is-the-most-pro-stock-market-president-in-history-whartons-jeremy-siegel.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
20:1715/11/2024
Knowing the election results beforehand may not have helped you, Trump administration investment expectations, and some Morgan Housel wisdom to keep us sane.
Sam Bankman Fried Election Bet: https://www.businessinsider.com/sam-bankman-fried-called-trump-victory-system-lost-300-million-2023-10
The Republican Tax Cut Gamble That is About to Pay Off: https://www.wsj.com/politics/policy/the-republican-tax-cut-gamble-that-is-about-to-pay-off-4e83fa17
Wall Street Salivates over a New Trump Boom: https://www.wsj.com/finance/stocks/wall-street-salivates-over-a-new-trump-boom-c32cf952?st=uT9orL&reflink=article_email_share
Morgan Housel Podcast: https://fs.blog/knowledge-project-podcast/morgan-housel-2/
18:5708/11/2024
Morgan Housel discusses the personalization of investing, the fog of financial nostalgia, and the Wall Street Journal highlights an index hero.
Do it your way: https://collabfund.com/blog/your-way-is-the-only-way/
A message from the past (thoughts on nostalgia): https://collabfund.com/blog/a-message-from-the-past-thoughts-on-nostalgia/
John McQuown, index fund pioneer: https://www.wsj.com/finance/investing/john-mcquown-index-fund-investing-pioneer-dead-1ee3b579
19:3701/11/2024
Bill Ackman lost 400 million on his Netflix bet, Goldman predicts 3% returns for the next decade, and a private equity firm has a 79 times return on their oil and gas investment.
Bill Ackman loses 400 million on Netflix: https://variety.com/2022/digital/news/bill-ackman-sells-netflix-stake-loss-1235237715/
Goldman Sachs predicts 3% returns for the next decade: https://awealthofcommonsense.com/2024/10/3-stock-market-returns-for-the-next-decade/
Little known private equity firm scores 79 fold return: https://www.wsj.com/articles/this-little-known-private-equity-firm-booked-a-79-fold-return-43057092?st=yYWw6F&reflink=article_email_share
19:4825/10/2024
Vanguard's market predictions from 2019 revisited, a retirement expert models humility, and endowment funds lag.
Vanguard 2019 Predictions: https://www.prnewswire.com/news-releases/vanguard-unveils-2019-economic-and-market-outlook-report-300761301.html
A retirement authority still makes mistakes: https://www.wsj.com/personal-finance/retirement/shes-a-retirement-authorityand-still-made-mistakes-heres-what-shed-do-differently-f3ef1568?st=dsuZ9Q&reflink=article_email_share
Venture Capital Write Downs Hit College Endowments: https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-10-17-2024/card/venture-capital-write-downs-hit-college-endowments-32mXXl9iBqe170KR8kHb
17:2518/10/2024
Warren Buffet's million dollar bet revisited, Scott Burns assuages our retirement fears and a JP Morgan client loses 50 Million and doesn't get it back
Warren Buffett's bet paid off: https://www.cnbc.com/2024/10/09/warren-buffetts-sp-500-bet-paid-off-some-experts-say-it-may-be-time-to-diversify.html#:~:text=In%202007%2C%20Warren%20Buffett%20made,traded%20funds%20or%20mutual%20funds.
Retirement may be more comfortable than you think: https://scottburns.com/retirement-may-be-more-comfortable-than-you-think/
JP Morgan client who lost $50 million fortune amid dementia is denied trial: https://fortune.com/2024/10/04/jpmorgan-client-peter-doelger-50-million-fortune-dementia-lawsuit-trial/
Retirement Calculator: https://www.nerdwallet.com/calculator/retirement-calculator
19:5411/10/2024
When a crystal ball is not enough, the fastest growing economies may be duds as investments, and UBS predicts the roaring 20's.
Which countries have the highest returns, guess again: https://www.wsj.com/finance/investing/stock-market-returns-gdp-growth-548a387e
When a crystal ball isn't enough: https://elmwealth.com/crystal-ball/
U.S. Economy is on the cusp of another roaring 20's: https://finance.yahoo.com/news/u-economy-cusp-another-roaring-103913456.html
18:4204/10/2024
Scott Burns best article ever, solving the 'why' of investment fraud, and an investment idea you are sure to love
Scott Burns thoughts on index investing, the long haul and your life: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=73fff10f-bad2-43dc-8fe1-0b3d6390682f&appcode=DMNUAT&eguid=f2a8b298-4053-4d6a-ad1e-5f53fd8e6792&pnum=94#
Solving the mystery of an investment that's too good to be true: https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042122d?st=jwUFXi&reflink=article_email_share
19:2127/09/2024
Young investors learn the hard way, the number one way Americans are becoming millionaires and what to do with a Fed interest rate cut
Young, rich investors are making 2 key mistakes: https://www.cnbc.com/2024/09/16/cfp-key-mistakes-from-young-rich-investors.html#:~:text=Klontz%20says%20that%20younger%20wealthy,conventional%20wisdom%20and%20prioritizing%20exclusivity.
The number one way Americans are becoming millionaires: https://www.morningstar.com/financial-advisors/number-one-way-americans-are-becoming-millionaires
Where to put your money when the Fed cuts rates: https://www.wsj.com/personal-finance/where-to-put-your-money-when-the-fed-cuts-rates-743e8c66?st=yS7h8q&reflink=article_email_share
19:4320/09/2024
High dividend yield funds can deceive, another investment fraud to learn from, and bonds probably deserve a second look
When chasing more dividends leaves you with less: https://www.wsj.com/finance/investing/dividend-stock-etf-1f481e82?st=tp3wm0lvezk9j65&reflink=article_email_share
SEC charges Alabama private fund manager with offering fraud: https://t.e2ma.net/message/1ouhxi/10nseylc
A guide to why you should buy bonds and why you shouldn't:
https://www.wsj.com/finance/investing/buying-bonds-investing-guide-1644c54d?st=qrbfv6n945j0s9b&reflink=article_email_share
20:0513/09/2024
Beware of hucksters in a low interest rate environment, AI bots can do anything, and Americans are VERY bullish on stocks
When Interest Rates Go Down, the Hucksters Spring Up: https://www.wsj.com/finance/investing/kenneth-boyle-paul-regan-next-level-yield-wealth-903910f9?st=1iu9ltsxsczildw&reflink=article_email_share
These New AI Bots Will Do Just About Anything for You: https://www.wsj.com/tech/ai/ai-agents-autonomous-bots-human-tasks-913c0ce5?st=pxd1b8bmuibtw85&reflink=article_email_share
Americans Are Really Really Bullish on Stocks: https://www.wsj.com/finance/stocks/americans-are-really-really-bullish-on-stocks-ceee798b?st=ulnsdnbih3dklql&reflink=article_email_share
19:5006/09/2024
How to mess up index fund investing, the next hot investing idea sometimes ain't so, and Morgan Housel and Howard Marks produced a podcast masterpiece
Messing Up the Closest Thing to a Sure Thing in the Stock Market: https://www.wsj.com/finance/investing/messing-up-the-closest-thing-to-a-sure-thing-in-the-stock-market-bc319230
Howard Marks - Morgan Housel Podcast: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345
Transcript of Marks - Housel Podcast: https://www.oaktreecapital.com/docs/default-source/memos/behind-the-memo---the-impact-of-debt---transcript.pdf?sfvrsn=f5045566_2
19:3930/08/2024
Citadel's Ken Griffin supposedly rules the investing world, Kamala Harris introduces her scary tax plan, and the Deadlift ETF outperforms the market by 2.4x
Citadel's Ken Griffin has remade the hedge fund industry with himself on top: https://www.wsj.com/finance/investing/citadel-ken-griffin-hedge-funds-c9ddf51d
What we know about Kamala Harris's 5 Trillion Tax Plan So Far: https://www.nytimes.com/2024/08/22/us/politics/kamala-harris-tax-plan.html
18:0523/08/2024
Index fund's discards find new life, investors who borrowed now have to repay and Vanguard Capital Markets forecast revisited
Investors Borrowed Like Crazy During the Rally, Now They're Paying the Price: https://www.wsj.com/finance/investors-borrowed-like-crazy-during-the-rally-now-theyre-paying-the-price-608115e7
Wall Street's Trash Contains Buried Treasure: https://www.wsj.com/finance/stocks/wall-streets-trash-contains-buried-treasure-b22ad00d
Vanguard Capital Markets Forecast: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html
18:0516/08/2024
Target Date funds get ditched, 1987 crash comes back and the stages of fear in a market meltdown.
401k Investors Convinced That Target Date Funds Miss the Mark: https://www.wsj.com/personal-finance/retirement/401k-savers-target-date-funds-alternatives-6e4e6f75?st=y50wpf09aa8tz8g&reflink=article_email_share
Is This 1987 All Over Again? https://www.wsj.com/finance/stocks/is-this-1987-all-over-again-whats-driving-the-market-meltdown-4d107126
18:3909/08/2024
A couple wins the powerball and gets hosed, there is no such thing as a 'stock-pickers market', and famous investor scorecards.
A Couple Won the Powerball. Investing it Turned to Tragedy: https://www.wsj.com/finance/investing/a-couple-won-the-powerball-investing-it-turned-into-tragedy-fc8fd31c
Why your fund manager can't beat today's stock market: https://www.wsj.com/finance/investing/why-your-fund-manager-cant-beat-todays-stock-market-a5a14688
Stockcircle.com - track famous investor's returns.
18:2819/07/2024
Making money on the election is harder than ever, JP Morgan's top expert gets it wrong, and why you should not answer when your bank calls
Making Money on the Election Trade is Harder Than Ever: https://www.wsj.com/finance/stocks/2024-election-results-investments-stock-market-804e2afd
Wall Street Bids Adieu to Its Biggest Bear: https://www.wsj.com/finance/stocks/wall-street-bids-adieu-to-its-biggest-bear-93ed670e
Get your money back? Don't bank on it: https://dentonrc.com/news/the_watchdog/are-some-banks-making-it-tough-for-customers-who-had-money-stolen-from-their-accounts/article_3b6229ae-3721-11ef-89ee-eff242af1a9d.html
19:2205/07/2024
Hot new 'boomer candy' funds, Americans fall into a 'cash trap', and Robert's Corner where I connect mold remediation and investing
Americans Chasing High Interest Rates Risk Falling Into a 'Cash Trap': https://www.wsj.com/finance/investing/americans-chasing-high-interest-rates-risk-falling-into-a-cash-trap-f4282aee
These Hot New Funds are 'Boomer Candy": https://www.wsj.com/finance/investing/retirees-boomer-candy-investing-fund-62454210
19:4428/06/2024
Why stocks are the greatest asset class, quite compounding and stock picking is still difficult
Why stocks are the greatest asset class: https://ofdollarsanddata.com/why-stocks-are-the-greatest-asset-class/
Quite Compounding: https://collabfund.com/blog/quiet-compounding/
19:1121/06/2024
Bank branches seek to lure you in, Scott Burns keeps preaching truth and active bond funds appear to signal they are the way to go
Banks adapt branches to clients feel welcome: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=96bc6cfc-df79-47ff-ad81-f292c026e4c2&appcode=DMNUAT&eguid=538aa46c-e3c0-452c-af95-9ae8bbf10a8c&pnum=31#
Scott Burns laws of financial security still hold: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=b6ea0407-a28d-4926-abc0-c2e198c4abdc&appcode=DMNUAT&eguid=44355724-dc50-434f-b16a-2adb71733eb2&pnum=98#
Bond investors are paying up again for active fund managers: https://www.wsj.com/finance/investing/bond-investors-are-paying-up-again-for-active-fund-managers-586e691b?st=i1q8zzd306y8fy3&reflink=article_email_share
19:1714/06/2024
Trouble in the private real estate LP world, the benefits of spousal IRAs, and the fickle friend that money is
Here's a Tax Break That Married Couples Often Overlook: https://www.wsj.com/personal-finance/retirement/married-tax-breaks-spousal-ira-b0e7c2a1
Fickle friend: https://wng.org/articles/fickle-friend-1620654037
18:5207/06/2024
International investing takes the lead, Nvidia reveals the difficulty of stock picking and Vanguard releases their return expectations
International stocks are poised to beat the S&P 500: https://www.morningstar.com/news/marketwatch/20240513112/international-stocks-are-poised-to-beat-the-sp-500-heres-why
Cathie Wood sells Nvidia a bit early: https://www.morningstar.com/news/marketwatch/20240524281/cathie-wood-sees-a-great-depression-like-search-for-safety-in-the-stock-market
Vanguard Capital Markets Model: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html
19:4831/05/2024
The golden age of investing, Vanguard hires an outsider, and Nvidia creates FOMO not seen since Tulipmania
Investors are Striking Gold All Over: https://www.wsj.com/finance/investing/stock-market-dow-record-economy-6b77dac7
Vanguard Names Former Blackrock Executive as CEO: https://www.wsj.com/business/c-suite/vanguard-preparing-to-tap-former-blackrock-executive-as-ceo-77508e2b
Nvidia Earnings Fuel AI Optimism: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-earnings-05-23-2024
19:4224/05/2024
A dart board beats the pros, meme stocks return, and 529 plans get a few new wrinkles
A Random Path to Stock Market Riches: https://www.wsj.com/finance/investing/the-random-path-to-stock-market-riches-3be065ad?st=q635zoid78hn1xx&reflink=article_email_share
Meme Stocks Return: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=5067587c-f41b-49f6-8c7f-9e086d05ca0c&appcode=DMNUAT&eguid=4bbaa4a0-75c0-40b0-b4e3-671ebe30b7ec&pnum=30#
529 College Savings Plans get more benefits: https://www.cnbc.com/2024/05/15/529-college-savings-plans-have-even-more-benefits-in-2024.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
20:0717/05/2024
Is Blackstone's BREIT a ponzi scheme? Is my money market fund safe? And Robert's Corner where we discuss medical bills.
Business Insider: https://www.businessinsider.com/blackstone-breit-commercial-real-estate-fund-misled-investors-private-equity-2024-5
Vanguard Money Market Fund: https://investor.vanguard.com/investment-products/mutual-funds/profile/vmfxx
18:3410/05/2024
How good are Warren Buffett's managers at picking stocks, Morgan Housel warns us about debt and Bobby Hunt teaches how to handle stock market corrections
Berkshire and Buffett: can any stockpicker follow the Oracle?: https://www.ft.com/berkshire
Morgan Housel thinks about debt: https://collabfund.com/blog/how-i-think-about-debt/
Worried about a stock market correction?: https://www.wsj.com/finance/stocks/stock-market-correction-put-options-af2f320f?st=dpb8kvo0oc51mwd&reflink=article_email_share
19:0903/05/2024
NFL Draft prospect teaches us how to invest, an ETF promises too much and some time in Robert's corner
NFL Draft Prospect Moonlighting as an Investor: https://www.wsj.com/sports/football/nfl-draft-2024-braden-fiske-defensive-tackle-66ee3dc1
New Stock ETFS offering 100% downside protection: https://www.wealthmanagement.com/etfs/new-stock-etfs-offering-100-downside-protection-are-coming
19:4226/04/2024
Fed Chair Powell says inflation may be here to stay, the five biggest financial regrets folks have, and the ETF space tries to attract you to active management
Fed Chair Powell CNBC: https://www.cnbc.com/2024/04/16/powell-cites-lack-of-progress-this-year-in-reaching-feds-inflation-goal.html
Financial Planning Magazine home page: https://www.financial-planning.com/
19:5619/04/2024
Fidelity looks to charge you for shopping, the hidden costs of homeownership and "so you think you want to be an investor?"
Fidelity charges platform fees: https://www.etf.com/sections/fidelity-plans-15-platform-fee-etf-issuers
The Hidden Costs of Homeownership Are Skyrocketing: https://www.wsj.com/economy/housing/housing-affordability-taxes-insurance-costs-rise-bca64df1
18:5412/04/2024
The conflicts your financial advisor doesn't want you to know about, the 'experts' have a hard job and a sermon on diversification.
The Conflicts Your Financial Advisers Don't Want You to Know About: https://www.wsj.com/personal-finance/retirement/financial-adviser-conflicts-fees-money-bc235dc2
Peter Mallouk Book: https://moneysimplifiedbook.com/
19:1505/04/2024
Even the pros can't hold stocks, a Nobel winning behavioral economist passes, and President Trump gets a stock
Daniel Kahneman, Nobel-Winning Pioneer of Behavioral Economics, Dies at 90: https://www.wsj.com/finance/investing/daniel-kahneman-nobel-winning-pioneer-of-behavioral-economics-dies-at-90-56b8b5a9
Why It's So Hard to Know What Donald Trump's DJT Stock is Worth: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-03-28-2024/card/why-it-s-so-hard-to-know-what-donald-trump-s-djt-stock-is-worth-ylc3Js1ZVZzJHAV2g0sX
17:2729/03/2024
How to invest with money market rates still high, Texas pension fund speculates on stocks, and recency bias clouds our thinking.
How to invest? More than ever, it depends on who you are: https://www.wsj.com/finance/investing/how-to-invest-more-than-ever-it-depends-on-who-you-are-487fa01b
Texas Pension Funds' Bets on Regional Banks Turn Sour: https://www.wsj.com/finance/texas-pension-funds-bets-on-regional-banks-turn-sour-6f00fb78
Long Term Recency Bias: https://awealthofcommonsense.com/2024/03/long-term-recency-bias/
18:2022/03/2024
Nvidia is on fire, Bitcoin creates FOMO, and I see if an AI bot can do my job.
It's Nvidia's stock market. You choose how to live in it: https://www.wsj.com/finance/investing/nvidia-stock-market-f254a7ac
He lost $ 500,000 on Bitcoin. Now He's Celebrating: https://www.wsj.com/finance/currencies/bitcoin-price-all-time-high-investing-fomo-7c1c77ce
20:1208/03/2024
Warren Buffett's annual letter is released, Jack Bogle's wisdom lives on, and a reframing on whether investors should try to lock in yields.
Warren Buffet's Letter: https://www.berkshirehathaway.com/letters/2023ltr.pdf
Four ways to lock in yields above 5%: https://www.wsj.com/finance/investing/secure-high-yield-4-strategies-d663ba88
18:0501/03/2024
WSJ's stock picking contest examined, the USA's unsustainable debt, and conflicts of interests for everyday investors.
WSJ Heard on the Street Stock Picking Contest: https://www.wsj.com/finance/stocks/heard-on-the-streets-stock-picking-contest-bbb58f00
A $1 Trillion Conundrum: The U.S. Government's Mounting Debt Bill https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec
17:2823/02/2024
Can we just invest in the S&P 500? Are stocks expensive? Can dividend investing rise from the dead?
Stocks are at Records: https://www.wsj.com/finance/stocks/stock-prices-valuations-financial-advisers-35ced497
Can dividend investing rise from the dead?:https://www.wsj.com/finance/investing/can-dividend-investing-rise-from-the-dead-8da3ddfc
18:1416/02/2024
Timing markets is really really hard, the difficulty of portfolio tilting and the loss of purchasing power in the dollar.
Timing is hard: https://www.ft.com/content/47b49fd1-48fb-4855-9c34-d32348c6df37
18:3309/02/2024
Bank of America Plaza teaches us a lesson, dividend growth throughout history, and lessons from my research of a REIT in college.
Bank of America Plaza: https://www.dallasnews.com/business/real-estate/2024/01/23/dallas-bank-of-america-plaza-makes-plans-for-the-future-without-bank/
Dividend Growth History S&P 500: https://www.multpl.com/s-p-500-dividend/table/by-year
Vornado Realty Trust: https://www.vno.com/
20:0102/02/2024
The worst 20 year investment periods, the dangers of hubris in investment allocation and why investing at the top is great.
18:1826/01/2024
The government seeks to protect investors, Norway's sovereign wealth fund struggles to stock pick and the hunt for quality stocks is upon us.
What to know about financial advice as policymakers debate changes to the rules: https://www.cnbc.com/2024/01/15/what-to-know-about-financial-advice-as-lawmakers-debate-rule-changes.html
The World's Biggest Wealth Fund is Suing Over Silicon Valley Bank: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-earnings-01-17-2024/card/the-world-s-biggest-wealth-fund-is-suing-over-silicon-valley-bank-s-failure-gCH5CWMqbA81rzAr51m9
Forget Meme Stocks and Bitcoin. These Investors Are Hunting Quality. https://www.wsj.com/finance/stocks/forget-meme-stocks-and-bitcoin-these-investors-are-hunting-quality-1576454e
18:2019/01/2024
Hedge Funds for the masses disappoint, what it's like to retire on social security alone and the SEC approves the bitcoin ETFs.
Hedge Funds for the Masses Disappoint: https://www.wsj.com/finance/investing/hedge-funds-alt-funds-high-costs-6738bc51
Here's what it's like to retire on nothing but Social Security: https://www.wsj.com/personal-finance/retirement-only-social-security-benefits-america-a3a706e0
SEC Approves Bitcoin ETFs: https://www.wsj.com/finance/regulation/sec-approves-bitcoin-etfs-for-everyday-investors-dc3125ef
19:0012/01/2024
How so many got 2023 wrong, the future is indeed bright, US economist predicts greatest crash of our lifetime and Robert's Corner where we discuss if you really could be a stock picker
How I, and Everyone else got 2023 so wrong: https://www.wsj.com/finance/how-i-and-everyone-else-got-2023-so-wrong-637d5f1d?st=c3rxf2qlfjg6h88&reflink=article_email_share
The future is bright if you know where to look: https://www.wsj.com/tech/ai/the-future-is-bright-if-you-know-where-to-look-98874b3d
US economist predicst 2024 will bring 'biggest crash of our lifetime': https://www.foxbusiness.com/media/us-economist-predicts-2024-bring-biggest-single-crash-lifetime
18:1805/01/2024
A yearslong way to boost stock market returns, Trick your brain into good financial choices, and Mystifying financial data
A Yearslong Way to Boost Stock Market Returns: https://www.wsj.com/personal-finance/taxes/a-yearlong-way-to-boost-stock-market-returns-41cbcd11
Trick Your Brain Into Being Better With Money: https://www.wsj.com/personal-finance/trick-your-brain-into-being-better-with-money-d2084351#:~:text=In%20the%20preceding%20days%2C%20keep,in%20the%20moment%2C%20Rick%20said.
18:2029/12/2023
Wunderkind investing strategies fade, a ponzi scheme is uncovered in the cattle business, Robert Kiyosaki keeps scaring us and Robert's Corner!
A Wunderkind Hedge Fund Strayed Beyond Value Investing: https://www.wsj.com/finance/investing/a-hedge-fund-wunderkind-strayed-beyond-value-investing-heres-what-happened-next-7e900d74?reflink=integratedwebview_share
Fort Worth SEC accuses company of cattle hustle: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=c5ce8856-f808-4e43-aa1e-96a580eb62d7&appcode=DMNUAT&eguid=16461ee4-8bc4-440b-8c12-6b8afd0b625b&pnum=37#
Rich Author, Poor Readers: https://awealthofcommonsense.com/2023/12/rich-author-poor-readers/
18:4022/12/2023
Money moves it's too late to make, how to lose $ 50 million at JP Morgan and some fun investing facts.
Money moves to make if you're expecting the Fed to lower interest rates: https://www.wsj.com/personal-finance/money-interest-rate-investment-stocks-bonds-4310b111?reflink=integratedwebview_share
JP Morgan is in a fight over it's clients lost $ 50 million fortune: https://mercury.bloomberg.com/news/S5J1JYDWX2PS00
75 Facts from 2023: https://theideafarm.beehiiv.com/p/75-facts-2023
20:0315/12/2023
What the stock market taught us this year, Asset Class performance in November and Robert's Corner where I discuss my own investing struggles
What the stock market taught us this year: https://www.wsj.com/finance/investing/stock-market-2023-lessons-investing-2cedd44f?reflink=integratedwebview_share
21:0008/12/2023
Cash hoarders start looking for risk, AI stocks leave the value folks behind and Charlie Munger's lessons.
Investors are hungry for risk: https://www.wsj.com/finance/stocks/investors-are-hungry-for-riskand-holding-record-cash-sums-6fe43275?st=zuetsjqtb3sov72&reflink=article_email_share
The stocks that AI mania left behind: https://www.wsj.com/finance/stocks/the-stocks-that-ai-mania-left-behind-ff9eeee9?st=krfgeyrxfllh2co&reflink=article_email_share
Charlie Munger's most legendary investing tips: https://fortune.com/2023/11/28/billionaire-charlie-munger-warren-buffett-best-investing-advice/
19:1201/12/2023
UBS predicts roaring 90's stock market, Mint budgeting app dies, 529 secrets you wish you knew and Robert's Corner where we look at the intersection of refrigeration and investment.
UBS Thinks U.S. Economy is Headed Back to Clinton-Like Era: https://finance.yahoo.com/news/forget-gloom-1970s-ubs-thinks-123027482.html
There's a Reason a Killer Money Saving App Still Doesn't Exist: https://www.wsj.com/personal-finance/theres-a-reason-a-killer-money-saving-appstill-doesntexist-24558f8c?st=e8ammlevxt876we&reflink=article_email_share
529 to Roth Rollovers: https://www.schwab.com/learn/story/529-to-roth-ira-rollovers-what-to-know
Refrigeration: https://www.subzero-wolf.com/sub-zero
17:2317/11/2023
S&P 500 clinches best week since November 2022, a generational investing opportunity with baby boomers and another mutual fund advertisement in Robert's Corner.
S&P 500 clinches best week since November 2022: https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2023-8110321c
A generational way to play the stock market: https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2023-8110321c
Alger mutual fund: https://www.alger.com/Pages/Products.aspx?productCode=2084
19:2310/11/2023
President Biden comes to protect your retirement, Money Market funds may not be a long term solution and Nationwide tries to sell me lies
Biden's Junk Fee Crackdown Comes for Retirement Advice: https://www.wsj.com/personal-finance/retirement/bidens-junk-fee-crackdown-comes-for-retirement-advice-20ce1b2c
How this year's hottest investment could end up costing you: https://www.wsj.com/finance/investing/how-this-years-hottest-investment-could-end-up-costing-you-a4717f20?reflink=integratedwebview_share
Why Quality in Small caps matters: https://advisory.nationwide.com/l/273512/2023-10-23/42h5cd1?utm_source=SFMC&utm_medium=email&utm_term=39381&utm_content=2023_Q4_IMG_RIA_Small_Cap_Email3&utm_campaign=2023_Q4_Funds_Small_Cap
20:1003/11/2023