3/3 ...and some RIAs may wear 2 hats (fiduciary and nonfiduciary), so just beware of advising minefields. Do use Finra’s BrokerCheck or SEC’s Investment Advisor Public Disclosure tools for past disciplinary actions.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1037/...
3/3 MORE
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1036/...
4/4 So, global inflation is rising, global economy is slowing down, parts of Europe & Asia may soon be in recession, & eventually, US multinationals will be affected.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1035/...
3/3 Gold tanked/crashed; goldminers were trashed. Wall Street strategists are starting to cut their targets for 2026.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1034/...
#Barrons @barronsonline #OilPrices #200Oil #EnergyShock #IranCrisis #GlobalEconomy #OilCrisis #MiddleEast #StraitOfHormuz #Inflation #GasPrices #SupplyDisruption #BrentCrude #Geopolitics #Commodities #EnergyCrisis #MarketAnalysis
www.youtube.com/shorts/iLfun...
www.barrons.com/articles/oil...
3/3 There has been no progress in Senate confirmation of Fed Chair nominee Kevin WARSH.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1030/...
3/3 ...(ECB may not cut in 2026). US stocks would rally when this War ends, but when is that? The tech sector may be bottoming; opportunities may also be in industrials & healthcare. Risks may not be fully reflected in VIX.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1029/...
3/3 RETIREES should annually review their drug coverage under Part D or Medicare Advantage (MAPD) & pay attention to the drug formulary list, not just the premiums.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1027/...
3/3 US stocks fell & VIX rose. Due to many uncertainties the economy may slow down. The earnings season is behind & the FOMC in 2 weeks may hold rates. So, how long can this market ignore bad news?
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1026/...
2/2 Non-annuitized portions of portfolios can have high or 100% equity allocations. However, stick to basic annuities such as MYGA (accumulation), SPIA (decumulation), etc.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1018/...
2/2 US-Iran tensions aren’t helping. SP500 gross margins peaked in 2021 at 47%, now 45%. Valuations are vulnerable – lower E & lower P/E ratio. SP500 may touch 7,000 (closing), then reverse for an overdue pullback/correction.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1017/...
4/4 ...because of a provision in the law that (right or wrong) only the tariffs over the last 6 months can be challenged. Anyway you look at it, all this will be a huge mess.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1010/...
3/3 ...most of which still remain in Executive Orders or Presidential Memoranda. Cautious investors may want to take some profits.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1009/...
3/3 during which MA participants can switch to other MAs or back to the original Medicare (but Medigap may need medical underwriting depending on the state).
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1005/...
2/2 industrials (CAT), home improvement (HD, SHW), fast foods (MCD), discount retailers (WMT).
Will big techs become like the old GE (the conglomerate)? MORE
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/1004/...
3/3 (Choose the simplest possible annuity; annuities with bells and whistles & various riders can be very expensive.)
There are several commission-free annuities that are available through advisors, so they are fee-based.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/998/w...
3/3 INDIA (ETFs INDA, INDY, tiny rupee-hedged INDH) & BRAZIL (EWZ) offer counter-AI growth plays. In both markets, the AI segment is evolving & not dominant as in US, China, Taiwan, S Korea.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/997/w...
3/3 The long-term average for gold:silver ratio is 65.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/995/w...
2/2 Fed held rates & Kevin WARSH was nominated as the new Fed Chair (gold sold off sharply, silver crashed).
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/post/2408/th...
3/3 Rajiv JAIN, GQG Partners: AEP, AWK, AXIA, BTI, BUD, DUK, HDB, HEINY, NSRGY, PM; moved away from AI/tech; likes consumer-staples, healthcare, utilities & foreign stocks.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/990/w...
2/2 The economic data were fine – GDP +4.4%, unemployment 4.4%, but inflation was sticky at +2.8%. Get ready for Q4 earnings & watch tech earnings.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/989/w...
3/3 High levels of debt create the risks of credit downgrades and defaults – the market history is full of companies that were blue chip once but became fallen-angles or had worse troubles.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/987/w...
3/3 Meryl WITMER, Eagle Capital Partners: ALSN, Coats (UK)/CGGGF, WHD; all made recent acquisitions.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/986/w...
2/2 Several non-US markets are outperforming US. Diversification is recommended. Mentioned are diversified VEU; Asia AIA, MINV; Europe VGK; precious metals GLD, SLV.
Includes Barron’s Funds Quarterly.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/983/w...
3/3 The rally should broaden beyond AI and tech…MORE
Sonal DESAI, Franklin Templeton: AGNC, EADOX, FLMI, FRIAX, GLD, LAGVX, NLY, PYTRX
John ROGERS, Ariel Investments: AMG, ATGE, MIDD, MSGE, PBH
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/982/w...
2/2 Significant gold & silver selling is expected from upcoming annual rebalancing of Bloomberg Commodity Index & S&P GSCI Index starting Jan 8. Almost 3% of open interest in gold & 9% in silver may be sold.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/981/w...
2/2 ALTERNATIVES
Real Estate: REET, VNQ
BDCs: BIZD, MSDL, OBDC
FOREIGN
Dividends: IDV, SCHY
EM Debt: EMB, EMLC
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/980/w...
3/3 (Some of this is reflected in rallying gold & silver.) However, other developed markets have their troubles too – Japan, France, UK, etc. One approach by foreigners is to invest in the US but hedge their dollar exposure.
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/976/w...
3/3 And unlike in the past, goldminers aren’t rushing to add capacity, but are paying off debt, doing buybacks, paying dividends (GDX yields 0.49%, GDXJ 1.02%).
#PersonalFinance #Barrons
ybbpersonalfinance.proboards.com/thread/975/w...
