Bailard, Inc.’s Post

📉 Consumer sentiment has plunged from recent highs, and skepticism is on the rise. But what does this mean for the stock market? 🤔 The answer might not be what you expect! Dive into the insights shared by SAM’s Deputy Chief Investment Officer Michael Joseph, CFA, in his latest article published by Advisor Perspectives. 💡 Read the full article here: https://lnkd.in/gm2v-pmf #ConsumerSentiment #InvestmentInsights #MarketAnalysis #WealthMangement #SAMArticles 

Holly Newman Kroft was recently featured on CNBC’s “Squawk on the Street”, sharing her views on recent activity in the labor market and its impact on the broader financial markets. Holly also discussed the potential for an economic slowdown in the coming months. Learn more about Holly’s insights by clicking the link below. #WealthManagement #PrivateWealth #EconomicSlowdown https://lnkd.in/eQGcDxin

Election Year Dynamics. While markets are generally weaker in the first half of U.S. presidential election years, this year has defied those seasonal patterns. According to Ned Davis Research, we are witnessing the second-best January-June run since 1928. Such performance raises interesting considerations for the remainder of the year. Mean Reversion ? Despite the strong start, historical data suggests there may be room for a pullback. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, who accurately forecasted the rally post-2008 financial crisis, notes that the S&P 500 could see a pullback of 5% to 8% in the coming weeks. -Bloomberg 📈 Strategic Planning Understanding these patterns and the concept of mean reversion can aid in making informed decisions for investors. While the past doesn't predict the future, it provides valuable context for planning and strategy. We leverage historical data and behavioral insights to help our clients navigate market complexities in order to help "Dollars Make Sense" #FinancialPlanning #MarketTrends #InvestmentStrategy #MeanReversion #ElectionYear #CapitalConclusions #DollarsIntoSense

SUPERSTITIOUS ABOUT A TIME OF YEAR? Many of us are prone to superstitions and it’s not just breaking mirrors or walking under ladders. They can also crop up in investment and economic spaces. You might assume people who work with and have access to large sets of data would be immune, but for some reason many people in the financial space still feel superstitious about certain times of the year. #investment #timing #financialservices

https://lnkd.in/g7FsZYNW We look at things with a long-term lens. With that said, it can be interesting to monitor how shorter-term market themes could impact the earnings and stock prices of our portfolios. In this edition of Quiet Counsel, Principal & VP Marketing Mike Wallberg, CFA, MJ looks at three themes that are likely top of mind for our clients: inflation, a possible recession, and artificial intelligence -- and how our portfolios are positioned.

🔍 Insightful Perspectives on the Economic Landscape & Beyond with Stephen Pagliuca In a compelling discussion on Yahoo Finance, Stephen Pagliuca, Senior Adviser of Private Equity at Bain Capital, sheds light on the current economic climate and what the future holds. Amidst a backdrop of global uncertainties, from ongoing conflicts to China's economic deceleration, the US emerges as the beacon of stability, attracting investors worldwide seeking a safe haven. 🌍💡 Pagliuca's analysis suggests a cautious approach towards the anticipated interest rate cuts, with March seeing a pause but May still open for potential adjustments. This prudent perspective comes at a time when the markets exhibit signs of over-exuberance around such cuts. 📉📊 Beyond the financial sphere, Pagliuca touches upon the broader socio-political environment, particularly the heightened polarization as we approach the 2024 election. His hope? For a return to a centrist approach where effective governance prevails over divisiveness. 🇺🇸🤝 As we pivot to technology, Pagliuca posits AI's transformative potential to rival, if not surpass, the internet in terms of productivity impact. Yet, amid this technological gold rush, he advises caution against overvalued investments, highlighting the critical need for discernment in the hype-filled AI landscape. 🚀💻 Lastly, Pagliuca, in his unique vantage point as Co-owner of the Boston Celtics, underscores the invaluable nature of sports as content in today's digital age, driven by an insatiable demand from both new and traditional media. His insights extend to the streaming industry, predicting significant consolidation in the coming years due to the unsustainable costs of multiple subscriptions for consumers. 🏀📺 This interview is a must-watch for professionals across industries, offering deep dives into economic forecasts, political climates, technological advancements, and the evolving landscape of media and entertainment. 👉 Watch the full interview on Yahoo Finance to gain a comprehensive understanding of these critical issues from one of the leading voices in finance, technology, and sports management. #EconomicInsight #AI #Media #Finance #Technology #SportsBusiness #Leadership #Investment

On the Road with NDR: We are thrilled to invite you to an engaging discussion as NDR's Chief U.S. Strategist, Ed Clissold delves into leveraging the U.S. Election, Rates, and Volatility to our advantage. It's going to be a fantastic opportunity to gain valuable insights into navigating the financial landscape ahead. During each session, we'll explore how quickly the Fed might cut rates and its implications for markets, the current state of NDR sentiment gauges and their interaction with bullish technical indicators and election year seasonality, and what could drive sector rotations, growth vs. value, and small vs. large cap dynamics. Don't miss out on these key insights! Secure your spot to this live event and be part of the conversation. Can't wait to see you there! #MarketAnalysis #FinanceDiscussion #NedDavisResearch #InvestmentResearch

we’ll see how the market responds

🚫📰 STOP WATCHING NEWS TO SUCCEED IN THE MARKET🏦📈 NEWS IS A SCAM...NOTHING IS FREE We never pay for news, but we still get it at our doorsteps/handsets. This means someone has paid the channel to send the information to us, correct? 🤔 Why would anyone invest money and efforts to give you free knowledge? Think about it...biased opinions 📉 ALL THE MEDIA HOUSES ARE OWNED BY SOME BIG PLAYER We cannot expect the media house employees to share unbiased information. After all, who will pay for an employee who rats out the employer itself? 🕵️♂️ Surprisingly, important news is in fact often used by various interested people as a tool of influence. The narratives are crafted. They work more in the interest of the ruling trend setter grouping or cartels. 🚫 STOCK MARKET WORKS ON TECHNICALS, FUNDAMENTALS, AND A FEW MORE ANALYSES News is a non-factor. Successful traders and investors rely on solid data, technical analysis, and fundamental research. Only retail traders take news-based decisions, and they often fall prey to the manipulation. 📉 Institutions and big players create and sponsor the news to sway the market in their favor. With their actions, especially by responding to news, the retail investors serve the purpose of the former. There shall be more emphasis on getting knowledge and understanding of the market trends and required courses of action. 📊📚 Don't let the noise of news steer your financial journey. Equip yourself with the right tools and knowledge. 📈🔧 #StockMarket #Investing #Trading #NewsBias #MarketAnalysis #RetailTraders #InvestmentStrategy #FinancialFreedom #ThinkBeforeYouAct #BiasFreeInvesting #TechnicalAnalysis #FundamentalAnalysis

January is a time to reflect and reset for the year ahead. ✔️ If you haven't had a chance to reflect yet then start with our global money trends round up from 2023 and prep for a strong and healthy financial year. Find out the biggest money trends from 2023 from nudge's global editor Giorgia Rose 👇 https://hubs.li/Q02fDzny0 #globalmoneytrends #2023reflections #financialgoals