Russia’s military build-up in Belarus, Russia and Russian-controlled Crimea turned into an offensive against Ukraine early this morning. Financial markets have reacted negatively to these actions, indicating that investors had previously hoped diplomacy and compromise would deter this action. At the start of...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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A number of my posts during the past two years focused on soaring purchases of consumer goods resulting from healthy finances as well as the fact that Covid-19 limited access to a variety of services. One area of particular interest has been housing...
I recently authored several posts regarding the very high level of investor optimism as measured by record flows into equity mutual funds, record stock buybacks by companies, and a record portfolio weighting in stocks for the average investor. (Both individual and institutional) Perhaps...
One of the bright spots during the pandemic has been very strong demand for housing and related items as well as a broad array of consumer goods, particularly luxury brands. In recent months, there was concern that retail might experience a weak Christmas...
A number of my white papers and blog posts have focused on population growth which is a key component of overall economic growth. Specifically, economic growth is equal to the sum of growth in the working population and growth in the amount of...
My recent post There is No Alternative (TINA) pointed out that the average exposure to equities of all investors is at a record high of 52%. Another way of looking at this apparent level of optimism is to examine flows into equity mutual...