One of the most interesting phenomena associated with the pandemic has been the incredible demand for, and price of, residential real estate. Many factors influenced this supply demand imbalance including the flight from urban areas, work from home, labor and materials shortages, and...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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I previously posted two blogs that outlined the impact on the world’s economy of possible shortages of neon, wheat, corn, and barley due to the war in Ukraine. Well, the following chart, which was produced by KKR, shows that the interconnections are much...
Stock buybacks have become a major force in the capital markets despite the fact that they were illegal prior to 1982. In 2021, companies in the S&P 500 repurchased $882 billion of their outstanding stock which represents just under 3% of the market...
The financial world is bipolar oscillating between extreme fear and giddy enthusiasm, and this tendency is particularly true of industries or sectors that are either in or out of favor. Wall Street’s views are frequently simplistic, one dimensional, and “all or nothing” leaving...
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...
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...