21 Burst results for "Investment Analyst"

Hand Sanitizer Doesnt Prevent Disease, and the FDA wants Purell to Stop Saying it Does

Business Wars Daily

03:54 min | 1 year ago

Hand Sanitizer Doesnt Prevent Disease, and the FDA wants Purell to Stop Saying it Does

"From wondering I'm David Brown in this business wars daily on this Thursday February. Sixth did it ever occur to you that the hand sanitizer you've been using to stay healthy possibly isn't doing anything that could be the case the F. D. A. isn't too happy about manufacturers claiming otherwise late last month the agency agency told go Joe Industries the Akron Ohio company that makes Purell Hand Sanitizer to stop claiming that it's popular product can prevent the flu norovirus or a virus. The Mercer Bug and Bola none of which is true. The agency sent a letter to go joe warning it to remove the claims from its website and blog posts among the claims that rubbed the FDA the wrong way that Burell could reduce absenteeism by fifty one percent and that it could reduce mercer and another bug VR e by one hundred percent in German festival athletic environments according to The Washington Post it also skirted the issue of whether it could prevent a bola. There have been no oh studies on that by saying that organizations like the CDC recommends using alcohol during outbreaks of a bullet and by the way pure l.. Is Alcohol based see the logic the FDA said. Oh no you don't by making the unproven claims. The company violated the Federal Food Drug and Cosmetic Act Act the agency said until it scolded. Go Joe the FDA had categorized Burell as an innocent over the counter product when issued the warning the agency also reclassified. Pirellis a so-called uncategorized drug. The company has since removed the claims from its website. So what's the deal. Don't we by hand sanitizer to protect district catching whatever horrible illness. Our colleagues bring to the office or that small children leave on shopping carts. Well seems like it. But in fact there's no scientific evidence that pure Hurrell. One of the country's most well known hand sanitizers does protect against the flu and it's a particularly virulent flu season according to CNN by January eighteenth more than eight thousand Americans died from the flu and one hundred. Forty thousand people had been hospitalized. According to the Centers for Disease Control Moreover there are no oh scientific studies yet of the efficacy of any hand sanitizer protecting against corona virus by last week more than eighty two hundred people worldwide. Eddie been diagnosed with corona virus and more than one hundred seventy at died. The World Health Organization declared the bug a global health. Emergency the irony of course is that sales of the hand sanitizers along with other protective products like surgical masks and rubber gloves are up. Because of the corona virus in fact an investment analysts last week predicted bath and body works will sell a lot more of its hand sanitizers as a result of the epidemic that according to CNBC. The analyst predicted higher profits for L. Brands L. Brands owns bath and body works but is better known as the owner of Victoria's secret furthermore we're relying more and more often on these gels lotions and hand rubs according to Marketwatch hand sanitizer sales hit two and a half billion dollars worldwide in two thousand seventeen and they're expected to double by twenty twenty four but that growing market could be a good case of marketing over substance. If burell doesn't protect against the Flu Mersa and so on is there any real point to using hand. SANITIZERS will public health authorities. Say the best way to prevent catching the flue is by washing your hands a lot by getting a flu vaccine bite light. Not touching your eyes nose

Purell Hand Sanitizer FLU FDA Burell Flu Vaccine JOE David Brown Joe Industries Ohio Akron CDC Federal Food Drug World Health Organization Centers For Disease Control Hurrell Mercer CNN Eddie Marketwatch
Coke Launches Energy Drink; Its Partner, Monster, Fights For Turf

Business Wars Daily

03:23 min | 1 year ago

Coke Launches Energy Drink; Its Partner, Monster, Fights For Turf

"It's no surprise when to directly. Luckily opposing consumer brands compete with each other. After all that's what they're supposed to do right but when one brand is partially owned by the other and they're at each other's throats That's news and that's the story with monster beverage. Known for leading Monster Energy Drinks and coca-cola surprisingly enough coke has never produced reduced energy. Drink until now on Monday. The company launched coca-cola Energy. It's new caffeine and Vitamin Laden beverage. In the United States Monster has has been so worried that coke will elbow. It's popular drinks out of valuable shelf space that it sought legal arbitration to address the conflict. It's a battle that could make any executive executive squeamish because well coca-cola owns seventeen percent of monster coke whose revenues top thirty billion dollars a year invested invested in monster five years ago as part of the deal. Coke agreed to distribute monster's products in North America and has expanded to other regions since that coke signed a non on compete agreement not to distribute competitive energy drinks but made an exception for those marketed under the Coca Cola brand. According to The Wall Street Journal you can be pretty sure that in the last year monster. CEO Rodney Sachs has more than once slapped his face in wondered. Why did I agree to that exception? who what was I thinking? Because more than a year a year ago coke made public its plans to launch coca-cola energy which tastes like normal coke but includes caffeine derived from natural sources. The company says four flavors Coke Cherry Coke and the Diet versions of both come in the familiar red cans. This makes monster really nervous while there's no doubt that monster is Well a monster at about three billion dollars in annual sales. It's hardly a lightweight but it still only a tenth the size of Coca Cola. The arguments went public in late. Twenty eighteen when monster took legal action. The company filed arbitration claim against coke claiming that introducing the drinks would violate its non compete clause. There was Andy is a lot of money at stake in the US. US We down more than fifteen billion dollars worth of energy drinks every year but last July monster lost that fight. Arbiters ruled in favor of coke the huge company when he had already launched in Europe. But wait until this week debut in the US now monster CEO. Rodney Sachs is worried that coca-cola will shift its distribution focus to its own products products and push monster brands out of drink cases inconvenience in grocery stores. All across the country industry trade pub just drinks reported that Sachs told investment analysts. The coolers aren't rubber. They can't expand he asked if coke energy goes in what comes out. Is that reduction of monster but coca-cola argues that it's is not competing directly with its partner coke energy they say is designed to attract fitness and health buffs who want natural ingredients in their drinks. Ingredients Monster has traditionally not delivered hurt as a result. They say coke. Energy won't appear next. A monster but in store is more likely to attract the yoga pants crowd at the same time. Monster has has been introducing. Its own new products using up for the competition and trying to attract that helped conscious consumer its new products have incited other legal fights with competitors competitors smaller than monster battling over such things as copyright infringements according to The Wall Street Journal. It seems that the energy drink wars are fought just as much and lawyer's offices. This is as they are in

Coke Monster Monster Energy Drinks Coca-Cola Coca-Cola Energy Ceo Rodney Sachs United States Caffeine The Wall Street Journal Vitamin Laden North America Andy Executive CEO Europe Partner
Mattel, on Rebound, to Debut Barbies with Disabilities

Business Wars Daily

04:56 min | 2 years ago

Mattel, on Rebound, to Debut Barbies with Disabilities

"Business wars daily is brought to you by net. Sweet the business management software that handles every aspect of your business in an easy to use cloud platform net sweet has a special offer for listeners of this show and net sweet dot com slash BWI. Ellie be sure to stick around to hear more about it at the end of the show. From wondering, I'm David Brown. This is business words daily on this Thursday, February twenty first what a difference year makes last year. I conked toy company. Mattel was struggling toys. Arrests bankruptcy, hit it hard and sales of its Fisher Price. Thomas the tank engine and American Girl brands were suffering last summer, the Barbie manufacturer announced it would lay off twenty two hundred people almost a quarter of its workforce some investment analysts were scolding Mattel's leadership saying it should have accepted an earlier bid from its healthier rival Hasbro to buy the company, but the twin makers ended twenty eight teen with big surprises powerhouse Hasbro looked like the weakling after reporting shrinking fourth quarter sales in early February which it blamed on toys R us, but analysts were happy with Mattel that companies quarterly sales also fell about five percent to one and a half. Billion dollars. But it performed better than the market had expected, and it's growing again at the delicate hands of the Barbie doll sales of the long legged wasp waisted toys began climbing in two thousand fifteen when Mattel rebranded the line long, criticized as sexist into one the company claims celebrates girls empowerment and his Barbie hits the big screen in new Mattel develop movies, expect Barbies star to climb even higher. So yes, Barbie and Ken are back. But are they still the same hardly? The line's still features the same pretty unrealistically shape dolls Mattel's been selling for sixty years. But Mattel has also been diversifying Barbies to broaden their appeal to an ever more varied market new dolls come in more colors and sizes including some that are slightly curvier and shorter and Mattel partnering with National Geographic to release astrophysicist at a modest and y. Life photo journalist Barbies, and now it's diversifying even further. The company is releasing two dolls with disabilities. One with a wheelchair and another with a prosthetic leg. Jordan Reeves a thirteen year old advocate for people with disabilities helped design one of the dolls. She was born without a left forearm. Disability rights activists. Have cheered the move saying it will help reduce stigma, but one other potential addition to its lineup may or may not be coming soon last month. Mattel was reportedly in talks with a gay couple who was urging Mattel to release a line of same sex wedding sets. No news on that. Just yet. Whether Barbies continued transformation fueled enough growth to continue Mattel's recovery remains to be seen larger forces, especially the absence of toys R us from the US market could play a bigger role in the company success than Barbie. No matter what kind of shape she's in. I'm wondering this business wars daily hasn't thoughts about this episode or any other tweet us at business. Moore's I'm David Brown back with you tomorrow. Every company battles challenges as they grow updating manual processes, replacing inefficient systems getting a handle on cash flow as you scale, you'll need software that can handle that growth introducing net suite by oracle the business management software that handles every aspect of your business in an easy to use cloud platform with net. Sweet you can save time money and unneeded headaches by managing sales, finance and accounting orders, and HR instantly right from your desk or even your phone right now net suite is offering valuable insights to overcome the obstacles that are holding you back for free. Those insights come and guide called crushing the five barriers to growth, all you have to do to get it for free is to go to net sweet dot com slash be w daily again. Get nets weeds guide crushing the five barriers to growth when you go to net sweet dot com slash. BW daily now. One more time net sweet dot com slash VW daily.

Mattel Barbies David Brown Barbie Ellie Hasbro VW Jordan Reeves United States Thomas Moore KEN National Geographic Billion Dollars Thirteen Year Five Percent Sixty Years
Aldi and Trader Joes?

Freakonomics

04:35 min | 2 years ago

Aldi and Trader Joes?

"I I got interested in trader Joe's about ten years ago never been to one of their stores, but I had a general impression cheap and cheerful relatively laid back and sort of groovy for grocery store, apparently reflection of its surfie, California roots, also not aggressively health conscious but leaning in that direction. And then I read Wall Street Journal article about German grocery chain called Aldy that was ramping up its US expansion all the is a super cheap super generic grocery store. Ninety five percent of its products were house brands, and it was beating even WalMart on price. The article said the chain had two branches back in Germany separately owned by two wealthy brothers named Albrecht. And that one of those branches also owned trader Joe's I found. This back surprising only because when I think of German business practices. I don't think of a groovy earthy, crunchy, California surf vibe, but there. So it was I also learned that trader Joe's stores were much smaller in typical supermarkets that they had their own way of doing things and the places without trader Joe's often started petitions to bring one to their town. It was a sort of loony devotion usually reserved for sports teams or your favorite band kinda grocery store has a following like that. And then when I learned that trader Joe's out sells all other grocery stores per square foot. I really started paying attention then one opened up near my office here in New York started shopping there and the most part loving it. I realize it's not for everyone. In fact, predator strategy is trying not to be for everyone. But I did want to know the secrets to their success. We reached out to the trader Joe's headquarters in Monrovia, California. And we're politely told to get lost. As we mentioned earlier, the company is known for its secrecy. The two brothers who founded all north and all the south in Germany. You know, have a record of that Michael Roberto again that was kind of the family heritage of early being pretty secretive about their business operations. And really, they weren't even you couldn't even find photos of them like on the internet for years. I mean, they were very secretive. It's a strange combination affirm that prides itself on user-friendliness while also keeping its distance which means that a lot of what's known about. It comes from industry. Analysts and other secondary. Sources blitz start here in the very beginning. There really was a Joe behind trader Joe's, Joe Colom. He opened the first store in nineteen sixty seven in Pasadena, California. He went with a South Seas theme beach Hawaiian shirts calling employee's captains and crew members in nineteen seventy nine Colom sold the chain to one of the secretive Albrecht brothers feel feel Albrecht was recluse. Perhaps it was said because he had once been kidnapped and held for ransom. For seventeen days in Germany Albrecht died in two thousand ten but trader Joe's remains notoriously press shy. It's also a privately held company. So no earnings calls with investment analysts. No public proclamations of any sort really about how it does business. And so to figure out how it works will rely on a few people who've spent a lot of time thinking about trader Joe's, including the business school. Professor Michael Burto, we've already met correct? Also, the Columbia business school, professor Sheena anger, whose research specialty is particularly relevant here. I've been studying choice. Why do we want choice? What are the things that affect how in what we choose? And what are some things we can do to improve our choice making abilities? We'll also talk to a trader Joe's superfan. My name is Kirk to Serbia I reside in Seward Alaska Seward, by the way, does not have a trader Joe's, nor does the. State of Alaska the closest store from disarming. His house is two thousand two hundred ninety five miles away by car in Bellingham, Washington. Discern mea is the guy who we heard earlier say this the first thing, I do when I know I'm going somewheres get on internet and find where the closest trader Joe's is and will hear from a spy in the house of trader Joe's, a former advertising executive named Mark gardener who became obsessed with the chain. And I had this thought like, you know, what if I just went and work fare? What would I learn about this company?.

Joe Colom JOE Albrecht California Germany Walmart United States Seward Alaska Seward Columbia Business School Alaska Aldy New York Michael Roberto Professor Michael Burto Monrovia Mark Gardener Bellingham Pasadena South Seas
"investment analyst" Discussed on KSFO-AM

KSFO-AM

04:36 min | 2 years ago

"investment analyst" Discussed on KSFO-AM

"Investment analyst in the Financial Engines research center, and as usual Bilas brought along a lot of charts that contain the ideas and data that really will help you visualize. What he's about ready to talk about. Now, you'll find those at investingsensEcom Bill. It's great to have you back on the show with us. So far. Here today, we've been talking about a couple of risks the trade wars and interest rates in we'd like to get to both of those here in just a second. But wow, what a week. It's been. It's been a week. Right. So actually if you look at the news flow on trade this week in the markets. I mean, we're not really seeing much of an impact on on Wall Street. Am I am I reading that right now? Yeah. And you know, it's got a kind of expect the unexpected when it comes to markets right back in April may whenever we'd get that the next round of news on those US, China tariffs. We kind of see some some selling. But this week getting announcement for those proposed tariffs on another two hundred billion and imports. And just the fact that it's a ten percent tariff. Instead of a twenty five percent tariff has helped push the Dow SP five hundred back to all time highs. So the Wall Street on main street. You know from your research perspective in the team's perspective. What impact is it actually having on businesses on the ground and on kind of main streets across the country. Look at things like that leading economic indicators in. We've talked about before not really seeing an impact there, certainly not seeing an impact on small business sentiment as the chart posted over on investing sense shows, you know, it's at a new peak for small business sentiment other areas like jobless claims definitely no sign there right now that it's bleeding over kind of a c-. Jobless claims are keep coming in at a multi decade lows overall really so far it seems that the impact of the tariffs kinda remains a small relative to the pro growth fiscal policy in place right now with this tax cuts increase spending. You know, kind of in one area we are looking at that. We saw bond yields backup this week with the ten year back over three percent. So seeing some worry, you know, that that fiscal policy and its impact on flation inflation down the road, you know, in the trade dispute, which might add a few tenths of a percent to inflation could be having some impact on the bond markets. We did see some good data from cornerstone macro this week looking at that increase in the ten year yield and showing that half of the yield increase this. Week was due to increased inflation expectations. So that's an area where there might be some spillover effect from those trade disputes that could be a risk portfolios that some might overlook Bill. Let's talk a little bit about inflation. Because when you talk about inflation, you talk about what are the key issues? The fed is looking at when making the decision to hike rates. So what do you think that we'll see from the fed the rest of the year right now, we've got the fed funds futures fully priced in another hike at that meeting next week. So, you know, a lot of attention is going to be paid to the dot plot. We want to see what the path of rates in the future will be like since we are, you know, it's already kind of a foregone conclusion that next week. We get another increase. So on that note, another move in December as we show in the second chart we posted over on investingsense dot com is also largely priced in. So the probability of that December move is over eighty percent right now. So you know, one risk. We're looking at any sort of surprise out of the fed next year, not not very likely, but you know, if we got a hike at a meeting where markets weren't really expecting it or or maybe a fifty basis point hike instead of the usual twenty-five that could could increase certainty about the future moves and impact yields. All right. So you talk and uncertainty. We've we've hit trade wars. We've hit inflation. What does all of these different types of risk mean for portfolios as you were looking at the investments in his you're looking at the allocations? Yeah. Well, I can one specific area that we're looking at when we're talking I- rates and trade wars is within fixed income, right. Always important. And I know you guys hit on this point over and over again to know what you're invested in. So in the long run income is the most important driver of total returns for bonds. But those bond prices do move when rates move, and you know, it's important to know how sensitive your holdings are to that. So we touched on some of that the positive economic data earlier, which kind of leads to you know, an environment. That's remains pretty supportive of credit risk guy. So we do always want to know that we know what we're investing in and know that we're working with teams that are doing that fundamental analysis on the security that they're investing. And so now, we really want to know that our managers, you know, know, what's in their portfolios, and they manage the risks accordingly. When it comes to trade wars in a interest rate Bill, Tracy senior investment analysts from the Financial Engines research, and is he not just the nicest guy. That we talked to all we end smarter and smarts, aggressive bell. Thanks for taking some time here. And this was great. Thanks, guys. Always always going to be here. And remember if you want to visualize.

fed Investment analyst Financial Engines research cen Bilas US Financial Engines research Tracy China ten year twenty five percent eighty percent three percent ten percent
"investment analyst" Discussed on WTMJ 620

WTMJ 620

04:37 min | 2 years ago

"investment analyst" Discussed on WTMJ 620

"A charter holder in senior investment analyst in the Financial Engines research center, and as usual Bilas brought along a lot of charts that contain the ideas and data that really will help you visualize. What he's about ready to talk about. Now, you'll find those at investingsensEcom Bill. It's great to have you back on the show with us. Yeah. So far here today, we've been talking about a couple of risks the trade wars and interest rates in we'd like to get to both of those here in just a second. But wow, what a week. It's been. It's been a week. Right. So actually if you look at the news flow on trade this week in the markets. I mean, we're not really seeing much of an impact on on Wall Street. And I am I reading that right now. Yeah. Always got a kind of expect the unexpected when it comes to markets right back in April may whenever we'd get that in the next round of news on those US, China tariffs kind of see some some selling. But this week get an announcement for those proposed tariffs on another two hundred billion and imports. And just the fact that it's a ten percent tariff. Instead of a twenty five percent tariff has helped push the Dow S P five hundred back to all time highs. So that's Wall Street on main street. You know from your research perspective in the team's perspective. What impact is it actually having on businesses on the ground and on kind of main streets across the country. Look at things like that leading economic indicators index. We've talked about before not really seeing an impact there, certainly not seeing the impact on small business sentiment has the chart posted over on investing sense shows, you know, what's at a new peak for small business sentiment other areas like jobless claims, definitely no sign there right now that it's bleeding over kind of a c- jobless claims keep coming in at a multi decade lows overall really so far it seems that the impact of the tariffs kinda remains a small relative to the pro growth fiscal policy in place right now with this tax cuts increase spending. You know, kind of in one area. We are looking at is that we saw bond yields backup this week with the ten year back over three percent. So seeing some worry, you know, that that fiscal policy and its impact on flation inflation down the road, you know, in the trade dispute, which might add a few tenths of a percent to inflation could be having some impact on the bond markets. We did some good data from cornerstone macro this week looking at that increase in the ten year yield and showing that half of the yield injuries. This week was due to increased inflation expectations. So that's an area where there might be some spillover effect from those trade disputes that could be a risk to portfolios that some might overlook Bill. Let's talk a little bit about inflation. Because when you talk about inflation, you talk about one of the key issues. The fed is looking at when making the decision to hike rates. So what do you think that we'll see from the fed the rest of the year right now, we've got the fed funds futures fully priced in another hike at that meeting next week. So, you know, a lot of attention is going to be paid to the dot plot. We want to see what the path of rates in the future will be life since we are. You know, it's already kind of a foregone conclusion that next week. We get another increase. So on that note, another move in December as we show in the second chart we posted over on investingsense dot com is also largely priced and so the probability of that December move over eighty percent right now. So one risk. We're looking at is any sort of surprise out of the fed next year, not not very likely, but you know, if got a hike at a meeting where markets really expecting it or or maybe a fifty basis point hike instead of the usual twenty-five that could could increase uncertainty about the future moves and impact yolks. All right. So you talk and uncertainty. We've we've hit trade wars. We've hit inflation. What does all of these different types of risk mean for portfolios as you are looking at the investments in as you're looking at the allocations can one specific area that we're looking at what we're talking rates and trade wars is within fixed income, right? Always important. And and I know you guys hit on this point over and over again to know what you're invested in. So in the long run income is the most important driver of total returns for bonds. But those bond prices do move when rates move, and you know, it's important to know how sensitive your holdings to that. So who touched on some of that positive economic data earlier, which kind of leads to environment that's remains pretty supportive of credit risk. So we do always want to know what we're investing in. And know that we're working with teams that are doing that fundamental analysis on the securities that they're investing in. So we really want to know that our managers, I know what's in their portfolios, and they manage the risks accordingly when it comes to trade wars and interest rate Bill, Tracy senior investment analysts from the Financial Engines research is he not just the nicest guy. That we talked to all we end, smarter and smarts a great recipe. Thanks for taking some time here. And this was great. Thanks, guys. Always always going to be here. And remember if you want to.

fed investment analyst Financial Engines research cen US Bilas Financial Engines research China Tracy ten year twenty five percent eighty percent three percent ten percent
"investment analyst" Discussed on Newsradio 1200 WOAI

Newsradio 1200 WOAI

04:14 min | 2 years ago

"investment analyst" Discussed on Newsradio 1200 WOAI

"Investment analyst in the Financial Engines research center, and as usual Bilas brought along a lot of charts that contain the ideas and data that really will help you visualize. What he's about ready to talk about. Now, you'll find those at investingsensEcom Bill. It's great to have you back on the show with us. So far here today, we've been talking about a couple of risks the trade wars and interest rates in we'd like to get to both of those here in just a second. But while. What a week it's been. It's been a week. Right. So actually if you look at the news flow on trade this week in the markets. I mean, we're not really seeing much of an impact on on Wall Street. I am I reading that. Right. Oh, yeah. Kind of expect the unexpected when it comes to markets right back in April may whenever we'd get that in the next round of news on those US, China tariffs. Kind of see some some selling. But this week getting announcement for those proposed tariffs on another two hundred billion and imports. And just the fact that it's a ten percent tariff. Twenty five percent tariff has helped push the Dow P five hundred back to all time highs. So that's Wall Street on main street. You know from your research perspective in the team's perspective. What impact is it actually having on businesses on the ground and on main streets across the country. Look at things like that leading economic indicators index. This we've talked about before not really seeing an impact there, certainly not seeing the impact on small business sentiment as the chart boasts over on investing sense shows, you know, it's at a new peak for small business sentiment other areas like jobless claims definitely no sign there right now that it's bleeding over kind of a see jobless claims are keep coming at a multi decade lows overall really so far it seems that the impact of the tariffs kinda remains a small relative to the pro growth fiscal policy in place right now with the tax cuts increase spending. You know, kind of one area we are looking at is that we saw bond yields backup this week with the ten year back over three percent. So seeing somewhere. Yeah. You know that that fiscal policy and its impact on flation inflation down the road. You know in the trade dispute, what's might add. You know, a few tenths of a percent to inflation could be having some impact on the bond markets. We did see some data from cornerstone macro this week looking at that increase in a ten year yield and showing that half of the yield increase this week was due to increased inflation expectations. So that's an area where there might be some spillover effect from those. Trade disputes that could be a risk the portfolios that some might overlook Bill. Let's talk a little bit about inflation. Because when you talk about inflation, you talk about what the key issues. The fed is looking at when making the decision to hike rates. So what do you think that we'll see from the fed the rest of the year right now, we've got the fed funds futures fully pricing another hike at that meeting next week. So, you know, a lot of attention to be paid to the dot plot. You know, we want to see what the path of rates in the future will be like since we are, you know, it's already kind of a foregone conclusion that next week. We get another increase. So on that note, another move in December as we show in the second chart we posted over on investingsense dot com is also largely priced in. So the probability of that December move is over eighty percent right now. So you know, one risk. We're looking at his any sort of surprise out of the fed next year, not not very likely, but you know, got a hike at a meeting where markets weren't really expecting it or or maybe a fifty basis point hike instead of the usual twenty-five that could could increase uncertainty about the future moves and impact yields. All right. So you talk and uncertainty. We've we've hit trade wars. We've hit inflation. What does all of these different types of risk mean for portfolios as you are looking at the investments in his you're looking at the allegations. I can one specific area that we're looking at when we're talking rates and trade wars is within income, right know, always important in. And I know you guys hit on this point over and over again to know what you're invested in. So in the long run income is the most important driver of total returns for bonds. But those bond price. Is do move when rates move, and it's important to know how sensitive your holdings are to that. So we've touched on some of that positive economic data earlier, which kind of leads to a, you know, an environment. That's remains pretty supportive of credit risk. So we do always want to know that you know, what we're investing in and know that we're working with teams that are doing that fundamental analysis on the security that they're investing. And so we really want to know that our managers, you know, know, what's in their portfolios, and they manage the risks accordingly when it comes to trade wars and a interest rate Bill, Tracy senior investment analysts from Financial Engines research, and is he not just the nicest guy that we talked to all we end, smart and smarts, a great recipe. Don't thanks for taking some time here in this was great. Thanks, a lot guys always always going to be here. And remember if you want to visualize.

fed Investment analyst Financial Engines research cen Bilas US Financial Engines Tracy China ten year Twenty five percent eighty percent three percent ten percent
"investment analyst" Discussed on Newsradio 700 WLW

Newsradio 700 WLW

04:35 min | 2 years ago

"investment analyst" Discussed on Newsradio 700 WLW

"Senior investment analyst in the Financial Engines research center, and as usual Bilas brought along a lot of charts that contain the ideas and data that really will help you visualize. What he's about ready to talk about. Now, you'll find those at investingsensEcom Bill. It's great to have you back on the show with us. So far here today, we've been talking about a couple of risks the the trade wars and interest rates in we'd like to get to both of those here in just a second. But wow, what a week. It's been. It's been a week. Right. So actually if you look at the news flow on trade this week in the markets. I mean, we're not really seeing much of an impact on on Wall Street. Am I am I reading that right now? Yeah. And you know, he's got a kind of expect the unexpected when it comes to markets right back in April may whenever we'd get that the next round of news on those US China tariffs, you kind of see some some selling but this week. I'm getting announcement for those proposed on another two hundred billion and imports in just the fact that it's a ten percent tariff twenty-five percent tariff has helped push the down five hundred back to all time highs. So that's Wall Street on main street. You know from your research perspective in the team's perspective. What impact is it actually having on businesses on the ground, you know, and on, you know, kind of main streets across the country. Look at things like that leading economic indicators in this we've talked about before not really seeing an impact there, certainly not seeing impact on small business sentiment as the chart boasted over on investing sense shows, you know, it's at a new peak for small business sentiment other areas like jobless claims definitely no sign there right now that it's bleeding over kind of see jobless claims are keep coming in at a multi decade lows overall really so far it seems that the impact of the tariffs kinda remains a small relative to the pro growth fiscal policy in place right now with this tax cuts increase spending. You know, kind of a one area we are looking at is that we saw bond yields backup this week with the ten year back over three percent. So seeing some worry, you know, that that fiscal policy and its impact on flation inflation down the road, you know, in the trade dispute, which might add a few tenths of a percent to inflation could be having some impact on the bond markets. We did see some good data from cornerstone macro this week looking at that increase in the ten year yield and showing that half of the yield increase this. Week was due to increased inflation expectations. So that's an area where there might be some spillover effect from those trade disputes that could be a risk to portfolios that some might overlook Bill. Let's talk a little bit about inflation. Because when you talk about inflation, you talk about one of the key issues. The fed is looking at when making the decision to hike rates. So what do you think that we'll see from the fed the rest of the year right now, we've got the fed funds futures fully priced in another hike at that meeting next week. So no a lot of attention is going to be paid to the dot plot. We want to see what the path of rates in the future will be like since we are already kind of a foregone conclusion that next week. We get another increase. So on that note, another move in December as we show in the second chart we posted over on investingsensEcom is is also largely priced in. So the probability of that December move is over eighty percent right now. So you know, one risk. We're looking at is any sort of surprise out of the fed next year, not not very likely, but you know, forgot a hike at a meeting where markets weren't really expecting it or or maybe a fifty basis point hike instead of the usual. Twenty-five that could could increase uncertainty about the future moves and impact yields. All right. So you talk and uncertainty. We've we've hit trade wars. We've hit inflation. What does all of these different types of risk mean for portfolios as you were looking at the investments in his you're looking at the allocations can one specific area that we're looking at we're talking I- rates and trade wars within fixed income right always important in. And I know you guys hit on this point over and over again to know what you're invested in. So in the long run income is the most important driver of total returns for bonds. But those bond prices do move when rates move, and you know, it's important to know how sensitive your holdings are to that. So we touched on some of that positive economic data earlier, which kind of leads to a, you know, an environment. That's remains pretty supportive of credit risk. So we do always want to know that we know what we're investing in and know that we're working with teams that are doing that fundamental analysis on the securities that they're investing. And so know, we really want to know that our managers, you know, know, what's in their portfolios, and they manage the risk. Accordingly when it comes to trade wars in interest rate Bill, Tracy, senior investment analysts from the Financial Engines researcher, and is he not just the nicest guy that we talked to all end, smartest and smarts. A great recipe Bill, thanks for taking some time here. And this was great. Thanks, a lot guys always always going to be here. And remember if you.

fed investment analyst Financial Engines research cen Bilas US Tracy Financial Engines researcher China ten year twenty-five percent eighty percent three percent ten percent
"investment analyst" Discussed on News Radio 810 WGY

News Radio 810 WGY

02:32 min | 2 years ago

"investment analyst" Discussed on News Radio 810 WGY

"Senior investment analyst in the Financial Engines research center, and as usual Bilas brought along a lot of charts that contain the ideas and data that really will help you visualize. What he's about ready to talk about. Now, you'll find those at investingsensEcom Bill. It's great to have you back on the. Show with us so far here today, we've been talking about a couple of risks the trade wars and interest rates in we'd like to get to both of those here in just a second. But wow, what a week. It's been. It's been a week. Right. So actually if you look at the news flow on trade this week in the markets. I mean, we're not really seeing much of an impact on on Wall Street. Am I am I reading that right now? Yeah. And you know, he's got a kind of expect the unexpected when it comes to markets right back in April may whenever we'd get that the next round of news on those US, China tariffs. Kind of see some some selling. But this week. I'm getting announcement for those proposed tariffs on another two hundred billion and imports. And just the fact that it's a ten percent tariff. Instead of a twenty five percent tariff has helped push the Dow Espy five hundred back to all time highs. So the Wall Street on main street. You know from your research perspective and the team's perspective. What impact is it actually having on businesses on the ground, and on, you know, kind of main streets across the country. Look at things like that leading economic indicators in this we've talked about before not really seeing an impact there, certainly not seeing impact on small business sentiment as the chart posted over on investing sense shows, you know, it's at a new Pika for small business sentiment other areas like jobless claims definitely no sign there right now that it's bleeding over kind of a c-. Jobless claims are keep coming in at a multi decade lows overall really so far it seems that the impact of the tariffs kinda remains a small relative to the pro growth fiscal policy in place right now with those tax cuts increase spending. You know, kind of a one area we are looking at is that we saw bond yields backup this week with the ten year back over three percent. So seeing some worry, you know, that that fiscal policy and its impact on flation inflation down the road, you know, in the trade dispute, which might add a few tenths of a percent to inflation could be having some impact on the bond markets. We did see some good data from cornerstone macro this week looking at that increase in the ten year yield and showing that half of the yield increase. This week was due to increased inflation expectations. So a scenario where there might be some spillover effect from those trade disputes that could be a risk to portfolios that some might overlook Bill. Let's talk a little bit about inflation. Because when you talk about inflation, you talk about one of the key issues. The fed.

Bilas investment analyst Financial Engines research cen US Dow China ten year twenty five percent three percent ten percent
"investment analyst" Discussed on WTVN

WTVN

06:20 min | 3 years ago

"investment analyst" Discussed on WTVN

"Is a senior investment analyst in, the Financial Engines research, center what's really cool about having Bill on the show is. That he always brings lots of charts lots of great. Information but. The charts specifically help you visualize what he's talking about we post all of those charts to investingsense dot com get there now here as we. Get started with Bill and another one of bills credentials is he is a CFA charter holder and that really it does it makes him one of. The smartest guys in the room when it comes to the economy. Markets and investments and what it. All means to you so Bill great to have you back on the show with us thanks, for having me back about so your team recently made some changes to portfolios part of. That. Move involved emerging market stocks give us a little bit more of the particulars here with these changes to the allocations yeah so. One of, the decisions we made this kind of Pasco around was to slightly reduce your. Exposure to those emerging market stocks, it's a it's a relatively small piece of the overall pie. In, the past Actually you know removed from some client portfolios we. Didn't didn't feel like getting that defensive, wasn't necessity, of this time but it's certainly, you know. An, asset class of a lot of moving parts we're talking about you. Know some some slowing growth in China being a big risk for emerging markets you got the, US China trade tensions, dominating headlines that's some reduced earnings growth expectations for some of. These EM companies and now we've got the situation in. Turkey you. Know the latest news story to kind of spark some concerns in the asset class Bill Turkey has been in the headlines quite a bit lately. What is the situation there as you see it both financially and market wise at least yeah so the high level rundown on on Turkey situations really. A country going through a whole host of issues I you got. Some some double digit inflation we've. Got consumer prices up of nearly sixteen percent over the last year and then you've got Turkey, is one of the emerging market nations with a large current account deficit so for the. For. The years the nations been importing more than it exports and and running that consistent current account deficit really means that you're running. Up liabilities, and other currencies so when you've got a weak currency you've got Problem and and we've seen the Turkish lira depreciate a thirty. Five percent or, so against, the US dollar this year so that's Turkey before we came into the. Studio ran into an old, Spanish instructor of mine she's from Argentina and she wanted to know about Argentina do you. See Turkey being anything like Argentina and some, of the financial issues that they're going through right now you market wiser banking wise yeah. A lot of similarities but Turkey not quite to that same. Level right you know who's already gone to the? IMF for that fifty billion, dollar bailout, but. Not coincidentally in the same boat as Argentina and, Turkey both have that current account deficit depreciating currency but. When, you look at the numbers you've got. Argentina with six billion in US debt maturing the rest of this year, another thirteen billion next year so the the numbers are a little bigger on the Argentina side when. It comes to paying back those, dollar-denominated debts but you know whether we're talking dead or certainly emerging and frontier markets it's a very risky asset class well let's let's go a. Little deeper into that Bill when you, say risk The asset class talk, about the risks that comes from investing in emerging markets so, you know we posted a, chart over on investingsense, dot com, that's just shows the drawdowns on the emerging market index back to two thousand and one basically just charting here's all the time that the index has spent below a previous. High and and when we see this this level, of volatility no we gotta remember that a. Quarter of the, time for emerging markets over this period. You're in a bear market indexes twenty percent or more away from its previous high so more than half the? Time like sixty percent of? The, time or so you're, you're at, least ten percent away from the, latest. Peak so, it's not it's not going to be smooth sailing when you're investing, in these developing nations so we did want to post another. Chart that it kinda shows why folks that. Have the appropriate risk tolerance would would, stick out that level of volatility you know it's always about the the risk reward. Tradeoff when it comes to. To investing so if your stomach strong enough to ride out that high volatility as it turned out well in the. End but you know you had you had to buckle up gonna put, you on the spot walk us. Through, generally you know suggestions only that people would want. To consider if you're Conservative moderate aggressive what do you need to be thinking. About as it relates to to your particular emerging markets holdings that you, may be seeing in your accounts, I e you're gonna, you, know start at the highest level am I invested in emerging markets at all right, and then and then you take it down to the to the next layer when. You really wanna ask whoever you're you're working with if you're working with an adviser to to tell you what kind of countries your your. Emerging market investments are exposed to where where you might have some of those you know trouble. Areas in your portfolio and and see if they can do a deep dive into the actual holdings in the actual companies that you're invested in and you. Know and, then also now we're always looking at how our portfolio managers that we invest. In incorporate risk management into their process so seeing whether or not they you know they they actually ended up, getting all the downside in these market movements is an important, thing when we're analyzing the, funds that were investing, in awesome, stuff Bill Tracy Financial Engines research center you're a gentleman And a scholar thanks for taking. Some time here with us on, investing sense, hey, thanks for having me back guys I did want to give a quick birthday shout to my dad the guy that got me into finance and investing. In, the, first place, so happy. Birthday dad fantastic Harry birthday happy birthday really Mr. Tracy anybody else if you want to go see your son's or our friends charts hair, just head out to investingsense dot com you can see what Bill, was talking about get a little bit more information maybe as it relates to your, specific holdings but investingsense dot com and we'll go from there and now, it is time for this week's? Portfolio review as a. Reminder please consult with an adviser. Before? Acting on anything that we discuss and you. Can find a, local advisor in your area by. Going to investingsense.com Andy if. Someone would like you to review their. Portfolio here on the show where should they send that information send me an Email ask Andy at investingsense dot com right the words portfolio. Review in the subject line and you know we'll start that. Back, and forth so that's what Terri. Did and we're set to review Terry's portfolio and he begins with, attached is a list of available mutual funds in my 401K separate from. The 401K I, have. Positions In a dividend fund reits. Equity income and, Magellan funds all in various IRA's. My risk tolerances about a. Six balanced steady retirement income is more..

Bill Turkey Argentina US Bill Tracy Bill Turkey investment analyst Magellan China Pasco CFA Andy IMF Terri Terry instructor advisor 401K
"investment analyst" Discussed on KLBJ 590AM

KLBJ 590AM

04:53 min | 3 years ago

"investment analyst" Discussed on KLBJ 590AM

"Tracy join, us again Bill is, a senior investment analyst in the Financial Engines research center what's. Really cool about having Bill on the show is that. He always. Brings lots of charts lots of great information but the charts specifically help you visualize what he's talking about we post all of those charts to. Investingsense dot com get there now here as we get started with Bill and another one of bills credentials is he is a CFO charter holder. And that really it does it makes him one of the smartest. Guys in the room when it. Comes to the economy markets investments and what it all means to you so. Bill great to have you back on the show with us thanks, for having me back about so. Your team recently made some changes to. Portfolios part of that move in Volved. Emerging. Market stocks give us a little bit more of the, particulars here with these changes to the allocations yeah so. One, of the decisions we made this kinda. Pasco around was to slightly reduce your exposure to those emerging market. Stocks it's a it's a relatively, small piece of the overall pie in the past we've actually removed, from some. Client portfolios we didn't didn't feel, like getting. That, defensive wasn't necessity at this time but it's certainly you don't asset. Class a lot of moving parts we're talking about some slowing growth in China being a big, risk for emerging markets, he got the US China trade tensions dominating headlines that's some. Reduced earnings growth expectations for some of these EM companies. And and. Now we've got the situation in Turkey you know the latest news story to kind of spark some concerns in the asset class built Turkey has. Been in the headlines quite a bit lately what is the situation there as you see it both financially and market wise at least yeah so. The high level run down on us Turkey situations really a country. Going through a whole host of. Issues I you got some some double digit inflation we've got consumer prices up Of nearly sixteen percent over the last year and then you've. Got. Turkey is one of the emerging market nations with a large current account deficit so for the for the years the nations. Been importing, more than it exports and running that consistent current account deficit really. Means that you're running up liabilities and. Other currencies so when you've got a weak currency you've got a problem, and we've seen the Turkish lira depreciate thirty five percent or so. Against the US dollar this year so that's Turkey before we came into the studio. Ran into an old Spanish, instructor of mine she's from Argentina and she wanted to know about Argentina do you see. Turkey being anything like Argentina and some of the, financial issues that they're going through right now the market wiser banking wise yeah a lot of similarities but Turkey not quite to that same level right. You know who's already gone to the IMF for? That fifty billion dollar bailout, but not. Coincidentally. In the same boat as Argentina in Turkey both have, that current account deficit depreciating currency but when you look. At, the numbers you've got Argentina with six. Billion in US debt maturing The rest of this. Year another thirteen billion next year so the numbers are a little bigger on the Argentina side when it comes to paying back those dollar-denominated debts but you. Know whether, we're talking debt or equity certainly emerging and frontier markets very risky asset class, well let's let's go a little deeper into that Bill when you say risky asset class talk about. The risks that comes from investing, in emerging markets so you know we posted a chart over on investingsense dot com that's just shows the drawdowns on the emerging market index. Back to two thousand one basically we're, just charting here is all the time that the index has spent below a previous high and when we see this this. Level of all till you know we got to, remember that a quarter of the time for. Emerging markets over, this period you're in a bear market. The indexes twenty percent or more away from its previous high so more than half the time like sixty percent? Of the, time or so? You're, you're at least ten percent away, from the latest peak so it's, not. It's not, going to be smooth sailing when you're investing in these developing nations, so we didn't want to post another chart that it kinda. Shows why folks that have the appropriate risk. Tolerance would would stick out that level, of volatility you know it's always about the the risk Award. Trade, off when it comes to investing so if your. Stomach strong enough to ride out, that high volatility it turned out well in the end but. You know you, had you had to buckle up gonna put you. On the spot walk us through generally suggestions only that people would want to consider. If, you're conservative moderate aggressive what do you need to be thinking about as it relates to your. Particular emerging markets holdings that you may be seeing in, your accounts, I e you know started the highest level am I invested in emerging. Markets at all, right and then and then, you take it down to the next layer and you really. Can wanna ask whoever you're you're working with if you're working with an adviser to to tell you what kind of countries you're you're emerging. Market investments are exposed he where where you might have some of those trouble areas in your. Portfolio and and see if they can do a deep dive into the actual holdings and the actual companies that you're invested in and you know and then. Also we're, always looking at how our portfolio folio managers that we invest in incorporate risk management into their process so seeing whether or not they they they actually ended up getting all the downside in these market movements is an important thing when we're analyzing the funds that.

Turkey Bill Argentina US Financial Engines Tracy CFO investment analyst China Volved Pasco IMF instructor fifty billion dollar thirty five percent sixteen percent twenty percent sixty percent
"investment analyst" Discussed on WLS-AM 890

WLS-AM 890

05:17 min | 3 years ago

"investment analyst" Discussed on WLS-AM 890

"Senior investment analyst in the Financial Engines research center what's. Really cool. About having Bill on the show is that he always brings lots of charts lots of great information but the charts specifically help you visualize what. He's talking about we post all of those charts to investingsense dot com get there now here as we get started with Bill and another one of. Bills credentials is he is a CFO charter holder and that really. It does it makes him one of the smartest guys in the room when it comes to the economy markets and? Investments and what it all means to you so Bill, great to have you back on the. Show with us Yeah. Thanks for having me back about so your team recently made. Some changes to portfolios part of that move involved? Emerging market stocks give us, a little. Bit. More of the particulars here with these changes to the allocations yes so one of the decisions we. Made this kind of Pasco around was to slightly reduce. Your exposure to those emerging market, stocks it's a it's a relatively small piece of the overall pie, in the. Past we've actually removed from some, client portfolios. We, didn't didn't feel like getting that defensive wasn't necessity at this time. But it certainly you don't asset classical a lot of moving parts we're talking about some some, slowing growth in China, being a big risk for emerging markets you got the US. China trade tensions dominating headlines that's some reduced earnings growth. Expectations for. Some of these EM companies and now we've got the situation in Turkey you know the latest news story to kind of spark some concerns in. The asset class Bill Turkey has been in the headlines quite a bit lately what is the situation there as you see it both financially and market. Wise at least yeah so the high level rundown on on Turkey Situation, it's really a country going through. A whole host of issues I you got some some double digit inflation we've got consumer prices, up of nearly sixteen percent over the last year and then you've got Turkey as as? One. Of the emerging market nations with a large current account deficit so for the for the years nations been importing more than exports. And running, that consistent current account deficit really means that you're running up liabilities. And other currencies so when you've got. A weak currency you've got a problem and and we've seen the Turkish, lira depreciate a thirty five percent or so against the US dollar. This year so that's Turkey before we came into the studio ran into an old Spanish. Instructor of mine she's from, Argentina and she wanted to know about Argentina do you see Turkey being anything like Argentina. And some of the financial issues that they're, going through right now the market wiser banking wise yeah a lot of similarities but Turkey. Not quite to that same level right you know who's already. Gone to the IMF for that fifty billion dollar? Bailout but not coincidentally in, the same. Boat. As Argentina in Turkey both have that account Deficit depreciating currency. But when you. Look at the numbers you've got Argentina with six billion US debt maturing the. Rest of this year another thirteen billion next year. So the numbers are a little bigger on the Argentina side. When, it comes to paying back those dollar-denominated. Debts but you know whether we're talking debt or equity certainly emerging and, frontier markets is very risky asset class well let's let's go a little deeper into that Bill when you. Say risky asset class talk about the risks that comes from investing in emerging markets so you know we posted a chart over on investingsense dot com that's just. Shows the downs on the emerging market, index back to two thousand one basically I would just charting here's all the time that the index has spent below a previous high. And and when we see this this level of, volatility you know we got to remember that. A quarter of, the time for emerging markets over this. Period you're in a bear market mean the index is twenty percent or more away from its previous high so? More than, half the time? Like, sixty percent of a, timer so, you're you're at least ten percent. Away. From the, latest peak so it's not it's not going to be smooth sailing, when you're investing in these developing nations so we didn't want. To post another chart That kind of shows why folks that have the appropriate risk tolerance would would stick out that level of volatility. You know it's always about the the risk reward, tradeoff when it comes to investing so if your stomach. Strong, enough to ride out that high volatility it turned. Out well in the end but, you know you had you had to buckle up gonna put. You on the, spot walk through generally suggestions only that people would. Want to consider if you're conservative moderate aggressive what do you need to be thinking. About, as it relates to. Your particular emerging markets holdings that you may be seeing in your accounts, I e you know start at, the highest level am, I invested, in emerging markets at all right and then and then you take it. Down to the, to the next layer and you really can you wanna ask whoever you're you're working with if you're. Working with an adviser to to tell you what kind of countries. You're you're emerging market investments are exposed to where where you might. Have some of those trouble areas in your portfolio and and see if they can do a. Deep dive into the actual holdings in the The actual, companies, that, you're invested in and you know and then also nowhere always looking at how our portfolio managers that we invest in incorporate risk management into? Their process, so seeing, whether or not they you. Know they they actually end up getting all the. Downside in these market movements is an important thing when we're analyzing the funds that were investing awesome stuff Bill Tracy Financial Engines research center you're. A gentleman and a scholar thanks for taking some time here with us on investing sense hey. Thanks for having me back guys did want to give quick birthday shout out to my dad the guy that got me into finance investing in the first place so happy birthday that fantastic Birthday happy birthday settle. Really? Mr. Tracy anybody else if you wanna go. See your son's, or our friends charts hair just. Head.

Turkey Argentina Bill US Bill Turkey Bill Tracy China Financial Engines CFO investment analyst Pasco IMF Instructor The actual fifty billion dollar thirty five percent sixteen percent twenty percent sixty percent
"investment analyst" Discussed on 600 WREC

600 WREC

03:20 min | 3 years ago

"investment analyst" Discussed on 600 WREC

"Financial planner professional Andy, Smith in just. A few moments Andy Smith will die deep into, this week's, portfolio review I it's great to welcome Bill Tracy. Back to. The show, villas? A senior investment analyst in the Financial Engines research center yeah and first of all he's super smart what's nice. About talking to Bill is that he he's smart. But, he can talk about things in a way that's approachable that's understandable right, and he's got these cool charts. That you can that you can use to help visualize what he's talking about we post all those charts to investingsense.com head? There now as we started with Bill among all of, the credentials that Bill has he's also a CFA charter holder And that makes him a kind of an expert. And, the economy markets and investments so built where we'd like to start our conversation is with a topic that we've been. Talking. A lot here on, the show and. It has been making headlines and that is the, trade war, with China what's your latest update their things Bobby. No certainly. The story, is? Not going away anytime soon fund managers continue to see this trade war between the US and China has the. Biggest tail risk for markets and each week we. Seem, to add another twist to the saga so we had kind of two, new issues pop up this week On on one front we had auto tariffs You. Know the US imports More than two hundred billion in cars and another one hundred fifty. Billion in auto parts annually so any tariffs on in the auto industry. Could have a substantial impact and then, later later in the week we got the news again from, President Trump and he's okay putting tariffs on all five hundred plus billion in goods. That are imported from China so we continue to see these. Threats pop up right now we've just got that I thirty four billion or so and terrorists. That have actually, been implemented but, you know as we've learned hopefully I've learned by now that the anything that we hear from President Trump on on trade is not just an empty threat that should, be? That should, be dismissed right so we we follow him uperior who's the head of US policy? Research over at cornerstone. Macro he's, been pretty consistent you know in his take that any trade talk from Trump is going to. Be should, be taken seriously Are we seeing any market reaction to the trade war when you get to a. More granular even sector specific level yeah so we're looking at the s.. P. five hundred kind of taking it, down like you said to the sector level we've got industrials, one of the weakest sectors since early April early April is really kind of when. The ball got rolling on this whole escalating trade talk I. Think it was and you had the US trade reps releasing that first list of proposed tariffs. On China so, the industrial sector, you can break it down into three further groups you've got the capital goods professional services and transportation we've seen those capital goods group a lot of machinery companies actually, in? Particular that, have have lagged the most so Bill we we spend a lot of our conversation. Focused on the equity. Markets and that's important but let's switch to fixed income what's going on there what do you see there Now thinking back. About our previous conversations? Do tend to overlook bonds I'm a big live music fan you know, at summer concert season, so if. Equities are a Jimmy Buffett concert a bunch of drunk parrot heads, I know I. Know you're. Out there Bob, every, summer medically speaking, big buffet. Fan all right so you know he's he's the guy, the? Equity. So bonds probably, more like an evening at the. Symphony right nothing nothing too exciting but still a lot of substance so. We're looking at what's, working in in the bond..

Bill Tracy US President Trump China Andy Smith investment analyst Bob Jimmy Buffett Financial Engines research cen Bill Bobby professional services
"investment analyst" Discussed on KLIF 570 AM

KLIF 570 AM

04:31 min | 3 years ago

"investment analyst" Discussed on KLIF 570 AM

"To warn certified investment analyst spencer mcgowan this is net worth radio i'm spitzer mcgowan alex toluene head of trading certified private wealth adviser joining me here in the second half of the program alex i wanted to give kind of a tour of the most conservative strategies in the current environment right all right now i will say that the fear of risk is completely different than two thousand nine okay i mean i i've seen psychological psychological contrast in investor moods but the one thing i'm not hearing about is risk right okay i mean that you know what are the risks going forward if the tech rally stalls so to the index is and the tech rally is responsible for pretty much all of the gains and the s and p five hundred so far this year right which leads to what's next now the energy sector actually gaining ground on tech and at least rivaling tech for the best year to date with a well above seventy now when i take that to what's the most conservative strategy right i had by thirty year treasury two point nine four percent i've got twenty percent duration risk if that rate goes to four essentially what about a two year to year just two and a half percent so you've you've led right into this and so i want to describe a strategy okay okay for the clients that say okay i'm gonna buy a house in six months and i want to get some interest the good news is you've got the vanguard regular money market one point nine percent okay right and that rate can change but it tends to follow the fed funds rate which predicted to go to to september so i can go park that the money market with no fee right that's right and or i could buy a two year treasury at would you say two point six percent it's about two point six percent right now okay so i only get a third of a percent more if i take all the duration risk but yeah it's hardly worth it just to be clear that between the two year in that thirty year right right so if you would walk me through the advantage of what's called a capital call if i park my safest money non managed no fee it mcgowan group right right then walk me through the potential advantage when there are other fixed income bargains okay well the first is is that it's being monitored right by us we do have it redo account for the performance reporting but it's gonna earn something number one number two yeah yeah and it turned two percent at least right number two is is when we see a dislocation rec a big discount somewhere we'll gives us the opportunity and say hey we can move this two percent money and we can now make it six seven eight ten long time for that happens but well i think it'd be right but twenty take some time but you do have a part of your portfolio that considered safe and it is earning two to two and a half percent okay that leads to something right because the rates used to be pretty much zero on cash and there's a lot of banks out there very happy with the fact that people don't complain about the point two five percent in their reserve cash right you've been doing it for so long they got used to yeah they're hoping you don't notice so in any case that's for the safe reserves it also carries with it the possibility that if the rates do spike like twenty thirteen thirty year treasury gets four percent we were getting five percent investmentgrade muniz in some cases at discounts with gain potential and if that event occurs we've got the capital call list right right now federal reserve overhang it's like a cloud okay see picture this cloud over the whole fixed income market because oh the rates.

spencer mcgowan investment analyst two year six percent thirty year two percent twenty thirteen thirty year nine four percent two five percent twenty percent five percent four percent nine percent six months
"investment analyst" Discussed on Monocle 24: The Globalist

Monocle 24: The Globalist

01:30 min | 3 years ago

"investment analyst" Discussed on Monocle 24: The Globalist

"Iran so and since they have these what is considered by european jiminy views on the area like playing a role in syria paying order in yemen so of course you would always be worried are keeping a close eye to what iran is doing i don't think they will be like any other country in the concert of nation 4for4 away the do have this law on the year un resolution which enshrines the soon nuclear deal with the us which says that iran is called upon to refrain from work on ballistic missiles and arguing that called upon doesn't mean you can't do it yes i mean that's who jennifer interpretation in we'd like you're not to do it but go ahead young broken the deal of course in a you you you can never be sure that they will just take exactly by bye by the agreement i mean they they have other interests then but also like they i think that's what dima city disagreement there ready to took with the with the occidental because they need the lifting of the sanctions because there are also some internal issue like something economic prevalence which they want to solve so it's a bit of everything and kinda that's where they do europeans can have a volume of you are much france almost falls freedom and from a fp joining us here on the globalist ubs has over nine hundred investment analyst at from over one hundred different audience in over nine hundred of the sharpest mowing muslim freshest thinkers in the world of finance today.

Iran syria yemen france investment analyst jennifer
"investment analyst" Discussed on Monocle 24: The Globalist

Monocle 24: The Globalist

02:25 min | 3 years ago

"investment analyst" Discussed on Monocle 24: The Globalist

"In the newsroom in india's has over nine hundred investment analyst it from over one hundred different opponents of a nine hundred of the sharpest mowing the freshest thinkers in the world of finance today no one has more no one knows small being the find out how we could help you contact us yesterday uh it's just on the point of seven nineteen that ago go on it's time to consent continual series on protest now a century ago this year britain extended the vague to most women that right was extremely hauled one and a massive part was played by the suffragettes it will thrated both inside and outside the law one of the less wellknown heroines of the movement was kitty marion but that may be about to change doctor fern rebel has just written a book about it's called death in ten minutes kitty marion activist also honest suffragette and firm told monocled andrew miller why she's worthy of a book of heroin kitty marion is one of the most incredible unknown female lives than i think we've ever had in history of the suffragette movement she's again and child immigrants she gave since the music halls and she really finds that as an intense cochair of abuse much night today in then in the entertainment industry and finding that there is no no way to solve these problems the government and listen to her industry that listen to her she turns to the suffragette s on her life with them to try and change our world trying change industry is the subject to death in ten minutes the fact that she then goes off to america and becomes a birth control activist you know this is one woman who is in the harsh of the suffragette movement and the dawning of planned parenthood in america we have no other life like this in our understanding of our culture this time users use an untold story or disregarded character did she fall through the cracks delivered is because we really struggled to understand the concept of violent women and the the ability that women would protest in wave that we traditionally reserved for men what since we were able to get of her mode versions of very clear one because like many very strong and strict activists who are dedicated to course who dedicate a life took owes she wrote down why so she's.

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"investment analyst" Discussed on Monocle 24: The Monocle Daily

Monocle 24: The Monocle Daily

02:14 min | 3 years ago

"investment analyst" Discussed on Monocle 24: The Monocle Daily

"The new in them and ubs has over nine hundred investment analyst it from over one hundred different in over nine hundred of the sharpest mowing muslim freshest thinkers in the world of finance today no one was small balloon then no one knows small do and find out how we can help you contact us yesterday weighing in almost four hundred pages the monk of guide cozy homes is packed with everything you need to know about making a great place to live the book is filled with handsome residences and all the contacts you need to make a home will lost a lifetime and visible that celebrates the people homes should be up to two kids dogs a few scuffed box two is a book that knows a home zohdi as good as a community it's an and is a book that takes you through the front doors of everything from mountain hideaways to modernise ties so biko's e by a copy today on on duck duck dark two now the president of the european commission is racking up the miles as he gets his way across the western balkans junk road ymca is on a five day trip visiting six countries all of whom hoping to become members of the european union serbia and montenegro already in formal accession negotiations albania and macedonia should stop talks within months but bought about bosnia and kosevo who let's see what molecules balkans correspondent guide lonely makes that chances of receiving a positive sign from his steven carr's trip he's with me now guy misty started in macedonia on sunday and on arrival started doling out the good news indeed he did is quite interesting because when i was talking to people in his office at the end of last week of a single this is going to be a nice little bit of a glad handing positive pay off of the european union would back in the western balkans in a big way and i was told ono would not going to be saying all my stings wiggins be saying there's a lot of work to be done will this walson mess.

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"investment analyst" Discussed on Before the Millions

Before the Millions

02:02 min | 3 years ago

"investment analyst" Discussed on Before the Millions

"And before and this point there are three three types markets by the way there's there's a growth market just kinda like the name suggests those markets are on the rise with population moving upward entrenching well we like to say these markets are booming there are stable markets these markets are stable steady aren't really going are really going anywhere they will brief fluctuate upwards or downwards and they won't be growing at a very rapid pace often times they'll be chessen of growth to keep up with inflation declining markets now in this market may want to hold on tied because these markets on a downward slope with the population and job market decreasing it is wise to be careful when you're in a declining market so again when in the market it's always best slack one that best alliance with your specific investing goals for example an investor who only wishes to go into investing for cash flow instead of banking on appreciation should probably opt for a more stable market pretty difficult to tell whether any given mark it is is wise to invest in and they're certainly no guarantee however so long as you make good investing decisions such as buying right and financing right by right most of the time is spine at a deep discount or with a value at play financing right most of the time is getting favorable terms but as long as you buy right and finance why you should be pretty solid last but not least for today is how to analyse deals a step number four now this is another tricky tricky tricky area but again i'm going to simplify it for you as simple as possible so that we we eliminate the intimidation we eliminate the fear it's funny because i come from background in which analyzing deals a soul normal to me every last w two job was an investment analyst and as an investment analyst i was analyzing multi.

investment analyst
"investment analyst" Discussed on Monocle 24: The Monocle Daily

Monocle 24: The Monocle Daily

01:38 min | 3 years ago

"investment analyst" Discussed on Monocle 24: The Monocle Daily

"Ten or twenty percent of gdp on defense we couldn't have so just never according to preventing effort possible crisis so we have two or governments have two and pera civilians to at least look after themselves elizabeth pro thank you very much for joining us on medical 24 give them mbs has a one nine hundred investment analyst from over one hundred different aims in over nine hundred of the sharpest mowing the freshest thinkers in the world of finance today no one was small no one knows small due to find out how we can help you contact us just a car very on monocle library is growing into a robust collection of well turned out titles for an indepth for look into our core theme of quality of life why not delve into our firstever book them on hold guy to better living for any wouldbe business leaders entrepreneurs are even establish companies in search of fresh ideas there's the monocle guy to good business in how to make a nation a monocle guide we looked at the small and the big things that can help make our nation's work better and in the monocled i two drinking and dining we bypass the foam and fuss to uncover the makings of a truly great meal monaco's handsome books are published by our friends at the shelton in berlin and offer a world of new experiences between the covers so spruceup your shelves today and by some of our titles online at monocle dot com or from any good bookstore.

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"investment analyst" Discussed on Capital Ideas Investing Podcast

Capital Ideas Investing Podcast

02:19 min | 3 years ago

"investment analyst" Discussed on Capital Ideas Investing Podcast

"Investments are not fdic insured nor the deposits of war guarantee by a bank or any other entities are they may lose value american funds are not available outside the us the following is not intended as an offer to purchase or distribute american funds outside the us doc ricki i met miller mrs capital idea you're connection to the minds and insight shaping the world of investments today we welcome we'll craig an equity investment analyst who covers global internet companies for capital group if there's one sector at the forefront of innovation that's driven stock market activity in recent years it's the internet and real craig has his finger on the pulse of this dynamic group of companies so listen and learn our today's fang stock valuations too high should we expect a market correction for internet stocks anytime soon and if the internet craze hasn't played itself out yet how much longer could keep on clicking now here's my conversation with will create we'll cray holds an mba from stamford and a bachelors and asian studies from the university of north carolina chapel hill welcome well it's wonderful to have you on the show today thanks matt of happy her such an interesting area to be talking about there are really how sold names in the internet space the folks that you cover amazon google apple facebook net flicks one thing that some observers say they all have in common now is high valuations so let me ask you the question that's on a lot of people's minds are these companies overvalued or did the fundamental support these kind of um pu issues when into that from two angles holistically i would say uh i think the sector on a longterm basis remains attractively valued and i will be surprised if over call it a fiveyear plus a time horizon the internet doesn't continue to outperform other sectors within the sp 500 within the sector i would say that uh the valuations of some of those companies you mentioned are very very different for instance apple at actually don't cover apple its but it's it's actually trades at a below market earnings multiple the last time i looked whereas um you know net flicks is doesn't even generator earnings are cash flow and so on traditional metrics.

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"investment analyst" Discussed on Monocle 24: The Globalist

Monocle 24: The Globalist

01:39 min | 4 years ago

"investment analyst" Discussed on Monocle 24: The Globalist

"Oh may you know the polls really revealed that most people undecided there's not i think you know if you look to the polls last week euroco quick has party was polling quite well actually but already this week and of this week it's it's dropped caused loss so at the moment i think most you know the people who say they're going to vote i mean in a veteran tension is is sometimes you know people will say one thing and vote another way and in the last few elections in japan voter turnout has been pretty low and the actual percentage of people voting for the ldp has really only been about 25 percent so that's what i'm saying it's not so much a sort of love for the ldp it's it's it's sort of represents the the slightly difficult picture for the opposition at the moment so i think you'd be looking at an ldp victory but really with a very kind of a disparate opposition and those results will be confirmed on october the 22nd fina in took here thanks very much indeed india's as a one nine hundred investment analyst from one hundred different audience in over nine hundred of the sharpest moines's freshers thinkers in the world of finance to learn and no one has mall no one knows small new and find out how contact us just a tunnel to conclude a series on new political parties moore off to the balkans his our correspondent in the region guy to luna.

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