As wealth and asset management firms continue to raise the bar on what is offered to investors, direct indexing has emerged as the next frontier with some of finance's largest players making aggressive pushes into the space in order to offer further customization for high net worth clients.
The yield curve inversion is a recession signal but can happen as much as two years prior. The countdown clock to recession has begun, but stocks have typically risen by over 10% after inversion. Adding a lesser-known but powerful indicator should provide a more timely warning sign.
How much is $1 million? It's a lot of money — more than the vast majority of people will ever accumulate. It's also not enough to make you rich. This paradox is a useful tool for educating younger generations about wealth.
Berkshire now owns an over 14% stake in Occidental Petroleum worth approximately $7.7 billion. This would rank it as one of Buffett’s top ten publicly-traded holdings. Higher oil prices over the long term and the benefits of U.S. production would make this investment a long-term winner.
While some call it web 3.0, others a virtual universe and some an unmissable investment opportunity, we unpick whether the world’s largest group of fluid investors will be investing in the Metaverse and what their involvement might look like.
Middle market private REIT opportunities abound in the post-pandemic market. Warren Financial compares the private vs public markets and reveals how to analyze these markets to find good opportunities.
The bond vigilantes have returned to hold the Fed’s feet to the fire to tighten policy in the face of the inflation threat. The yields on short-term bonds reflect aggressive rate hikes. Unless the price shocks derail the job market, odds should still favor higher yields on 10-year Treasury bonds.