Podcasts about equity index

Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today – how the world may fund $3 trillion of expected spending on AI. It's Friday July 25th at 2pm in London.Whether you factor it in or not, AI is rapidly becoming a regular part of our daily lives. Checking the weather before you step out of the house. Using your smartphone to navigate to your next destination, with real time traffic updates. Writing that last minute wedding speech. An app that reminds you to take your medication or maybe reminds you to power off your device.All of these capabilities require enormous physical infrastructure, from chips to data centers, to the electricity to power it all. And however large AI is seen so far, we really haven't seen anything yet. Over the next five years, we think that global data center capacity increases by a factor of six times. The cost of this spending is set to be extraordinary. $3 trillion by the end of 2028 on just the data centers and their hardware alone. Where will all this money come from? In a recent deep dive report published last week, a number of teams within Morgan Stanley Research attempted to answer just that. First, large cap technology companies, which are also commonly called the hyperscalers. Well, they are large and profitable. We think they may fund half of the spending out of their own cash flows. But that leaves the other half to come from outside sources. And we think that credit markets – corporate bonds, securitized credit, asset-backed finance markets – they're gonna have a large role to play, given the enormous sums involved.For corporate bonds, the asset class closest to my heart, we estimate an additional $200 billion of issuance to fund these endeavors. Technology companies do currently borrow less than other sectors relative to their cash flow, and so we're starting from a relatively good place if you want to be borrowing more – given that they're a small part of the current bond market. While technology is over 30 percent of the S&P 500 Equity Index, it's just 10 percent of the Investment Grade Bond Index.Indeed, a relevant question might be why these companies don't end up borrowing more through corporate bonds, given this relatively good starting position. Well, some of this we think is capacity. The largest non-financial issuers of bonds today have at most $80 to $90 billion of bonds outstanding. And so as good as these big tech businesses are, asking investors to make them the largest part of the bond market effectively overnight is going to be difficult. Some of our thinking is also driven by corporate finance. We are still in the early stages of this AI build out where the risks are the highest. And so, rather than take these risks on their own balance sheet, we think many tech companies may prefer partnerships that cost a bit more but provide a lot more flexibility. One such partnership that you'll likely to hear a lot more about is Asset Backed Finance or ABF. We see major growth in this area, and we think it may ultimately provide roughly $800 billion of the required funding.The stakes of this AI build out are high. It's not hyperbole to say that many large tech companies see this race to develop AI technology as non-negotiable. The cost of simply competing in this race, let alone winning it – could be enormous. The positive side of this whole story is that we're in the early innings of one of the next great runs of productive capital investment, something that credit markets have helped fund for hundreds of years. The risks, as can often be the case with large spending, is that more is built than needed; that technology does change, or that more mundane issues like there not being enough electricity change the economics of the endeavor.AI will be a theme set to dominate the investment debate for years to come. Credit may not be the main vector of the story. But it's certainly a critical part of it. Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

The Money Wise guys kick off this week's show with a review of last week's numbers from Wall Street before diving into a discussion on current political tensions.Markets rallied hard this past week, capping off a strong June with gains across the board. The Dow Jones Industrial Average rose 1,612 points, or 3.8%. The S&P 500 climbed 205 points, a 3.4% jump, and the NASDAQ led the charge, adding 826 points for a 4.2% gain. Year-to-date, the Dow is now up 3%, the S&P 500 is up 5%, and the NASDAQ is also up 5%. This strong week was fueled by investor optimism that several lingering concerns may be moving toward resolution. The team discuss the market's reaction to easing geopolitical tensions between Israel and Iran, with the U.S. stepping in to de-escalate the situation.  Despite some market jitters from new tariff-related headlines, including more trade drama involving China and Canada, the overall tone remained bullish. Comments from Fed officials and Chair Jerome Powell leaned more dovish than expected, suggesting that interest rate cuts could happen sooner than previously thought. A Market Rally on Fed Hints Markets surged this week in part due to dovish signals from the Federal Reserve. Comments from Fed Governors, including Christopher Waller, suggested a growing openness to interest rate cuts, potentially sooner than previously expected. Fed Chair Jerome Powell reinforced this tone during his testimony before Congress, emphasizing that the Fed is willing to act quickly if economic data warrants it. These remarks fueled optimism among investors who have been eagerly awaiting clarity on monetary policy. The possibility of rate relief sparked a strong rally, with major indexes posting some of their biggest weekly gains of the year. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The Money Wise guys kick off this week's episode with a reflection on last week's numbers from Wall Street. They report that the markets closed out May on a high note, with all three major indices posting solid weekly gains and even stronger monthly returns. The Dow rose 1.6%, the S&P 500 climbed 1.9%, and the NASDAQ led the charge with a 2% increase. For the month of May, the NASDAQ soared 9.6%, the S&P 500 jumped 6.2%, and the Dow finished up 3.9%. The team goes on to highlight the second revision of Q1 GDP and the latest core PCE reading—formerly the Fed's go-to inflation gauge. With year-over-year PCE now at 2.1%, the data suggests inflation is nearing the Fed's 2% target, igniting debate about when rate cuts may finally happen. However, the media continues its gloom-heavy narrative, with financial figures like Jamie Dimon casting shadows of stagflation and looming bond market stress, despite signs of economic resilience. Later in the show, the team does a deep dive into proper portfolio construction, because how your investments are structured can make or break your financial goals.  A Gloomy Wall Street Despite the strong performance across the markets in May, Wall Street sentiment remains surprisingly downbeat. Financial media and major voices like Jamie Dimon continue to push cautionary narratives, raising concerns about stagflation, cracks in the bond market, and long-term economic risks. Even as inflation readings like the core PCE show progress toward the Fed's target, the tone from many in the financial world leans more pessimistic than the data might warrant. It's a reminder that headlines often lag reality, and that investors need to stay focused on facts, not fear. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

This week on Money Wise, the guys recap another positive stretch for markets as the Dow climbed 1,204 points (3%), the S&P 500 rose 161 points (2.9%), and the NASDAQ jumped 595 points (3.4%). Despite ongoing tariff worries, the indexes continue to recover from earlier declines. Year-to-date, the Dow remains down 2.9%, the S&P 500 is off 3.3%, and the NASDAQ is still down 6.9%. April itself ended with mixed results — while the Dow and S&P were slightly negative, the NASDAQ managed a modest gain, highlighting how quickly sentiment has shifted. The Money Wise guys point to the market's nine-day winning streak as a reminder of why emotional investing and market timing can be dangerous. Investors who stepped aside during the tariff turmoil likely missed a major rebound, reinforcing the team's advice to stay disciplined and diversified. Much of the discussion centers around the ongoing trade situation and its evolving impact on market dynamics. While uncertainty remains, the guys are cautiously optimistic that the harshest tariff measures may never materialize. They emphasize that with 60 days left in the current negotiating window, many global trading partners — especially China — appear motivated to reach deals. Recent headlines, such as China's willingness to discuss fentanyl trade issues, fueled hopes of progress. The team also acknowledges political considerations, noting that with midterms approaching and tax policy goals on the table, President Trump may be inclined to soften tariff plans to avoid jeopardizing economic momentum. In short, while headline risk remains, the market's resilience and improving breadth suggest investors should stay focused on fundamentals and avoid reacting emotionally to every twist in the news cycle. The 90-Day Tariff Countdown The Money Wise guys spotlight the ongoing 90-day tariff countdown, emphasizing how it continues to hang over the market and shape investor sentiment. While uncertainty remains, they express confidence that the harshest tariff measures announced on April 2 may ultimately never be implemented. With about 60 days left in the negotiation window, key trading partners—especially China—are showing signs of willingness to come to the table, evidenced by recent talks around sensitive issues like fentanyl. The hosts note that political pressures, including upcoming midterm elections and the desire to push tax legislation forward, may further motivate President Trump to ease or delay tariff plans. For now, the countdown keeps markets headline-driven, but the team believes an all-out tariff escalation remains unlikely. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

This week, the Money Wise guys focus on one of the most volatile market stretches in recent memory, as the Dow dropped 3,269 points (7.9%), the S&P 500 fell 507 points (9.1%), and the NASDAQ plunged 1,735 points (10%). Year-to-date numbers now show steep losses, with the Dow down 9.9%, the S&P down 13.7%, and the NASDAQ down 19.3%. The team zero in on what they dubbed the “tariff tantrum,” triggered by President Trump's trade policy announcements mid-week. Thursday and Friday alone accounted for the #3 and #4 worst point-loss days in Dow history, with the S&P 500 losing a staggering $4.9 trillion in market capitalization across just two sessions. The guys push back against what they called an “asinine overreaction,” blaming politically motivated selling, algorithmic trading, and a media environment eager to cast a negative light on Trump's agenda. They argue the market's response was out of proportion to the actual policy implications and point out that similar trade imbalance issues have persisted for decades without such dramatic selloffs. With fear and sentiment driving the downturn—not fundamentals—the message is clear: stay focused, stay invested, and don't let emotional headlines derail long-term plans. Historic Market Drop The team emphasizes the sheer magnitude of this week's market drop, calling it one of the most historic in recent memory. They highlight that Thursday and Friday marked the third and fourth largest single-day point losses in the history of the Dow, rivaling even the volatility seen during the COVID era. More striking, they note, was the $4.9 trillion in market capitalization wiped out from the S&P 500 alone—just over two days. While acknowledging the seriousness of the decline, they question whether the reaction was proportionate to the news, calling it an emotionally charged overcorrection rather than a reflection of true economic fundamentals. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The Money Wise guys wrap up February with a look at market performance, noting a mixed week where the Dow rose 413 points (1%), while the S&P 500 and NASDAQ fell 1% and 3.5%, respectively. February was historically in line with expectations as a weak month, with all three major indexes closing lower—down 1.6% (Dow), 1.4% (S&P 500), and 4% (NASDAQ). Despite recent declines, year-to-date numbers remain positive for the Dow (+3%) and S&P 500 (+1.2%), though the NASDAQ sits at -2.4%. The guys highlight the ongoing trading range in the S&P 500, which has been oscillating between 6,100 and 5,775 since December. A notable surge in buying volume on Friday—the highest of 2025—pushed markets higher into the weekend, fueling speculation about whether this was the start of a rebound or merely short sellers covering positions. Beyond the numbers, the conversation turned to the forces driving volatility, from political headlines to month-end hedge fund positioning. A sharp 800-point Dow reversal on Friday, sparked by political drama in the White House, underscored how reactive markets have become to news cycles. The team reiterated that 2025 is shaping up to be a year of heightened swings, driven largely by ongoing speculation about tariffs and Federal Reserve policy. With traders reacting to every development, maintaining a long-term perspective remains key. The takeaway? Noise and short-term fluctuations will continue, but investors who stay disciplined and focus on the bigger picture will be better positioned amid the turbulence. Traders Gonna Trade Friday's surge in buying volume—the highest of 2025—sparked debate over whether it signaled genuine bullish momentum or was simply short sellers closing positions ahead of the weekend. With trading volume 44% above the daily moving average, the spike in activity stood out, but the real question remains: were investors stepping in with conviction, or were hedge funds and traders locking in gains after a volatile month? Given that February ended in the red for all major indexes, some argue that fund managers were closing shorts to secure profits before monthly performance calculations. Whether this buying pressure carries into next week or fades as a temporary end-of-month adjustment will be a key indicator of market direction moving forward. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The Money Wise guys are back in the studio and as always, the team kicks off this week's episode by breaking down a volatile market week, with the Dow gaining 120 points (+0.3%) while the S&P 500 fell 61 points (-1%) and the NASDAQ dropped 327 points (-1.6%). Despite the week's losses, all three indices remain positive year-to-date, with the Dow up 4.7%, the S&P 500 up 2.7%, and the NASDAQ up 1.6%. The guys discuss the increased volatility of 2025, which they expect to be higher than in 2024, and the impact of algorithm-driven trading on market swings. Monday's sharp selloff in tech stocks was fueled by an unverified report from DeepSeek, a Chinese AI research lab, claiming that an open AI model could be built for just $6 million. This triggered a major downturn in the NASDAQ, as markets reacted to fears of AI advancements disrupting big tech profitability. However, further analysis revealed the report to be misleading, leading to a recovery the next day. The conversation highlights the importance of active management in navigating knee-jerk market reactions, as well as the team's strategic decision to reduce exposure to mega-cap tech stocks at the start of the year. While not anticipating a specific event like this, the guys recognize the risks of overconcentration in a few dominant names and positioned their portfolios accordingly. They also touch on Microsoft's discovery of stolen AI data from China, raising further concerns about AI security and market manipulation. They emphasize the need for investors to stay disciplined, avoid emotional reactions, and focus on long-term strategies in a market increasingly influenced by algorithmic trading and unvetted news.  Algorithmic Trading Algorithmic trading, also known as algo trading, refers to the use of computer programs and complex mathematical models to execute trades at high speeds based on predefined criteria. These algorithms analyze vast amounts of market data, news feeds, and technical indicators to make split-second decisions, often executing trades in fractions of a second. While algorithmic trading increases market efficiency and liquidity, it can also amplify volatility, as seen in cases where automated systems react to unverified news or sudden price movements. This can lead to exaggerated selloffs or rallies, as algorithms trigger a chain reaction of trades based on momentum rather than fundamental analysis. For investors, understanding the impact of algo trading is crucial, as it underscores the importance of active management, diversification, and maintaining a disciplined approach during rapid market fluctuations. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

As 2024 comes to a close, the Money Wise guys take a closer look at the year's final numbers and a challenging December for the markets. The Dow Jones fell 260 points (-0.6%), the S&P 500 dropped 28 points (-0.5%), and the NASDAQ declined 100 points (-0.5%) for the week. Despite the weak December performance—attributed to Federal Reserve actions dampening the anticipated "Santa Claus rally"—2024 was an outstanding year for investors, with the Dow gaining 14.99%, the S&P 500 rising 25.02%, and the NASDAQ climbing 29.57% (including dividends). The discussion focuses on the impact of Federal Reserve Chair Jay Powell's policies, particularly the increase in bond yields, which saw the 10-year Treasury rise from 3.87% to 4.58% over the year. The guys highlight the uneven performance within the bond market, where shorter-duration bonds outperformed their longer-duration counterparts. Target-date funds and longer-maturity bonds faced a tough fourth quarter due to rising interest rates but still managed solid annual returns. While the Fed's December actions tempered the year-end rally, the guys emphasize the strong returns for diversified portfolios in 2024 and tease predictions for 2025 in an upcoming episode.  The Impact of Rising Bond Yields Rising bond yields in 2024 had a significant impact on the financial markets, with the 10-year Treasury yield increasing by 71 basis points, from 3.87% to 4.58%. This shift, driven by the Federal Reserve's monetary policy and persistent inflation concerns, created challenges for certain segments of the bond market. Short-term and intermediate-term bonds performed relatively well, but longer-duration bonds and funds, such as target-date portfolios, experienced negative returns in the fourth quarter due to their sensitivity to rising rates. Overall, the bond market delivered modest annual returns, with the Bloomberg Aggregate Index gaining just 1.25%, underscoring the importance of managing duration in a rising yield environment. In the second hour, the Money Wise guys discuss Equity Inxex Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Nvidia Joins the Dow, Market Fuel & Equity Index Annuities In this week's episode, the Money Wise guys discuss Nvidia's addition to the Dow, what will continue to fuel the current bull market, and last week's numbers from Wall Street. The Dow was up 2.0%, the S&P 500 was up 1.7%, and the NASDAQ was up 1.7%. YTD the Dow is up 17.5%, the S&P 500 is up 25.1%, and the NASDAQ is up 26.6%. The guys begin the show by discussing Nvidia's (NVDA)  recent addition to the Dow and how it is likely to help keep the Dow more in line with the other major indexes. Nvidia earnings also came out last week, and the Money Wise guys discuss what happens if the company can't fulfill demand in the way the market expects. They dig further into Nvidia's performance in recent years, discussing how you'd likely have to go back to the dot-com era to find another company that has gone this far this fast - and after being completely unloved by Wall Street before the AI boom, too. The guys also discuss trends in market breadth and what will continue to fuel the bull market. Nvidia Joins the Dow - Why It Matters In this episode, the Money Wise guys spend time discussing how the Dow has differed historically from the other major indexes. They discuss the differences in an index being price-weighted, like the Dow, and market-cap weighted, like the S&P. They also share why the addition of Nvidia should make the Dow more competitive with the other major indexes. For more on Nvidia replacing Intel in the Dow, check out resources here and here. In the second hour, the Money Wise guys pull back the curtain to share What Wall Street Won't Tell You. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

The Numbers Don't Lie on Rising Consumer Costs & Political Talk Ahead of the Election In this week's episode of Money Wise, the Money Wise guys discuss economic statistics, rising consumer costs, and why so many investors aren't ready to deploy capital until after the election. First, let's begin with a look at last week's numbers from Wall Street. The Dow was down 0.1%, the S&P 500 was down 1.4%, and the NASDAQ was down 1.5%. YTD all three indices remain in the black, with the Dow up 11.6%, the S&P 500 up 20.1%, and the NASDAQ up 21.5%. October showed a fairly flat month across the board, which may have to do with so many investors waiting to see how the elections will pan out before deploying additional capital. The guys also discuss the recent Microsoft hit, why we saw significant selling last week, and where the sales volume falls in relation to the daily moving average. Last week was also chock-full of economic stats, including the PCE Index. The Money Wise guys discuss the impacts of inflation and how so much in the consumers' “basket of goods” has gotten more expensive. Rising Consumer Costs: By The Numbers The Money Wise guys mention the PCE Price Index in this episode in relation to rising consumer costs. This index measures inflation by tracking the cost of living for households, and it is the Federal Reserve's preferred measure of prices in the U.S. The Money Wise guys discuss why rising consumer costs may be the reason we are seeing higher than normal early voting, as more voters cast their ballots with their pocketbooks in mind. For more on the PCE Index and rising consumer costs, check out this resource.  In the second hour, the Money Wise guys share important warnings about Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Top Eco-Friendly Stocks are from the Corporate Knights rankings. Plus, Reddit's best ethical companies and an article listing Shariah-compliant stocks. By Ron Robins, MBA Podcast: Top Eco-Friendly Stocks Transcript & Links, Episode 137, September 6, 2024 Hello, Ron Robins here. Welcome to this podcast episode 137 published September 6, 2024, titled “Top Eco-Friendly Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles for more company and stock information. ------------------------------------------------------------- 7 Best Ethical Companies To Invest In According to Reddit The first article I'm reviewing is titled 7 Best Ethical Companies To Invest In According to Reddit. It's by Affan Mir and found on insidermonkey.com. Here are some quotes. “Our Methodology The companies are listed in ascending order of the number of hedge fund holders as of the second quarter of 2024. The hedge fund data was taken from our database of over 900 elite hedge funds… Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 7. HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Number of Hedge Fund Holders: 16 The company invests in behind-the-meter (BTM) building or facility-specific distributed energy projects, which are tailored to reduce energy consumption or costs for specific buildings or facilities. 6. Ecolab Inc. (NYSE:ECL) Hedge Fund Holders: 42 Ecolab Inc. … initially, the company focused on innovative cleaning products but has since become a major player in the water, hygiene, and energy sectors. The company serves various industries, including food processing, healthcare, hospitality, and manufacturing, by offering technology and services that ensure water quality and safety… In 2024, it was recognized as one of the World's Most Ethical Companies by Ethisphere for the 18th consecutive year. 5. Waste Management, Inc. (NYSE:WM) Hedge Fund Holders: 49 Waste Management, Inc. … Over the years, the company has evolved into a comprehensive waste management company with a vast operational footprint. 4. First Solar, Inc. (NASDAQ:FSLR) Hedge Fund Holders: 66 First Solar is an American company in the solar energy industry that specializes in manufacturing solar panels and developing utility-scale photovoltaic (PV) power plants. 3. Costco Wholesale Corporation (NASDAQ:COST) Hedge Fund Holders: 71 Costco Wholesale Corporation is a warehouse club that operates on a membership basis, offering a wide range of products. 2. NextEra Energy, Inc. (NYSE:NEE) Hedge Fund Holders: 73 NextEra Energy, Inc. … company operates a diverse portfolio through its subsidiaries, which include Florida Power & Light (FPL), NextEra Energy Resources (NEER), and NextEra Energy Partners. 1. NVIDIA Corporation (NASDAQ:NVDA) Hedge Fund Holders: 179 NVIDIA Corporation is a California-based prominent tech company… recognized for its groundbreaking advancements in graphics processing units (GPUs) and AI.” End quotes. ------------------------------------------------------------- Top 25 Eco-Friendly Companies in 2024 Now this next article should interest most of you. It's titled Top 25 Eco-Friendly Companies in 2024. It's by Meerub Anjum and found on finance.yahoo.com. Due to my time restrictions, the 25 companies are covered briefly. Go to the link on this episode's podcast page for the full article. Here are my brief quotes. “Methodology To compile our list of the top 25 eco-friendly companies in 2024, we utilized the sustainable investment ratio data for the global 100 companies from Corporate Knights. We then used the purchasing power parity revenue of companies as of 2023 to calculate the absolute sustainable revenue of companies. Finally, we ranked the top 25 eco-friendly companies in 2024 in ascending order of their absolute sustainable revenue. At Insider Monkey we are obsessed with the stocks that hedge funds pile into… Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here). 25. Henkel AG & Co. (OTC:HENOF) In 2023, over 20% of its revenue was from sustainable products or services. 24. Risen Energy Co. Ltd. (SHE:300118) In 2023, Risen Energy Co Ltd generated 100% of its revenue from sustainable products and services. 23. Yadea Group Holdings Ltd. (OTC:YADGF) is an investment holding company engaged in the manufacturing and sale of two-wheeled electric vehicles and related accessories in China. 22. Kering SA (OTC:PPRUF) in 2024… it generated 26.5% of its revenue from sustainable products in 2023. 21. Nordex SE (OTC:NRXXY) The company is involved in the manufacturing and distribution of onshore wind turbines. 20. Hewlett Packard Enterprise Company (NYSE:HPE) is one of the most sustainable companies, boasting a sustainable revenue of 33.1%. 19. Li Auto Inc. (NASDAQ:LI) In 2023, Li Auto Inc generated 100% of its revenue from sustainable products. 18. Ricoh Company, Ltd. (OTC:RICOY) Ricoh Company, Ltd.'s sustainable revenue was 50.8% of its total revenue in 2023. 17. NIO Inc. (NYSE:NIO) is involved in the manufacturing and sale of smart electric vehicles in China. 16. Ørsted A/S (OTC:DNNGY) 65% of its revenue was from sustainable products and services in 2023. 15. SAP SE (NYSE:SAP) SAP SE generated nearly 30% of its revenue from sustainable products and services. 14. Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) In 2023, 46.8% of its revenue was generated from sustainable services and products. 13. Banco do Brasil S.A. (OTC:BDORY) generated 28.6% of its revenue from sustainable products and services in 2023. 12. Neste Oyj (OTC:NTOIY) Its renewable products include renewable diesel, sustainable aviation fuel, renewable solvents, and feedstock for bioplastics. 11. Sanofi (NASDAQ:SNY) In 2023, 27.2% of its revenue was from eco-friendly products and services. 10. Alstom SA is involved in the manufacturing of monorails, light rails, metros, commuter trains, regional trains, high-speed trains, and locomotives. 9. Samsung SDI Co. Ltd. (KRX:006400) provides lithium-ion batteries used in smartphones, tablets, laptops, and other devices including electric bikes and scooters. 8. Cisco Systems, Inc. (NASDAQ:CSCO) aims to achieve net zero emissions by 2040 and also incorporate circularity in 100% of its new products and packaging by 2025. 7. Vestas Wind Systems (OTC:VWDRY) 100% of its revenue is generated from eco-friendly products. 6. Bank of China Limited (OTC:BACHF) Nearly 17% of its revenue, which amounts to $25.9 billion, was from sustainable sources in 2023. 5. XPeng Inc. (NYSE:XPEV) 100% of its revenue is generated from sustainable products and services. 4. Schneider Electric S.E. (OTC:SBGSY) is involved in the production of inverters, solar panels, solar equipment, wind farm microgrids, power metering systems, and smart monitoring solutions, among others. 3. HP Inc. (NYSE:HPQ) reduced its Scope 1 and 2 emissions by 62% in 2023. 2. Tesla, Inc. (NASDAQ:TSLA) In 2023, 100% of its revenue was generated from sustainable products and services. 1. Apple Inc. (NASDAQ:AAPL) In 2023, it generated nearly 70% of its revenue from sustainable products and services.” End quotes. ------------------------------------------------------------- Top 10 Shariah Compliant Stocks by Market Cap Many ethical investors might not know that Shariah investing has similarities to ethical investing. This article briefly explains Shariah-based investing and the ethical stocks favored by the article's authors. It's titled Top 10 Shariah Compliant Stocks by Market Cap. Author(s) not mentioned, but found on amalinvest.com. Here are some quotes. “Islamic finance has grown significantly in recent years, with more investors seeking stocks that align with Shariah principles. Let's explore the top 10 Shariah compliant stocks by market capitalization, examining what makes them attractive to ethical investors and how they stack up in the global market… Shariah law prohibits investment in companies involved in certain activities, such as alcohol, gambling, pork products, and conventional financial services. Additionally, there are financial ratios that companies must meet to be considered compliant. Compliance vs. Halal It's crucial to note that ‘Shariah compliant' doesn't necessarily mean ‘halal.' Compliant companies may still have some activities that aren't permissible under Shariah law, but they don't exceed certain thresholds that would make them impermissible for investment. Now, let's examine our top 10 list: 1. Apple Inc. (AAPL) Compliance: Halal The tech giant Apple leads our list with an impressive market cap of $3.45 trillion. 2. NVIDIA Corporation (NVDA) Compliance: Halal NVIDIA, a leader in GPU technology and AI computing, comes in second with a market cap of $3.11 trillion. Its focus on cutting-edge technology and strong financial position contribute to its Shariah compliant status. 3. Alphabet Inc. (GOOGL) Compliance: Doubtful Google's parent company, Alphabet, holds the third spot. Despite its massive market cap, its compliance status is marked as doubtful. This could be due to its diverse range of services, which may include activities not fully aligned with Shariah principles. Bottom of Form 4. Amazon.com Inc. (AMZN) Compliance: Doubtful E-commerce giant Amazon is fourth on our list, but also carries a doubtful compliance status. This might be related to its involvement in streaming services that could include content not aligned with Shariah principles, or its financial services offerings. 5. Meta Platforms Inc. (META) Compliance: Doubtful Facebook's parent company, Meta, rounds out our top five. Its doubtful status could be due to concerns about content moderation and potential involvement in activities not fully aligned with Shariah law. 6. Eli Lilly and Co (LLY) Compliance: Halal Eli Lilly, a pharmaceutical company, is the first non-tech firm on our list. Its focus on healthcare and strong financial position contribute to its Shariah compliant status. 7. Broadcom Inc. (AVGO) Compliance: Halal Broadcom, a designer, developer, and global supplier of semiconductor devices, maintains a Shariah compliant status due to its focus on technology and solid financials. 8. Tesla Inc. (TSLA) Compliance: Halal Electric vehicle manufacturer Tesla is Shariah compliant, likely due to its focus on sustainable transportation and energy solutions, as well as its financial structure. 9. Walmart Inc. (WMT) Compliance: Doubtful Retail giant Walmart makes the list but with a doubtful compliance status. This could be due to the sale of products not permissible under Shariah law, such as alcohol or pork products. 10. Visa Inc. (V) Compliance: Halal Rounding out our top 10 is Visa, a financial services company. Its Shariah compliant status might surprise some, but it's likely due to its business model focusing on payment processing rather than traditional banking activities.” End quotes. ------------------------------------------------------------- 3 Green ETFs With Promising Upside And Long-Term Potential Now an article from Canada. It's titled 3 Green ETFs With Promising Upside And Long-Term Potential. It's by Pierre Raymond and seen on theglobeandmail.com. Here's some of what Mr. Raymond says about his picks. “1. iShare Climate Conscious & Transition MSCI USA (USCLi) One of the key objectives of the fund is to track the performance and investment results of large and mid-cap U.S. companies that are actively contributing to the low-carbon economy transition. Overall, the fund has delivered a one-year return of 23.10%, slightly below the benchmark of 23.16%. 2. Carbon Transition U.S. Equity ETF (JCTR) provides investors exposure to the broader U.S. market by positioning the fund to benefit from companies that invest in the low-carbon economy transition… The fund delivered one-year quarterly returns of 24.40%, similar to that of the JPMAM Carbon Transition U.S. Equity Index. 3. Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ) which seeks to track the performance of the Solactive ISS ESG U.S. Net Zero Pathway Enhanced Index… The current one-year return is 24.44% versus 24.54% of the underlying index, and 24.56% of the S&P.” End quotes. ------------------------------------------------------------- One other great article that time didn't allow me to review here. 3 Franklin Templeton Mutual Funds for Sustainable Returns. It's by Zacks Equity Research and was found on finance.yahoo.com.  ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top Eco-Friendly Stocks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now my next podcast will be September 20th. I'll talk to you then! Bye for now.   © 2024 Ron Robins, Investing for the Soul  

As they kick off every week of Money Wise, the guys begin this week's episode with a recap of a strong week for the markets, with the Dow Jones Industrial Average gaining 1,162 points (2.9%), the S&P 500 rising by 210 points (3.9%), and the NASDAQ up 886 points (5.3%). Year-to-date, the Dow is up 7.9%, the S&P 500 is up 16.4%, and the NASDAQ is up 17.5%. The Money Wise guys discuss how the market has made a complete recovery from the downturn that started in early August, with market sentiment quickly shifting from fear of a hard landing to optimism about a soft landing for the economy. The volatility index (VIX), which measures fear in the market, had spiked dramatically but has since calmed down as economic data improved. The conversation continues on to highlight several key turning points, including better-than-expected initial jobless claims and positive inflation data, particularly with the Consumer Price Index (CPI) showing the lowest year-over-year inflation in three years. The hosts believe that this improvement in economic indicators, along with more favorable Producer Price Index (PPI) numbers, helps alleviate fears of a recession or hard landing. The Money Wise guys also discuss how the Federal Reserve is now expected to implement a more modest interest rate cut, possibly 0.25%, rather than the more drastic cuts previously speculated. Overall, they comment that the market's response to the improved data has been positive, driving the strong performance seen throughout the past week. The Volatility Index The Volatility Index, commonly referred to as the VIX, is a key measure of market sentiment that tracks expected market volatility over the next 30 days. Often called the "fear gauge," it rises when investors anticipate higher risk or uncertainty and falls when confidence in the market is stronger. Right now, the VIX is particularly pertinent because recent spikes reflected heightened fear of a potential economic downturn or market correction. However, as economic data has improved, such as better-than-expected jobless claims and easing inflation, the VIX has calmed down, signaling a more optimistic outlook among investors. This reduction in fear has contributed to the recent market rebound. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

CareSource, Independent Health, and AdhereHealth outline strategies for the upcoming Medicare Advantage Star Rating changes, focusing on medication adherence and the Health Equity Index (HEI) starting in measurement years 2024-2025 for the 2027 Medicare Advantage Star Rating Period.    Under HEI, plans must identify disparities in populations with social risks and create intervention strategies to address these inequities. Tune in and gain insights on leveraging policy changes, predictive analytics, and strategic implementation to meet these new standards and reach or maintain 4+ Stars.   Panelists: Amin Serehali, Senior Vice President, Chief Data & Analytics Officer, Independent Health Logan Fox, PharmD, MBA, Director, Enterprise Quality Improvement, Programs, CareSource Kempton Presley, MPH, MS, Chief Strategy Officer, AdhereHealth   https://www.brightspotsinhealthcare.com/events/convergence-of-pharmacy-the-health-equity-index-in-2024-and-beyond/   This episode is sponsored by AdhereHealth AdhereHealth is at the forefront of delivering purpose-built, innovative technology solutions designed to elevate pay-for-performance achievement for government-sponsored lines of business. This includes improved Star Ratings for Medicare, plus enhanced patient experience scores, improved patient health outcomes, and optimized cost outcomes for clients. The company's pioneering efforts are particularly noteworthy for addressing social determinants of health (SDOH) and significantly improving patient experiences as a mechanism for improved Star Ratings performance through multi-modal outreach capabilities.   Powered by the industry-leading Adhere Platform™, AdhereHealth integrates predictive analytics, intelligent clinical workflow software, and proactive multi-channel outreach. This combination, executed by a nationwide team of licensed clinicians, effectively drives health equity and adherence outcomes that improve quality of care for patients and boost financial results for clients.   The impact of AdhereHealth's comprehensive solutions is far-reaching, touching tens of millions of patients across over 100 health plans, self-insured employers and other risk-bearing entities. Since its inception in 2006, AdhereHealth, headquartered in Franklin, Tennessee, has grown into a robust organization with hundreds of dedicated professionals nationwide, all committed to their mission of improving healthcare outcomes. Visit www.adherehealth.com for more information.

The Money Wise guys kick off this newest episode with an update on the stock market's performance, highlighting a modest upward trend for the week. The Dow Jones Industrial Average saw an increase of about 113 points or 0.3%, the S&P 500 rose by approximately 69 points or 1.3%, and the NASDAQ gained around 398 points or 2.4%. Despite these gains, year-to-date figures show more substantial growth, with the Dow up by 2.9%, the S&P by 12.1%, and the NASDAQ by 14.1%. The discussion then shifts to market dynamics observed during the week, particularly focusing on the employment report and various economic data releases. The absence of Federal Reserve commentary, due to their quiet period, left the markets relatively undisturbed, allowing for some gains. The Money Wise guys delve into the erratic behavior observed in different industrial sectors, noting rapid shifts in investment focus from one sector to another on a daily basis, a phenomenon they attribute to trading rather than long-term investment strategy. The episode also touches on the broader context of market participants, suggesting that while traders are actively shifting positions, serious long-term investors seem comfortable with their current allocations. This dynamic results in a market that appears to be waiting for a clearer direction, possibly influenced by future economic indicators or political events. The conversation concludes with a critical look at media coverage of market anomalies like GameStop, reflecting on the speculative nature of such coverage and its impact on investor behavior. Investor Sentiment and Market Participation A significant theme discussed was the current state of investor sentiment and market participation. The hosts observed that while the active traders are highly involved in these daily fluctuations, serious long-term investors are largely staying put with their existing allocations. This situation reflects a broader sentiment of waiting and watching, with many investors looking for more definitive signals—such as political resolutions or changes in monetary policy—before making substantial new commitments to the market. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

School principals are divided over whether the new equity index will reduce stigma against what used to be known as low-decile schools. Education correspondent John Gerritsen spoke to Corin Dann.

In this episode host Stephen Goldsmith interviews Tacoma Mayor Victoria Woodards, exploring her strategies for embedding equity into every aspect of municipal operations. Mayor Woodards explains how to use data, mapping, and community engagement to not just talk about equity but actively implement it. She also highlights the Tacoma Equity Index, which is a pivotal tool for identifying and addressing disparities across neighborhoods.Music credit: Summer-Man by KetsaAbout Data-Smart City SolutionsData-Smart City Solutions, housed at the Bloomberg Center for Cities at Harvard University, is working to catalyze the adoption of data projects on the local government level by serving as a central resource for cities interested in this emerging field. We highlight best practices, top innovators, and promising case studies while also connecting leading industry, academic, and government officials. Our research focus is the intersection of government and data, ranging from open data and predictive analytics to civic engagement technology. We seek to promote the combination of integrated, cross-agency data with community data to better discover and preemptively address civic problems. To learn more visit us online and follow us on Twitter. 

In this week's episode of Money Wise, the Money Wise guys discuss the financial market's performance, highlighting weekly, monthly, and year-to-date figures. For the past week, the Dow Jones Industrial Average saw an increase of 0.8%, the S&P 500 grew by 0.4%, whereas the NASDAQ fell by 0.3%. Reflecting on March's performance, the Dow Jones experienced a 2.1% increase, the S&P 500 rose by 3.1%, and the NASDAQ was up by 1.8%. Year-to-date figures reveal the Dow up by 5.6%, the S&P 500 by 10.2%, and the NASDAQ by 9.1%, marking the best start in five years and the best first quarter for the S&P since 2019. The Money Wise guys also touch upon the anticipation around the Personal Consumption Expenditures (PCE) index release, contrasting economic indicators such as PMI numbers indicating contraction and high consumer sentiment reflecting confidence. Additionally, positive economic news included an 8% increase in new home sales, a 1.4% rise in durable goods orders, and an upward revision of Q4 2023 GDP to 3.4%. The discussion includes a conversation surrounding their thoughts on if an imminent recession is going to happen, with analysts speculating about interest rate cuts, suggesting a range of zero to three cuts for the year, amidst adjusting market expectations. The Personal Consumption Expenditures Index The Personal Consumption Expenditures (PCE) index is a measure of the average increase in prices for all domestic personal consumption. It tracks the price changes in consumer goods and services, including healthcare, education, and food, among others. As the Federal Reserve's preferred gauge of inflation, the PCE index provides a broad overview of the inflationary pressures within the economy, helping the Fed in making informed decisions regarding monetary policy. Unlike the Consumer Price Index (CPI), the PCE index accounts for changes in consumer behavior and preferences, such as switching to alternative goods in response to price changes, making it a more comprehensive measure of inflation. This index is crucial because it influences the Federal Reserve's decisions on interest rates, which in turn affect economic growth, employment rates, and the overall financial well-being of individuals and businesses. Its significance lies in its role as an economic indicator that helps policymakers, economists, and investors understand the health of the economy and the potential for inflation or deflation. In the second hour today, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Melissa Newton Smith, Founder of Newton Smith, and Keslie Crichton, Chief Sales Officer of BeneLynk, join Eric to discuss the introduction of the CMS Health Equity Index, which will replace the reward factor within the Medicare Advantage Star Rating program measurement. The Health Equity Index will be a seismic change for Medicare Advantage plans and impact revenue associated with Star Ratings. Melissa and Keslie share success stories from plans preparing for the change.  Links "Associations Between Annual Medicare Part D Low-Income Subsidy Loss and Prescription Drug Spending and Use": https://jamanetwork.com/journals/jama-health-forum/fullarticle/2814604 Book Links   $2.00 a Day: Living on Almost Nothing in America:  https://www.amazon.com/2-00-Day-audiobook/dp/B012E8RDS2/ref=sr_1_1?crid=29MW28TUOFAG0&keywords=%242+a+day&qid=1708126201&s=books&sprefix=2+a+day%2Cstripbooks%2C125&sr=1-1   Because I Said I Would: https://store.becauseisaidiwould.org/store/thebook/?_gl=1*qfwy3p*_ga*OTY3NTIzNTYzLjE3MDgxMjYyNDc.*_ga_9YFXHXM1VK*MTcwODEyNjI0Ny4xLjAuMTcwODEyNjI1NC41My4wLjA.    The Ethical Case Manager: https://www.amazon.com/dp/194388918X/ref=cm_sw_r_apin_dp_GVBYY6XZGAK9RK9VRHE8   About Melissa Melissa is the founder of Newton Smith. She brings over 25 years of experience in Star Ratings, strategy, sales, and marketing for health plans, providers, pharmacy benefit managers, and industry vendors. Most recently, she served as Chief Consulting Officer at Healthmine. Melissa is a well-known healthcare strategist with proven success developing enterprise-wide solutions to improve Star Ratings, quality performance, health outcomes, and the member experience.  About Keslie Keslie has worked in managed care for over 25 years, focusing on SDoH solutions that improve members' lives and provide a return on investment for our clients. Keslie drives enterprise growth and innovative partnerships to improve outreach strategies and health outcomes for our client's members.  Keslie works closely with BeneLynk's product team to offer differentiated services and capabilities to maintain its market leader position.    This episode is sponsored by BeneLynk BeneLynk is a national provider of Social Care solutions for Medicare Advantage and Managed Medicaid health plans. They serve plans and their members by creating a human-to-human connection and providing the assistance a member needs to get the benefits they deserve.

Daniel talks about the upcoming key macro data in China, and how investors may position their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Interest Rate Cuts, The Magnificent Six & Equity Index Annuities The Money Wise guys are back in the studio to discuss interest rate cuts, the new “Magnificent Six,” and s much more. They kick off the show with last week's market recap. The Dow was up 0.6%, the S&P 500 was up 1.1%, and the NASDAQ was up 0.9%. YTD the Dow is up 1.1%, the S&P 500 is up 2.5%, and the NASDAQ is up 3.0%. January has us off to a really good start for 2024, and many analysts say, “As goes January, so goes the year.” It's a bit of a surprise considering we had such a run in Q4 of 2023, mostly in anticipation of Fed interest rate cuts. Also surprising is that we've seen some fairly strong economic numbers of late and the markets have not reacted negatively. The Money Wise guys discuss whether this is because the inflation news shows continued progress in getting to the magical 2% year-over-year inflation number. The guys also discuss mixed earnings and why Tesla might be out of the Magnificent 7. Let's Talk About Interest Rate Cuts The Fed increased interest rates 11 times over the past few years, and we're expecting some interest rate cuts in 2024. However, the Money Wise guys feel the pundits saying we'll see six cuts this year are sorely mistaken. What is a more realistic number for interest rate cuts? First, let's be clear that the Fed has, indeed, signaled interest rate cuts. In December, they appeared to have penciled in three interest rate cuts for 2024, though economic news and market fluctuations could change their plans. In the second hour today, the Money Wise guys share warnings on Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

California's Local Control Funding Formula or LCFF took a major step towards advancing equity.  But as LCFF was coming into existence 10 years ago, education and community leaders in the state's largest school district, Los Angeles Unified, recognized this new formula might not go far enough in helping to address deeply rooted inequities within its student population.  Through a unique partnership between the local community and school district, the groundbreaking Student Equity Need Index (SENI) was born. In 2024, the SENI turns ten. It's an example of a powerful partnership between students, parents, community advocates and school district leaders to drive resource equity. SENI is a research-based index that uses comprehensive academic and community-based indicators to rank schools from highest to lowest according to student need. With these rankings, LAUSD can more accurately understand the needs of its schools and equitably distribute funds to address them.  In many ways, the SENI is a more robust precursor to the state's new Equity Multiplier,  adopted in the 2023 Budget Act, which will target some additional funding directly to schools.In this episode, Pedro Salcido, Deputy Superintendent of Business Services and Operations for Los Angeles Unified School District, and Jessenia Reyes, Associate Director of K-12 Policy for the Equity Team at Catalyst California, take us deep inside the SENI.  They share with host Jason Willis how SENI was developed and how it evolved, the impact it has had to date, and how the district and community groups worked together and through some difficult tensions to build the system. While the SENI originated in California's largest school district, it's an exciting homegrown model that districts around the state can learn from and potentially customize to better address their communities' unique needs.About Our GuestsJessenia Reyes is the Associate Director of K-12 Policy at Catalyst California, a systems change nonprofit organization, and part of the Equity Alliance for L.A.'s Kids that includes Community Coalition in South LA, Inner-City Struggle in East LA, and the Partnership for Los Angeles Schools, which advocated for the SENI.Pedro Salcido is the Deputy Superintendent of Business Services and Operations for Los Angeles USD, the state's largest school district and the second-largest in the nation.  Prior to his current role, Pedro served as Chief of Staff managing all District academic and nonacademic operations, activities and  initiatives, as well as serving as the Superintendent's principal liaison to the Board of Education. Among many other roles and accomplishments, he served as the leading staff member who developed and implemented the District's SENI, an equity-based funding allocation that today has grown to distribute nearly $700 million to the neediest schools in the district..LinksCatalyst California SENI page LAUSD SENI pageBudgeting for Educational Equity podcast is presented by CASBO and WestEd. We are grateful to the Sobrato Family Foundation for additional support. Our series is written and produced by Paul Richman and Jason Willis. Music and editing  by Tommy Dunbar. Alyssa Perez and Hannah Jarmolowski at WestEd provide research and develop written briefs that go along with many episodes.

A No-Landing Scenario, Weak Market Fundamentals & Annuity Warnings The Money Wise guys are back in the studio with another engaging and informative show that tackles current market trends and shares annuity warnings, too. They begin with a recap of last week's market performance. The Dow was down 1.6%, the S&P 500 was down 2.4%, and the NASDAQ was down 3.2%. YTD the Dow is essentially flat, the S&P is up 10%, and the NASDAQ is up 24.1%. We're seeing strange performance for the year, and we've just entered the fourth quarter of the game. The guys talk about the market cap weighted S&P 500, which shows some underlying fundamentals of the market aren't as strong as the YTD S&P might lead us to believe. It all comes back to the Magnificent 7 tech stocks, so investors shouldn't get too far out over their skis. The guys also discuss the 10-Year Treasury, which hit a yield it hasn't seen since 2007, and they share more about this “normalization” of the yield curve that continues to occur. The Money Wise guys also discuss the Fed, recent rhetoric, a no-landing scenario for the economy, and how much higher long-term interest rates may go.  Annuity Warnings from the Money Wise Guys The guys talk extensively about Equity Index Annuities in the second hour of the show - and they have plenty of annuity warnings to share. Among the greatest annuity warnings are that the insurer could become insolvent or that your annuity's purchasing power will erode before payout. Check out these resources for more on annuity warnings and on equity index annuities in particular. In the second hour, the Money Wise guys share important information about Equity Index Annuities - including annuity warnings you don't want to miss! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Interview With Investment Coach Ira Work What it Takes To Be a Confident Investor #Investing #InvestmentCoach #IraWork Hi, and welcome to the show! On today's show I have the pleasure of welcoming investment coach Mr. Ira Work to talk about the myths of investing, the science behind investing, and what it takes to become a confident investor. Residing in Nashville Tennessee, Ira enjoys playing golf, traveling with his wife, and taking long motorbike rides. Ira is both a husband and father of four children, and has a passion for all things investing.  In the summer of 2001 Ira was introduced to the science of investing – investing based on Nobel-Prize winning academic principles. As a result of his understanding of the industry he works in, Ira recognized that the industry caused investors to gamble and speculate with their money. As a result, he committed to using an education process that would help investors understand what it takes to become a successful investor and avoid gambling and speculating, providing them with financial peace of mind. Having worked for several national brokerage firms and insurance companies Ira has direct experience with the following types of investments: stocks, bonds, mutual funds, options, managed futures, limited partnerships and REITs. In the areas of insurance, Ira's worked with all forms of annuities: fixed interest, fixed index (aka Equity Index) and variable annuities. He's also worked with the following forms of insurance - term, whole life, universal life and variable life; long-term care and disability. Ira's goal is to help set investors free from the hype of the insurance and investment industry marketing machines by building sound portfolios which incorporate Nobel Prize winning theory with research from leading academics in the field of economics. These portfolios are based on the research of industry outsiders as opposed to those with an inherent interest in selling a product. To learn more about the topics discussed, or to contact Ira directly to see how he can help get started on your investment journey, click the link below. Disclosure of Material Connection: This is a “sponsored post.” My Future Business is disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

Happy post Easter everyone! Tonight we will discuss the  dystopian FedNow pilot program and how the federal government will control your every transaction with their CBDC system. Also, the Dalai Lama asked a little boy to "suck my tongue" on live camera so we need to talk about this disgusting pedo act. We will dig deep into the Corporate Equity Index (CEI) and why all these woke companies such as Nike, Tractor Supply, Bud Light, etc... have changed their marketing strategies. We all have a choice to do what we do everyday. What choices will you make in this brave new future?SUPPORT THE SHOWBuzzsprout https://bit.ly/3m50hFTSubscribeStar http://bit.ly/42Y0qM8Paypal http://bit.ly/3Gv3ZjpPatreon http://bit.ly/3G37AVxAFFILIATESAmerican Coins and JewelryWaterford, MichiganMatt-(248) 978-7686CONNECT WITH USChatroom http://bit.ly/42OayqyEmail the show http://dangerousinfopodcast@protonmail.comJoin mailing list http://bit.ly/3Kku5YtSOCIALSInstagram https://www.instagram.com/jessejaymz1/Twitter https://twitter.com/jaymz_jesseGab https://gab.com/JessejaymzTruth Social https://truthsocial.com/@jessejaymzWATCH LIVETwitch https://www.twitch.tv/dangerousinfopodcastRumble https://rumble.com/c/DangerousInfoPodcastPilled https://pilled.net/profile/144176CloutHub https://clouthub.com/DangerousINFOpodcastDLive https://dlive.tv/DangerousINFOpodcastSEND STUFFJesse JaymzPO Box 541Clarkston, MI 48347SMART is the acronym that was created by technocrats that have setup the "internet of things" that will eventually enslave humanity to their needs. Support the show

A better Tacoma for tomorrow. Jacques Colon, Chief Strategy Officer with the City of Tacoma, Washington, joined the podcast to talk about strategy and confronting complex challenges. He discussed the role of the new Office of Strategy, the City's Equity Index, and the City's Strategic Plan. He also discussed affordable housing and displacement strategies. Host: Ben Kittelson

Even slightly imperfect correlations between underlyings can result in significantly more diversification when comparing risk across portfolios.In this study, a portfolio that had one strangle in each SPY, IWM, and QQQ carried almost the same risk as the lowest volatility strangle across the study's time period while having exposure in all three indexes.

Even slightly imperfect correlations between underlyings can result in significantly more diversification when comparing risk across portfolios.In this study, a portfolio that had one strangle in each SPY, IWM, and QQQ carried almost the same risk as the lowest volatility strangle across the study's time period while having exposure in all three indexes.

Loriann Robinson (Twitter, LinkedIn) is the founder and director of The Advocacy Team, "a service for people and organisations working for a just world". They provide public affairs advice, policy advocacy, policy analysis and more, often in the international arena. She is also co-founder of The Equity Index, a UK social enterprise advocating for greater equity across the international development sector. Loriann speaks to how having impact gets her out of bed in the morning, and how she wants to see a shift in global development where power doesn't sit in the global north, but it's dispersed to the people in the global south who know their communities best. She also enjoys the variety of consulting, and the way the Advocacy Team can be a vehicle for other organisations (with aligned values) to create the futures that they envisage. I was struck by her approach of having a core income, with important side-projects (like The Equity Index) which don't have to scrabble for funding.LinksFabian SocietyNSPCCThe ONE CampaignWorld VisionCarbonBrief explainer on Loss and Damage.The Equity Index - "a UK social enterprise advocating for greater equity across the international development sector.""ODA" = Overseas Development AssistanceThe Advocacy Team's Trainings#ShiftThePower on Twitter - hereTimings0:45 - Q1 What are you doing now? And how did you get there?10:25 - BONUS QUESTION: Hw does one influence British politics?13:13 - Q2. What is the future you are trying to create, and why?15:36 -- BONUS QUESTION: As a vehicle for others to create the future they want, do you have written down the values you want your clients to align with?17-26: BONUS QUESTION: Given your desire to shift power and resources to the Global South, what are the most important topic areas in international development right now?20:48 - Q3. What are your priorities for the next few years, and why?24:16 - Q4. If someone was inspired to follow those priorities, what should they do next?28:16 - Q5. If your younger self was starting their career now, what advice would you give them?30:27 - Q6. Who would you nominate to answer these questions, because you admire their approach?30:39 - Q7. Is there anything else important you feel you have to say?More here.Twitter: Powerful_TimesWebsite hub: here.Please do like and subscribe, to help others find the podcast.Thank you for listening! -- David

Schools in Northland are expecting a boost in funding following the scrapping of the decile system going forward. The Government has unveiled more information about the new Equity Index, which is set to replace the decile system next year. 90 percent of schools will see a boost in funding, and Northland schools are set to benefit greatly.  Pat Newman is school principal of Hora Hora school and president of the Principal's Association in Northland, and he joins us now to explain further. LISTEN ABOVE  See omnystudio.com/listener for privacy information.

Transform MI explores the question, “What would MI look like if we were to transform systems, policy, practice, and culture so that everyone wins”? Transform MI will look deep into topics of embodiment, boundaries, harm, creativity, and more with people who are working to reshape our world and MI. This is a podcast of possibilities. For Episode 4's six segments Angela and Mordecai have a conversation with Jordan Scrimger, policy strategist with One Love Global about a media tracking project undertaken during the height of the COVID pandemic. How can the Health Opportunity and Equity Index data for Michigan inform the way our state approaches COVID recovery? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and  31%, respectively. The S&P 500 officially crossed into bear market territory - a big, hairy, smelly bear - and now we're all wondering how long it will last. With many predictions being thrown around, what's an investor to believe? The guys talk dollar-cost averaging, how close we may be to the bottom of the market, earnings, the history of bear markets, and more. In the second hour, the Money Wise guys share the considerable danger of Equity Index Annuities, sometimes called “hybrid” annuities. Don't miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/5ad6c6d7-89aa-4d7e-a9f5-4a5dda5296fe

A rare moment of agreement across the political divide as National's Leader says he's supportive of the idea to scrap the school decile system.Christopher Luxon told Kate Hawkesby deciles were too broad.He says what they proposed was to use data which highlights the families who are doing it tough, and schools are allocated money in an anonymised way, based on the families at their school.The Government will implement a new Equity Index to replace the decile system.LISTEN ABOVESee omnystudio.com/listener for privacy information.

It's Budget Boxing Day after Finance Minister Grant Robertson unveiled New Zealand’s biggest 2022 Budget on Thursday, with new net spending of $5.9 billion for the year. Today FM's Emma Hatton reported on Thursday that it's the largest-ever budget, which includes just over $11-billion dollars over four years for the new health reforms. One billion will also go toward cost-of-living initiatives including temporary weekly payments for some eligible New Zealanders and the continuation of fuel excise and road user cuts, as well as half-price public transport. $300 million will go into a new Equity Index to replace the school decile funding system, and a similar amount will go into rail investments. Coronial services, a new small business fund, and changes to first home buyer grants are also included. See omnystudio.com/listener for privacy information.

A rare moment of agreement across the political divide as National's Leader says he's supportive of the idea to scrap the school decile system.Christopher Luxon told Kate Hawkesby deciles were too broad.He says what they proposed was to use data which highlights the families who are doing it tough, and schools are allocated money in an anonymised way, based on the families at their school.The Government will implement a new Equity Index to replace the decile system.LISTEN ABOVE

The outbreak of Covid-19 sparked a transformation in monetary policy, according to Professor Russell Napier, with governments now effectively controlling money supply. Combine this with a decoupling between the West and China and Napier thinks investors must brace for a period of prolonged inflation. In this interview, Napier tells the IC's Mary McDougall what a new era of financial repression might mean for investors, why he thinks China is not investable and where he thinks the best value is in equity markets. He also explains why he thinks it's time to invest with active fund managers over index funds and what he thinks are the most common mistakes that private investors make. Napier is a consultant, investor, historian, writer and Honorary Professor at both Heriot-Watt University and The University of Stirling. He's advised institutions on asset allocation since the mid ‘90s and is chairman of Mid Wynd International Investment Trust. He's written two books: Anatomy of the Bear: Lessons from Wall St's Four Great Bottoms and The Asian Financial Crisis 1995-98: Birth of the Age of Debt.He also runs a course in finance called ‘The Practical History of Financial Markets' and is keeper of The Library of Mistakes, a charitable venture he set up in Edinburgh in 2014. Time stamps01:10 Takeaways from the launch of The Library of Mistakes03:16 Outlook for inflation and money supply06:05 Diminishing role of central banks07:40 What indicators investors should look at08:48 Outlook for equities10:26 Implications of financial repression13:48 Role of tax 15:27 Impact of deglobalisation18:20 Is China investable?21:10 Companies that benefit from deglobalisation23:40 Index funds vs active managers28:28 Categorising by country vs sector31:38 Suggestions for novice investors33:18 Research of Hendrik Bessembinder34:45 Infrastructure and property38:29 Re-equitisation41:42 Problems with the search for yield44:20 Biggest personal mistake46:00 Most common mistakes made by private investors See acast.com/privacy for privacy and opt-out information.

Heute u.a. mit folgenden Nachrichten: - Tier Mobility vermietet E-Bikes - IG Metall ruft Mitarbeiter von Teslawerk Grünheide zur Betriebsratswahl auf - Tiktok sucht neue Superhelden - Private Equity-Geschäftsklima positiv - Uber Portugal mit Doctor at Home-Funktion - „Truth Social“ startet mit Problemen - Phishing-Angriffe auf Opensea-Nutzer - Thrive Capital mit neuem 3 Milliarden -Fonds - China warnt vor illegalen Metaverse-Aktivitäten Heute begrüßen wir im Rahmen der Rubrik “Investments & Exits” Otto Birnbaum, General Partner bei Revent.

Pete and James take a look at the Jade Lizard options strategy and how it can be employed on equity futures contracts. The two walk through a checklist of best practices for the strategy before looking at possible trade examples in the E-mini S&P 500 futures options (/ES).

Pete and James take a look at the Jade Lizard options strategy and how it can be employed on equity futures contracts. The two walk through a checklist of best practices for the strategy before looking at possible trade examples in the E-mini S&P 500 futures options (/ES).

What are Micro Ether Futures? What are the benefits for trading Micro Ether Futures vs Spot? All of these questions are answered and more as the Global Head of Equity Index and Alternative Investment Products at CME Group, Tim McCourt joins me to discuss everything traders need to know about Micro Ether and Bitcoin Futures […]

What are Micro Ether Futures? What are the benefits for trading Micro Ether Futures vs Spot? All of these questions are answered and more as the Global Head of Equity Index and Alternative Investment Products at CME Group, Tim McCourt joins me to discuss everything traders need to know about Micro Ether and Bitcoin Futures […]

Although the equity indexes are still correlated, we find IWM has been bucking the trend more often in the last two years than it did on average since 2010.  However, this phenomenon may work to our advantage...since a lower correlation means more diversification, replacing some SPY or QQQ with IWM in your portfolio may reduce overall portfolio volatility.

Although the equity indexes are still correlated, we find IWM has been bucking the trend more often in the last two years than it did on average since 2010.  However, this phenomenon may work to our advantage...since a lower correlation means more diversification, replacing some SPY or QQQ with IWM in your portfolio may reduce overall portfolio volatility.

Jeff, Joe, and Kyle are back with their customary update on last week's numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All three closed on Friday at all-time highs. It was a big week for earnings, though Apple and Amazon didn't produce the earning investors had hoped. The market took it in stride and now we look to next week to see what may happen when the Federal Reserve meets on Wednesday. They are likely to finally announce the exact day the taper will begin, and the Money Wise guys discuss how the market may react. In the second hour of the show, the conversation focuses on Equity Index Annuities. Don't miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/057641ec-b986-44fa-bf58-f4e7659c4c79

In this episode, we learn how a bible quote inspired Jim Colquitt when he launched the ARMR US Equity Index and the ETF (ARMR) that tracks it. Learn how this index can be helpful to investors as it aims to provide downside protection and lower volatility. www.exchangetradedconcepts.com www.armoretfs.com

Episode Notes Jeff, Joe, and Kyle begin by sharing last week's market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that's moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we're seeing with regard to overall portfolio performance in the first five weeks of the third quarter. Plus, Joe brings statistical color to the growth versus value differential discussion, and the guys explain what's driving the S&P 500's earnings at the moment. In the second hour, the Money Wise guys dig into Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management. Send us your feedback online: https://pinecast.com/feedback/moneywise/4feb5d53-34e9-4842-9245-902d59bd7e83

The increase in the Russell's implied volatility relative to other equity indices seems quite rich in comparison to what it was before 2020. In reality, the reason for the larger raw IV point premium that exists for IWM IV is due to the following reasons: Both SPY and IWM are experiencing higher HV (historical volatility) than before 2020. IWM has seen 40% larger HV than SPY over the last year compared to just 30% larger HV than SPY before 2020.

The increase in the Russell's implied volatility relative to other equity indices seems quite rich in comparison to what it was before 2020. In reality, the reason for the larger raw IV point premium that exists for IWM IV is due to the following reasons: Both SPY and IWM are experiencing higher HV (historical volatility) than before 2020. IWM has seen 40% larger HV than SPY over the last year compared to just 30% larger HV than SPY before 2020.

The FedHeads welcome Los Angeles City Controller Ron Galperin to discuss the L.A. Equity Index, the division of disparities and barriers to opportunity and resources. Controller Galperin explains the difference between diversity and equity and how to close equity gaps. Listen to find out more.

CME Group has launched its Ether Futures product offering. The new contract is cash-settled, and based on the CME CF Ether-Dollar Reference Rate. Tim McCourt, CME Group Global Head of Equity Index and Alternative Investment Products, joins Andy to talk Ether Futures.  Guest: Tim McCourt Why you should listen: Andy and Tim discuss the CME Futures markets, the role of futures in global price discovery, and how market participants use Futures to hedge their positions. Tim says, “Based on increasing client demand for our Bitcoin futures and options markets, we see the addition of Ether futures as a valuable tool to trade and hedge this growing cryptocurrency. Ethereum is the second-largest cryptocurrency by both market capitalization and daily volume. The introduction of listed Ether futures will help create a forward curve so Ethereum market participants can better manage price risk.” Tim McCourt serves as CME Group's Managing Director and Global Head of Equity Index and Alternative Investment Products.  He is responsible for leading the development and execution of the company's global Equity Index, Commodity Index, and Cryptocurrency product strategies. He serves on the CME Ventures Investment Committee and the S&P Dow Jones Indices U.S. Advisory Panel.  Key takeaway: Andy asked Tim how CME Group thinks about open-source decentralized protocols such as Bitcoin and Ethereum. Tim said, “When we look at cryptocurrencies we think it's interesting in the way they are pushing out the frontier of finance. CME Group is a two-century-old institution with an innovative history itself. We've introduced all sorts of innovative financial products across that 200-year history. So when we see new technologies that can help our clients engage with markets in new ways, we adapt and innovate, and look for new ways to serve the risk management needs of our customers. I think it's exciting and interesting and I look forward to seeing how this continues to evolve.” Supporting links: CME Group Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

//Coinscrum Markets Ep039 Segment - Market Spotlight with Tim McCourt, CME Group, Managing Director and Global Head of Equity Index & Alternative Investment Products //Segment Overview:: With the success of the CME's Bitcoin Futures & Options contracts already proven, market demand saw the launch of their ETH Futures contract earlier this month. Tim joined Teana to discuss the growth of these products and to share some early metrics for ETH. //Read on Coinscrum Website www.coinscrum.com or watch the video version on our Youtube Channel. //Follow our Social Media:: www.linkedin.com/company/coinscrum www.twitter.com/coinscrum www.facebook.com/Coinscrum //Join our Facebook Community:: https://www.facebook.com/groups/Coinscrum //Our sponsors:: Buy & HODL BTC/ETH/LTC/XRP on Luno - http://www.coinscrum.com/luno-exchange/ Earn up to 8% interest with Blockfi - http://www.coinscrum.com/blockfi-earn-interest/ Analyse on-chain data at ByteTree - http://www.coinscrum.com/bytetree-terminal/ Get a Custodian Wallet at Trustology - http://www.coinscrum.com/custodian-wallet

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book!  If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book!  If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

Topics: Ether Futures. Growth of Crypto Futures at CME Group. Ether Futures Product Specs. January’s record month in Bitcoin Futures. Guest: Tim McCourtGlobal Head of Equity Index & Alternative Products at CME Group. Download my Trading Instincts e-book!  If you enjoyed this interview be sure to listen to these other episodes: Social Media As A […]

January 23, 2021 Market Commentary/

ESG stocks to buy! According to analysts. These include: AES, Aptiv, LG Chem, LONGi Green Energy Technology, Siemens Energy, Infineon, Covestro, Deere, CJ Cheiljedang, Bluestar Adisseo, Ball Corp, SCG Packaging, Bureau Veritas, Verisk, Brookfield Renewable, First Solar, NextEra Energy, SolarEdge Technologies, Acuity Brands, Inc., United Rentals, Inc., Rockwell Automation, Inc, Union Pacific Corporation, and more PODCAST: Analysts Pick ESG Stocks to Buy! Transcript & Links, Episode 47, December 18, 2020 Hello, Ron Robins here. Welcome to podcast episode 47 published on December 18, titled “Analysts: ESG Stocks to Buy!”— and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode’s podcast page located at investingforthesoul.com/podcasts. And Google any terms that are unfamiliar to you. ------------------------------------------------------------- 1. Analysts: ESG Stocks to Buy! First, we start with a big list titled 15 Stocks to Buy as the ESG Investing Boom Continues Into 2021 by Callum Keown. It appeared on the barrons.com site. Quote “The sustainable and ESG investing revolution is set to continue in 2021, with investors looking for the next wave of opportunities, Morgan Stanley strategists said, as they revealed the 15 stocks to buy… In Europe ... they chose energy-technology company Siemens Energy for its exposure to renewables and gas, as well as German chip maker Infineon, given its ‘commanding position in power semiconductors’ used in electric vehicles. Germany’s Covestro also featured as a leading producer of rigid foams used as insulation in buildings and increasingly in electric vehicles. In the U.S. ... they liked global-energy company AES, citing its transformation in developing renewables and storage, and automobile-parts company Aptiv for its growing focus on electric vehicles. In Asia they selected electric-vehicle-battery manufacturer LG Chem and solar wafer producer LONGi Green Energy Technology. Sustainable consumption The strategists also picked five stocks relating to sustainable consumption, with governments turning their attention to food and agriculture. Their picks included agricultural equipment manufacturer Deere, South Korean food company CJ Cheiljedang, and China’s Bluestar Adisseo for its products providing nutritional solutions for animal feed. Aluminium-beverage-can producer Ball Corp and Thailand’s SCG Packaging also made the list, offering alternatives to single-use plastics and packaging. Finally, they highlighted three stocks as a way of playing the overall structural growth theme of sustainability and ESG—asset manager Amundi, testing and inspection specialists Bureau Veritas, and U.S. data analytics company Verisk for its climate-data offering.” End quotes. ------------------------------------------------------------- 2. Analysts: ESG Stocks to Buy! Our next article continues with the alternative energy stock theme. It’s titled Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term. Matthew DiLallo, the article’s author, says these companies are leaders in the energy transition. It was on The Motley Fool site. He says the following about his picks. Quote: “1) Atlantica Sustainable Infrastructure (NASDAQ: AY) … owns a globally diversified portfolio of infrastructure assets backed by long-term, fixed-rate contracts that supply it with predictable income. The company currently gets 69% of its cash flow from renewable energy assets… Atlantica targets to invest $200 million to $300 million per year to expand its portfolio, which should enable it to steadily increase its high-yielding dividend. 2) Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) … The company is a global leader in operating hydroelectric facilities (64% of its cash flow), which it compliments with fast-growing wind (27%) and solar energy (9%) platforms… The company anticipates increasing its cash flow at a double-digit annual rate through at least 2025, which should support 5% to 9% annual dividend growth. 3) First Solar (NASDAQ: FSLR) … is a leading manufacturer of thin-film solar panels, ideal for utility-scale solar energy projects… With solar panel demand expected to double over the next five years, First Solar is in an ideal position to capture this growth. 4) NextEra Energy (NYSE: NEE) … is the world's top energy producer from the wind and sun… Meanwhile, the company is also an early leader in emerging technologies like battery storage and green hydrogen. Add those factors to its legacy utility operations and 1.9%-yielding dividend, and NextEra is one of the lowest risk ways to invest in the future of energy. 5) SolarEdge Technologies (NASDAQ: SEDG) … makes power optimizers and inverters that help lower the cost of energy produced by solar panels… With a cash-rich balance sheet, SolarEdge has the financial flexibility to continue expanding so that it can stay ahead of the technological curve and capture a sizable portion of this growth.” End quotes. ------------------------------------------------------------- 3. Analysts: ESG Stocks to Buy! For most ethical and sustainable investors, many infrastructure stocks would qualify as investments. And given the prospect of massive infrastructure spending planned by governments globally, it might be worth considering some of these companies. Here’s an article titled 12 Best Infrastructure Stocks to Buy Now that might assist you. It’s written by Ma’k Almario and appeared on the Yahoo! Finance site. Mr. Almario says, “These are the most popular infrastructure stocks among the 800+ hedge funds tracked by Insider Monkey.” I’ll mention a company and then provide a brief quote from him on each one. Working towards the number one spot, we start with… “12) Fastenal Company (NASDAQ: FAST) Fastenal Company is an industrial distributor based in Minnesota. The company markets industrial, safety, and construction supplies at the same time inventory management, manufacturing, and tool repair… 11) Acuity Brands, Inc. (NYSE: AYI) The company manufactures innovative lighting products, controls, software, and services… Acuity Brands is one of the 10 new stocks billionaire Ken Fisher just bought. 10) Martin Marietta Materials (NYSE: MLM) … is one of the leading suppliers of building materials, including aggregates, cement, and heavy materials. 9) Aecom (NYSE: ACM) … is one of the top infrastructure firms in the world. 8) United Rentals, Inc. (NYSE: URI) United Rentals, Inc. is one of the world’s largest equipment rental companies… [it’s] a relatively popular stock among hedge funds, but hedge funds have been taking some chips off the table throughout 2020. 7) HD Supply Holdings, Inc. (NASDAQ: HDS) … is an industrial distributor in North America… Unfortunately, it may be a bit late to buy this stock now. Recently, The Home Depot, Inc… announced its acquisition of HD Supply Holdings in an all-cash deal for all common stock at $56 per share. The acquisition is expected to be completed on January 31, 2021. 6) Vulcan Materials Co. (NYSE: VMC) The company is engaged in the manufacturing of construction materials, gravel, crushed stone, and sand. 5) Rockwell Automation, Inc (NYSE: ROK) … provides industrial automation and information technology. 4) Norfolk Southern Corporation (NYSE: NSC) Norfolk Southern Corporation is one of the nation’s premier transportation companies with headquarters located in Atlanta, Georgia. 3) Kansas City Southern (NYSE: KSU) Kansas City Southern is a Delaware-registered transportation holding company with railroad investments in the United States, Mexico, and Panama. 2) CSX Corporation (NASDAQ: CSX) CSX Corporation is an American holding company focused on rail transportation and real estate in North America. 1) Union Pacific Corporation (NYSE: UNP) … is the best infrastructure stock to buy now. The company is a freight-hauling railroad that operated 8,300 locomotives over 32,300 miles.” End quotes. ------------------------------------------------------------- 4. Analysts: ESG Stocks to Buy! Now, this is an interesting new sustainable equity ETF. It’s covered in an article by Aaron Neuwirth titled J.P. Morgan Launches Carbon Transition Equity ETF, JCTR. It appeared on etfdb.com. Here are some key quotes from Mr. Neuwirth. “The fund will track the JPMorgan Asset Management Carbon Transition U.S. Equity Index, built to achieve a meaningful reduction in carbon intensity without relying on exclusions or sector deviations. JCTR will seek to offer investors at least 30% less carbon intensity than the Russell 1000 index.” This article originally appeared on ETFTrends.com.” End quotes. ------------------------------------------------------------- Robeco launches two climate-focused fixed income strategies Now to some exciting new fixed income entrants. They are reviewed in an article titled Robeco launches two climate-focused fixed income strategies. It’s published on theasset.com site. Quote “Asset manager Robeco has launched two climate-focused fixed income strategies, the first of their kind to be fully compliant with the European Union’s benchmark regulation for Paris-aligned investments. These are RobecoSAM Climate Global Credits and RobecoSAM Climate Global Bonds. RobecoSAM Climate Global Credits invests globally in corporate bonds with explicit climate targets that contribute to the goals of the Paris Agreement… RobecoSAM Climate Global Bonds comprises a global aggregate portfolio of fixed income assets. The strategy aims for a lower carbon footprint relative to the global investment grade bond universe and an average of at least 7% decarbonization per annum, while outperforming its Paris-aware benchmark.” End quotes. ------------------------------------------------------------- End Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Analysts: ESG Stocks to Buy!” To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let’s promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Now, I’m likely taking a break over the holidays so my next podcast might not be until January 15, 2021! So, stay tuned! Though these are difficult times, I do hope you have a joyous and restful holiday. Bye for now. © 2020 Ron Robins, Investing for the Soul.

Speakers:Lorriann Robinson is the founder and Director of The Advocacy Team, a consultancy practice providing policy, advocacy & campaigning services to international organisations. She is the co-founding partner of and advocacy lead for The Equity Index.Alex Martins is an independent researcher, facilitator and advocate passionate about creating a more equitable international development sector. She is the co-founder and research lead for The Equity Index.Chair: Professor Jennifer Hudson

TRANSCRIPT: https://actuaries.logicaldoc.cloud/download-ticket?ticketId=ca083199-983b-4524-a4e4-cc98eaf45552DESCRIPTION: Monday 17 August 2020 saw the launch of the Australian Actuaries Intergenerational Equity Index (AAIEI), commissioned by the Actuaries Institute and written by three Taylor Fry staff (Ramona Meyricke, Laura Dixie and Hugh Miller).The Green Paper, 'Mind the gap – The Australian Actuaries Intergenerational Equity Index', and the interactive index are both available at the Actuaries Institute webpage. They represent an important contribution to the debate about how to treat generations ‘fairly’ by examining structural factors that have been changing over time.The index itself tracks a wealth and wellbeing score of three distinct age groups over time, using over 20 indicators drawn from six domains (economic & fiscal, housing, health & disability, social, education and environment) with the overall absolute index results shown below.ABOUT THE ACTUARIES INSTITUTE:As the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems.This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;LinkedIn: https://www.linkedin.com/company/792645/Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632Instagram: https://www.instagram.com/ActuariesInstTwitter: https://www.twitter.com/ActuariesInst

TRANSCRIPT: https://actuaries.logicaldoc.cloud/download-ticket?ticketId=ca083199-983b-4524-a4e4-cc98eaf45552DESCRIPTION: Monday 17 August 2020 saw the launch of the Australian Actuaries Intergenerational Equity Index (AAIEI), commissioned by the Actuaries Institute and written by three Taylor Fry staff (Ramona Meyricke, Laura Dixie Hugh Miller).The Green Paper, 'Mind the gap – The Australian Actuaries Intergenerational Equity Index', and the interactive index are both available at the Actuaries Institute webpage. They represent an important contribution to the debate about how to treat generations ‘fairly’ by examining structural factors that have been changing over time.The index itself tracks a wealth and wellbeing score of three distinct age groups over time, using over 20 indicators drawn from six domains (economic & fiscal, housing, health & disability, social, education and environment) with the overall absolute index results shown below.ABOUT THE ACTUARIES INSTITUTE:As the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems.This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;LinkedIn: https://www.linkedin.com/company/792645/Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632Instagram: https://www.instagram.com/ActuariesInstTwitter: https://www.twitter.com/ActuariesInst

It’s been said that one of the keys to successful investing is not putting all your eggs in one basket – also known as diversification. So, you’d assume that investing in an index such as the S&P 500 would protect you, right? Well, not necessarily! Wes brings to light that about a quarter of the S&P’s total value is made up of just 6 companies, and he explains what steps you can take to make sure you aren’t putting all of your eggs in one basket.

Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the breakdown of Singtel's fourth quarter , Mike Pompei's statement that Hong Kong is "no longer autonomous", the SGX's relationship with the MSCI equity index futures and options contracts and the 33 billion SGD Fortitude Budget.     

In collaboration with the Young Professionals in Transportation, Tom Mills from TriMet, Portland's transportation agency, provides a window into questions public transit providers are dealing with right now: How to balance providing service in the present with the need to fund future service? Which routes should be modified, and how? Tom discusses how TriMet has gone about reducing bus service while upholding the mission of the public transit agency. He explains how TriMet's Equity Index has been used in this process and provides insight into other adjustments in staffing, cleaning, and planning. Technical level: 4/5 Fear Factor: 0/5

NSE will offer Equity single stock futures and Equity Index futures

Listen on —> iTunes Listen on —> SoundCloud Topics: The Launch of the Micros Micro Stats Compared to E-mini’s Micros vs ETF’s Exchange Fees & Specs How & Why Micros were Developed Guest: Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Record Date:  5/7/19 Tim McCourt’s Resources: Twitter Website If you enjoyed […]

Listen on —> iTunes Listen on —> SoundCloud Topics: The Launch of the Micros Micro Stats Compared to E-mini’s Micros vs ETF’s Exchange Fees & Specs How & Why Micros were Developed Guest: Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Record Date:  5/7/19 Tim McCourt’s Resources: Twitter Website If you enjoyed […]

Annuity.... That could be a bad word depending on what you've heard about them.   True, annuities can be confusing and many people have been burned by jerky salespeople. However, that doesn't mean all annuities are bad... it just depends on what they are used for. When structured appropriately they can provide a source of guaranteed income, much like a pension.   On this episode I'll be focusing on one of the main four types of annuities... the "Equity Index Annuity".    “Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”   Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com You can also find lots of resources at www.RetirementLifestylesAdvisors.com   Connect with Patrick online through all of the social media links below: Facebook: www.facebook.com/RetirementLifestylesAdvisors/ Instagram: www.instagram.com/retirement_lifestyles_advisors/ Twitter: www.twitter.com/thepmcnally Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

As record numbers look to integrate sustainable investment considerations into their portfolios, it comes as no surprise that the world of factor-based investing is not immune. According to a 2018 survey conducted by FTSE Russell, 55% of factor investors are looking to incorporate environmental, social and governance (ESG) company analysis but as yet, there’s been no well-defined blueprint as to how this can be comprehensively achieved. Joining Eliza are Adam Willis and Dave Barron to discuss the ins and outs of factor index construction and how schemes are building their factor portfolios to not only potentially outperform traditional market-cap index trackers but also integrate ESG analysis simultaneously. David’s article “Responsible investing: factor friend or foe?” is available here: http://www.lgim.com/uk/en/insights/our-thinking/market-insights/responsible-investing-factor-friend-or-foe.html •    David Barron, Head of Equity Index •    Adam Willis, Head of Index and Multi-Asset Distribution •    Eliza Grimond, Investment Writer We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

Guests: (4) Blu Putnam Chief Economist & Managing Director CME Group Kirsten Wegner CEO Modern Markets Initiative Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Jim Downs CEO Connamara Systems Listen on —> iTunes Listen on —> SoundCloud Topics: The Fed Financial Transaction Tax Micro E-mini S&P, Nasdaq, Dow & Russell Custom […]

Guests: (4) Blu Putnam Chief Economist & Managing Director CME Group Kirsten Wegner CEO Modern Markets Initiative Tim McCourt Managing Director Global Head of Equity Index & Alternative Investment Products Jim Downs CEO Connamara Systems Listen on —> iTunes Listen on —> SoundCloud Topics: The Fed Financial Transaction Tax Micro E-mini S&P, Nasdaq, Dow & Russell Custom […]

The ARMR Report covers Stock Market investing through the millennial lens. This isn't your Dad's stock market and it certainly isn't your Granddad's. This is the millennial market and it requires millennial tools to excel. We will be sharing with you information directly off our trading desk with a focus on the interaction between traditional fundamental analysis and millennial execution. We begin each show by grinding the news of the day grist through the algorithmic mill. Our desire is to help you reduce the noise and manage your investments through the lens of reward vs risk instead of traditional fear vs greed.  Today's focus: Stalking the Bear Market continued. What to look for and how to prepare your stock portfolio for the inevitable selloff. Bottom line: The Jan. thru Feb. rally has corrected the vicious Oct. thru Dec. collapse so what is next? We are at a major turning point. Gap ups that fail are a sure sign of trend change beware! You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ.

The ARMR Report covers Stock Market investing through the millennial lens. This isn't your Dad's stock market and it certainly isn't your Granddad's. This is the millennial market and it requires millennial tools to excel. We will be sharing with you information directly off our trading desk with a focus on the interaction between traditional fundamental analysis and millennial execution. We begin each show by grinding the news of the day grist through the algorithmic mill. Our desire is to help you reduce the noise and manage your investments through the lens of reward vs risk instead of traditional fear vs greed.  Today's focus: Stalking the Bear Market update. A look into what our proprietary algorithms suggest about Stock Market direction. Then I will detail our recent in depth 1 on 1 interview with an aspiring private Hemp Co. looking for capital to build a dominant Hemp growing & CBD producing business. Bottom line: The Jan. thru Feb. rally has corrected the vicious Oct. thru Dec. collapse so what is next? We are a a major turning point. The insights from our 1 on 1 Cannabis meeting sheds valuable light on the whole industry. You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio?  The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ.

"I would say that 90% of the people I've talked to that have made investments have actually used the term 'picks and shovels', and I'm starting to worry about whether the picks and shovels trade is the crowded trade, not the crypto trade." - Roy Niederhoffer (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group where guest host Chris Solarz continues his conversation with Tim McCourt, the Global Head of Equity Index and Alternative Investment Products at CME Group, James Koutolas, CEO of Typhon Capital Management, and Roy Niederhoffer, President of R.G. Niederhoffer Capital Management. Listen in to learn more about the future of cryptocurrency technologies, the unprecedented strength of the blockchain in Bitcoin, and how the SEC and world economies are looking into cryptocurrencies. Subscribe on: In This Episode, You'll Learn: How pick-and-shovel plays are faring in the crypto market Why Roy is hesitant to make any judgments about the future of cryptocurrency technologies What people are calling the "inconsistent trinity of crypto" The future of scalability in crypto "To me, [the blockchain] is the most secure electronic security ever created." - Tim McCourt (Tweet) Why the cost of trading crypto is not an issue to worry about What makes the blockchain one of the most secure things ever created What makes Bitcoin "anti-fragile" Where the SEC stands now on regulation of Bitcoin "That's one of the most interesting things about the blockchain, is that it's a living breathing digital organism." - James Koutolas (Tweet) Why James worries about ICO's and the security behind them What makes Bitcoin such a unique trading commodity Why James sees new all-time highs in Bitcoin in 2019 This episode was sponsored by CME Group: Connect with our guests:   Learn more about James Koutolas and Typhon Capital Management Learn more about Tim McCourt and CME Group Learn more about Roy Niederhoffer and R.G. Niederhoffer Capital Management   "The barriers represent opportunities, the negative feelings represent bearish sentiment. As they say with the stock market, the S&P climbs a wall of worry; there has never been a wall of worry as high as the crypto wall of worry." - Roy Niederhoffer (Tweet)

"The reason that I'm so bullish on crypto is that it's the first fixed supply asset that has ever existed in human history, with all of the characteristics of money, but without the vice of overcreation, which has happened 100% of the time in human history." - Roy Niederhoffer (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, guest host Chris Solarz speaks with Tim McCourt, the Global Head of Equity Index and Alternative Investment Products at CME Group, James Koutolas, CEO of Typhon Capital Management, and Roy Niederhoffer, President of R.G. Niederhoffer Capital Management. Our guests today are at the forefront of cryptocurrency investment and their views give insight on where it is headed, from public acceptance to their integration in managed futures. Listen in to today's episode to learn what makes cryptocurrency unique in human history, the long-term effects of investment, and the new developments that change how we invest them. Subscribe on: In This Episode, You'll Learn: What makes Bitcoin so unique among the history of currencies The differences between Ethereum and Bitcoin What challenges CME faced in creating a futures on something virtual "The challenge [in making the Bitcoin futures] was making sure that as we brought this product to market, that we implemented all the proper risk controls, credit controls, and clearing protocols to give people the confidence and safety to transact something as new as Bitcoin." - Tim McCourt (Tweet) How interest in cryptocurrency has changed over the last couple of years Why the guests disagree about the public long-term interest in cryptocurrency The historical precedent for the benefits of futures in the economy "The amount of venture capital money going in to [the cryptocurrency space] is just overwhelming." - James Koutolas (Tweet) Why it takes various kinds of traders to make the financial system work so well The trading strategies around cryptocurrency and how it has evolved This episode was sponsored by CME Group: Connect with our guests:   Learn more about James Koutolas and Typhon Capital Management Learn more about Tim McCourt and CME Group Learn more about Roy Niederhoffer and R.G. Niederhoffer Capital Management   "I think that the one thing investors really better be cautious about is when they invest in a 'crypto hedge fund', that they're investing in something that's not just long crypto." - James Koutolas (Tweet)

Chris is joined this week by Dave Kern and Scott Bergman of Tax Free Family Wealth to discuss Equity Index Universal Life Insurance. Later in the show, guest Michael Kitces of Pinnacle Advisory Group talks about Structured Settlements. All of this, plus the usual market commentary, on this week's "Something More."

First, an apology. We didn't hear the horrible noise until it was all recorded and we didn't have the time to re-record. I did my best at noise reduction and can honestly say it's WAY better than it was... A Thin Line (:44), Chartle (4:40), Pencil (6:50), Threely (8:01), Equity Index (11:20), Super Teacher Tools (9:30), Wiki Ideas (13:25), National Education Technology Plan (14:30), BabelShot (15:55), Math Drills Lite (18:10)