September, 2024

article thumbnail

31 Years of Stock Market Returns

A Wealth of Common Sense

I enjoy slicing and dicing historical stock market returns. I’m not naive enough to assume this helps predict the future. However, studying the past can provide a baseline to help set expectations when it comes to risk and a potential range of outcomes. Here’s a different way to look at returns over various time horizons for the S&P 500 going back to 1993: This is how to read this chart: Pick a starting.

Returns 145
article thumbnail

2 Stocks on Track for Monster Return Potential

The Motley Fool

Stock market volatility comes and goes, but the key to building wealth in the stock market is staying focused on a company's growth. If you hold shares of a growing company, you're almost certain to earn great returns over time. Here are two stocks that are on track to deliver outstanding returns to patient investors. 1. Carnival Carnival (NYSE: CCL) is the leading cruise operator in the world, and the strong demand trends continue to point to a lucrative investment opportunity.

Returns 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Synthetic biology can save us – if it gets the capital it needs

Top 1000 Funds

In years gone by, governments underwrote the development of new technologies before opening the doors to the private sector to exploit the applications. Today, the private sector is the primary source of R&D funding, and foundational research in technologies such as biotech are struggling to attract capital.

Capital 128
article thumbnail

Marty Zweig Trading Rules

The Big Picture

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Returns 120
article thumbnail

Global Infrastructure Partners said to near $20bn for latest flagship fund, eyeing $25bn goal in Q1 2025

AltAssets

Global Infrastructure Partners is reportedly nearing $20bn for one of the world's biggest ever infra fundraises. The post Global Infrastructure Partners said to near $20bn for latest flagship fund, eyeing $25bn goal in Q1 2025 appeared first on AltAssets Private Equity News.

Funds 116
article thumbnail

The Dangers of Doing Your Bookkeeping: Why Hiring an Expert is Essential

XY Planning Network

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.

100
100

More Trending

article thumbnail

If Your Social Security Check Is Higher Than This, Expect an Above-Average 2025 Cost-of-Living Adjustment (COLA)

The Motley Fool

The Social Security Administration will announce the 2025 cost-of-living adjustment (COLA) on Oct. 10, 2024. Until then, you can only make your best guess as to what it's going to be. The existing data suggests the COLA will be lower than what program recipients have seen in recent years. That's disappointing for seniors who are struggling with rising costs and few other sources of retirement income.

Returns 246
article thumbnail

Carlyle considering investment in troubled Thames Water

Private Equity Wire

Global private equity firm Carlyle Group is exploring a potential investment in Thames Water, the UK’s largest water and wastewater company, which is struggling under the burden of debt pile of more than $15bn, according to a report by Sky News. The news comes as Ofwat, the regulatory authority for water services in England and Wales, is set to appoint an independent monitor to oversee Thames Water as early as next week.

article thumbnail

MiB: Kyla Scanlon on Vibecessions & Gen Z

The Big Picture

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. We discuss how she came up with the idea of a “ Vibecession ” and how it became a popular New York Times guest essay.

article thumbnail

ARCH continues pacey fundraising with over $3bn for latest investment vehicle

AltAssets

Biotech investment specialist ARCH Venture Partners has raised more than $3bn for its latest early-stage investment fund, just two years after collecting a similar amount for its previous fund. The post ARCH continues pacey fundraising with over $3bn for latest investment vehicle appeared first on AltAssets Private Equity News.

article thumbnail

Flawed Fed encouraging excessive risk taking

Top 1000 Funds

An increasing willingness of regulators to bail out investors at times of crises is reducing the competitive environment in which banks and financial institutions operate, the Fiduciary investors Symposium at Stanford University has heard. It is also encouraging more risky behaviour, and creating a fragile system in the longer run.

article thumbnail

Why Housing is Everyone’s Favorite Investment

A Wealth of Common Sense

Each year since 2011, Gallup has asked people what they think is the best long-term investment: After a brief love affair with gold, real estate has been in the top spot every year since 2013. Stocks are a distant second. So why do we Americans love the housing market so much from an investment perspective? There is something about the American Dream of homeownership combined with the size of the price tag involved for s.

Investing 140
article thumbnail

A Once-in-a-Decade Opportunity: 2 AI Stocks to Buy Before They Soar 175% and 560%, According to Certain Wall Street Analysts

The Motley Fool

Historically, certain technologies have played a pivotal role in driving the stock market higher. That includes the internet in the 1990s, mobile devices in the 2000s, and cloud computing in the 2010s. Artificial intelligence is shaping up to the next decade-defining technology, and these Wall Street analysts are extremely bullish on Nvidia (NASDAQ: NVDA) and Palantir Technologies (NYSE: PLTR).

article thumbnail

Morgan Stanley mulls $1.5bn sale of HVAC specialist Sila Services

Private Equity Wire

Morgan Stanley Capital Partners (MSCP), the private equity arm of Morgan Stanley, is reportedly exploring the sale of Sila Services in a deal that could valued the residential heating, air-conditioning, and plumbing services provider at $1.5bn, according to reports. According to a unnamed sources familiar with the matter, MSCP, which acquired Sila in 2021, has engaged investment bank William Blair to manage the sale process, with market insiders suggesting that the business could command a valua

Stakes 96
article thumbnail

At the Money: Can You Have Too Much Money?

The Big Picture

At the Money: Can You Have Too Much Money? Brian Portnoy, Shaping Wealth (September 18, 2024) Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, I sit down with Brian Portnoy to explore these questions. Full transcript below. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Beha

article thumbnail

Ajeej Capital, Nuwa Capital launch $100m MENA-focused tech debt investment fund

AltAssets

Amplify Growth Partnership, a collaboration between Ajeej Capital and Nuwa Capital, has revealed a $100m fund targeting debt deals for MENA-based tech companies. The post Ajeej Capital, Nuwa Capital launch $100m MENA-focused tech debt investment fund appeared first on AltAssets Private Equity News.

Debt 97
article thumbnail

The trait that will define ‘the California model’, according to CalPERS

Top 1000 Funds

Allocation to climate solutions and the ability to generate alpha from that across asset classes are what will define the future “California model”, according to CalPERS managing director of sustainable investment, Peter Cashion.

Assets 98
article thumbnail

An Epic Bull Market

A Wealth of Common Sense

The bull market of the 1980s and 1990s is the stuff dreams are made of.1 The S&P 500 was up nearly 18% per year over the course of those two decades.2 It’s one of the great bull markets in history. But if we want to get picky, the bull market didn’t truly start until 1982. There were back-to-back recessions in 1980 and 1981-82. You had a 17% correction in 1980 along with a near-30% bear market that bottome.

123
123
article thumbnail

The 2025 Social Security COLA Will Be Announced in October. Here's What That Means for Retirees.

The Motley Fool

October brings lots of things. Columbus Day. Halloween. Major League Baseball playoffs. Breast cancer awareness month. But for anyone who receives Social Security benefits, there's another big event next month. The 2025 Social Security cost-of-living adjustment (COLA) will be announced in October. Here's what that means for retirees. Image source: Getty Images.

246
246
article thumbnail

Kainos promotes two to Partner

Private Equity Wire

Kainos Capital (Kainos), a food and consumer-focused private equity firm, has promoted David Gassko and Jeff Moredock to Partner. Gassko and Moredock were both previously Principals, and each have over a decade of experience in the food and consumer sectors. Gassko joined Kainos in 2013 as an Associate, having begun his career as an investment banker with Wells Fargo.

article thumbnail

The FTC’s fight to stop an $8.5bn American fashion takeover

Financial Times M&A

Michael Kors among those called to testify as regulators try to block a deal between the owners of Coach and his brand

121
121
article thumbnail

IW Capital to launch new fundraise in wake of UK firm’s management buyout

AltAssets

London-based growth investor IW Capital is launching a £30m fund targeting UK SMEs in the wake of a successful management buyout of the firm. The post IW Capital to launch new fundraise in wake of UK firm’s management buyout appeared first on AltAssets Private Equity News.

Buyout 95
article thumbnail

Smartsheet to be Acquired by Blackstone and Vista Equity Partners for $8.4 Billion

Blackstone News

The post Smartsheet to be Acquired by Blackstone and Vista Equity Partners for $8.4 Billion appeared first on Blackstone.

105
105
article thumbnail

10 Money Revelations in my 40s

A Wealth of Common Sense

I wrote a post almost 10 years ago about money revelations in my 30s. Here’s an updated version now that I’m approaching my mid-40s (dammit Father Time): 1. Lifestyle creep isn’t always bad. Yes, you need to live below your means, delay gratification and avoid overspending. But I am not a fan of living like a pauper when you’re younger just so you can have more money when you’re older.

Finance 123
article thumbnail

Micron Shares Surge on Outlook, Defying Analyst Expectations. Is the Stock a Buy Now?

The Motley Fool

Shares of Micron Technology (NASDAQ: MU) soared after the company reported strong results and offered upbeat guidance. Ironically, more than half a dozen Wall Street analysts lowered their price targets in the weeks ahead of its earnings report, with many scrambling now to increase their targets following its results. With the stock up over 25% on the year, let's look to see whether it is too late to buy Micron stock or if this could be just the beginning of its rally.

Returns 246
article thumbnail

Luxembourg private debt market surpasses €500bn

Private Equity Wire

Despite global market challenges, assets under management in Luxembourg’s private debt market increased by 21% to €510bn from June 2023 to December 202, compounding on last year’s AuM growth of 51%, according to a survey by Association of the Luxembourg Fund Industry (ALFI). As well highlighting the ongoing appetite for private debt funds domiciled in Luxembourg, the annual KPMG Private Debt Fund Survey 2024 reveals that while North America continues to be an area of strong investment focu

Debt 96
article thumbnail

Murdoch vs Murdoch: the legal battle dividing media’s first family

Financial Times M&A

The tycoon’s attempt to wrest control of his empire away from three of his children is set to be resolved in a Nevada court

Legal 111
article thumbnail

Proptech specialist Era Ventures raises $88m debut fund

AltAssets

Era Ventures, a venture capital firm focused on positive change in the built world, has launched ints inaugural $88m fund. The post Proptech specialist Era Ventures raises $88m debut fund appeared first on AltAssets Private Equity News.

Funds 97
article thumbnail

Global Travel Technology Company OYO to Acquire G6 Hospitality from Blackstone Real Estate

Blackstone News

The post Global Travel Technology Company OYO to Acquire G6 Hospitality from Blackstone Real Estate appeared first on Blackstone.

Companies 103
article thumbnail

What the Fed Rate Cut Means For the Economy

A Wealth of Common Sense

A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.

article thumbnail

Why Stellantis Stock Is Crashing Today

The Motley Fool

In light of lingering economic challenges, it doesn't come as a complete surprise, but seeing it in writing has nevertheless jolted investors. Shares of carmaker Stellantis (NYSE: STLA) are deep in the red Monday, down 12.9% as of midsession after the company lowered its operating margin and cash flow guidance for the current fiscal year. The company's announcement echoes similar warnings recently issued by rival European automakers Volkswagen (OTC: VWAP.Y) and Mercedes-Benz (OTC: MBGY.Y).

Returns 246
article thumbnail

L Catterton acquires majority stake in pilates chain Solidcore

Private Equity Wire

Buyout firm L Catterton, backed by luxury conglomerate LVMH, is to acquire a majority stake in the pilates studio operator Solidcore from VMG Partners, Peterson Partners, and Kohlberg & Company in a deal that values the fitness chain at $700m, according to a report by Reuters. The report cites unnamed sources familiar with the matter as confirming that L Catterton will hold its stake in Solidcore, which is known for its intense 50-minute workout sessions on its proprietary “Sweatlana” reform

Stakes 96
article thumbnail

Spain vetoed Hungarian bid for train group ‘over Ukraine concerns’

Financial Times M&A

Madrid did not want Budapest to acquire Talgo gauge technology that Kyiv needs for its rail system, says official

Bidding 111
article thumbnail

Diversified Celebrates Major Milestone with SEI

SEI

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth

105
105