Markets have fell out of bed! Biggest drop for a while. Wish Powell would stop talking, heās making it worse.
Brutal day!
MOOOOOOOOOOOOOOOOO
Anyone got a quick update I see thereās a dip in fact due to being ill I havenāt actully looked or invested in a month but came on the ither day with a decent loss like everyone else. Iām no worried though.
Just I havenāt been keeping tabs on anything in a month I would appreciate anyone who could drop a few bullet points for me please.
I bought a little amount today. I feel o would miss out if I didnāt and for one stock infact itās working out perfectly.
It still looks like it might fall some more but who knows at least I got some a this point anyway.
Happy to be back and slowly reading everyoneās topics etc again
Market tanked in the US after Powell dampened expectations for rate cuts in 2025 and you now also have the spectre of President Musk and his orange puppet shutting down the government.
Then on Thursday the BoE also poured cold water on rate cut hopes and essentially warned that Comrade Reeves āgoing for growthā budget, will not grow anything, except maybe unemployment and inflation.
This is all against a backdrop of escalating global conflicts, and fears of tariffs and trade wars.
Comrade Reeves that made me
Thanks man. I did see posts about rate cuts the other day and trump wanting to start trade wars. I seen inflation in the UK is rising or something along that lines.
Hope you feeling better. Thought you had been quiet.
Good evening -
As usual, we selected the best articles published in the past few days :
PORTFOLIO CONSTRUCTION
BoW TOP 10 in 2024: Did You Catch All Our Best Reads?
10-Year Expected Returns By Vanguard : Outlook For Asset Classes
Asset Allocation: Goals-Based Allocation & International Diversification
Strategy: Investing in Stocks at All-Time Highs
Portfolios: Permanent Portfolio Review
ETFs
Innovative Global ACWI ETF: Part Synthetic / Physical - worldās first
Amundi: Launch of second share class of Amundiās prime all-world ETF
Vanguard UCITS ETFs: launch of fixed income ETF trio
BlackRock: BlackRock preps managed futures ETF
PLATFORMS
Vanguard UK: introduces monthly fee for investors for first time
Vanguardās UK Platform price rise: impact and alternatives
ACTIVE INVESTING
Bitcoin vs. Quantum Computing: More Hype Than Reality
Private Markets: BlackRockās new products for wealthy Europeans
Small Caps: Resilience & Agility Amid Uncertainty
Factors: Trend Following Done Right (Or Wrong?)
Lars Windhorst and H2O: scandal, spies and the superyacht
WEALTH & LIFESTYLE
Inflation Hedges: The 3 Best Inflation Hedges
Books: Ten Best Books of 2024 for Financial Advisors
Living In Portugal: What It Means To Be Wealthy In Portugal
Economy: What if the UK isnāt actually the sick man of Europe?
Am I Ready? Retiring (Early) in 5 Days.
Health & Finance: Optimizing Personal Health in Finance
AND ALSO
Health in Europe: map of people aged 16+ considered overweight
Travel Books: The Ten Best Books About Travel of 2024
Tech: The Rise of AI Robots
And so much more!
Have a great Saturday and a Wonderful Christmas !
Francesca from BoW Team
Thanks man still not great but at least the docs might think the virus isnāt leaving me I shouldnāt have it a month and a half.
So 3 samples needed then I will find out
I canāt see my name and picture
Merry Christmas you filthy gambling, speculating, day trading, crypto sniffing, bond cuddling, long term smuggling ANIMALS
Hope you all have a good one remember whatever is on your table today apple, nivida etc paid for it for you, feels good man
Happy Christmas @Kiava
Hope you have a great day
You to Bob hope you have are having a good time
Good evening -
As usual, we selected the best articles published in the past few days :
PORTFOLIO CONSTRUCTION
BoW Year End Summary: Asset Class Returns ($/Ā£/ā¬) & ETF Landscape
2025 Checklist: Five-point end-of-year housekeeping checklist
S&P 500 vs Global ETFs: 10 Top Investors Debate
Valuations: What is causing US vs Rest World to be different?
Markets: 30 Years of Global Equity Returns by Region
ETFs
European ETF Landscape Report: Listings And Distributions
Liquidations: Cambria liquidates Global Tail Risk ETF (ticker: FAIL)
Funds: Introduction to Interval Funds
ACTIVE INVESTING
Bitcoin: BlackRock on sizing bitcoin in portfolios
Dividends: Does Dividend Investing Still Work?
Alternatives: Dark side of alternatives
Factors: Paying Attention to Factors? You Should Be
Quantum: What I Learned About the Quantum Threat to Bitcoin
WEALTH & LIFESTYLE
Financial Advice: The Worst Cost Iāve Seen from Bad Advice
Retirement: How to value your time after the paycheck stops
Personal Development: How to Get Uncommon Results
Vanguard: The Past, Present & Future of Vanguard
AND ALSO
Gambling Man: Fascinating Biography of Masayoshi Son
The Altai Project: A Bikepacking Adventure
Europe: Who Contributes the Most to the EU Budget?
The five-minute city: inside Denmarkās revolutionary neighbourhood
Internet: How to disappear completely
And so much more!
Have a great week-end and a Happy New Year!
Francesca from BoW Team
Good evening -
As usual, we selected the best articles published in the past few days :
PORTFOLIO CONSTRUCTION
New Year Planning: 2025 Financial Planning Checklist
Asset Allocation: Valuations across dozens of asset classes vs history
Portfolio Simplification: 3 Ways to Simplify Your Portfolio for 2025
US vs Global Equities: Willing to bet the past 15 years continue?
Model Portfolios: Why they disappoint
ETFs
Securities Lending: Diversification & returns from sec lending
Interval Funds: Academic views on their benefits
ACTIVE INVESTING
Alternatives: JP Morganās Guide To Alternatives
Hedge Fund Strategies: What is the Optimal Allocation?
Bad Bets: The true story behind rogue trader JerƓme Kerviel
Crypto: Ownership Map by Region
Real Estate: Why Londonās property market is stagnating
Distressed Credit: Strength to Boost Defaults, is this an opportunity?
WEALTH & LIFESTYLE
Personal Finance: Harvard on How to Not Bankrupt Your Family
Healthy Lifestyle: A Conversation about the cult
Retirement: 7 Hidden Traps of Retirement
Spending Habits: Buy What You Love Without Going Broke
Financial Advisors: Eight Marketing Moves Advisors Make Today
AND ALSO
Relationships: Number of Marriages per Country
Gold: Why Gold Dazzled So Many Cultures Throughout History
South Korea: The End of the Economic Miracle
Europe: Why Franceās Economy is Doing Better Than it Looks
Science: Your Brain Doesnāt Work the Way You Think
And so much more!
Have a great Saturday!
Francesca from BoW Team
Happy New Year, everyone! I hope we all succeed in our investment choices in 2025 . Itās hard to predict whatās coming next, but Iām hopeful the economy improves globally, leaving behind the effects of the post-pandemic era.
Happy New Year