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Highlights
- The Fed Will Have An Impact
- Equity Opportunities Remain
- Inflation Moderation
- Bond Defense
Author: bbatchelor
Recency Bias, Business Quality & Fed Policy – Entasis Chartbook 1Q2024
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Chartbook Topics
- Earnings & Returns
- Recency Bias
- U.S. Valuations
- U.S. Growth v Value
- Business Quality
- Equity Opportunity
- Why Own Foreign Stocks
- Commodities
- Volatility
- U.S. GDP Growth
- Inflation Moderation
- Fed Policy
- Fixed Income Positioning
A “Magnificent” Quarter, Inflation Moderation & Fed Pivot – Entasis Chartbook 4Q2023
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Chartbook Topics
- Concentrated Returns
- Magnificent Seven
- U.S. Market Participation
- U.S. Valuations
- Fed Hike Cycle
- Equity Opportunity
- Economic Growth
- Inflation Moderation
- Fed Policy
- Bond Positioning
Are Equity Earnings & Economic Growth Sustainable – Entasis Chartbook 3Q2023
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Chartbook Topics
- Concentrated Returns
- U.S. Valuations
- U.S. Earnings
- Equity Market Risks
- U.S. Opportunity
- Foreign Opportunity
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
The Magnificent Seven – Entasis Chartbook 2Q2023
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Chartbook Topics
- AI Mania
- The Magnificent Seven
- Short-Term Memory
- Earnings
- U.S. Valuations
- U.S. Risk
- U.S. Opportunity
- Foreign Opportunity
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
Cybersecurity – Protecting Your Information
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Summary
Last year it is estimated that there were over 14 million victims of identity theft and fraud. Here is a list of 10 rules that can improve the safety of your information.
- Create a secret email address for financial accounts.
- Create strong passwords.
- Enable 2-Step verification on your email and financial accounts.
- Use Wi-Fi with extreme caution.
- Secure your home Wi-Fi network.
- Set up instant text or email alerts.
- Freeze your credit and protect your children.
- Update your software.
- Back up files to avoid ransomware.
- Take time to examine email messages and inspect links.
The Push & Pull of Growth and Inflation – Entasis Chartbook 1Q2023
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Growth v. Value
- U.S. Inflation
- Global Valuations
- Emerging Markets
- Gold
Improving Risk / Return Metrics – Entasis Chartbook 4Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Fundamentals
- U.S. Small- & Mid-Caps
- Non-U.S. Valuations
- Gold
- Where Are They Now?
SECURE Act 2.0 – Key Takeaways
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Summary
SECURE Act 2.0 has numerous provisions. Here is a list of our key takeaways.
- Change in the age of required minimum distributions (RMDs)
- RMD penalty relief
- Updates to employer-sponsored plans
- Increased catch-up provisions
- Charitable contribution changes
- Student loan relief
- Rollover of 529 plans
Investor Return Gaps – Entasis Chartbook 3Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- Free Cash Flow
- U.S. Style
- Non-U.S. Valuations
- Bear Markets
- A Light at the End of the Tunnel