INVESTING: A New Era of Global Tensions

By Vitaliy Katsenelson CFA

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You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.

READ: https://investor.fm/investing-in-a-new-era-of-global-tensions/?mc_cid=e9237c7145&mc_eid=671e2735cc

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DAILY UPDATE: Global Stock Earnings Reports Pending?

By Staff Reporters

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A near-$10 trillion rally for global stocks this year will face a make-or-break moment as hundreds of companies report earnings over the next few weeks.

S&P 500 firms are expected to post a 9% drop in profits in the second quarter, making it the worst season since 2020, according to data compiled by Bloomberg Intelligence.

In Europe, it may be even worse, with a projected 12% slump. But with the bar already low — and some indicators suggesting an earnings recovery next year — strategists are split on how the markets will react.

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ORDER: https://www.routledge.com/Risk-Management-Liability-Insurance-and-Asset-Protection-Strategies-for/Marcinko-Hetico/p/book/9781498725989

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PODCAST: The War and Your Finances?

By Morning Brew

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An event like the Russia-Ukraine war creates ripple effects throughout the financial markets, in sometimes surprising ways. In this episode of Brew Breakdown, they explain how geopolitics affect the global market and point out what you can look out for when it comes to your stock portfolio during times of uncertainty.

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