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Covidnomics Causes S&P 500's FAANGM Anomaly
(Wednesday, September 2, 2020) Your clients need to know why the stock market seems so different from the real-world economy. Fritz Meyer and Craig Israelsen are tracking the FAANGM phenomenon and their findings are summarized in this two-minute video.
Fritz and Craig analyze the stock market's top-heavy performance from very different perspectives and this video combines the key points from each of them to concisely explain "Covidnomics," which is a phrase we're coining to describe the anomalous financial economics of the Covid pandemic.
To be sure, Covidnomics is characterized by anomalies in the savings rate, PCED, and retail sales, as well as in the S&P 500.
It will be interesting to see if the term, Covidnomics" catches on, and this financial news analysis receives wider coverage. A search of the term "Covidnomics," returns 18,800 results on Google at this moment, and it's not found on any major U.S. media outlets. You heard it here first!
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Fritz Meyer: A Tale Of Two Economies
(Sunday, August 23, 2020) Fritz Meyer draws a distinction between the S&P 500 and what's happening in the broad economy. It's a tale of two economies: coronavirus is crushing small businesses while the tech giants that dominate the S&P 500 are immune. That's just one of a long list of important points packed into this 10-minute market commentary for advisors, which also covers:
- Housing starts snap back in July
- LEI, GDP growth decelerating
- Tesla stock bubble
- Watershed in U.S. debt-to-GDP
- Why a full recovery is several years away
- Future of unemployment
- U.S. is like Japan with better demographics
- Retail sales in July
- Stock market’s not the real economy!
- Small biz devasted amid FAANGM boom
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Covid Estate Planning For Advisor Clients
A class taught by estate planning expert Gideon Rothschild, a lawyer and CPA, inspired this two-minute video about the documents parents and grandparents need to know about now.
The pandemic is forcing people to contemplate mortality and this content is an example of a professional can diplomatically communicate sensitive personal financial topics using cartoons.
The use of video to communicate financial complexities has been our focus for over 20 years but this crisis has crystallized our use of cartoons.
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Behavioral Finance And Advisors
The first class in a new series of instructional behavioral finance (BeFi) webinars on A4A inspired this video.
For investment fiduciaries, BeFi is perhaps the most important new development in the past decade for giving advice personalized to individuals. It's as important to the average American as it is to UHWNIs.
Since goal-based planning nearly 20 years ago changed the requirement for detailed up-front data-collection, which is needed to create cash-flow personal financial plans, the most important new contrtibution to financial planning and private wealth management has come from BeFi.
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Answers To Latest Financial Economics Questions From Advisors
Below are questions from advisors who attended Fritz Meyer's financial ecnomics CE class on August 11. The 29-minute video on the right contains Friit'z answers. We are grateful to A4A members for your attention and thoughtful questions.
Class description: Investment Economics In The Covid Crisis
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I thought the slides were excellent, but felt that the speaker rushed through them to make sure he finished on time.
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Thank you for focusing today's webinar on the PEG ratio and the comparisons and contrasts of 2000 Tech Bubble vs. the present situation. They are obviously different, and your presentation was very clear in differentiating the two. Also grateful for continuing to call out the so-called experts who do not know the future any more than anyone else does. MPT is still the only solution to this uncertainty. I agree with your statement that P/E ratios need to be rethought in that ultra low interest rates are here