Every atomic assertion extracted from the underlying record, ranked by evidence strength.
Nobody knows where the market is going, not even Warren Buffett.
Anything longer than two or three years for economic projections is pure guesswork and becomes increasingly less reliable the longer you get out.
Attempting to time the market is a waste of time.
Diversity, specifically skin color and gender, in Wall Street has gone backwards, making it less inclusive over time.
Women do not invest to nearly the same extent that men do.
Investors should invest in a diversified investment portfolio and invest regularly.
Michael Purvis agrees on gold, expecting it to be a good trade this year and well into next year.
A small move in price can wipe out investments due to artificial valuations, according to Bill Gross.
Equity market sentiment has been cautious or 'pale green light' throughout most of this year.
VIX positioning in the futures market went from extraordinarily bullish in February to extraordinarily bearish after the March FOMC.
The VIX market got it right, with extremely low realized volatility on the heels of fresh lifetime highs in the NDX, SPX, and DASH.
Colgate has done 12.2 percent for the last 10 years.
The role of central banking and the 10-year Treasury yield in the equity equation has become more and more dominant.
A massive sell-off in sovereign paper would be very disruptive to the equity framework.
Buybacks would go out the window if the 10-year Treasury is at 3.5%.
The cost of debt capital would go up a lot, hurting earnings.
It is hard to imagine a sudden 'pop' of the bond bubble.
A bond market reversal is more likely to be a smooth glide path with occasional speed bumps than truly traumatic.
CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity.
In the ETF markets, volume and liquidity lessen after 4 p.m. until the next morning.
The financial industry has changed significantly.
Some riskier businesses in finance have been reined in, but it is uncertain if it is enough until the next downturn.
Wealth management businesses are under siege from various areas.
The world of finance in America will change quite a bit over the next 10 to 20 years.
Bank branches are going to be gone at some point.
A brokerage firm had more advisors over the age of 80 than under the age of 30.
This investment gap costs women tens of thousands, hundreds of thousands, or millions of dollars over the course of their lives.
Ellevest solves the investment gap digitally, as women are really looking for digital solutions.
Women report overall that they feel patronized by financial advisors and Wall Street.
The language of the industry, such as 'outperform,' 'beat the market,' and 'pick the winner,' and the symbol of a bull, do not resonate with many women.
Women's salaries peak sooner than men's.
Women tend to be more risk aware and want to understand risk more.
Ellevest uses a digital platform to focus on women's goals, such as buying a house, retiring well, or starting a business, rather than specific investment products.
Ellevest projects out a client's life, salary curve, and lifespan to create inexpensive managed ETF portfolios.
Ellevest alerts clients if they fall off track for their goals.
The Pax Elevate Global Women's Index Fund invests in top-rated companies for advancing women, based on metrics like women on boards and in senior leadership.
The Pax Elevate Global Women's Index Fund is outperforming after a couple of years.
Diversity, especially gender diversity, leads to better business results and significantly better ROEs.
The street does not recognize that diversity can drive better performance, making it the least crowded trade.
It always hurts to raise rates.
The economy doesn't feel horrible overall.
When rates are raised, banks tend to falter and markets falter.
Equity markets have climbed walls of worry and hatred this year and over several of the last few years.
Apple is trading at 12 times earnings.
Many companies are attractively priced and pay dividends noticeably higher than the 10-year treasury yield.
The S&P 500 pays a dividend yield noticeably higher than the 10-year Treasury yield.
Janet Yellen and other central banks in Japan and Europe have taken bond yields to levels never seen or contemplated before.
Utilities are stretched in terms of valuations and have been manufactured to be 'turbo bonds'.
MLPs (Master Limited Partnerships) have been unloved due to the oil crash and could benefit if volumes start coming back.
West Texas Intermediate (WTI) crude oil is at $39.80.
Oil is expected to be in a $40 to $55 range and is unlikely to get much weaker unless there's real supply upside.
Gasoline inventories are higher than expected, and the summer driving season was weaker.
If crude oil goes lower, it will pressure equities.
The taper tantrum in May 2013 caused the 10-year yield to rise from 1.5% to 3%, rolling over economic metrics.
The Federal Reserve and other central banks understand that any rate adjustment has to be a glide path.
Jeffrey Gundlach said 'sell everything,' and Bill Gross said 'buy gold' and dislikes bonds, stocks, and private equity.
Bill Gross favors real assets such as land, gold, and tangible planted equipment at a discount.
Reasons for gold's appeal include the relative yield argument due to low sovereign paper yields and a more dynamic geopolitical and political discussion in the Eurozone.
Higher inflation prints are expected in the U.S.
A political event transforming central bank operations is a tail risk for the bond market, not the base case.