@kaizenwm

Investment Management and Financial Planning - ˈkī|zən: continuous improvement

 Charleston, SC
kaizenwm.com
Joined March 2011
  • Tweets1.1K
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We show midyear global equity returns as non-U.S. stocks continue powering ahead thanks to massive defense outlays and policy support. visualcapitalist.com/visuali… via @visualcap

Visualizing Global Equity Returns So Far in 2025

We show midyear global equity returns as non-U.S. stocks continue powering ahead thanks to massive defense outlays and policy support.

visualcapitalist.com
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By early 2025, the top ten companies in the S&P 500 made up nearly 40%, marking a high degree of market concentration. visualcapitalist.com/sp/visu… via @visualcap

Visualized: The Rising Concentration of the S&P 500

By early 2025, the top ten companies in the S&P 500 made up nearly 40%, marking a high degree of market concentration.

visualcapitalist.com
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As peso strengthens, new firm offers shield against currency volatility for property buyers mexiconewsdaily.com/real-est… via @Mexico News Daily

As peso strengthens, new firm offers shield against currency volatility for property buyers

MexEdge is launching a risk solutions arm for property buyers in Mexico, helping expats save money and avoid surprises when purchasing in pesos.

mexiconewsdaily.com
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visualcapitalist.com/mapped-…

Mapped: The World’s Largest Economies, Including U.S. States

California is now the fourth-largest economy in the world. But how do other U.S. states rank in the world’s largest economies?

visualcapitalist.com
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voronoiapp.com/markets/US-vs…

U.S. vs. Global Equity Returns Since 1979 📈

What We're Showing This graphic shows the outperformance of U.S. stocks versus global stocks since 1979. Data is from TradingView and Curvo. U.S. stocks are…

voronoiapp.com
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Visualizing the Anatomy of a Stock Market Bubble visualcapitalist.com/sp/anat… via @visualcap

Visualizing the Anatomy of a Stock Market Bubble

Here's how to spot a stock market bubble using key indicators from inflated valuations to investor complacency.

visualcapitalist.com
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wsj.com/personal-finance/tax…

The 2025 Tax Brackets Are Here. See Where You Land.

The brackets that determine how much Americans pay in taxes each year are moving up by their smallest amount in a few years.

wsj.com
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postandcourier.com/news/peop…

Water intrusion destabilizes Peoples Building, forces evacuation of Charleston's oldest high-rise

The steel support beam in one corner of the building had so much rust damage that the outer wall was cracking.

postandcourier.com
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Changes in Retirement Savings Rules to Know Before Year’s End wsj.com/articles/retirement-…

Changes in Retirement Savings Rules to Know Before Year’s End

New rules promote Roth treatment of workers' investments and ease some RMD burdens, among other things.

wsj.com
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Investors who think today’s #stock market is somehow vastly different from 1999/2000’s #bubble simply aren’t paying attention.
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Kaizen Wealth retweeted
Jesse Felder@jessefelder5 Jun 2024
Over the past 32 trading days, NVDA has gained more than $1 trillion in market cap. To put that into some sort of perspective, the 6-week gain is greater than the total market cap of BRKA, which Warren Buffett has spent 6 decades in building.
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Since #NASDAQ’s inception in 1971 there have been only 2 periods during which Utilities’ compound total return hasn’t surpassed NASDAQ’s. #Tech bubble in 2000 and today. Over 50 years of tortoise and hare.
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Einhorn Says Markets Are ‘Broken.’ Here’s What Data Shows bloomberg.com/news/articles/…

Einhorn Says Markets Are ‘Broken.’ Here’s What Data Shows

David Einhorn put it bluntly: The valuation-be-damned boom in passive investing has “fundamentally broken” markets as it proceeds to crush the time-honored hunt for cheap-looking stocks across Wall...

bloomberg.com
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xitter.cf/charliebilello/status/…
Charlie Bilello
@charliebilello10 Feb 2024
Nvidia's market cap is now over $200 billion higher than all of the companies in the S&P 500 Energy sector ... combined. Meanwhile, the total net income of the Energy sector is $147 billion vs. $19 billion for Nvidia. Video: youtube.com/watch?v=TUPsUwp8…
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The Magnificent 7 bubble expands further. Total #Market Cap now bigger than any individual #country ex US. Cue comments saying we don’t understand this should be true… (Chart: @FactSet )
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IRS to Raise Tax Brackets, Standard Deduction by 5.4% wsj.com/articles/income-tax-…

Inflation Causes IRS to Raise Tax Brackets, Standard Deduction by 5.4%

The Internal Revenue Service announced its annual inflation adjustments to federal income-tax brackets for 2024

wsj.com
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Byron Wien Had Wall Street’s Attention. The Creator of the 10 Surprises List Dies at 90.: barrons.com/articles/byron-w…

Byron Wien Had Wall Street's Attention. The Creator of the 10 Surprises List Dies at 90.

The longtime market strategist vowed never to retire and worked right up until his death.

barrons.com
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The goal of monetary tightening is always to disintermediate the entire #economy. Accordingly, cash is outperforming the average stock since the #Fed’s first rate hike in March 2022.
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Global #investing might not be investing globally. The Mag 7 weight in #ACWI is now bigger than France, China, UK, and Japan…combined!!! (Chart: @Refinitiv @finimize)
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