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As Inflation Rates Rise, Look to Financials, Small Cap Stocks


A panel of market observers from Informa Financial Intelligence see strong headwinds hitting an overly exuberant market.
Even as the economy appears to be picking up in the wake of Americans getting the COVID-19 vaccine and the Biden administration’s stimulus measures, the outlook for the market remains uncertain and headwinds abound.
A group of market observers from Informa Financial Intelligence last week discussed current market conditions, their predictions for inflation, and how advisors may want to think about rebalancing their clients portfolios.
Despite the soothing forecasts coming out of the Federal Reserve and from Biden s policymakers, there s a growing fear that all the stimulus spending will bring about a jump in inflation, said Cameron Brandt, director of research at EPFR. ....

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Why you should worry about the flood of new cash into U.S. stock funds


Why you should worry about the flood of new cash into U.S. stock funds
MarketWatch
1 hr ago
MARK HULBERT
U.S. stock funds now are riding a river of new cash from investors and that is not a bullish sign.
Many investors might see this differently that a huge influx of cash is positive. In fact, fund flows are a contrarian indicator: the U.S. stock market in the past has performed better when there is a net outflow of cash.
The evidence is summarized in the chart below, which plots net inflows of cash to U.S. stock funds (both open-end and exchange-traded funds) by year over the past decade. Notice that in all but two of the years since 2010 there have been net outflows. ....

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LO Jobs; Lead Gen, Servicing Risk, Presentation, DPA, Valuation Tools; M&A Firestorm; Housing Remains Resilient


LO Jobs; Lead Gen, Servicing Risk, Presentation, DPA, Valuation Tools; M&A Firestorm; Housing Remains Resilient
Apr 28 2021, 8:27AM
There sure is a lot going on out there! From California comes news that Finance of America is buying “certain assets” from California’s Parkside Lending, and Thrive Mortgage LLC. In-person conference news continues to increase. MBAG’s event is in a few weeks, complete with a live mPower event (contact MBA COO Marcia Davies with questions), and the Great River MBA Conference is in Tennessee in August featuring MBA President Bob Broeksmit. Also ahead are Florida, Texas, and California conferences that have every intention of hosting in-person conferences with safety as a paramount concern. The industry took note that the CFPB released a final rule delaying the mandatory compliance date of the General Qualified Mortgage (QM) final rule from July 1, 2021, to October 1, 2022. “Creditors who receive an applicati ....

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