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DDIntel - The Curse of September

DDIntel - The Curse of September
By DataDrivenInvestor • Issue #49 • View online

The summer is officially gone now, and we are in the craziest month of finance. September has followed a historical trend of being an extremely volatile month since finance professionals are coming back from their holidays with their batteries well fueled. If you also have your batteries full and your mind sharp, you need some fresh information about where the financial markets are heading. The inflation and federal rates are important factors to watch out for since they dictate where the economy is going. Also, big financial funds have started some aggressive investing this month, since they believe stocks are at a discount due to the current market situation.
In this week’s DDIntel, you will learn all about inflation, what the big funds are buying, how to use the latest financial technologies to come on top, and how to best prepare your finances for the future!
Spotlight: September's Curse
September is the Stock Market’s Worst Month: What Will You Buy? | by Sam Warain | Sep, 2022 | DataDrivenInvestor
September is known for being the worst month for the stock market. The top 3 indexes, Dow Jones Industrial Average (DJIA), S&P500, and Nasdaq Composite are also following a trend of falling the worst during this month. 
Many unknown factors may influence this market madness during September. One of those factors may have to do with mutual funds selling their positions, even at a loss, to reduce the size of their capital gains income. Another factor may be that even investors and portfolio managers are human, and they come back after a long summer vacation and start reassessing their portfolios with renewed energy.
It’s also important to know that the market faced important crashes in the past, which all started in September. With the dangers of rising inflation and Fed rates, some people believe that another crash is coming. And if it does, what better month to start than the cursed September?
If, however, you believe that a crash is not coming this year, September is the best month to buy stocks at a discount. Several huge funds are investing billions this month, in the hopes that the market will reverse along with inflation.
In this week’s spotlight article you will find what the biggest funds like the Saudi Wealth Fund, Tiger Global, Berkshire Hathaway, and Bridgewater Associates are buying into. Even if you prefer growth stocks or are tired of volatility and want to invest in value stocks, the top stock picks for September will be showcased in this great article, from the world’s most talented investors.
Reading the Balance Sheet Like a Boss
Be a Great Investor by Reading the Balance Sheet Like a Boss | by Khuong Lân Cao Thai | Sep, 2022 | DataDrivenInvestor
Reading a balance sheet is critical for anyone who wants to do his or her due diligence before investing in a company. Advice is all around the Internet, from articles to youtube videos, and everyone is trying to tell you what to invest in. However, to be a successful investor, you need to think for yourself and use your expertise in choosing the best return stocks available. After all, as Warren Buffet advises people you shouldn’t invest in what you don’t understand. This is a lesson most people who invested in crypto should have learned. This article will teach you what to look for in a balance sheet and how to make the best investment decisions based on the insights you get from it.
Startup Investing: Technologies and Verticals
Startup Investing: How to Pick Technologies and Verticals | by Joachim Schelde | Sep, 2022 | DataDrivenInvestor
When it comes to startup investing, choosing the winners is more than looking at how innovative their technology is. It’s about how diverse and well-glued the startup team is, and how good are they in bringing their solution to life and delivering their solution to customers. And, after the initial Seed stage, it then becomes about how good they are at scaling their business. In the case of Technology startups, you also need to look at other factors. One of the most important factors is how far into the future their technology is. You don’t want to invest in a technology that could have a huge impact in 50 years. You need to choose the technologies that will make the world a better place in the next 5 to 10 years. If you are interested in becoming e better investor in future technologies, this article will give your important insights, coming from a venture capitalist.
Saudi's PIF adds $7B in Growth Stocks
Saudi Wealth Fund Just Bought $7B Worth of Growth Stocks: Top 10 Purchases | DataDrivenInvestor
Saudi Wealth Fund clearly believes that the technology market will come out as a winner in the next few years. They have taken an aggressive approach and invested in, what they believe, are the winners of the tech sector. The year 2020 has clearly shown that Tech stocks perform well in times of crisis. This may be the reason they also decided to add so much into the tech sector, in a period where most investment funds want to play it safe. They have an appetite for risk and hunger for growth. If you are like them, take a look at the top 10 investments of the Saudi Wealth Fund, and join them in their quest for growth.
6 Tips from Rich Dad Poor Dad
Guilt-Free Guide to Financial Freedom — 6 Mind-Blowing Lessons From Rich Dad Poor Dad | by Mofrad Muntasir | Sep, 2022 | DataDrivenInvestor
There are two types of people in the world. Those who spend money and save nothing, saying that they are ”living the life”; and those who save up, invest, and enjoy life at its fullest without the need to spend too much. The former retire poor or in debt, while the latter enjoy their retirement worry-free. If you are the first type of person, you should read this article since you absolutely need it. If you are the second type, you can learn some important advice to help you in your quest. Whatever it may be, you have some important insights to learn in this well-crafted article.
5 Computer Science Concepts for Finance
Top 5 Computer Science Concepts for Finance and Financial Engineering
The most successful professionals adapt to their current time and adopt the best tools they can possibly use in becoming performant. This is true for any field of study, including Finance. If you are a financial professional you must understand that nowadays more things are becoming digitalized and automatic. Having knowledge about how those things happen can make you understand what the future of finance is and how you can be part of it. Ignoring the changes in your environment will only make you lose the race. That’s why you should get to know the Computer Science concepts that are described in this great article.
FED: Bottom is Closer then You Think
The Fed Is Bluffing: The Bottom is Closer than You Think | by Ardi Aaziznia | Sep, 2022 | DataDrivenInvestor
Inflation is right now the most watched indicator for both stock market investors and for common people. The Federal Reserve is desperately trying to stop the growth of inflation by influencing interest rates. It is well known that the feds are trying to limit inflation by rising interest rates, but the question is - is this really enough to stop it? In this article, you will receive an informed opinion from Ardi Aaziznia, a finance professional that thinks the Feds are bluffing and the Federal Rates will come down soon.
9 Ways to Create Value using AI
Chief AI Officer in Finance: 9 Ways to Create Value | DataDrivenInvestor
Artificial Intelligence found its way into almost every industrial sector. One important factor in this explosive adoption is the adoption of Deep Learning algorithms, which are now starting to perform better than humans, in some domains. The financial sector is also not immune to AI, as there are a great number of booths helping professionals in making decisions or automate repetitive tasks. That’s why, as Anil Tilbe implies, you need a professional to help you adopt the latest AI technologies that will bring your business to the next level.
Catastrophes Doom Millennials Prospects
Endless Economic Catastrophes Doom Millennials Prospects | by Vic Napier | Aug, 2022 | DataDrivenInvestor
The future doesn’t look good in our current times. War, inflation, growing prices, and stagnant wages are creeping at the common people, making their lives increasingly worse. This hardship is felt by almost anyone, but it may be felt even worse in the future. The Millenials will have the worse of it, according to Vic Napier, since education and degrees are becoming increasingly useless, the debt coming from them is bleeding them dry and the job market which seems not able to accommodate the expansion of the population. This article will give you a history lesson about the great recessions and why another one may be coming. And also, a glimmer of hope at the end of the tunnel.
Is the Worst Part of Inflation Behind Us?
Is the Worst Part of Inflation Behind Us? Yes and No. | by Jonathan Garner | Sep, 2022 | DataDrivenInvestor
Reading around the internet about inflation may make you even more confused than before. Even if you read only from the best sources, people will still have a difference of opinion when it comes to inflation. Some will tell you the worst is over while others will tell you that it has just begun. This is because everyone has different skill sets and information sources, or simply that they have their own interest in mind when propagating certain information. The only way to make the most informed decision is to gather data and think for yourself. This is exactly what Jonathan Garner showed in his article.
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