The Reformed Broker
JANUARY 28, 2023
Somehow, incredibly, January is already pretty much in the books. That’s how fast 2023 is going. We got through the first wave of Q4 earnings reports from the likes of Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express – so far, not terrible.
The Big Picture
JANUARY 30, 2023
My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale.
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The Reformed Broker
JANUARY 25, 2023
Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem.
The Big Picture
JANUARY 23, 2023
I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them.
Speaker: Rita Keller - President of Keller Advisors, LLC
Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on the importance of diversifying your accounting skills.
Abnormal Returns
JANUARY 27, 2023
The biz The podcasting business has gone from gold rush to mature in a couple of years. niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Pragmatic Capitalism
JANUARY 24, 2023
1) The Competition for Worst Ideology is Heating Up There’s a battle of bad ideologies going on around the debt ceiling debate. Unfortunately, this is a microcosm of what has [ …
The Reformed Broker
JANUARY 25, 2023
I had a bit of a flashback last night to the year 2000, sitting in my office after hours watching JDS Uniphase collapse on the heels of its conference call after reporting “better than expected” earnings for the quarter.
The Big Picture
JANUARY 25, 2023
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two.
Abnormal Returns
JANUARY 27, 2023
Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. portfoliocharts.com) Why so many investors get caught up in return chasing.
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Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.
Nerd's Eye View
JANUARY 24, 2023
Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo.
The Irrelevant Investor
JANUARY 24, 2023
The Big Picture
JANUARY 23, 2023
My back-to-work morning train WFH reads: • SBF, Bored Ape Yacht Club, and the Spectacular Hangover : After the Art World’s NFT Gold Rush Auction houses and talent agencies thought the Web3 works were a fast track to billions. If it weren’t for a global crypto meltdown, they might have pulled it off.
Abnormal Returns
JANUARY 28, 2023
Autos How pickup trucks got so darn big. axios.com) The longer an EV is driven the better the carbon impact. hannahritchie.substack.com) Bike lanes are good for local businesses. kottke.org) Energy Why solar panel prices are falling. bnnbloomberg.ca) Why not turn parking lots into solar power hubs?
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Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!
Nerd's Eye View
JANUARY 23, 2023
An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach.
A Wealth of Common Sense
JANUARY 26, 2023
A reader asks: I’ve heard you say quite a few times that “trees don’t grow to the sky”, and you’re usually talking a particular company or Bitcoin or maybe ARK, etc. But could the same be true for the stock market in general, i.e., does it hit a point where it simply can’t grow anymore.
The Reformed Broker
JANUARY 28, 2023
We had a great time learning from Nathan Vardi this week. Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever.
The Big Picture
JANUARY 25, 2023
My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open : At least 40 S&P 500 stocks were hit with trading halts. NYSE says it’s investigating issues with the opening auction.
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Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.
Abnormal Returns
JANUARY 25, 2023
Podcasts Dan Harris talks with Morgan Housel author of "The Psychology of Money." tenpercent.com) David Senra on lessons learned from Charlie Munger and Warren Buffett.
Nerd's Eye View
JANUARY 26, 2023
For many financial advisory firm owners, growth is often the primary goal in the early years of launching a business.
Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. And well it should be. Even if you never retire early, just knowing that you can is liberating! And it may just be the strategy that frees you up to take on even bigger challenges in life.
The Reformed Broker
JANUARY 27, 2023
Welcome to the latest episode of The Compound & Friends.
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The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.
The Big Picture
JANUARY 26, 2023
My morning train WFH reads: • ChatGPT is everything you wanted Bitcoin to be : ChatGPT was introduced a few months ago and has already spread like wildfire in a way that Bitcoin never has, despite the latter’s explosive rise into the public consciousness as a way to gamble and speculate.
Abnormal Returns
JANUARY 25, 2023
Crypto Some crypto miners are sitting on valuable electricity contracts. ft.com) The crypto bottoming keeps gaining momentum. coindesk.com) Companies Josh Brown, "If you were the CEO or CFO of a Fortune 500 company, why wouldn’t you project caution right now?"
Nerd's Eye View
JANUARY 30, 2023
From the sudden changes to everyday life brought on by the pandemic to navigating the new world of hybrid or remote work, employees have endured a challenging few years.
Good Financial Cents
JANUARY 24, 2023
The Roth IRA vs traditional IRA – they’re basically the same plan, right? Not exactly. While they do share some similarities, there are enough distinct differences between the two where they can just as easily qualify as completely separate and distinct retirement plans.
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Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.
The Reformed Broker
JANUARY 26, 2023
Final Trades: Qualcomm, Chevron, Carlyle Group & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker
The Big Picture
JANUARY 26, 2023
I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters.
Abnormal Returns
JANUARY 24, 2023
Markets We are in the strongest part of the Presidential election cycle. allstarcharts.com) Why value stocks can outperform for a while. mailchi.mp) Strategy Don't let any investment become your identity. youngmoney.co) Why it's so hard not to tinker with your investment process.
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