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This Week on TRB

The Reformed Broker

We’re having a live podcast taping to benefit one of our favorite charities, No Kid Hungry. It’s The Compound’s first ever Fan Appreciation Night and we’re joining forces with our friends at the On The Tape podcast to make it a great experience.

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Saturday links: expiration dates

Abnormal Returns

EVs The Chevy Bolt EUV is a bargain electric vehicle. arstechnica.com) Toyota's Prius used to be synonymous with hybrids. ritholtz.com) Nissan once lead EV sales with the Leaf. Now it it is looking for a path forward. axios.com) The U.S. charging network is a mess.

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Why they clapped for Sam Bankman-Fried

The Reformed Broker

LET’S GIVE A ROUND OF APPLAUSE TO SAM BANKMAN-FRIED pic.twitter.com/HIVB3nTX2V — The_Real_Fly (@The_Real_Fly) November 30, 2022 Last night’s interview between the New York Times’ Andrew Ross Sorkin and Sam Bankman-Fried ended with the host thanking the accused criminal mastermind for coming, despite the protestations of his lawyers.

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10 Wednesday AM Reads

The Big Picture

Last day of the 11th month! Enjoy the end of November with our mid-week morning train reads: • How Much Growth Can You Expect? Imagine I present to you a magical box that can turn your money into more money. The only problem is that you don’t know exactly how much more money you’ll get from this box.

Best Practices to Ace Your Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement today to ace your close.

Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

The Chicago Financial Planner

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. As a fellow small businessperson, I know how hard you work. You deserve a comfortable retirement.

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Podcast links: telling stories with data

Abnormal Returns

The biz Podcasting ad revenue is expected to rise in 2023. insideradio.com) Joe Rogan maintained his hold as the No. 1 podcaster on Spotify for 2022. variety.com) The problem with Spotify ($SPOT) Wrapped.

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2023 Toyota Prius

The Big Picture

It is amazing to think about how Toyota blew its enormous lead in Hybrid tech, failing to launch any substantial push into EVs. The chart below shows exactly how much sales have fallen for the first hybrid EV America has fallen into — and then out of love with.

As Case-Shiller Home Prices Decline, The Fed Finally Admits a Housing Bubble

Mish Talk

Case-Shiller home price data via St. Louis Fed, chart by Mish. Home Price Synopsis Home prices have peaked this cycle but the decline is certainly tiny compared to the run up. Case-Shiller data lags.

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Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?

Nerd's Eye View

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency.

Global Hiring Guide for Startups

Grow your startup beyond borders and boundaries. In this eBook, you’ll discover how you can gain a competitive edge over your business rivals through the latest technology, harnessing global contractors, and using a global employment platform.

Recession Playbook

The Reformed Broker

Let’s assume we’re going to have a recession in 2023. I don’t know if we will, but everyone seems to think so, so let’s just say. So what. What can you do to stop it? Not much. Can you change your own spending and psych yourself up to survive it? Absolutely.

Personal finance links: what other people think

Abnormal Returns

Podcasts Kenny Malone and Greg Rosalsky talk with Yale economist James Choi about his paper "Popular Personal Financial Advice Versus The Professors." npr.org) Michael Klein talks with Laura Gee at Tufts University about the state of charitable giving in the U.S.

Coincident State Indexes (October 2022)

The Big Picture

Source: Federal Reserve Bank of Philadelphia. The Coincident State Indexes for October 2022 snuck out last week right before Thanksgiving. You might have missed it during the holiday week, but it’s worth reviewing.

Another Strong Jobs Report? Phooey, and I Can Prove It

Mish Talk

Payroll and employment data from the BLS, chart by Mish. Today, the Bureau of Labor Statistics released its Monthly Payroll Report. Initial Thoughts The discrepancy between jobs and employment continues for the eighth month.

Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita Cheng for an engaging conversation on rethinking the concept of wealth and how everyone can benefit from professional money management.

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Come meet us in Houston!

The Reformed Broker

Hey guys, hope everyone had a nice Thanksgiving. Five day weekends are rare, hope yours was relaxing and fun. I’ll be in Houston for three days next week – my first time ever in that city!

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Sunday links: the tech retrenchment

Abnormal Returns

Strategy Rising interest rates reset a whole host of financial questions. humbledollar.com) Why fraud seems more prevalent these days. awealthofcommonsense.com) Companies Disney ($DIS) had more than just a CEO problem. ft.com) Shopping on Amazon ($AMZN) continues to get worse. washingtonpost.com) T.

10 Weekend Reads

The Big Picture

The weekend is here!

Top 7 Global Employment Challenges

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.

The Fed is Hiking at the Most Aggressive Pace Ever (And What it Means for Housing)

Mish Talk

Monthly average Fed Funds Rate via St. Louis Fed. Chart Notes I use monthly averages because the Fed now targets a range. Also the Fed Funds Target Rate is discontinued and only dates to 1982. This is the steepest, most aggressive hiking cycle ever.

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101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

The Game Has Changed

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jeff deGraaf, and Downtown Josh Brown discuss trend following, valuation techniques, the dollar’s impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more!

Longform links: reading and writing well

Abnormal Returns

Books An excerpt from "G-Man: J. Edgar Hoover and the Making of the American Century" by Beverly Gage. theatlantic.com) A Q&A with Nick Hornby about his new book "Dickens and Prince: A Particular Kind of Genius."

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Global Hiring Guide: Top Emerging Fintech Hubs

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.

Bottoming?

The Big Picture

As we have been discussing since May of this year, there are increasing signs we have been groping for a bottom in the equity markets. This “Process” is not a single event but rather, a series of events the totality of which increasingly weighs the probability towards that positive resolution.

A Widespread Revolt Against Chinese Leader Xi Jinping Picks Up Steam

Mish Talk

Weekend Reading For Financial Planners (Dec 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.

The Business Brew – The Portfolio You Need

Pragmatic Capitalism

Sorry for the radio silence recently. I went on my first vacation in two years over the Thanksgiving week. But now we’re back and getting ready for 2023. I was [ …

The HR Compliance Playbook: How to Improve Speed-to-Hire

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.

Tuesday links: where future returns come from

Abnormal Returns

Markets The yield curve is only getting more inverted. morningstar.com) Oil prices are back to pre-Ukraine war levels. axios.com) Strategy What is a reasonable return expectation for the next few decades? ofdollarsanddata.com) Why indexing works.

10 Thursday AM Reads

The Big Picture

Welcome to December!

A Hopium Stock Market Rally on Jerome Powell's Inflation Progress Report

Mish Talk

Image courtesy of StockCharts.Com. The Federal Reserve posts a Transcript of Powell's Speech on Inflation and the Labor Market. Powell put a spotlight on core Personal Consumption Expenditures (PCE) inflation, noting that it is stubbornly high despite the Fed's rate hikes.