Abnormal Returns
AUGUST 27, 2023
Top clicks this week Better investing comes from better decision making. (ritholtz.com) Asset allocation is not a science. (obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates. (theirrelevantinvestor.com) Quant strategies are not free from human input. (blog.validea.com) The only way to learn about investing is actually putting money on the line.
Calculated Risk
AUGUST 27, 2023
Weekend: • Schedule for Week of August 27, 2023 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for August. This is the last of the regional Fed manufacturing surveys for August. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 6 and DOW futures are up 48 (fair value). Oil prices were down over the last week with WTI futures at $79.83 per barrel and Brent at $84.48 per barrel.
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A Wealth of Common Sense
AUGUST 27, 2023
Inflation has come down from more than 9% to a more reasonable 3.2%: Bond yields are now much higher than they were in the 2010s but 4.25% on the benchmark 10 year Treasury is still not high from a historical perspective: It’s actually right at the average since 1990. If you had armed me with this information 12 months ago I would have assumed mortgage rates would be lower, probably somewhere around 6%.
Calculated Risk
AUGUST 27, 2023
The next FOMC meeting will be held on September 19th and 20th. Projections will be released at this meeting. For review, here are the June projections. Since the last projections were released in June, the economy has performed better than the FOMC expected, and inflation was slightly below expectations. The BEA reported that real GDP increased at a 2.4% annual rate in Q2, after increasing at a 2.0% rate in Q1.
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Million Dollar Round Table (MDRT)
AUGUST 27, 2023
By Brian H. Ashe, CLU People say you should join MDRT because it changes your life, but that’s not what changes your life. You do that. MDRT provides an environment in which your life can change. Motivation, though, is an inside job. It’s not something that comes from the outside, especially if you don’t want to progress in your career or you’re not open to new ideas.
Dear Mr. Market
AUGUST 27, 2023
Dear Mr. Market: First off, if you want to know how amazing Artificial Intelligence is, the following list of article titles were generated for this article in the matter of four seconds! (we picked the first one and the rest of this article is typed with regular human toiling!) FYI: If you’ve never used ChatGPT, before try it! Much of its delivery is on what and how you ask things and in this case here is the prompt/reply that we asked of it: Certainly!
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The Irrelevant Investor
AUGUST 27, 2023
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on JPMorgan Equity Premium Income ETF. We had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management on the show to discuss their popular covered call strategy ETF. On today’s show, we discuss: How the strategy is constructed Why getting called away on a stock-by-stock basis is.
Trade Brains
AUGUST 27, 2023
Fundamental Analysis of Premier Explosives: The stock of Premier Explosives rallied over 100% in less than 15 trading sessions in July this year. Contrast this with the fact that its earnings have remained stagnant in the previous five years, with losses in 2 years. So, what makes this small cap explosives manufacturer such an interesting company? Why is everyone rushing to buy it?
NAIFA Advisor Today
AUGUST 27, 2023
Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders.
Advisor Perspectives
AUGUST 27, 2023
As brutal as it’s been for US bond investors, the math is finally turning in their favor.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
oXYGen Financial
AUGUST 27, 2023
Advisor Perspectives
AUGUST 27, 2023
Federal Reserve Chair Jerome Powell said the US central bank is prepared to raise interest rates further if needed and intends to keep borrowing costs high until inflation is on a convincing path toward the Fed’s 2% target.
Abnormal Returns
AUGUST 27, 2023
Strategy How high a VIX is too high? (mrzepczynski.blogspot.com) Do you need commodities in your portfolio? (humbledollar.com) Crypto How the 'Fidelity mafia' has infiltrated the crypto industry. (wsj.com) Bitcoin’s mining difficulty level has reached an all-time high. (theblock.co) Companies 3M ($MMM) is nearing a deal to settle military earplug suits.
Advisor Perspectives
AUGUST 27, 2023
High interest rates begetting a recession was one reason many money managers were bullish on bonds after a bearish 2022. While the economy continues to run hot and a recession may not arrive, some suspect a bond bull market is still ahead.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Big Picture
AUGUST 27, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Most of My Instagram Ads Are for Drugs, Stolen Credit Cards, Hacked Accounts, Counterfeit Money, and Weapons : The ads are a window into a blatantly illegal underground economy that Meta is not only failing to moderate, but is actively profiting from and injecting into users’ feeds. ( 404 Media ) • A shiny scheme is draining retirement accounts.
Advisor Perspectives
AUGUST 27, 2023
It’s premature to call off a recession. Lower shelter costs will ease inflationary pressures. Treasury supply dynamics caught the market by surprise.
Advisor Perspectives
AUGUST 27, 2023
Advisors and investors typically allocate to index funds and exchange traded funds linked to well-known benchmarks, such as the S&P 500, in the name of diversification. After all, these funds are homes to hundreds of stocks and those sizable rosters imply some level of diversity.
Advisor Perspectives
AUGUST 27, 2023
Over the last several years, we’ve heard plenty of talk about artificial intelligence. There’s even debate about whether AI will ever become sentient and decide to destroy humanity.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
AUGUST 27, 2023
For example, treasuries, investment grade bonds, corporate debt, and high yield to name a few. And in this case, like equities, they can be bought and sold on a stock exchange.
Advisor Perspectives
AUGUST 27, 2023
Technology stocks are in trouble, with the buzz around artificial intelligence set to be overshadowed by the effects of higher-for-longer interest rates, according to Bank of America Corp. strategists.
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