The Big Picture
AUGUST 12, 2023
This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School.
Calculated Risk
AUGUST 12, 2023
At the Calculated Risk Real Estate Newsletter this week: • The Long-Term Housing and Population Shift • Part 1: Current State of the Housing Market; Overview for mid-August • 1st Look at Local Housing Markets in July • Black Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in June • Atlanta Fed: Home Ownership Affordability Monitor This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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The Reformed Broker
AUGUST 12, 2023
Thanks so much for making it a huge week at TRB. We had Bob Elliott on TCAF this week, he was Ray Dalio’s head of research for fifteen years at Bridgewater, one of the most successful hedge funds of all time. We had a wild and wide-ranging episode of What Are Your Thoughts this week as well – we go live on YouTube Tuesdays at 5 and then put the audio version up on the podcast feed shortly after.
Calculated Risk
AUGUST 12, 2023
The key reports this week are July Retail Sales and Housing Starts. For manufacturing, the Industrial Production report will be released. -- Monday, August 14th -- No major economic releases scheduled. -- Tuesday, August 15th -- 8:30 AM: Retail sales for July is scheduled to be released. The consensus is for 0.4% increase in retail sales. This graph shows retail sales since 1992.
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Trade Brains
AUGUST 12, 2023
Fundamental Analysis of KPI Green Energy: Renewable energy giants such as Adani Green and Suzlon have been in the news over the past three years. The Centre is providing all the catalysts needed for the renewable power revolution in India. You would be surprised to know that smaller companies are not behind in the race. Many small cap stocks have given multi-bagger returns to their investors.
Random Roger's Retirement Planning
AUGUST 12, 2023
Barron's quoted Savita Subramanian as favoring so called quality stocks whose attributes include low debt and high return on equity. Barron's offered up the iShares MSCI US Quality Factor ETF (QUAL) and the Invesco S&P 500 Quality ETF (SPHQ) to access the space for anyone not inclined to pick individual stocks. Maybe she's right or maybe she's wrong but trying to capture the idea with ETFs may not be worth it.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Truemind Capital
AUGUST 12, 2023
Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time.
Advisor Perspectives
AUGUST 12, 2023
Broader domestic equity benchmarks turned in impressive showings through the first seven months of the year. A significant portion of that bullishness comes thanks to large- and mega-cap growth stocks.
Truemind Capital
AUGUST 12, 2023
Want to avoid disappointment and regret regarding your investments? Know that understanding your investment risk is more important than chasing the returns. Here is why. The biggest mistake many investors do is underestimating the risk in their investment portfolio. The often-cited adage of the higher the risk, the higher the returns get lost in the excitement of the bull run in the equity market.
Advisor Perspectives
AUGUST 12, 2023
Once again, markets are taking the elevator while economic data takes the stairs.
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.
The Big Picture
AUGUST 12, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How bonds ate the entire financial system : A very short, very wild history of the market that will shape the next financial crisis. ( Financial Times ) • The demonisation of BlackRock’s Larry Fink : All he wanted to do was save the planet while making his firm a fortune.
Advisor Perspectives
AUGUST 12, 2023
Effective tax planning means thinking about how tax rates might change.
Good Financial Cents
AUGUST 12, 2023
Passive income refers to earnings derived from an enterprise in which a person is not actively involved on a daily basis. Unlike active income, where earnings are directly linked to the amount of work performed, passive income flows whether you are working, sleeping , or vacationing. As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence.
Advisor Perspectives
AUGUST 12, 2023
What might the sensational superstar Taylor Swift have in common with exchange-traded funds? David Mann, our Head of ETF Product and Capital Markets, lightheartedly examines the different eras of the ETF industry—drawing parallels to Swift’s memorable eras as a musician.
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.
Abnormal Returns
AUGUST 12, 2023
EVs GM ($GM) is rolling out a new all-electric version of the Cadillac Escalade. (theverge.com) GM ($GM) is adding backup power capabilities to its EVs. (nytimes.com) Comparing the cost of road trips for ICEs and EVs. (washingtonpost.com) Transport Why EV bus maker Proterra went bankrupt. (semafor.com) Wisk Aero and Archer Aviation have quashed their legal beef.
Advisor Perspectives
AUGUST 12, 2023
Recession? Soft Landing? Getting a read on where the US economy is headed hasn’t been easy.
Advisor Perspectives
AUGUST 12, 2023
For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden discuss the case for trading in the old 60/40 portfolio for an alts augmented 50/30/20 portfolio.
Advisor Perspectives
AUGUST 12, 2023
Investors hammered Chinese assets and those of developing nations relying on its sustained growth a day after US President Joe Biden described the country’s economic woes as a “ticking time bomb.
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.
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