Abnormal Returns
NOVEMBER 12, 2023
Top clicks this week A five-step framework for reading market news. (tker.co) What does the S&P 493 tell us? (economist.com) This week was a good example why you should never be positioned for extremes. (theirrelevantinvestor.com) Small and mid-cap stocks have badly lagged large caps. (awealthofcommonsense.com) Ray Dalio wants you to forget about the new book written about him and Bridgewater Associates.
Calculated Risk
NOVEMBER 12, 2023
If we look at the "dot plot" from the September FOMC projections , the median projection is for the Fed Funds rate to decline to 5.125% in Q4 2024 (from the current 5.25% to 5.5% range). That is one 25bp rate cut in 2024. Goldman Sachs economists are projecting the first rate cut in Q4 2024: We continue to expect that rates cuts will start in 2024Q4 and proceed at a pace of 25bp per quarter BofA economists are still projecting one more rate hike, and then three 25bp cuts in 2024 starting in Q2 2
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Abnormal Returns
NOVEMBER 12, 2023
Markets U.S. stocks have outperformed internationa; stocks for a decade now. (wsj.com) Close-end fund discounts are at historically high levels. (wealthmanagement.com) Why seasonality matters. (allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? (awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio.
A Wealth of Common Sense
NOVEMBER 12, 2023
Jesse Livermore once said, “Another lesson I learned early is that there is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again.” Fair point. Human nature is the one constant across all market environments. On the other hand, Warren Buffett once said, “If past history was all that.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
The Irrelevant Investor
NOVEMBER 12, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to give us an update on digital assets in 2023. On today’s show, we discuss: Fundamental reasons for Bitcoin’s positive performance in 2023 Q3 2023 Fidelity Digital Assets Signals Report Bitcoin first revisited Illiquid Bitcoin supply values a.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
NOVEMBER 12, 2023
The Wall Street Journal took what might be a sympathetic approach to 401k investors who might be feeling disillusioned by generally poor performance with the focus being on target date funds which have of course become a major staple of 401k plans. I've been crapping on target date funds since they first became a thing. The idea that fund company determines the asset allocation, referred to in this context as a glide path, makes no sense to me and then factor in that fund companies uses differen
Trade Brains
NOVEMBER 12, 2023
Best Banking Stocks With High FII Holdings : Banks are critical to the economy and necessary for individuals and businesses to thrive. The banking sector has benefited the most from India’s booming economy by lending loans, providing banking services, rural outreach, technology adoption, and so on. In this article, we will take a look at the Best Banking Stocks With High FII Holdings and deeply analyze their scale, financials and more.
Calculated Risk
NOVEMBER 12, 2023
Weekend: • Schedule for Week of November 12, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 5 and DOW futures are down 44 (fair value). Oil prices were down over the last week with WTI futures at $77.03 per barrel and Brent at $81.28 per barrel. A year ago, WTI was at $89, and Brent was at $96 - so WTI oil prices were down 13% year-over-year.
Advisor Perspectives
NOVEMBER 12, 2023
The third quarter was a more favorable environment for active managers in U.S. Large and Small Caps, Japan, Australia, and Canada equities, while being more challenging for Global, Global ex-U.S., Emerging Markets, Europe, UK and Long/Short managers.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
oXYGen Financial
NOVEMBER 12, 2023
Advisor Perspectives
NOVEMBER 12, 2023
A push by US regulators to rein in the Federal Home Loan Banks risks casting broad ripples through the US financial system, increasing costs to banks by pulling a major force from the nation’s funding markets.
The Big Picture
NOVEMBER 12, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A guide to the friends and patrons of Clarence and Ginni Thomas : These are the associates of Supreme Court Justice Clarence Thomas and his wife, Ginni, who have given gifts, made payments or otherwise supported the couple based on recent reporting from various news outlets. ( Washington Post ) • Befouling the Final Frontier : As humanity rushes back to space, we seem to be repeating some of the mistakes
Advisor Perspectives
NOVEMBER 12, 2023
Wall Street’s so-called Magnificent Seven has been living up to its name again, but none more so than Microsoft Corp.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
NOVEMBER 12, 2023
The doves lined up last week guiding the S&P500 up 5.85%, marking the best week of performance for the year. A busy week of data began with the quarterly refunding announcement from the Treasury.
Advisor Perspectives
NOVEMBER 12, 2023
New investors are overwhelmingly choosing ETFs as their investment vehicle of choice. Between June 13 and June 28, Charles Schwab conducted a comprehensive survey of 2,200 investors for its 2023 ETFs and Beyond Study.
Advisor Perspectives
NOVEMBER 12, 2023
With less than two months left in 2023, this maybe another disappointing year for broad-based ex-US developed market equity funds. This includes a slew of passive exchange traded funds.
Advisor Perspectives
NOVEMBER 12, 2023
Just six metrics can effectively assess sovereign issuers’ sustainability and provide guidance for both issuers and investors.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
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