Abnormal Returns
JANUARY 13, 2024
Transport Electric school buses have a number of advantages. (grist.org) Waymo is beginning to test self-driving taxis on the highway. (forbes.com) Comparing the cost of charging an EV vs. gasoline. (grist.org) Energy Despite growth in renewables, fossil fuel consumption is not going down. (coldeye.earth) Students don't want to major in oil and gas engineering.
The Big Picture
JANUARY 13, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Two centuries of vibecessions : When recessions were just part of the weather, people shrugged them off more easily, but nowadays every one is cause for existential national angst. Perhaps we’ve all just become economic snowflakes?
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The Irrelevant Investor
JANUARY 13, 2024
Articles Firms with undervalued brand portfolios have outperformed the stock market (By Kai Wu) The arrival of the bitcoin ETFs doesn’t actually change anything in the crypto space (By Dave Nadig) This year will be crazier than last year. (By Packy McCormick) I am not a big fan of unstructured free time. (By Jared Dillian) Frequent flyer programs are big business.
Random Roger's Retirement Planning
JANUARY 13, 2024
Bill Ackman has been in the news lately for all sorts of things he has opinions about, including the Harvard Management Company's (that the endowment) returns lately. Bloomberg noted that the HMC has only annualized at 8.2% over the last ten years which was almost at the bottom of the Ivy endowment "league tables." Meb Faber has an ongoing bit poking fun at CalPERS and CalSTERS for how much harder they make managing their respective funds for themselves by allocating a large percentage to very e
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.
Meb Faber Research
JANUARY 13, 2024
Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. Hashdex also runs the spot Bitcoin ETF, DEFI. Recorded: 1/10/2024 | Run-Time: 38:43 Summary: In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone […] The post Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 13, 2024
At the Calculated Risk Real Estate Newsletter this week: • 2nd Look at Local Housing Markets in December It appears annual sales for 2023 will be at the lowest level since 1995 • Moody's: Apartment Vacancy Rate increased in Q4; Office Vacancy Rate in "Uncharted Territory" at Record High • Part 1: Current State of the Housing Market; Overview for mid-January 2024 • Part 2: Current State of the Housing Market; Overview for mid-January 2024 • 1st Look at Local Housing Markets in December This is us
Advisor Perspectives
JANUARY 13, 2024
The January effect, named for the market anomaly where stock returns in January are typically higher than in other months, has been a subject of interest since it was first documented in 1942.
Calculated Risk
JANUARY 13, 2024
The key reports this week are December retail sales, housing starts and existing home sales. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. -- Monday, January 15th -- All US markets will be closed in observance of Martin Luther King Jr. Day -- Tuesday, January 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for January.
Advisor Perspectives
JANUARY 13, 2024
The demand for nuclear energy is continuing at a rapid pace, and more countries are becoming receptive to its use. This is evident in a declaration to triple nuclear energy by the year 2050.
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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.
Advisor Perspectives
JANUARY 13, 2024
Last Friday’s jobs report showed nonfarm payrolls up 216,000 in December, beating the consensus expected 175,000. Many are arguing that this was a huge number proving that the economy is not going into recession.
Advisor Perspectives
JANUARY 13, 2024
Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit.
Advisor Perspectives
JANUARY 13, 2024
Investors seeking liquidity are set to exit their stakes in private credit funds at a record pace this year, according to JPMorgan Asset Management.
Advisor Perspectives
JANUARY 13, 2024
Risk assets surged to end 2023 as the Federal Reserve blessed market hopes for rate cuts. That momentum could persist for some time as inflation cools.
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
JANUARY 13, 2024
When it comes to Bitcoin exchange-traded funds, many investors are discovering that approved does not mean available.
Advisor Perspectives
JANUARY 13, 2024
Large-caps are getting a lot of attention and making a lot of headlines these days. And why wouldn’t they?
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