The Big Picture

JUNE 9, 2024

@TBPInvictus here. About a decade or so ago, the city of Seattle undertook to raise its minimum wage, over time, to $15/hour. (Massive credit to my friend Nick Hanauer for his efforts to make that happen.) What followed in the immediate aftermath of both the announcement and implementation was nothing less than a apocalyptic, collective head explosion on the right about the devastating effects the increase would have, particularly in the food services sector: However, there’s little doubt that t

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Abnormal Returns

JUNE 9, 2024

Top clicks this week The best time to prepare for a bear market is before it begins. (awealthofcommonsense.com) A review of major asset class performance in May 2024. (capitalspectator.com) Why you shouldn't be worried about index funds just yet. (thefinancialbodyguard.com) The current bull market is mid. (tker.co) The market has always been rigged, just not in the way you think.

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Retirement Economy Assets Marketing 245

A Wealth of Common Sense

JUNE 9, 2024

The bad news about the historic bond bear market is that fixed income investors were forced to deal with large losses in certain areas of the bond market. The good news is the rising rates that caused the bear market in bonds mean yields are in a much better place than they’ve been for the past 10-15 years. Fixed income has income again. In fact, investors in search of yield have all sorts of options — T-bill.

Marketing 129

Marketing Marketing 129

Abnormal Returns

JUNE 9, 2024

Concentration The S&P 500 has become increasingly concentrated. (apolloacademy.com) Should you be worried? (theirrelevantinvestor.com) Markets Can we finally move past the Gamestock ($GME) era of markets? (herbgreenberg.substack.com) Does anything matter any more in markets? (spyglass.org) Alternatives More investors are facing up to the problem with illiquid alternatives.

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Financial Advising Budgeting Economics Media 237

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Planning

Trade Brains

JUNE 9, 2024

The semiconductor industry is the backbone of modern electronics, including smartphones and computers to EVs and processing units for artificial intelligence. Taiwan stands at the top of the semiconductor industry as the undisputed leader, with its Taiwan Semiconductor Manufacturing Company (TSMC) at the forefront. However, there has been a growing interest in the semiconductor market in India due to increased demand for electric vehicles and infrastructural development.

Electronics 105

Electronics Manufacturing Government Budgeting 105

Calculated Risk

JUNE 9, 2024

Weekend: • Schedule for Week of June 9, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are little changed (fair value). Oil prices were down over the last week with WTI futures at $75.37 per barrel and Brent at $79.53 per barrel. A year ago, WTI was at $70, and Brent was at $75 - so WTI oil prices are up about 7% year-over-year.

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Economics Marketing Marketing 67

Advisor Perspectives

JUNE 9, 2024

Apple Inc. isn’t typically the first to embrace new product categories — as it famously showed with its iPhone, smartwatch and Vision Pro. All those areas were established before the company showed up, but Apple found a way to make its mark.

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Planning 64

Wealth Management

JUNE 9, 2024

How sustainable dividends can identify smart capital allocation.

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Advisor Perspectives

JUNE 9, 2024

A Tesla Inc. shareholder sued to challenge an upcoming proxy vote about whether the electric-car maker should move its corporate home to Texas and re-approve a $56 billion pay package for co-founder Elon Musk that was thrown out by a Delaware judge.

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Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

oXYGen Financial

JUNE 9, 2024

![CDATA[ In today's cutthroat airline industry, companies are constantly seeking new ways to increase their revenue. One of the most effective strategies they've developed is the art of the upsell. This practice of offering additional products or services beyond the basic fare has become a cornerstone of airline revenue management. As you book your flights, you're often enticed with various.

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Management 59

Advisor Perspectives

JUNE 9, 2024

It’s not just bitcoin’s price that’s expanding. The blockchain on which bitcoin resides -- one of the pioneers in the space -- is also rapidly adding heft.

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Random Roger's Retirement Planning

JUNE 9, 2024

Barron's had a quick writeup on tactical funds that can switch between equity and fixed income exposure, either making big changes to their allocations or small tweaks to their allocations. The implication from the article was that the turnover in these is very high. The reason for the article is that "some of these funds are worthy diversifiers for a traditional fixed allocation portfolio.

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Portfolio Investing Investments Management 97

Advisor Perspectives

JUNE 9, 2024

Investors’ enthusiasm for growth stocks remains high and growth equities are in the midst of another lengthy run of beating value rivals.

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Accounting

The Big Picture

JUNE 9, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • High-Yield Was Oxy. Private Credit Is Fentanyl. Yet despite the data — and the intuition about higher-yielding loans described above — private lenders assure investors that the extra yield isn’t a result of increased risk and that over time private credit has been less correlated with other asset classes. ( Institutional Investor ) see also The Insulin Empire : How profiteers pushed a lifesaving drug out

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Assets Accounting Numbers Clients 273