Abnormal Returns
MARCH 10, 2024
Also on the site The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com) Top clicks this week One reason why small caps are struggling relative to large caps. (apolloacademy.com) These five groups are leading the market higher. (allstarcharts.com) Has passive investing really broken the stock market? (wsj.com) At some point, diversification will be rewarded.
A Wealth of Common Sense
MARCH 10, 2024
I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk. Your ability and need to take risk should be based on your stage in life, time horizon, financial circumstances and goals.
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Abnormal Returns
MARCH 10, 2024
Markets FANG stock skeptics were wrong. (morningstar.com) Nvidia ($NVDA) is not sitting on its laurels. It is investing big in the future. (wsj.com) Strategy Ben Carlson, "Our emotions are rigged, not the stock market." (awealthofcommonsense.com) Index funds are growing. So is their impact. (theirrelevantinvestor.com) Ian Cassel, "Buffett has been compounding his reputation for 70 years with investors, operators, financiers, world leaders, everyone.
Wealth Management
MARCH 10, 2024
Texas Capital has launched two new ETFs, bringing additional opportunities to invest in Texas to your portfolio through exposure to oil and gas producers and Texas-headquartered small-capitalization companies.
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
MARCH 10, 2024
I haven’t written about index funds in a long time because, honestly, what’s left to say anymore? Not only has the topic been thoroughly dissected, but I also think there are far more important items when it comes to investing that will determine whether or not you achieve your financial goals. Like making sure your spending and saving. are where they need to be.
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The Irrelevant Investor
MARCH 10, 2024
Articles You can’t predict uncertainty. (By Allison Schrager) Easy money periods have a long history of spurring financial shenanigans, and the recent episode was no exception. (By Michael Mauboussin and Dan Callahan) The market can wreck everyone who thinks what goes up must come down before it actually does (By Zack Morris) Ambition is like mass.
Trade Brains
MARCH 10, 2024
Fundamental Analysis of HBL Power Systems : In today’s world, batteries are becoming increasingly important. The ability to store energy for use at any time has greater potential when needed. The battery market is expected to grow in response to increased consumption. In this article, we will look at HBL Power Systems Ltd., a manufacturer of lead-acid batteries for a variety of industries.
The Irrelevant Investor
MARCH 10, 2024
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss the new Bitcoin ETF and to give us an update on Bitcoin for 2024. On today’s show, we discuss: Bitcoin news priced into the market How exchange-traded products help Bitcoin as an.
Calculated Risk
MARCH 10, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 14.8% YoY, but still down almost 40% compared to February 2019. Now - on a weekly basis - inventory is up 19.9% YoY, and that would still put inventory down about 38% compared to March 2019.
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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.
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.
Calculated Risk
MARCH 10, 2024
Weekend: • Schedule for Week of March 10, 2024 Monday: • At 10:00 AM ET, State Employment and Unemployment (Monthly) for January 2024 From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 8 and DOW futures are up 50 (fair value). Oil prices were down over the last week with WTI futures at $78.01 per barrel and Brent at $82.08 per barrel.
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.
Advisor Perspectives
MARCH 10, 2024
In a move aimed at offering voters a pre-election giveaway, UK Chancellor Jeremy Hunt cut national insurance contributions by 2 percentage points in his spring budget. He had previously cut national insurance contributions by 2 percentage points in the autumn budget less than four months ago.
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.
The Big Picture
MARCH 10, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Behind the doors of a Chinese hacking company, a sordid culture fueled by influence, alcohol and sex : China’s hacking industry rose from the country’s early hacker culture, first appearing in the 1990s as citizens bought computers and went online. I-Soon’s founder and CEO, Wu Haibo, was among them.
Advisor Perspectives
MARCH 10, 2024
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
Advisor Perspectives
MARCH 10, 2024
Australia’s QIC Ltd. expects the Federal Reserve to keep interest rates elevated through the year — or even raise them further — as the US economy powers ahead, a contrarian call that’s increasingly gaining traction.
Advisor Perspectives
MARCH 10, 2024
Household wealth in the US increased to a record last year as investors reaped the benefits of a surging stock market and higher home values.
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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.
Advisor Perspectives
MARCH 10, 2024
Perhaps the biggest “known unknown” this year is the nature of the Fed’s rate cuts. Once again, this week, Fed Chair Jerome Powell shared that the Fed is looking to cut rates this year. The nature and amount of those cuts, however, will have a significant impact on markets.
Advisor Perspectives
MARCH 10, 2024
The Nasdaq-100 Index (NDX) is often viewed as the territory of high-octane technology and communication services stocks. While that’s true, investors should also consider the benchmark’s exposure to consumer equities.
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