The Reformed Broker
MAY 17, 2023
Just wanted to take a moment to recognize the incredible work my media and research teams have been doing to propel The Compound channel past 120,000 subscribers this month. And that 120k is just a fragment of the audience because almost everything we do on video is also on the audio podcast channels too. For those who are new to what we’re doing at the Compound YouTube channel each week, below is the schedule of w.
The Big Picture
MAY 17, 2023
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Sentiment surveys in general are mostly useless (except at the extremes). They aren’t merely lagging, backward-looking indicators, but instead, tell you what the public experienced 3- 6 months ago. Beyond short-term extrapolation, they have little to no ability to provide insight into intermediate-term (6-12 months) inflation.
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Wealth Management
MAY 17, 2023
Panelists spoke about advanced analytics’ impact on the industry during FINRA’s annual conference, while SEC Chair Gary Gensler said he’d asked commission staff to consider recommendations on rules for predictive data analytics conflicts.
Nerd's Eye View
MAY 17, 2023
Amid a tight job market and low unemployment rates, a significant amount of the U.S. ‘talent gap’ is filled by foreign-born workers on employment visas like the H-1B. These visas allow foreign workers to live and work in the country temporarily while they are employed – although in practice, this can mean that individuals can spend years or decades (or even their entire career) working in the U.S. on a ‘temporary’ visa.
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Wealth Management
MAY 17, 2023
A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them.
Abnormal Returns
MAY 17, 2023
Podcasts Peter Lazaroff on the problem with bond index funds. (peterlazaroff.com) Morgan Housel talks about some impactful ideas, succinctly stated. (open.spotify.com) Housing People looking to buy a house right now have three options. (awealthofcommonsense.com) Moving comes with a whole host of unexpected costs. (blairbellecurve.com) What does it really cost to own a home?
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Calculated Risk
MAY 17, 2023
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in April were at a seasonally adjusted annual rate of 1,401,000. This is 2.2 percent above the revised March estimate of 1,371,000, but is 22.3 percent below the April 2022 rate of 1,803,000. Single‐family housing starts in April were at a rate of 846,000; this is 1.6 percent above the revised March figure of 833,000.
Wealth Management
MAY 17, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Calculated Risk
MAY 17, 2023
Today, in the CalculatedRisk Real Estate Newsletter: April Housing Starts: Near Record Multi-Family Under Construction Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 698 thousand single family units (red) under construction (SA). This was down in April compared to March, and 133 thousand below the recent peak in May 2022.
Wealth Management
MAY 17, 2023
There are dozens of other variables.
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.
Calculated Risk
MAY 17, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 12, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.7 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
MAY 17, 2023
After growing nearly 800% in five years, PCIA plans to move about $1 billion in client assets to Goldman Sachs to improve custodial services and access.
Meb Faber Research
MAY 17, 2023
Episode #481: Sarah Stanley Fallaw – The Psychology of the Millionaire Next Door Guest: Sarah Stanley Fallaw, Ph.D., is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial psychology tools to enhance wealth-building. In her role at DataPoints and her research, […] The post Episode #481: Sarah Stanley Fallaw – The Psychology of the Millionaire Next Door appeared first on Meb Fabe
Wealth Management
MAY 17, 2023
The tool includes the option to run plans through real-life historical scenarios including the Great Depression, the post-war period, 1970s stagflation, the dot-com bubble and the 2008 financial crisis.
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.
Calculated Risk
MAY 17, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 253 thousand initial claims, down from 264 thousand last week. • Aslo at 8:30 AM, the Philly Fed manufacturing survey for May. The consensus is for a reading of -21.1, up from -31.3. • At 10:00 AM, Existing Home Sales for April from the National Association of Realtors (NAR).
Wealth Management
MAY 17, 2023
Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships.
Calculated Risk
MAY 17, 2023
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in April A brief excerpt: Yesterday, housing economist Tom Lawler noted : Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.33 million in April , down 2.5% from March’s preliminary pace and down 22.3% from last April’s seasonally a
Wealth Management
MAY 17, 2023
When a close family member spiraled into a mental health crisis, advisor Paul Peeler was forced to deal with the crippling emotions and a rollercoaster ride of medications and doctors.
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.
Abnormal Returns
MAY 17, 2023
Fund management Professional investors are often facing cognitive dissonance. (behaviouralinvestment.com) Why fund investors are attracted to consistent performance. (klementoninvesting.substack.com) Blackrock ($BLK) wants workers back in the office four days a week. (citywire.com) Venture capital The startup downturn is now flowing through venture fund returns.
Wealth Management
MAY 17, 2023
Oil, gas and energy ETFs posted the best returns over the last three years.
Advisor Perspectives
MAY 17, 2023
No one is bragging about the index fund they own to their friends.
Wealth Management
MAY 17, 2023
The worst part of law school can yield good results in the real world.
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A Wealth of Common Sense
MAY 17, 2023
Today’s Animal Spirits is brought to you by Global X ETFs: See here for more information on Global X ETFs suite of thematic strategies On today’s show, we discuss: Real estates lead as best investment shrinks, gold rises Investors are nervous – and that could support stocks There is nothing typical for stocks when the Fed stops raising rates Robinhood to launch 24-hour trading on weekdays in stocks and ETFs.
Wealth Management
MAY 17, 2023
Peter Stanton, CEO of Advisor Credit Exchange, explains.
MarketWatch
MAY 17, 2023
Shares of Tesla Inc. TSLA rose 1.3% in premarket trading Wednesday, after Chief Executive Officer Elon Musk said overnight that the electric vehicle maker would “try” advertising and teased two new products. CFRA analyst Garrett Nelson reiterated his strong buy rating on the stock, saying he considers Musk’s comments at Tesla’s annual meeting a positive.
Wealth Management
MAY 17, 2023
Monday, June 12, 2023 | 1:00 PM ET
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MainStreet Financial Planning
MAY 17, 2023
We speak daily with clients who are contemplating where they might live in retirement. Now is the time to explore various retirement housing options and strategies for aging individuals. From aging in place to retirement communities, consider your individual preferences and needs when choosing the most suitable housing option. What Is Important to You?
Wealth Management
MAY 17, 2023
The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.
MarketWatch
MAY 17, 2023
Facebook owner Meta Platforms Inc. META is bracing for a record privacy fine from the European Union for failing to comply with a court warning intended to protecting consumers’ data from U.S. security services once it’s shipped to servers across the Atlantic. The Irish Data Protection Commission, which oversees the EU operations of most Silicon Valley firms, is also expected to order Meta to cease all data transfers to the U.S. that rely on supposedly unsafe contractual clauses questioned by th
Wealth Management
MAY 17, 2023
Wednesday, May 31, 2023 | 2:00 PM ET
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