Abnormal Returns
DECEMBER 28, 2023
Business The story of the chaotic rise and fall of electric scooter rental company Bird. (wired.com) A big profile of Open AI CEO Sam Altman who keeps landing on his feet. (wsj.com) A profile of Byrne Hobart of The Diff. (meridian.mercury.com) Environment China is rapidly making the EV transition. (bloomberg.com) Where farmers are pulling more water from aquifers than can be replaced.
Nerd's Eye View
DECEMBER 28, 2023
Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment?
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Abnormal Returns
DECEMBER 28, 2023
Markets The top 23 charts from 2023 including volatile mortgage rates. (bilello.blog) Cocoa, Solana, and uranium had a good year. (ft.com) Strategy 10 questions for 204 including 'What happens to all the cash on the sidelines?' (awealthofcommonsense.com) 23 ideas from 2023 including 'Kind>Clever.' (safalniveshak.com) Finance The bond market rally is helping to repair Schwab's ($SCHW) balance sheet.
The Irrelevant Investor
DECEMBER 28, 2023
On today’s special edition of The Compound and Friends, we are joined by George Kurtz, CEO of CrowStrike! On today’s show, we discuss: CRWD performance in 2023 Tech stock volatility post-pandemic Tech spending in 2024 CrowdStrike’s latest earnings results AI and generative AI in 2024 and beyond Listen here: Charts: Contact us at askthecompoundshow@gmail.com with any feedback, recommend.
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.
NAIFA Advisor Today
DECEMBER 28, 2023
With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
DECEMBER 28, 2023
The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The index was flat in November at 71.6, keeping the index at its lowest level since the NAR began tracking data in 2001. Pending home sales were expected to increase 1.0% last month.
A Wealth of Common Sense
DECEMBER 28, 2023
I have more questions than answers because predicting the future is hard. Here are 10 questions I’m contemplating heading into 2024: 1. What’s something people are generally certain about that will be proven wrong? Back in December 2022, the Financial Times published a survey that showed 85% of economists were projecting a recession in 2023: Whoops.
Calculated Risk
DECEMBER 28, 2023
The DOL reported : In the week ending December 23, the advance figure for seasonally adjusted initial claims was 218,000 , an increase of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 205,000 to 206,000. The 4-week moving average was 212,000, a decrease of 250 from the previous week's revised average.
Trade Brains
DECEMBER 28, 2023
Top Stocks Under Rs 10 in India : A few decades ago, very few people would have considered investing in the stock market. They would receive share certificates as a mark of ownership because demat accounts did not exist, and they would lose track of their money. Years later, their children or grandchildren discover these certificates and realize that the shares their grandparents purchased at throw-away prices are now worth a lot.
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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
DECEMBER 28, 2023
In the week ending December 23, initial jobless claims were at a seasonally adjusted level of 218,000, an increase of 12,000 from the previous week's revised figure. The latest reading is higher than the forecast of 210,000.
Trade Brains
DECEMBER 28, 2023
Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Today, we’ll introduce you to some unusual economic indicators that might predict the economic conditions.
Calculated Risk
DECEMBER 28, 2023
From STR: U.S. hotel results for week ending 23 December As anticipated ahead of the holidays, U.S. hotel performance fell from the previous week, according to CoStar’s latest data through 23 December. 17-23 December 2023 (percentage change from comparable week in 2022): • Occupancy: 43.9% (+0.5%) • Average daily rate (ADR): US$131.97 (-0.9%) • Revenue per available room (RevPAR): US$57.90 (-0.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using th
Advisor Perspectives
DECEMBER 28, 2023
When stakeholders convened at COP28, the 28th Conference of the Parties, from Nov. 30 to Dec. 12, it was with an unwavering acknowledgment of the real threat posed by climate change.
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.
Calculated Risk
DECEMBER 28, 2023
Update on FirstAm cyber attack (started on Dec 20th). This will impact December house closings. From FirstAm : "FirstAm.com has been restored (with some limits to functionality). We will continue to post updates on this page as we return to normal business operations.
Wealth Management
DECEMBER 28, 2023
Unlock the keys to intentional and purposeful growth as an independent financial advisor.
Calculated Risk
DECEMBER 28, 2023
From the Las Vegas Visitor Authority: November 2023 Las Vegas Visitor Statistics With highlights including the SEMA tradeshow in the first week of the month and of course, the inaugural Formula 1 Las Vegas Grand Prix on Nov 16‐18, Las Vegas tourism metrics exceeded last November across several categories, most notably with record ADR and RevPAR. Visitor volume exceeded 3.29M, ahead of last November by +0.8%, and convention attendance approached 600k, +2.7% YoY.
Advisor Perspectives
DECEMBER 28, 2023
Ned Davis Research (NDR) is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Its strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence.
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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.
Calculated Risk
DECEMBER 28, 2023
From the NAR: Pending Home Sales Recorded No Change in November Pending home sales in November were identical to those in October , according to the National Association of REALTORS®. The Northeast, Midwest and West posted monthly gains in transactions while the South recorded a loss. All four U.S. regions registered year-over-year declines in transactions.
Advisor Perspectives
DECEMBER 28, 2023
Around the world, major cities are struggling with a severe crisis: Housing has become so expensive that it’s repelling skilled workers, undermining growth and even fomenting political extremism.
Calculated Risk
DECEMBER 28, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 9:45 AM: Chicago Purchasing Managers Index for December.
Advisor Perspectives
DECEMBER 28, 2023
Since the beginning of the century, when he started following the industry that makes silicon and germanium, whose units are measured in a billionth of a meter, or a nanometer, Adam Benjamin has helped investors profit from the smartest part of the world.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Validea
DECEMBER 28, 2023
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, we bring all of their episodes together into one episode and share the answers from all our guests, including Guy Spier, Rob Arnott, Michael Mauboussin, Steve Romick, Joel Tillinghast, Cem Karsan, Bob Ellott, Jerry Parker, And
Advisor Perspectives
DECEMBER 28, 2023
If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.
Advisor Perspectives
DECEMBER 28, 2023
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Advisor Perspectives
DECEMBER 28, 2023
One of Cathie Wood’s exchange-traded funds has executed a massive shake-up in its Bitcoin-related holdings as the cryptocurrency rounds out a blockbuster year.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Advisor Perspectives
DECEMBER 28, 2023
The “vibecession” that has confounded economists for the past two years is finally behind us.
Advisor Perspectives
DECEMBER 28, 2023
The BEA's core Personal Consumption Expenditures (PCE) Price Index for November shows that core inflation continues to be above the Federal Reserve's 2% long-term target at 3.2%. The November core Consumer Price Index (CPI) release was higher, at 4.0%. The Fed is on record as using core PCE data as its primary inflation gauge.
Advisor Perspectives
DECEMBER 28, 2023
With 2024 just around the bend, fixed income exchange-traded funds (ETFs) are offering investors bright prospects for bond exposure in the new year and capital allocation is expected to increase.
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