Wealth Management
APRIL 23, 2023
Low leverage and all-cash buyers continue to drive activity in the net lease space. But investors are tightening acquisition criteria to account for higher risk.
Abnormal Returns
APRIL 23, 2023
Also on the site Ramit Sethi teaches you how to spend money. (abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (abnormalreturns.com) Top clicks this week Why Warren Buffett is looking overseas for investments. (wealthmanagement.com) Short duration assets, like CDs, look good right now, but they do have risks. (awealthofcommonsense.com) International stocks are leading markets higher.
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Calculated Risk
APRIL 23, 2023
Last week, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Decreased to 4.44 million SAAR in March; Median Prices Declined 0.9% YoY , I noted that median prices were down year-over-year (median prices are distorted by the mix). Seasonally prices typically peak in June (closed sales are mostly for contracts signed in April and May).
A Wealth of Common Sense
APRIL 23, 2023
Last year the Nasdaq Composite was down more than 32%. This year the Nasdaq is up nearly 16%. Last year the S&P 500 was down 18%. This year the S&P 500 is up more than 8%. Last year the Nasdaq experienced 46 down days of 2% or worse, including 18 trading days of down 3% or worse. There were also 40 days with positive returns of 2% or better, including 16 daily gains of 3% or more.
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Calculated Risk
APRIL 23, 2023
Weekend: • Schedule for Week of April 23, 2023 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for March. This is a composite index of other data. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 6 and DOW futures are down 44 (fair value). Oil prices were down over the last week with WTI futures at $77.87 per barrel and Brent at $81.66 per barrel.
Abnormal Returns
APRIL 23, 2023
Companies RIP, Bed, Bath & Beyond ($BBBY). (axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. (ft.com) Pepsi ($PEP) is quietly working to make its products healthier. (wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. (axios.com) Hiking Social Security retirement ages would disproportionately hurt lower income Americans.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Million Dollar Round Table (MDRT)
APRIL 23, 2023
By Matt Pais, MDRT Content Specialist There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone or computer. What does that mean for advisors working entirely or partially remote from their clients? For these MDRT members, the situation is an opportunity to develop new ways of generating connections that not only easily traverse the distance but lead to conversations and closeness that
Zoe Financial
APRIL 23, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The S&P 500 was down 0.1% The two-year treasury yield was essentially flat for the week. Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that.
MarketWatch
APRIL 23, 2023
Bed Bath & Beyond Inc. BBBY filed for voluntary chapter 11 bankruptcy on Sunday with the aim of achieving an orderly wind down of its businesses, while also seeking to find interest in its assets. The troubled home goods retailer, which has been on the brink of bankruptcy for months, said it has debtor-in-possession financing of about $240 million to provide the liquidity needed to support its operations through the process.
Random Roger's Retirement Planning
APRIL 23, 2023
The Atlantic had what I would describe as a very left leaning article about lowering the retirement age in the US while increasing payroll taxes to pay for it and to cover the expected shortfall in Social Security due to hit in 10-12 years. For the record, I am very centrist. Some conservative ideas appeal to me as do some liberal ideas. It is not logical to me to agree with everything one political ideology believes in.
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.
The Irrelevant Investor
APRIL 23, 2023
Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies. On today’s show, we discuss: An intro to Simplify ETFs How yield affects the liquid alternatives space Simplify’s interest rate hedge ETF.
oXYGen Financial
APRIL 23, 2023
The Big Picture
APRIL 23, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • My High-Flying Life as a Corporate Spy Who Lied His Way to the Top : I was just looking to make rent when I stumbled into a part-time gig stealing secrets from Wall Street elite. I made millions once I realized how desperate we humans are for someone who will actually listen. ( Narratively ) • How a Brazen Plot to Rig Oil Auctions Cost Venezuela Billions : America’s best-known lawyer, a couple of fraudste
MarketWatch
APRIL 23, 2023
JP Morgan Chase & Co.’s JPM ties to convicted sex offender Jeffrey Epstein ran deeper than the bank has acknowledged and extended beyond the closing of his accounts, the Wall Street Journal reported on Friday, citing people familiar with the matter. Mary Erdoes, head of the bank’s asset & wealth management business and a close lieutenant of Chief Executive Jamie Dimon, made two visits to Epstein’s Upper East Side townhouse, in 2011 and 2013, when he was still one of the banks’ clients.
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.
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