Sun.Nov 17, 2024

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of November 17, 2024 Monday: • At 10:00 AM ET, The November NAHB homebuilder survey. The consensus is for a reading of 42, down from 44. Any number below 50 indicates that more builders view sales conditions as poor than good. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 5 and DOW futures are down 39 (fair value).

Numbers 147
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Placing Guardrails on Your Portfolio

A Wealth of Common Sense

People are terrible at self-regulation and self-awareness when it comes to eating. One study asked people how much bread they ate after leaving an Italian restaurant. Nearly one-third of the diners couldn’t recall how much they had. And 12% of the people who ate bread denied having eaten any at all. When asked how much food they consumed in a meal, people of average weight assume they’ve eaten 20% less than th.

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A Fund That Is Both Intriguing & Puzzling

Random Roger's Retirement Planning

Barron's had an article about Bill Ackman's closed end fund that trades in Amsterdam but is on the US pink sheets with symbol PSHZF. This post is not about that fund. There was a quote in there from Eric Boughton, one of the managers of the Matisse Discounted Closed End Fund Strategy (MDCEX). Matisse has a couple of funds of closed end funds that we've looked at before.

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Traders See Just a 50% Chance That Fed Cuts Rates in December

Advisor Perspectives

Traders see an interest-rate cut next month as a coin toss as resilient economic data empowers Federal Reserve officials to take a potentially more-cautious approach to easing.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Transform client relationships by asking better questions

Million Dollar Round Table (MDRT)

By Jamie McIntyre, CFP When you sell, it implies that the client’s main interest is you. It’s not. What clients want are solutions to help them achieve what they want out of life. They want solutions to their problems and to achieve their goals. The best way to discover clients’ goals, problems and needs is to invest time in them and ask clients questions that are not product-based.

Clients 97
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Musk Escalates Altman Legal Feud, Casting OpenAI as Monopolist

Advisor Perspectives

Elon Musk is ramping up his feud with Sam Altman, alleging in a court filing that OpenAI is trying to corner the market for generative artificial intelligence and sacrificing safety in a race to get ahead.

More Trending

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[cdata[ 10 Things to Know Before Moving Abroad ]]

oXYGen Financial

![CDATA[ Are you considering leaving the United States post-election? According to a survey by Arton Capital, 53% of American millionaires are more inclined to move abroad after the election, regardless of the outcome. Among younger millionaires aged 18-29, interest in obtaining golden visas or second residencies is particularly high. While political factors may play a role for some, other reasons.

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Sunday links: a post-reality mindset

Abnormal Returns

Markets Another sign of investor optimism. (bsky.app) Palantir ($PLTR) stock is having a year. (sherwood.news) The market is recalibrating how much room the Fed has to cut. (disciplinefunds.com) Health care The NIH is in the crosshairs in a Trump administration. (npr.org) Medicare participants are switching back to traditional Medicare later in life.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How the Ivy League Broke America : The meritocracy isn’t working. We need something new. ( The Atlantic ) • The most dangerous roads in America have one thing in common : We can fix our staggering car fatality crisis. Start with these roads. ( Vox ) • Political Comedy, With a Side of Desperation : The comedian-to-campaign-influencer pipeline has muddled the genre. ( The Atlantic ) • She Was a Child Instag

Media 147
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Top clicks this week on Abnormal Returns

Abnormal Returns

Newsletters If you haven't already you can sign up for our daily e-mail newsletter, please do. (abnormalreturns.com) And for financial advisors you can sign up for our weekly e-mail newsletter with industry insights and more. (newsletter.abnormalreturns.com) Top clicks this week Lessons learned from watching markets for 37 years. (morningstar.com) The Trump trades are already played out.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste