Abnormal Returns
MAY 19, 2024
Top clicks this week Three assets that don't diversify your portfolio as well as you think. (morningstar.com) The problematic math of passing down generational wealth. (blogs.cfainstitute.org) International diversification requires a long time horizon. (awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap. (apolloacademy.com) Don't confuse selling calls with income.
Calculated Risk
MAY 19, 2024
For fun: Through April 2024, the employment report indicated positive job growth for 40 consecutive months, putting the current streak in 5th place of the longest job streaks in US history (since 1939). Trivia: The only presidential term that saw job growth every month was President Obama's 2nd term. Although job growth has slowed recently, we might see job growth every month during the current term.
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A Wealth of Common Sense
MAY 19, 2024
Four charts about the economy you might find surprising: 1. Wages are cumulative too. The Congressional Budget Office released new research comparing inflation on a basket of goods and services households at different income levels consume between now and 2019 along with changes in wages. Here’s the chart: And the explanation: For households in every quintile (or fifth) of the income distribution, the share of inc.
Calculated Risk
MAY 19, 2024
Weekend: • Schedule for Week of May 19, 2024 Monday: • At 10:30 AM ET, Speech, Fed Vice Chair Philip Jefferson , U.S. Economic Outlook and Housing Price Dynamics , At the Mortgage Bankers Association (MBA) Secondary and Capital Markets Conference, New York, N.Y. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 6 and DOW futures are up 39 (fair value).
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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
Advisor Perspectives
MAY 19, 2024
Few practices in the business world are as absurd, senseless, irrational, and cynical as the allocation of investments of large public pension funds and endowments. And few fail so often and so predictably to achieve their true objectives.
Random Roger's Retirement Planning
MAY 19, 2024
Jared Dillian had a fascinating blog post titled The Life Hedge. Dillian is fairly well known in FinTwit. He spent time at Lehman Brothers, then was/is affiliated with John Mauldin and does other writing too. He has some unique ideas that are often very thought provoking. The post starts with looking at a scenario where an economic downturn occurs and someone gets laid off from their job while their investment portfolio gets cut in half.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MAY 19, 2024
Few practices in the business world are as absurd, senseless, irrational, and cynical as the allocation of investments of large public pension funds and endowments. And few fail so often and so predictably to achieve their true objectives.
Trade Brains
MAY 19, 2024
Think of a nation as a human body. Just as our body relies on a network of arteries and veins to deliver essential nutrients and oxygen to every cell, a nation depends on its infrastructure to keep everything functioning. Roads, bridges, railways, and communication networks act as the arteries of a nation, carrying people, goods and information throughout the country.
Advisor Perspectives
MAY 19, 2024
When it comes to Bitcoin ETFs, it’s not just the retail trading crowd that’s taking the plunge. It’s now clear that hedge funds, pension funds and banks have also sprinkled capital into the exchange-traded funds after their blockbuster debut that was more than a decade in the making.
oXYGen Financial
MAY 19, 2024
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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
Advisor Perspectives
MAY 19, 2024
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
Abnormal Returns
MAY 19, 2024
Markets Bull markets are only easy in retrospect. (downtownjoshbrown.com) Last year's stock market performance doesn't tell you much after this year. (awealthofcommonsense.com) The stock market is not the economy. (humbledollar.com) Companies It was a busy week in AI. (bigtechnology.com) Reddit ($RDDT) is going to license data to OpenAI. (sherwood.news) First Solar ($FSLR) is now the world's most valuable solar panel manufacturer.
Advisor Perspectives
MAY 19, 2024
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest.
The Big Picture
MAY 19, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How the ‘Harvard of Trading’ Ruined Thousands of Young People’s Lives : IM Academy promises a Wall Street education. But instead of riches, many of its members have lost everything. ( Businessweek ) • New Florida Law Roils Its Condo Market Three Years After Surfside Collapse : More units are being dumped on the market because of six-figure special assessments tied to repairs for older buildings. ( Wall St
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.
Advisor Perspectives
MAY 19, 2024
In today's financial climate, marked by interest rate and geopolitical uncertainties, infrastructure investment offers financial and strategic opportunities. However, traditionally infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other.
Advisor Perspectives
MAY 19, 2024
The fortunes of Silicon Valley startups rose and fell together like never before in recent years. Partly that was due to the indiscriminate tidal wave of money that washed through venture capital, but it’s also because many business-to-business software startups are closely connected as each other’s customers.
Advisor Perspectives
MAY 19, 2024
JPMorgan Chase & Co.’s asset management arm has created a new European money market fund focused on public debt, a kind of investment that largely disappeared when interest rates were negative.
Advisor Perspectives
MAY 19, 2024
The current debate about generative AI focuses disproportionately on the disruption it might unleash. While it is true technological advances always disrupt legacy industries and existing systems and processes, one must not ignore the opportunities they can create or the risks they can mitigate.
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.
Advisor Perspectives
MAY 19, 2024
Like clockwork, the commodities market worries in May about the strength of oil demand heading into the northern hemisphere summer holiday. Nervousness about the seasonal pickup in oil consumption abounds.
Advisor Perspectives
MAY 19, 2024
Hopes for regime change in Venezuela have surged in recent weeks, the result of a coalescing political opposition and apparent divisions within President Nicolás Maduro’s ruling socialist party ahead of July 28 elections.
Advisor Perspectives
MAY 19, 2024
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
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