The Reformed Broker

JANUARY 21, 2023

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

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Calculated Risk

JANUARY 21, 2023

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.02 million SAAR in December Median Prices Down 11.3% from Peak in June 2022 • December Housing Starts: Record Number of Housing Units Under Construction • 4th Look at Local Housing Markets in December California Home Sales down 44% YoY in December; Prices Down 2.8% YoY • The Housing Bubble and Mortgage Debt as a Percent of GDP • Homebuilder Price Cuts This is usually published 4 to 6 times a week a

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Numbers Sales Marketing Marketing 270

The Big Picture

JANUARY 21, 2023

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Art and Science of Spending Money : Money “the greatest show on earth” because of its ability to reveal things about people’s character and values. How people invest their money tends to be hidden from view.

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Food Media Investing Investments 262

Calculated Risk

JANUARY 21, 2023

The key reports scheduled for this week are the advance estimate of Q4 GDP, December New Home sales and December Personal Income and Outlays. For manufacturing, the Richmond and Kansas City Fed manufacturing surveys will be released. -- Monday, January 23rd -- No major economic releases are scheduled. -- Tuesday, January 24th -- 10:00 AM: Richmond Fed Survey of Manufacturing Activity for January. 10:00 AM: State Employment and Unemployment (Monthly) for December 2022 -- Wednesday, January 25th -

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Manufacturing Sales Economics 249

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Clients

The Big Picture

JANUARY 21, 2023

 This week, we speak with Steven Klinsky, founder and CEO of New Mountain Capital , which runs over $37 billion in assets under management. Prior to founding New Mountain Capital in 1999, Klinsky was co-founder of the leveraged buyout group at Goldman Sachs, where he helped execute over $3 billion of pioneering transactions for Goldman and its clients.

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Education Banking Economics Assets 159

Advisor Perspectives

JANUARY 21, 2023

The America First trade that sent money gushing to the US over the past three years is finally starting to lose its shine as market optimism gravitates back to unloved markets outside of the world’s biggest economy.

Economy 52

Economy Marketing Marketing 52

Advisor Perspectives

JANUARY 21, 2023

Market watchers on Wall Street attribute this week’s stock selloff to the insidious threat of recession.

Marketing 52

Marketing Marketing 52

Abnormal Returns

JANUARY 21, 2023

EVs EVs made up 10% of global auto sales in 2022. (wsj.com) Toyota ($TM) pioneered hybrids, so have they resisted EVs? (slate.com) How Hertz ($HTZ) plans to help cities build charging networks. (axios.com) Why electric trucks at U.S. ports would help reduce air pollution. (marketwatch.com) In an ideal world, EVs are a part of the broader grid. (wired.com) Environment Where do California's reservoirs now sit, capacity-wise?

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Advertising Food Financial Advising Media 246

Advisor Perspectives

JANUARY 21, 2023

It’s as close to a sure-thing bet as markets ever offer.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

JANUARY 21, 2023

Cathie Wood is back to selling JD.com Inc. shares after a hiatus of about six months as Chinese technology stocks see a historic rebound helped by regulatory easing.

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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.

Management

Advisor Perspectives

JANUARY 21, 2023

China’s equity benchmark is closing in on a bull market as foreign investors rush to buy local shares on bets that the nation’s economic reopening and supportive policies will accelerate the market’s rebound.

Marketing 52

Marketing Marketing Economics 52

Advisor Perspectives

JANUARY 21, 2023

A January survey conducted by Bank of America shows that 91% of money managers believe China will “fully reopen” in 2023. That’s a significant increase from December 2022. Growth expectations for the country are also at a 17-year high.

Management 45

Management Banking 45

Advisor Perspectives

JANUARY 21, 2023

The recurring farce of lifting the US government debt ceiling began again this week.

Government 40

Government 40

Advisor Perspectives

JANUARY 21, 2023

The world’s leading CEOs, politicians, and various do-gooders were in Davos, Switzerland, this week, discussing ways to solve our collective problems and create opportunities for their own companies. The most important conversations were off the record and many of the public speeches were simply performance art.

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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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