Wealth Management

SEPTEMBER 10, 2023

FS Credit REIT invests in short-term, floating-rate loans. But it notes its strategy is different from many debt funds in the market today.

Investing 298

Investing Investments Marketing Marketing 298

Abnormal Returns

SEPTEMBER 10, 2023

Also on the site Public predictions are exhausting. (abnormalreturns.com) Top clicks this week How investors should re-think about their bond allocations. (awealthofcommonsense.com) What investors get wrong about the 'Yale Model.' (capitalallocators.com) How investors should think about their bond allocations. (blog.validea.com) How an inverted yield curve affects stock and bond market returns.

Wealth Management 284

Wealth Management Retirement Management Investing 284

Calculated Risk

SEPTEMBER 10, 2023

From STR: U.S. hotel results for week ending 2 September Following seasonal patterns, U.S. hotel performance showed mixed results from the previous week but positive comparisons year over year, according to CoStar’s latest data through 2 September. 27 August through 2 September 2023 (percentage change from comparable week in 2022): • Occupancy: 62.7% (+0.2%) • Average daily rate (ADR): US$150.52 (+1.8%) • Revenue per available room (RevPAR): US$94.38 (+2.0%) emphasis added The following graph sh

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173

Abnormal Returns

SEPTEMBER 10, 2023

Markets How is corporate America maintaining high profit margins? (tker.co) The performance of the big tech stocks is a historical anomaly. (awealthofcommonsense.com) Apple Horace Dediu, "The iPhone customer is 7.4 times more valuable than the Android customer." (asymco.com) Apple ($AAPL) had to be dragged kicking and screaming to the USB-C for the iPhone.

Startup 273

Startup Financial Advising Economy Taxes 273

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Clients

Calculated Risk

SEPTEMBER 10, 2023

Weekend: • Schedule for Week of September 10, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures and DOW futures are up slightly (fair value). Oil prices were down over the last week with WTI futures at $87.09 per barrel and Brent at $90.39 per barrel. A year ago, WTI was at $87, and Brent was at $92 - so WTI oil prices are unchanged year-over-year.

Economics 147

Economics Marketing Marketing 147

A Wealth of Common Sense

SEPTEMBER 10, 2023

Some questions I’m considering right now: 1. Did tech stocks break the stock market? The leaders in the stock market going into a crisis are rarely the leaders coming out of a crisis. There is something about a regime change in the economic cycle that tends to shift the way investors allocate their capital to different sectors of the market. There was a sea change this around too…for a little bit.

Economics 119

Economics Marketing Marketing 119

oXYGen Financial

SEPTEMBER 10, 2023

![CDATA[ Fantasy football is more than just a hobby; it's a passion for many. As you gear up for another season of touchdowns, field goals, and heart-stopping moments, the question arises: Do you need fantasy football insurance? In this blog, we'll navigate the world of fantasy football insurance, providing you with insights, expert advice, and answers to frequently asked questions.

Insurance 98

Insurance 98

The Irrelevant Investor

SEPTEMBER 10, 2023

Articles You can’t always get what you want when you want it. (By Heather Boneparth) While Bezos was probably a fantastic CEO, his company’s survival came down to a timely bond sale just before the market collapsed. (By Jack Raines) The main challenge to pursuing a value investing strategy is that cheap assets can remain cheap for extended periods of time, leaving investors to wonder if they’ve bought a value tra.

Sales 85

Sales Assets Investing Investments 85

Advisor Perspectives

SEPTEMBER 10, 2023

For some organizations, a partial outsourcing of their investment program is preferable to total outsourcing. Despite this, some OCIO providers will still try very hard to sell companies on a full OCIO solution.

Investments 64

Investments Investing 64

The Irrelevant Investor

SEPTEMBER 10, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss the state of crypto going into the Fall of 2023. On today’s show, we discuss: The Value Exchange Webinar with Fidelity Digital Assets An update on crypto in 2.

Assets 59

Assets 59

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

Trade Brains

SEPTEMBER 10, 2023

Kundan Edifice IPO Review: Kundan Edifice is coming up with its Initial Public Offering. This is an SME (Small and Medium-sized Enterprises) IPO, and the company is going to be listed on NSE SME platform. The IPO will be open for subscription on September 12, 2023, and close on September 15, 2023. In this article we will look at Kundan Edifice IPO Review and analyze its strengths and weaknesses.

Electronics 59

Electronics Manufacturing Government Assets 59

Advisor Perspectives

SEPTEMBER 10, 2023

Apple Inc. is by far the world’s largest company, but the trend toward artificial intelligence is poised to upend the power rankings on Wall Street, according to Needham.

52

52

Million Dollar Round Table (MDRT)

SEPTEMBER 10, 2023

By Antoinette Tuscano Supercharge your ability and speed to reach your goals by learning from others who have traveled kindred roads. Like you, they experienced similar detours and familiar barriers working with prospects who may not want to talk about retiring and dying. In these videos below, which are some viewer favorites on MDRT’s YouTube channel, discover how other financial advisors and life insurance agents successfully overcame their challenges.

Insurance 105

Insurance Financial Advisor Retirement Communication 105

Advisor Perspectives

SEPTEMBER 10, 2023

Tony Davidow, Senior Alternatives Investment Strategist, at Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Investments 52

Investments Investing Economics Portfolio 52

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.

Numbers

Random Roger's Retirement Planning

SEPTEMBER 10, 2023

Barron's had a couple of good articles this weekend looking at working past normal retirement age. The articles overlapped some and both covered ground that we've been talking about here for 19 years. This month will be the 19th anniversary of the original Random Roger blog. Here is one link and then here is the other. The first article, the blue link, looks at people working into their 80's.

Retirement 75

Retirement Engineering Manufacturing Economics 75

Advisor Perspectives

SEPTEMBER 10, 2023

Launches of emerging-market equity funds that exclude China have already reached a record annual high in 2023, as investor concerns grow over weak returns as well as the risks of investing in the nation.

Numbers 52

Numbers Investing Investments Marketing 52

Trade Brains

SEPTEMBER 10, 2023

Fundamental Analysis of Craftsman Automation: The industrial automation and automobile industry is booming in India because of demand revival and heavy private & public CAPEX. In such an instance, die-casting and industrial goods-making companies are coming out with stellar quarterly numbers. Are there any good opportunities in this space? In this article, we’ll conduct a fundamental analysis of Craftsman Automation, a small cap automotive components maker and attempt to determine if it can

Investments 59

Investments Investing Manufacturing Engineering 59

Advisor Perspectives

SEPTEMBER 10, 2023

I am traveling for business this week, but I’ll return with a fresh interview for Global Macro Update next Friday. For those of you who missed my interview with Louis Gave last week, read on… There’s a reason this was one of our most-watched Global Macro Update interviews of the year.

52

52

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

The Big Picture

SEPTEMBER 10, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside a Sales Army Turning a Tax Break Into a Modern-Day Gold Rush : Thousands of individuals are referring neighbors and local businesses to a firm that has pursued billions in IRS refunds and created a bonanza for itself. ( Wall Street Journal ) • Why furniture got so bad : Furniture used to last generations.

Pharmaceutical 130

Pharmaceutical Ethics Education Media 130

Advisor Perspectives

SEPTEMBER 10, 2023

Vanguard has forecasted that inflation will remain sticky, so the U.S. central bank will continue raising rates. But the investment giant also estimates that a recession still won’t hit the U.S. this year.

Banking 40

Banking Investing Investments 40

Advisor Perspectives

SEPTEMBER 10, 2023

Conference season has come for Financial Services. Future Proof is coming up and Exchange is right around the corner. Many advisors have complex, busy schedules.

Financial Services 40

Financial Services 40

Advisor Perspectives

SEPTEMBER 10, 2023

Artificial intelligence (AI) has the potential to greatly enhance human capabilities and improve lives. But the implications are far-reaching and not fully understood. In this episode of The Active Share, Hugo sits down with Tyler Cowen, best-selling author, podcast host, and Holbert L. Harris chair of economics at George Mason University, for a conversation about the impact of AI on labor, capital, business models, and global connectivity.

Economics 98

Economics 98

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Accounting