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.
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.
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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.
Advisor Perspectives
SEPTEMBER 10, 2023
When you step back and think about it, it is hard to believe that this hugely important retirement benefit has only been around for just over 40 years.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
oXYGen Financial
SEPTEMBER 10, 2023
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.
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.
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.
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.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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.
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.
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
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.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
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
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.
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.
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.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
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.
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.
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.
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.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
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.
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