The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. We discuss how he first found his way into Emerging Markets Debt back in the 1980s, working in a small EM boutique.

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Management Valuation Consulting Investing 266

The Reformed Broker

DECEMBER 17, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their predictions for 2023! This episode was recorded in front of a live audience at the Nasdaq MarketSite on 12/16/2022.

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Marketing Marketing 130

The Big Picture

DECEMBER 17, 2022

The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Atlantic ). • Bored Ape Yacht Club Conquered NFTs. Can It Master the Metaverse Next? Two founders of the Bored Ape Yacht Club talk to CNET about how BAYC became the poster child for NFTs — and what comes next. ( CNET ). • History is i

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Management Economics Accounting Marketing 256

Abnormal Returns

DECEMBER 17, 2022

EVs The more EVs are driven the better they are for the environment. (nytimes.com) School buses are a great use for EV technology. (thecooldown.com) Some EV manufacturers are dropping AM radios from their vehicles. (nytimes.com) Energy It takes way too long to build a nuclear power plant. (jackdevanney.substack.com) How Germany is replacing Russian gas.

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Accounting

The Irrelevant Investor

DECEMBER 17, 2022

Articles In the past 7 years we built cultures of quick money, instant wealth and valuations for valuations sake. (By Mark Suster) Capital that fails to earn the cost of capital over the long term destroys value and imperils a company’s prospects for prosperity. (By Michael Mauboussin and Dan Callahan) I can feel how much energy it has cost to navigate this market (By Frederik Gieschen) The BLS rent index tends to lag t.

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Valuation Marketing Marketing 83

Advisor Perspectives

DECEMBER 17, 2022

Bulls reeling from the Federal Reserve’s still-hawkish tilt are about to lose a major force that helped tamp down turbulence in US stocks during this week’s macroeconomic drama.

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Mish Talk

DECEMBER 17, 2022

Collapse In Prices Can You Take Advantage? Why Not Lower Retail Prices? Deflation is a B h Clever Lease Extension There you go. Some excellent comments from @guydealership and others. The lead chart suggests Carvana is headed for bankruptcy. Not to worry, I am sure the owners got out at the top with stock options and sales. This post originated at MishTalk.Com.

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Retail Sales Economics 66

Advisor Perspectives

DECEMBER 17, 2022

Just two months ago, Elon Musk speculated that Tesla Inc. would eventually be worth twice as much as Saudi Arabian Oil Co. — AKA Saudi Aramco, AKA the biggest listed company in the world with a market capitalization (then) of $2.1 trillion.

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Marketing Marketing 52

Calculated Risk

DECEMBER 17, 2022

The key economic reports this week are Housing Starts, New Home Sales, Existing Home Sales, the 3rd estimate of Q3 GDP, and November Personal income and outlays. -- Monday, December 19th -- 10:00 AM: The December NAHB homebuilder survey. The consensus is for a reading of 33, unchanged from 33. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, December 20th -- 8:30 AM: Housing Starts for November.

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Sales Manufacturing Economics Numbers 97

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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.

Banking

Advisor Perspectives

DECEMBER 17, 2022

This will be my last letter of 2022. I want to use this letter as a set-up for my annual forecast issue the first week of January. That means we will touch on a variety of topics, kind of a snapshot into where my mind is today. Get ready to travel the world but let’s start at home with the Federal Reserve meeting this week.

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Advisor Perspectives

DECEMBER 17, 2022

Federal Reserve officials, hammering home an unapologetically hawkish message, said that they won’t relent on tighter policy until inflation is under control.

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Advisor Perspectives

DECEMBER 17, 2022

The red-hot labor market is cooling. Monthly US job growth has slowed to around 270,000 from more than 500,000 at the start of the year.

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Economy Marketing Marketing 52

Advisor Perspectives

DECEMBER 17, 2022

This important milestone is the culmination of decades’ worth of research and lots of trial and error, and it makes good on the hope that humanity will one day enjoy 100% clean and plentiful energy.

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Investing Investments 59

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.

Financial Advice

Advisor Perspectives

DECEMBER 17, 2022

Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.

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Portfolio Marketing Marketing 52

Advisor Perspectives

DECEMBER 17, 2022

Chief Economist Eugenio J. Alemán discusses current economic conditions.

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Economics 52