The Big Picture
FEBRUARY 22, 2024
A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Check out the table above, via Warren Pies. He spoke with Batnick and Josh earlier this month. Going back to 1954, markets are always higher one year later – the only exception was 2007. That was after housing had peaked, subprime mortgages were defaulting, and the great financial crisis was about to start.
Abnormal Returns
FEBRUARY 22, 2024
Japan The Nikkei 225 has reach an all-time high for the first time since year-end 1989. (axios.com) Just a reminder the Nikkei is still below its high on a real basis. (klementoninvesting.substack.com) ETFs Higher short term yield have been a tailwind for the innovative Alpha Architect 1-3 Month Box ETF ($BOXX). (bloomberg.com) The ECB isn't crazy about spot Bitcoin ETFs.
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Wealth Management
FEBRUARY 22, 2024
Investors tend to appreciate private credit for delivering current income and lower volatility. In a world of higher interest rates, it also gives them the opportunity to achieve higher yields.
Abnormal Returns
FEBRUARY 22, 2024
Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." (wired.com) A Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." (politico.com) A Q&A with Kurt Wagner's author of "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul.
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.
Advisor Perspectives
FEBRUARY 22, 2024
In the week ending February 17, initial jobless claims were at a seasonally adjusted level of 201,000, a decrease of 12,000 from the previous week's revised figure. The latest reading is lower than the forecast of 217,000.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
FEBRUARY 22, 2024
Existing home sales jumped to a five-month high in January. According to the data from the National Association of Realtors (NAR), existing home sales rose 3.1% from December to reach a seasonally adjusted annual rate of 4.00 million units. This figure came in higher than the expected 3.96 million. Existing home sales are down 1.7% compared to one year ago.
Wealth Management
FEBRUARY 22, 2024
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
Trade Brains
FEBRUARY 22, 2024
Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Growing income and population can drive demand for goods and services in the long run. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector.
Wealth Management
FEBRUARY 22, 2024
Pettinelli Financial Partners, a Calif.-based firm with $700 million in client assets, is moving to Stratos Wealth Partners from Osaic's Royal Alliance.
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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.
The Irrelevant Investor
FEBRUARY 22, 2024
Today’s Compound and Friends is brought to you by Public: See here for more information on Publics recently launched option-trading capabilities On today’s show, we discuss: Japan’s Nikkei crosses 39,000 as robust earnings, investor-friendly measures drive risk-on sentiment How often do bear markets occur One worry right now? The calendar Conference Board gives up on US recession call&nbs.
Wealth Management
FEBRUARY 22, 2024
Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.
Calculated Risk
FEBRUARY 22, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.00 million SAAR in January Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 1.7% year-over-year compared to January. This was the twenty-ninth consecutive month with sales down year-over-year.
Wealth Management
FEBRUARY 22, 2024
The capital from Allianz and Constellation Wealth will be used AlTi Global to pursue organic and acquisition-based growth strategies.
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.
MainStreet Financial Planning
FEBRUARY 22, 2024
Managing cash flow in retirement is a crucial aspect of financial planning that can feel daunting after decades of receiving regular paychecks. Here are some strategies to consider: 1. Comprehensive Income Assessment : Start by compiling a list of all potential sources of retirement income, including pensions, annuities, deferred compensation, Social Security, net rental income, dividends, and part-time or consulting work. 2.
Wealth Management
FEBRUARY 22, 2024
Kingswood now has until March 15 to complete its merger with broker/dealer aggregator Wentworth.
Calculated Risk
FEBRUARY 22, 2024
The DOL reported : In the week ending February 17, the advance figure for seasonally adjusted initial claims was 201,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 212,000 to 213,000. The 4-week moving average was 215,250, a decrease of 3,500 from the previous week's revised average.
Wealth Management
FEBRUARY 22, 2024
Clients and advisors alike can benefit from a focus on mitigating taxes.
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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
FEBRUARY 22, 2024
The Chicago Fed National Activity Index (CFNAI) dropped to -0.30 in January from +0.02 in December. Three of the four broad categories of indicators used to construct the index decreased from December and three categories made negative contributions in January. The index's three-month moving average, CFNAI-MA3, rose to -0.02 in January from -0.14 in December.
Wealth Management
FEBRUARY 22, 2024
Uncertain economic indicators bode well for investment in infrastructure.
Trade Brains
FEBRUARY 22, 2024
Texmaco : The Indian railway industry has always been known for staying strong and bouncing back from challenges. In recent years, this reputation has proven true, as many railway companies have seen consistent growth with strong order books and steady profits made. One big reason for the railway industry’s steady performance is the help it gets from the Indian government.
Calculated Risk
FEBRUARY 22, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For January, Realtor.com reported inventory was up 7.9% YoY, and down 40% compared to January 2019. Now - on a weekly basis - inventory is up 15.7% YoY, and that would put inventory still down about 39% compared to February 2019.
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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!
Trade Brains
FEBRUARY 22, 2024
BEML The Indian government has taken important steps to encourage the development and production of defense equipment within the country. This aims to create a sustainable defense industry and reduce reliance on imports. The “Atmanirbhar Bharat” initiative, promoting self-reliance, has given a strong push towards achieving this goal. These government policies have opened up opportunities for Indian companies to play a significant role in designing, developing, and manufacturing defen
Wealth Management
FEBRUARY 22, 2024
The RIA has brought on Gün Keresteci, former global head of finance at McKinsey.
Advisor Perspectives
FEBRUARY 22, 2024
One of the pleasant surprises of 2023 was how quickly inflation decelerated in major economies. Most of the good news came from falling goods prices.
Validea
FEBRUARY 22, 2024
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. In this episode, we are fortunate to have Mike back for his third appearance on the podcast.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Advisor Perspectives
FEBRUARY 22, 2024
The relatively new category of buffered or “defined-outcome” ETFs has grown to $30 billion in assets, with more than $10 billion in inflows in 2023 alone. Amid significant uncertainty surrounding the Fed's trajectory for rate cuts, geopolitical tensions, and a presidential election year, investors are seeking new ways to mitigate risk in their portfolio while still participating in the returns of the equity market.
SEI
FEBRUARY 22, 2024
Recognized for cyber and network security technology.
Advisor Perspectives
FEBRUARY 22, 2024
History shows that when the Federal Reserve (Fed) is paused and easing, longer duration higher quality fixed income has outperformed riskier assets, as well as money market instruments.
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