The Reformed Broker
DECEMBER 3, 2022
We’re having a live podcast taping to benefit one of our favorite charities, No Kid Hungry. It’s The Compound’s first ever Fan Appreciation Night and we’re joining forces with our friends at the On The Tape podcast to make it a great experience. Taping is December 16th at the Nasdaq Marketsite in Times Square. We’re reviewing the year that was and looking ahead to 2023.
The Big Picture
DECEMBER 3, 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: • Cutting-edge tech made this tiny country a major exporter of food : The Netherlands has used advances in vertical farming, seed technology and robotics to become a global model. ( Washington Post ). • The dirty road to clean energy : how China’s electric vehicle boom is ravaging the environment ( Rest Of World ) see also Green Factories Are Changing Minds in M
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Calculated Risk
DECEMBER 3, 2022
At the Calculated Risk Real Estate Newsletter this week: • Inflation Adjusted House Prices 3.3% Below Peak • Rents Falling Faster than "Seasonality Alone" • FHFA Announces Baseline Conforming Loan Limit Will Increase to $726,200 • Case-Shiller: National House Price Index "Continued to Decline" to 10.6% year-over-year increase in September • Join the CalculatedRisk subscriber chat This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Mish Talk
DECEMBER 3, 2022
Inflation data from St. Louis Fed, chart by Mish. Credit for the chart idea itself goes to the St. Louis Fed. I downloaded the data and created my own charts to better hone in on the data. Year-Over-Year Inflation Seven Countries Detail. Inflation data from St. Louis Fed, chart by Mish. The EU lags badly when it comes to reporting most data releases.
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The Big Picture
DECEMBER 3, 2022
?. This week, we speak with Luis Berruga, the chief executive officer at Global X ETFs. Before joining Global X, which has $42 billion in assets under management, Berruga was an investment banker at Jefferies. We discuss some of his favorite themes and ETF tickers. Berruga explains how the firm’s deep research bench allows them to test new ideas and their investment strategies for investment performance, liquidity, and conviction.
Calculated Risk
DECEMBER 3, 2022
The key economic report this week is the October trade deficit. -- Monday, December 5th -- 10:00 AM: the ISM Services Index for November. -- Tuesday, December 6th -- 8:00 AM: Corelogic House Price index for October. 8:30 AM: Trade Balance report for October from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nationwide Financial
DECEMBER 3, 2022
Preface: As a wellness consultant in the financial industry, I’ve seen my fair share of worn-out financial professionals. At the end of a turbulent tax season or the start of a volatile market cycle, burnout can be brutal and show up seemingly without warning. As you pause for a moment over this holiday season with your families and friends, I hope you’ll take a lesson I shared with my son, Zeke, to heart.
Advisor Perspectives
DECEMBER 3, 2022
Considering what General Motors is saying about its electric vehicles, the company seems to view the Inflation Reduction Act that President Joe Biden signed into law in August as a sort of put that protects the big investments it’s making in battery and EV production.
Abnormal Returns
DECEMBER 3, 2022
EVs The Chevy Bolt EUV is a bargain electric vehicle. (arstechnica.com) Toyota's Prius used to be synonymous with hybrids. (ritholtz.com) Nissan once lead EV sales with the Leaf. Now it it is looking for a path forward. (axios.com) The U.S. charging network is a mess. (wsj.com) Autos Roundabouts are taking over America. (washingtonpost.com) American exceptionalism when it comes to road deaths is notable.
Advisor Perspectives
DECEMBER 3, 2022
Key Takeaways. S&P 500 sector dispersion is at multi-year highs. The Dow is strongly outperforming the S&P 500. Active management outperforming YTD.
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.
Advisor Perspectives
DECEMBER 3, 2022
This should be the time when forward-thinking bosses can launch a takeover without having to fight a counterbid from a private equity firm, and hopefully end up paying a sensible price.
Advisor Perspectives
DECEMBER 3, 2022
David Dali, head of portfolio strategy, explains how emerging markets can give investors ballast to navigate macro headwinds and position portfolios for growth.
Advisor Perspectives
DECEMBER 3, 2022
Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.
Advisor Perspectives
DECEMBER 3, 2022
Over the past 12 months, global c ontainer shipping rates have steadily declined to their long-term averages as supply chain snarls have receded and backups at ports have disappeared. Now, another segment of the cargo shipping industry is seeing day rates explode to record highs.
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.
Advisor Perspectives
DECEMBER 3, 2022
The latest US jobs report doused nascent optimism that the American economy was weakening enough to warrant a go-slower approach by the Federal Reserve in its battle against inflation.
Advisor Perspectives
DECEMBER 3, 2022
Meta Platforms Inc. is urging policymakers to hold off on creating new rules governing the metaverse.
Advisor Perspectives
DECEMBER 3, 2022
Federal Reserve Bank of Richmond President Thomas Barkin said the US economy may be entering a period where labor supply is constrained for a long time, which could keep upward pressure on inflation and require firms to spend more to attract and keep their workforce.
Advisor Perspectives
DECEMBER 3, 2022
After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.
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.
Advisor Perspectives
DECEMBER 3, 2022
We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.
Advisor Perspectives
DECEMBER 3, 2022
Change is constant, in the economy and everything else. We talk about it often. Yet when we talk about the economy changing, we usually mean the economy’s condition is changing—from expansion to recession, deflationary to inflationary, emerging to developing, etc. That’s different from changes in the economy’s actual structure.
Advisor Perspectives
DECEMBER 3, 2022
While economists have been lowering their employment forecast month over month over month, the U.S. labor market has continued to disappoint those forecasts and has remained relatively strong as well as relatively stable, with jobs growing at an average of 392,000 per month during 2022.
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