Mish Talk

DECEMBER 4, 2022

Inflation data from St. Louis Fed amended with October data from other sources, chart by Mish. Yesterday, I commented on Inflation Around the World: How Does the US Compare to Canada and the EU? but have new sources for October data. Year-Over-Year EU Inflation Soars in October EU inflation is getting out of hand. For example, yesterday I said inflation in France peaked at 6.08 percent and fell to 5.55 percent ion September.

Economy 301

Economy Economics 301

The Big Picture

DECEMBER 4, 2022

Those regional differences from the ideal are eye-opening! Source: Nature. The post Healthy Eating appeared first on The Big Picture.

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Mish Talk

DECEMBER 4, 2022

FTX squabble image from WSJ Tweet Below. Global Aspirations of Crypto Meet the Hard Reality of Law The predicted legal mess over FTX has exploded in Global Clashes Over FTX Bankruptcy In Cyprus, the country’s securities regulator is complaining that Mr. Ray’s decision to place FTX in bankruptcy has stymied investigations and is preventing European customers from getting their money back.

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Assets Banking Government Commission 176

Advisor Perspectives

DECEMBER 4, 2022

Pain is deepening across the US real estate industry. Two of the biggest players — Blackstone Inc. and Wells Fargo & Co. — took steps this week to contend with weaker demand as the industry faces a rapidly cooling property market, rising interest rates and waning investor appetite.

Marketing 110

Marketing Marketing 110

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Accounting

oXYGen Financial

DECEMBER 4, 2022

![CDATA[ Netflix just dropped Season 5 of The Crown on November 9, for those of us who are riveted by the storied history of the British royal family. It comes out just two months and a day after the death of Her Majesty Queen Elizabeth II, on September 8, marking the end of her 70-year reign and ushering in the third Carolean era; that of her son, now King Charles III.

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A Wealth of Common Sense

DECEMBER 4, 2022

It’s been a tough year for investors. Here’s a list of just some of the things that have led to a challenging year in the markets: The highest inflation in four decades Double-digit losses in both stocks and bonds Federal Reserve officials publicly rooting for the stock market to fall Interest rates rising rapidly War in Ukraine Continued lockdowns in the world’s second-biggest economy Record high gas p.

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Economy Marketing Marketing 93

Calculated Risk

DECEMBER 4, 2022

The BEA released their estimate of vehicle sales for November on Friday. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the November 2022 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new all-time high of 570 thousand SAAR in April 2019.

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Sales 86

The Irrelevant Investor

DECEMBER 4, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets. On today’s show we discuss: Private equity valuations Can you time private markets?

Marketing 86

Marketing Marketing Valuation Investing 86

Million Dollar Round Table (MDRT)

DECEMBER 4, 2022

By Ariana Ubina “I know a lot of single mothers who feel people view them as a failure for putting careers and goals aside to take care of their children,” Luviminda Sacro , a two-year MDRT member from Iloilo City, Philippines, said, adding that COVID-19 has reduced incomes for single-parent families to half of what they usually were. Women worldwide are overrepresented in the sectors hardest hit by lockdowns — hospitality, retail and food service — and 54 million women globally lost their jobs

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Financial Advisor Food Retail Clients 75

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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

The Irrelevant Investor

DECEMBER 4, 2022

Articles Riskier assets command higher expected returns. (By Fred Wilson) The sinkhole of speculation that has sucked in attention, time, money, users, brainpower, and builders over the last several years is finally closing. (By Jill Gunter) Owning GBTC or ETHE is like owning a put option on the market (By Jeff Dorman) What happens when answer engines replace search engines.

Engineering 85

Engineering Assets Marketing Marketing 85

James Hendries

DECEMBER 4, 2022

We all know the feeling of giving a gift so special and perfect that it’s better than any gift you could ever receive. There is something inherently powerful about giving, and, while right now might be prime time for gift-giving, there are a lot of other ways to give back this time of year. When it comes to giving back, your mind might jump to making monetary donations—but that’s not all there is.

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Food Accounting 52

Calculated Risk

DECEMBER 4, 2022

Weekend: • Schedule for Week of December 4, 2022 Monday: • AT 10:00 AM ET, the ISM Services Index for November. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 4 and DOW futures are down 16 (fair value). Oil prices were up over the last week with WTI futures at $80.89 per barrel and Brent at $86.51 per barrel. A year ago, WTI was at $66, and Brent was at $71 - so WTI oil prices are up 23% year-over-year.

Marketing 52

Marketing Marketing 52

Trade Brains

DECEMBER 4, 2022

Fundamental Analysis Of Tata Steel: From becoming the Tata Group’s most profitable company in FY22 to announcing its 1:10 stock split and the amalgamation of its 7 companies; Tata Steel made news multiple times this year. With so much happening, how do we as investors resist not looking at the steel company? Therefore, in this article, we shall conduct a fundamental analysis of Tata Steel.

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Planning Government Management Retail 52

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

Clever Girl Finance

DECEMBER 4, 2022

Parenting can be tough and if your home is a mess, it can be tougher. If there are toys on every surface, half-finished arts and crafts projects on the table, and clothing all over the floor, you might feel overwhelmed. Looking to do something about it pronto? Well, decluttering with kids doesn't have to be difficult. The idea that you can’t declutter when you have kids is 100% a myth.

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Budgeting Planning Investing Investments 52

Advisor Perspectives

DECEMBER 4, 2022

Federal Reserve officials have enough worrisome inflation data to consider raising interest rates to a higher peak than investors expect and potentially follow the half-point hike they’ve signaled this month with the same again in February.

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Abnormal Returns

DECEMBER 4, 2022

Top clicks this week What is a reasonable return expectation for the next few decades? (ofdollarsanddata.com) Which fund companies have captured the most dollar gains for investors. (morningstar.com) Why indexing works. (evidenceinvestor.com) Rising interest rates reset a whole host of financial questions. (humbledollar.com) How to remove single points of failure in your life.

Wealth Management 250

Wealth Management Management 250

Advisor Perspectives

DECEMBER 4, 2022

Mohamed El-Erian sees the rollercoaster ride in financial markets, with Friday’s surprisingly strong US jobs report producing the latest drop, as another lesson for Chairman Jerome Powell and his Federal Reserve colleagues.

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Marketing Marketing Financial Market 52

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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.

Banking

Abnormal Returns

DECEMBER 4, 2022

Strategy Things that never happened before happen in the markets all the time. (awealthofcommonsense.com) The 'bear market in everything' is a reset. (novelinvestor.com) Why you can safely ignore year-end price targets. (tker.co) Fund managers should not in the business of betting on Fed moves. (blogs.cfainstitute.org) TIPS aren't risk-free. (wsj.com) Finance Why frauds and rare in the futures industry.

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Financial Advising Startup Economics Economy 130

Advisor Perspectives

DECEMBER 4, 2022

After months of planning and negotiations, the biggest tranche of sanctions on Russian oil to date are about to take effect -- how big their impact will remain uncertain.

Planning 52

Planning 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. However, consumers were likely tapping into credit and using savings to support spending. In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023.

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Retail Marketing Marketing Sales 52

Advisor Perspectives

DECEMBER 4, 2022

Like stuck card players trying to win it all back in one hand, equity bulls are dialing up risk appetites at the tail-end of a brutal year.

Marketing 52

Marketing Marketing 52

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Random Roger's Retirement Planning

DECEMBER 4, 2022

The world of factor funds continues to expand, covering all sorts of ground or it may be more accurate to say they've proliferated over a period of years and my interest level in learning about them has increased. Either way? A factor fund essentially takes a standard benchmark index like the S&P 500, a market cap weighted (MCW) index and either rearranges the constituent holdings or selects a portion based on some sort of common attribute like all the companies that start with L.

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Portfolio Marketing Marketing Clients 40

The Big Picture

DECEMBER 4, 2022

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Who Could Have Possibly Predicted The Bull Testicle Guy Was Juicing? Having read all that, would you be surprised to learn that this guy is extremely lying about the source of his pneumatic physique? Johnson has defended his nattyness on a bunch of the aforementioned dumb-guy podcasts, joking, “I’ll be honest, I take PEDs: I prioritize, execute and dominate every f **g morning.” ( Defector ). • The dirty

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Medicine Pharmaceutical Media Management 139