Sat.Mar 25, 2023

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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MiB: Dominique Mielle, Damsel in Distressed

The Big Picture

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She currently serves on the boards of four publicly traded firms and one private company.

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Bitcoin Versus Banks

The Irrelevant Investor

Something happened in crypto this week that has never happened before. It acted as a safe haven. Prior to the most recent period, every time the market fell, Bitcoin fell more. A few examples below: From January 2018 through April 2018, the S&P 500 fell 10%. Bitcoin fell 35% over the same time. From September through December 2018, the S&P 500 fell 20%.

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Real Estate Newsletter Articles this Week: "Median Existing Home Prices Declined YoY"

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY • New Home Sales at 640,000 Annual Rate in February • Final Look at Local Housing Markets in February • House Prices: Rust or Bust? • More Good News for Homebuilders This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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These Are the Goods

The Irrelevant Investor

Articles My definition of luxury has changed over the past few decades (By Christine Benz) The index mindset favors average results over extreme ones (By Bob Seawright) I never expected HTM and AFS to come back into vogue, but here we are. (By Scuttleblurb) We have a substantial Fed failure on our hands (By Skanda Amarnath) Fear is more contagious than any virus, and can instantly push people to react in ways that would.

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More Trending

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Is This The End Of The Petrodollar?

Advisor Perspectives

The U.S. dollar remains the world’s top reserve currency for now, though its share of global central banks’ official holdings has slipped in the past 20 years. By contrast, the yuan’s share of official holdings has more than doubled since 2016.

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Estimating Future Stock Returns, December 2022 Update

Aleph

Picture Credit: Aleph Blog || I know this is late, but still, here it is… At December 31st, 2022, the S&P 500 was priced to return 3.26%/year over the next ten years. Given the rally since then, that return has shrunk to 3.12%/year. Currently the 10-year Treasury yields 3.38%. In investment grade corporates, you could earn more, but… really, who knows?

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Schedule for Week of March 26, 2023

Calculated Risk

The key reports scheduled for this week include the 3rd estimate of Q4 GDP, February Personal Income & Outlays, and January Case-Shiller house prices. For manufacturing, the March Dallas and Richmond Fed surveys will be released. -- Monday, March 27th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for March. -- Tuesday, March 28th -- 9:00 AM: S&P/Case-Shiller House Price Index for January.

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How Financial Projections Can Help Your Business Succeed

Sara Grillo

As a business owner, you need to be able to anticipate issues and develop plans in advance. Fortunately, you can use resources to create financial projections that forecast your future revenue and expenses. Although the future is uncertain, financial projections can give you valuable insight that helps you predict the path of your business. Here, Ed Carter of AbleFutures explains how financial projections can help your business succeed.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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How Is the SVB and Credit Suisse Crisis Affecting the US and European Banking Industry?

Advisor Perspectives

Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.

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Sorted Weekly Tweets

Aleph

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter bird visits China Banking Saba Capital’s Boaz Weinstein talks bank CDS; Carvana exchange falters; Evergrande reveals restructuring plan [link] Thinks bank sub debt is overpriced in general… Mar 24, 2023 US authorities guarantee bank deposits as high as $250,000.

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Recession Odds Rising

Advisor Perspectives

Recently I saw someone share a clip from their weather app. It said, “Rain expected at 3 pm,” right above a little graphic showing a 30% chance of rain at 3 pm. What’s wrong with that picture?

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Saturday links: the point of being successful

Abnormal Returns

EVs Lithium prices are down some 20% YTD, which is good for the EV ecosystem. (nytimes.com) EVs still take too many design cues away from ICEs. (reviewgeek.com) Energy Wind and solar made up 92% of India’s power generation capacity additions in 2022. (ember-climate.org) How geothermal wells can be used like a battery. (technologyreview.com) Environment The world is on track to hit 1.5 degrees Celsius warming by 2035 if current trends continue.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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Fed Weighs Stubborn Inflation Against Banking System Stress

Advisor Perspectives

Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • A Four-Decade Secret: One Man’s Story of Sabotaging Carter’s Re-election : A prominent Texas politician said he unwittingly took part in a 1980 tour of the Middle East with a clandestine agenda. ( New York Times ) • The venture capitalist’s dilemma : The embarrassing investor meltdown surrounding Silicon Valley Bank should drive us to consider new models. ( Molly Whi

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Sinology: Opportunity and Risk

Advisor Perspectives

China’s economy is in the early stages of a gradual, consumer-led recovery. In this issue of Sinology, Andy Rothman outlines why China’s opportunities outweigh risks.

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Rare Opportunity To Earn Monthly Dividend Income At A Reasonable Price

Advisor Perspectives

Realty Income, A.K.A. the Monthly Dividend Company, has rarely been attractively valued since the spring of 2010. However, rising interest rates have brought the price down to fair value.

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Transforming Lending: Understanding the Power of Digital Platforms

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.

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Fed Hikes Rates as Bank Worries Spread Globally

Advisor Perspectives

As interest rates show signs of peaking, gold prices are nearing new all-time highs.

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