The Big Picture
SEPTEMBER 17, 2022
The weekend is here! Pour yourself a mug of Bean Box coffee, grab a seat on the sofa, and get ready for our longer-form weekend reads: • The Illusion of Knowledge : I’ve been expressing my disregard for forecasts for almost as long as I’ve been writing my memos, starting with The Value of Predictions, or Where’d All This Rain Come From in February 1993.
Wealth Management
SEPTEMBER 17, 2022
The fear of getting left behind is driving many boutique RIAs to look for buyers, according to two active acquirers.
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The Reformed Broker
SEPTEMBER 17, 2022
Here’s a group shot of my team at Ritholtz Wealth and the Advisor Circle group with whom we put on the inaugural Future Proof Festival this week. There are a lot of similarities between our two companies. Barry and I started RWM because we had both reached the point in our respective careers where we’d had enough of watching other firm owners bumble and stumble their way into mediocrity.
Calculated Risk
SEPTEMBER 17, 2022
From BofA: On net, the data on retail trade and IP helped push our 3Q US GDP tracking estimate lower by 0.3pp to 0.8% qoq saar. Activity appears to be rebounding in the second half of the year off its first-half decline, but not by much. [September 16th estimate] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +1.1% (qoq ar).
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Abnormal Returns
SEPTEMBER 17, 2022
Markets T-bill yields are approaching 4%. (barrons.com) Bond math looks a lot different from a year ago, let alone six months. (morningstar.com) Just how bad is the drawdown in the 60/40 portfolio this year? (priceactionlab.com) Apple A look at the new iPhone 14s. (daringfireball.net) The Apple ($AAPL) Series 8 Watch is all about health. (gq.com) Why people don't line up for new iPhones any more.
Calculated Risk
SEPTEMBER 17, 2022
The key reports this week are August Housing Starts and Existing Home sales. The FOMC meets this week and is expected to raise rates 75 bp. -- Monday, Sept 19th -- 10:00 AM: The September NAHB homebuilder survey. The consensus is for a reading of 47, down from 49 in August. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, Sept 20th -- 8:30 AM: Housing Starts for August.
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Clever Girl Finance
SEPTEMBER 17, 2022
This article on inexpensive gifts for the woman who has everything contains affiliate links from Amazon. As an Amazon Associate, we earn from qualifying purchases which help us grow Clever Girl Finance! Please see our disclosures for more information. A list of inexpensive gifts for the woman who has everything? Yes, please! We all have someone in our lives who’s difficult to buy presents for.
Mullooly Asset Management
SEPTEMBER 17, 2022
Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and whether or not bonds are serving their […] Bonds have been having an outlier year due to rising interest rates so far here in 2022.
SEI
SEPTEMBER 17, 2022
Morningstar Conference Fireside Chat. Webinar/webcast. emudrock1. Fri, 09/16/2022 - 13:30. View transcript. Close transcript. Rajiv Bhatia: Great. So good afternoon, everyone. My name is Rajiv Bhatia. I'm the analyst at Morningstar covering the financial technology space. We would like to welcome everybody to the 2022 Morningstar Behind the Moat Conference.
Calculated Risk
SEPTEMBER 17, 2022
On COVID (focus on hospitalizations and deaths): COVID Metrics Now Week Ago Goal New Cases per Day 2 60,831 68,949 ?5,000 1 Hospitalized 2 27,336 29,482 ?3,000 1 Deaths per Day 2 ?? 391 342 ?50 1 1 my goals to stop daily posts, 2 7-day average for Cases, Currently Hospitalized, and Deaths ?? Increasing 7-day average week-over-week for Cases, Hospitalized, and Deaths ?
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.
Abnormal Returns
SEPTEMBER 17, 2022
Transport How should self-driving cars be regulated? (theverge.com) How electric bikes can be used in a disaster-type situation. (wired.com) Energy Why not site new nuclear facilities at old coal plants? (energy.gov) Why we need more efficient air conditioning. (washingtonpost.com) Why not float solar panels on the water? (reasonstobecheerful.world) Farms are increasingly installing solar panels over active agricultural land.
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