Sat.Sep 30, 2023

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Schedule for Week of October 1, 2023

Calculated Risk

Special Note on Government Shutdown : If the Republicans shut down the government again, then some economic releases will be delayed. The impacted releases are highlighted in RED. The key report scheduled for this week is the September employment report on Friday. Other key indicators include the September ISM Manufacturing and Services indices, September auto sales and the August trade deficit. -- Monday, October 2nd -- 10:00 AM: ISM Manufacturing Index for September.

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This Week on TRB

The Reformed Broker

Hey everyone, thanks for checking out the best stuff we did this week… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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Real Estate Newsletter Articles this Week: House Price Index Up 1.0% year-over-year in July; New all-time High

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales decrease to 675,000 Annual Rate in August • Case-Shiller: National House Price Index Up 1.0% year-over-year in July; New all-time High • Inflation Adjusted House Prices 3.4% Below Peak • Asking Rents Down 1.2% Year-over-year • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in August • Final Look at Local Housing Markets in August This is usually published 4 to 6 times a week an

Sales 173
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10 Most Traded Commodities in The World – Everyday Essentials

Trade Brains

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally. Commodity markets are highly risky with their high volatility and traders with good risk management can be profitable in the long run.

Economics 119
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Puerto Rico Is Being Far Too Generous With Rich Investors

Advisor Perspectives

Since 2012, Puerto Rico has offered investors — primarily mainland Americans — one of the most attractive deals in the world: move to the commonwealth and pay no taxes on interest, dividends or capital gains, all while living on a balmy and culturally vibrant Caribbean island without having to surrender US citizenship.

Taxes 75
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How to Get Rid of Debt and Improve Your Credit Score?

International College of Financial Planning

A Comprehensive Guide for Finance Students to Secure a High Credit Future Are you a finance enthusiast looking to understand how to manage debt and achieve an excellent credit score? Welcome to the world of smart financial choices, where every decision you make can have a significant impact on your future. At the International College of Financial Planning (ICOFP), we are committed to providing you with the knowledge and skills to navigate the complex landscape of personal finance successfully.

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My Humble, Unregulated Profession

Inside Information

Angie Herbers (our keynote presenter at this year’s Insider’s Forum conference) recently told me in passing, during a longer conversation, that she thinks that journalism in America has become dysfunctional or broken. As a journalist, I had to process that a bit. The interesting thing about the journalism ‘profession’ (it’s really more of an avocation) is that we aren’t bound by any formal ethical rules or guidelines.

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House Omits Ukraine Funding for Now in Measure to Avert Shutdown

Advisor Perspectives

Lawmakers in the US House omitted further aid to Ukraine from a proposal that would keep the government open, signaling that support for funding its fight against the Russian invasion is getting harder.

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Saturday links: canary in a coal mine

Abnormal Returns

Transport How Mercedes Benz's level 3 self-driving tool, Drive Pilot, works in practice. (theverge.com) Biking isn't really gaining ground as a means of commuting in the U.S. (bloomberg.com) How truck stops are adapting the EV era. (nytimes.com) How EVs will kill the gas station. (slate.com) Energy Big battery projects are helping to keep the lights on.

Medicine 274
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Megacap Slump Is Testing Apple’s Safe-Haven Status

Advisor Perspectives

The Fed-induced selloff in technology stocks has traders dusting off their turmoil playbooks. Trouble is, one of the most popular strategies isn’t working: hiding out in Apple Inc.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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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: • The Oppenheimer of Our Age : Sam Altman insists the AI he is creating could destroy us even as he hastens its advancement. Do we know enough about him? ( New York Magazine ) • It’s not just you. LinkedIn has gotten really weird.

Ethics 163
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China’s Growth Is Slowing: What Does it Mean?

Advisor Perspectives

China’s growth has slowed, but the context is important—an intentional transition to a more balanced economy that relies less on investment and exports.

Economy 52
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MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs

The Big Picture

This week, we speak with Gary D. Cohn, former director of the National Economic Council. He is an internationally recognized expert on the financial markets, global economy, economic policy and US politics. Cohn is vice chairman of IBM. He served as assistant to the president for economic policy and director of the National Economic Council from 2017-2018.

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Cyclical Forces

Advisor Perspectives

Intermission is over. Today we resume my series on the global cycle theories that, probably not by coincidence, all point to major change unfolding in the next few years. Finishing it may take some time since I keep finding new material.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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What’s Next for Gilts and the United Kingdom?

Advisor Perspectives

Gilt prices have been struggling this past year due to surging inflation and interest-rate increases. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares his outlook for the UK economy and why he thinks now is a good time to consider investing in gilts.

Economy 52
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The Market Thinks the BoJ is In Play

Advisor Perspectives

The Bank of Japan met last night to cap off a week of central bank activity.

Banking 52
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Cloud Computing and AI Will Be Persisting Themes in Tech

Advisor Perspectives

2023’s market rally continues to center itself on the big tech comeback with certain themes exhibiting strength like artificial intelligence (AI) and cloud computing. While these themes can offer traders short-term opportunities, they can also persist in the long term as growth plays.

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If Clients Aren’t Hearing Your Story, They Are Listening to Someone Else’s

Advisor Perspectives

Marketing your business is harder than ever. The environment is volatile, client expectations are rising, and the competition is loud. The key to marketing success is making sure you are delivering the right message to the right audience at the right time. You don’t have to be louder. But you do have to be smarter.

Clients 40
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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

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.

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Get Real

Advisor Perspectives

Anyone who even casually pays attention to the financial media has likely become familiar with the current state of inflation as well as how high interest rates have risen over the past ~2 years.

Media 40
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Bond Yields Keep Rising as Economy Remains Resilient

Advisor Perspectives

Despite the Fed’s aggressive monetary tightening and the regional banking crisis earlier this year, the U.S. economy has been surprisingly resilient. Bond yields continue to rise, with long-term Treasuries at their highest level since October 2007.

Economy 40
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Make Student Loans Work for Students

Advisor Perspectives

Amid the debate over student loans — President Joe Biden’s administration tried and failed to forgive some of the debt, which starts accruing interest this month after a three-year pause — a crucial question has often been overlooked: Who benefits the most from student loans? It’s not necessarily the students.

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