The Reformed Broker
FEBRUARY 26, 2023
Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.
Abnormal Returns
FEBRUARY 26, 2023
Berkshire Hathaway Some of the best nuggets from Warren Buffet's latest shareholder letter. (investmenttalk.substack.com) Warren Buffett has been badmouthing GAAP for awhile now. (tker.co) A link to the 2022 Berkshire Hathaway ($BRK.A) annual shareholder report. (berkshirehathaway.com) Warren Buffett isn't shy about admitting mistakes. (bloomberg.com) Companies Why you shouldn't fall in love with companies.
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Calculated Risk
FEBRUARY 26, 2023
I stopped the weekly updates of high frequency indicators at the end of 2022. Here is a look at two indicators that were still below pre-recession levels as of last December. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of February 24th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red)
Abnormal Returns
FEBRUARY 26, 2023
Also on the site The 2023 Credit Suisse Global Investment Returns Yearbook is here! (abnormalreturns.com) Do less to do better. (abnormalreturns.com) Top clicks this week Ben Carlson, "You don’t have to manage millions or billions of dollars to succeed as an investor." (awealthofcommonsense.com) How to generate cash flow by selling non-dividend paying shares.
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A Wealth of Common Sense
FEBRUARY 26, 2023
I write a lot about the benefits of investing in the stock market over the long-run. Anytime I share a chart or data point about these benefits invariably a handful of people will push back. What about other countries they ask. Isn’t the U.S. just survivorship bias they protest. I don’t mind people taking the other side here. That’s what makes a market.
Mr. Money Mustache
FEBRUARY 26, 2023
Well, looks like it has happened again. Since the last time we spoke, I got sucked into building my 17th(?) kitchen, and I have finally emerged from its messy yet addictive grasp as I stand here at the new breakfast bar, typing this report to you. Why am I so hooked on this strange pastime? And more importantly, why am I so excited to tell you about it, when most MMM readers probably don’t have house building at the top of their list of life priorities?
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The Reformed Broker
FEBRUARY 26, 2023
Last year Berkshire Hathaway stock went up 4% while the S&P 500 (including dividends) fell 18%. Berkshire is not always a port in the storm, but it has always made it out of the storm by focusing on the most important things: Free cash flow, profitability, diversification and quality of management. This is how a conglomerate with just a few dozen people in the home office can invest in hundreds of businesses with thou.
The Irrelevant Investor
FEBRUARY 26, 2023
Today’s show is brought to you by Nasdaq: We are joined by Phil Mackintosh, Chief Economist and Senior Vice President at Nasdaq, live from the Exchange ETF Conference in Miami! On today’s show, we discuss: If the Fed cuts rates this year or not, and what that means for the market Will there be a recession this year? What’s surprised Phil about the economy in the last 24 months How the labor market is this stro.
Million Dollar Round Table (MDRT)
FEBRUARY 26, 2023
By Jaslyn Ng If there is one word to describe CEOs, it would be the word “busy.” This is backed by a 2018 study outlined in the Harvard Business Review that revealed CEOs work on average 9.7 hours per weekday and 62.5 hours per week. Having worked with more than 30 CEOs and key executives as my clients in 2022, I’ve extracted the five biggest financial mistakes ubiquitously made by them.
Trade Brains
FEBRUARY 26, 2023
Top Small Cap Stocks in India: Risk-taking investors are always on the lookout for high-growth small companies. The idea is that they can double investment much faster than their slow-growing larger counterparts. But how do you find the best smaller companies? There are so many of them. In this article, we’ll tell you about the top small-cap stocks in India which you can add to your watchlists.
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.
Integrity Financial Planning
FEBRUARY 26, 2023
Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. Don’t file too early! You may be eager to file your taxes to get your return as soon as possible, but filing before you have all your documents can actually cause delays in getting your return.
Harness Wealth
FEBRUARY 26, 2023
Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures.
Advisor Perspectives
FEBRUARY 26, 2023
Last year, 2022, was very challenging for equities, particularly for growth-equity investing. Today, we’ll be discussing the style headwinds investors faced last year and the outlook for high-quality, large-cap growth investing in 2023. The William Blair Large Cap Growth fund (LCGFX) focuses on growing companies in growing industries – what its team calls structurally advantaged companies – whose long-term growth they believe will persist in a variety of economic environments.
oXYGen Financial
FEBRUARY 26, 2023
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.
Steven J. Wilson
FEBRUARY 26, 2023
A tagline can be a powerful tool for capturing your brand identity and value proposition while making it memorable. It’s the phrase that defines who you are, what you stand for, and why customers should choose your business over others in a catchy, concise way. But crafting a tagline can be challenging. You need to. Read more The post How to Write Catchy and Creative Taglines That Hook Customers appeared first on Steven J.
James Hendries
FEBRUARY 26, 2023
Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can be difficult. Each stage of your life may create new financial challenges. Sending your child to college, remodeling your home, caring for an elderly relative, or starting your own business are objectives that may require a certain amount of capital, according to your needs.
The Big Picture
FEBRUARY 26, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What Everyone Got Wrong About the Economy—and the Ominous Implications for the Fed : The central bank’s efforts to tame inflation haven’t worked yet. More pain, and a harder landing, could lie ahead. ( Barron’s ) • A Year of Putin’s Wartime Lies : Every credible analyst of the invasion of Ukraine has been stunned by the scale of the Russian President’s folly—and his failure extends well
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