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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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.
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.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
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.
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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.
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.
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)
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.
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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.
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.
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.
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.
Calculated Risk
FEBRUARY 26, 2023
Weekend: • Schedule for Week of February 26, 2023 Monday: • At 8:30 AM ET, Durable Goods Orders for January from the Census Bureau. The consensus is for a 4.0% decrease in durable goods orders. • At 10:00 AM, Pending Home Sales Index for January. The consensus is for a 1.0% increase in the index. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for February.
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.
oXYGen Financial
FEBRUARY 26, 2023
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.
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?
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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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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