The Big Picture
FEBRUARY 12, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Rudy Then and Rudy Now : None of his doofus mishaps endear him to his detractors. His toxicity levels are too high. When Giuliani was revealed as a mystery contestant on Fox’s The Masked Singer, one of the judges, Ken Jeong (Knocked Up, the Hangover movies), walked off the set in disgust.
Calculated Risk
FEBRUARY 12, 2023
Just some interesting data: The BLS reported 251 thousand people were employed in non-agriculture industries, with a job, but not at work due to bad weather. The average for January over the previous 10 years was 273 thousand (median 247 thousand), so close to normal. The BLS also reported 382 thousand people that are usually full-time employees were working part time in January due to bad weather.
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Abnormal Returns
FEBRUARY 12, 2023
Markets Five reasons why this isn't simply a bear market rally. (carsongroup.com) Credit spreads seem a tad low. (ft.com) The sentiment unwind is here. (allstarcharts.com) Funds There's nothing magic about covered call funds. (wsj.com) All the big mutual fund managers are joining the ETF movement. (investmentnews.com) It's hard to see what slows down the ETF train.
Calculated Risk
FEBRUARY 12, 2023
Weekend: • Schedule for Week of February 12, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 14 and DOW futures are down 90 (fair value). Oil prices were up over the last week with WTI futures at $79.01 per barrel and Brent at $85.70 per barrel. A year ago, WTI was at $93, and Brent was at $98 - so WTI oil prices are DOWN 15% year-over-year.
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A Wealth of Common Sense
FEBRUARY 12, 2023
Here is a headline about what happens after a bull market: And here is a headline about what happens after a bear market: Both of these pieces were written by the Wall Street Journal’s Jason Zweig. The bull market piece about ARK came out a little more than a year ago not long after the fund had seen spectacular returns. The bear market piece about covered calls came out this past week after that strategy outperfo.
Abnormal Returns
FEBRUARY 12, 2023
Top clicks this week The 90/10 rule on deciding where to live. (artofmanliness.com) Millionaires likely didn't get rich through their investments. (ofdollarsanddata.com) 10 things you let go of as you age, including 'celebrating birthdays.' (partnersinfire.com) You can't catch every bull (or bear) market. (awealthofcommonsense.com) Social media finance gurus gloss over a lot of the tough stuff.
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Million Dollar Round Table (MDRT)
FEBRUARY 12, 2023
By Ryan Avery What do you think is the best question you’ll ever ask anyone? It’s “How did you get started?” This question is so powerful because it prompts people to tell their stories, and we connect through stories. You find that instant connection, and you say, “Oh, me too.” To continue to build that connection, develop some stories that you can share as well.
Clever Girl Finance
FEBRUARY 12, 2023
Women can do anything because we are truly amazing. And if you’re looking for side hustles for women that make real money, we have just the list for you! To choose the right side hustle for you to try, look for ones where you can use the skills you already have. Next, decide how much money you’d want to earn. Then, consider how much money, time, and effort you can afford to invest.
The Irrelevant Investor
FEBRUARY 12, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss crypto in 2022 and what to look ahead for in 2023. On today’s show, we discuss: A sentiment check in Crypto How Bitcoin miners work 2022 headwinds for Bitcoin Value propositions of Bitcoin Transaction volume in Crypto Cyclicality within digital.
Advisor Perspectives
FEBRUARY 12, 2023
This year, 2023, markets are poised for performance dispersion among equities (i.e., some stocks will do quite well and some quite poorly). That means it pays for growth and tech equity investors to be selective. We face a challenging economic outlook, from rates to a potential recession, but there are themes will shine within growth and technology.
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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