The Big Picture
FEBRUARY 11, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How HBO’s creatives survived corporate chaos Authors Felix Gillette and John Koblin explain how your favorite shows kept HBO afloat. ( The Verge ) • What is ChatGPT and why does it matter? Here’s everything you need to know : This AI chatbot’s advanced conversational capabilities have created quite the buzz.
The Reformed Broker
FEBRUARY 11, 2023
It was a wild and wonderful week in stock-land and we covered pretty much everything that happened across all the firm’s blogs and shows. We know you can get your news and insights about the market from anywhere, so we appreciate that so many of you turn to us for all the breakdowns and write-ups. If you haven’t been reading Nick, Ben and the rest of the gang lately, you’re missing some amazing stuff.
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The Big Picture
FEBRUARY 11, 2023
This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. He is responsible for some $2.4 trillion in assets. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners.
Calculated Risk
FEBRUARY 11, 2023
At the Calculated Risk Real Estate Newsletter this week: • Black Knight Mortgage Monitor: Home Prices Declined in December; Down 5.3% since June • Freddie Mac House Price Index Declines for 7th Consecutive Month in December • 1st Look at Local Housing Markets in January • Net Immigration and Household Formation This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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The Irrelevant Investor
FEBRUARY 11, 2023
Articles Whenever a sports record is broken—including mine—it’s a time for celebration. (By Kareem Abdul-Jabbar) Investors might care about drawdowns, but drawdowns might not be a good indicator of the risks an investor took (By Noah Kreutter) You know you have an unhealthy relationship with money when you are living below your standard of living (By Jared Dillian) Machines will constantly refine and remix our work, The post These Are the Goods appeared first on The Irrelevant Investor.
Calculated Risk
FEBRUARY 11, 2023
The key reports this week are January CPI, Housing Starts, and Retail sales. For manufacturing, the January Industrial Production report, and the February NY and Philly Fed manufacturing surveys will be released this week. -- Monday, February 13th -- No major economic releases scheduled. -- Tuesday, February 14th -- 6:00 AM: NFIB Small Business Optimism Index for January. 8:30 AM: The Consumer Price Index for January from the BLS.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
FEBRUARY 11, 2023
Oil headed for a weekly gain as a bullish outlook for Chinese demand outweighed lingering concerns over a global economic slowdown.
Random Roger's Retirement Planning
FEBRUARY 11, 2023
Barron's has a bunch of articles on retirement in this week's issues. Here are links with a quick down and dirty from me. First is some harsh medicine that " Older Workers Are Fooling Themselves When It Comes to Work,Money, and Caregiving." Ouch. This is mostly about being in denial about why people say they want to work longer. The article contends that people have talked themselves into "wanting" to work longer because of how low retirement balances are. 60% of people aged 65-74 have less than
Advisor Perspectives
FEBRUARY 11, 2023
For all the fretting about the political standoff over the US debt ceiling, one fund manager sees the deadlock providing a boost to the stock market.
Abnormal Returns
FEBRUARY 11, 2023
EVs EV prices are becoming more competitive with ICEs. (nytimes.com) Cities are rushing to add EV chargers. (axios.com) Mercedes-Benz is launching an electric version of the popular eSprinter van. (arstechnica.com) Rivian ($RIVN) is working on an e-bike. (theverge.com) Energy How used EV batteries can be repurposed for grid-scale storage. (axios.com) Micro nuclear reactors may find a home powering college campuses.
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.
Advisor Perspectives
FEBRUARY 11, 2023
This Super Bowl will also be remembered, I believe, as a major turning point in sports betting in the U.S. More than 50 million American adults are expected to bet on the game, the most ever and a remarkable 61% increase from last year.
Aleph
FEBRUARY 11, 2023
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter bird tweets, and tweets! Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Nominal equity returns over the next 10 years are 2.44%/yr #bondsarebetter Feb 11, 2023 Global investment banks including JPMorgan and UBS are renewing efforts
Advisor Perspectives
FEBRUARY 11, 2023
Just weeks after professional stock pickers celebrated their best year since 2017, the wind in the stock market has shifted, upending their fate.
Advisor Perspectives
FEBRUARY 11, 2023
Former Treasury Secretary Lawrence Summers warned that complacency is setting into financial markets about inflation, and that the Federal Reserve may need to tighten further than what investors are currently expecting.
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.
Advisor Perspectives
FEBRUARY 11, 2023
The decline in cryptocurrencies gained momentum Thursday as signs of a regulatory crackdown on the industry and a broader pullback from risk assets weighed on investor sentiment.
Advisor Perspectives
FEBRUARY 11, 2023
Assumptions can be wise or unwise. They can be unduly optimistic or excessively pessimistic. Slightly different assumptions can produce giant changes in predicted outcomes. Assumptions are necessary but we shouldn’t make them lightly, nor forget we are making them.
Advisor Perspectives
FEBRUARY 11, 2023
For the nearly 2,000 attendees of the ETF Exchange conference, a lot has changed in a year.
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