Sun.Aug 06, 2023

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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site Make a plan for your stuff, before someone else has to. (abnormalreturns.com) Top clicks this week Twelve things that look less impressive as you get older. (nosidebar.com) Now only 9 countries are rated AAA across the board. (finance.yahoo.com) One year returns are all over the place. Thirty years, not so much. (awealthofcommonsense.com) What investors got wrong about the stock market's rally year-to-date.

Planning 246
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Summer Teen Employment

Calculated Risk

Here is a look at the percentage of teens employed over time. The graph below shows the employment-population ratio for teens (16 to 19 years old) since 1948. The graph is Not Seasonally Adjusted (NSA), to show the seasonal hiring of teenagers during the summer. A few observations: 1) Although teen employment has recovered some since the great recession, overall teen employment had been trending down.

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Even When the Stock Market Goes Up it Still Goes Down

A Wealth of Common Sense

The S&P 500 is up just shy of 18% in 2023.1 Maybe these gains will stick (or get better) or maybe the market will roll over. I don’t know. The stock market is unpredictable, especially in the short-term. But it’s important to understand that even in the really good years, there’s a decent chance you’ll have to live through a correction along the way.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of August 6, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 7 and DOW futures are up 45 (fair value). Oil prices were up over the last week with WTI futures at $82.82 per barrel and Brent at $86.24 per barrel. A year ago, WTI was at $92, and Brent was at $100 - so WTI oil prices are down about 10% year-over-year.

Economics 130
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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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Fundamental Analysis Of Triveni Turbine – Financials & Future Roadmap

Trade Brains

Fundamental Analysis Of Triveni Turbine : In recent months, the stock of Triveni Turbine has been in the news as the stock has outperformed the Nifty 50 by delivering a multi-bagger return of 105% in the span of a year. Will the stock rally further? More importantly, how does the growth prospects of the company look like? In this article, we will attempt to answer these questions by performing a Fundamental Analysis Of Triveni Turbine Limited.

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How to genuinely upgrade your market

Million Dollar Round Table (MDRT)

By Zhang Luoning I have tried and failed many times. When I joined the insurance industry at the end of 2016, I had just turned 24. I had no money, no network and no expertise in selling life insurance. Then after writing 28 policies in the month of September 2017, I collapsed into bed, too tired to move. And yet, the case size of all my policies added up to less than a quarter of that from a colleague who closed big deals.

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Fiduciary Paper #10: Is Proper Tax-Efficient Portfolio Design and Management a Duty, and is it Scalable?

Ron A. Rhodes

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

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Investment fundamentals: Emerging markets debt

SEI

Emerging markets (EM) debt refers to fixed income securities (bonds) issued by developing countries.

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U.S. Downgrade a Reminder That Rising Deficits Can Have a Cost

Advisor Perspectives

The sovereign credit rating cut is unlikely to significantly change views toward U.S. Treasuries, but questions about debt sustainability may grow louder over time.

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[cdata[ Navigating the Budget Crunch: Tips for Bills and Rising Costs ]]

oXYGen Financial

![CDATA[ As we head into the back half of the year, a lot of people are having to adjust to the new normal for spending. Inflation has come off of the decades high of over 9% a little over a year ago but prices are still 4% higher than they were at the same time last year. Though, it appears that the cooling of inflation is a good thing, the average person is still feeling the pain of higher.

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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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Deficits, Debt, And Why $32 Trillion Matters

Advisor Perspectives

While Washington continues a seemingly unbridled spending spree under the assumption “more spending” is better, debts and deficits matter. To better understand the impact of debt and deficits on economic growth, we must know where we came from.

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Sunday links: biased expectations

Abnormal Returns

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." (disciplinefunds.com) Countertrend rallies shouldn't be surprising. (awealthofcommonsense.com) Apple Why Apple ($AAPL) may be the most important company in history. (blairbellecurve.com) You don't need an 'everything app' when you already have the 'everything phone.

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Play Offense With Defense: Global Military Spending To Accelerate

Advisor Perspectives

Equity Insights offers research and perspectives from Putnam’s equity team on market trends and opportunities.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • This Is the Case : Special Counsel Jack Smith has sounded the call, but voters must answer it if they wish to preserve American democracy. ( The Atlantic ) • As EVs surge, so does nickel mining’s death toll : In the mineral-rich fringes of Indonesia, whose nickel will feed EV giants like Tesla, the deaths of miners continue to mount. ( Rest Of World ) see also ‘A Dangerous Combination’: Teenagers’ Acciden

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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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Rosenbluth Talks AI on ETF Edge

Advisor Perspectives

Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.

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From Valuable to Referable: Becoming the Trusted Advisor

Advisor Perspectives

The more painful the situation, the more motivated we are to act. Here, we share an example of how an advisor can build a relationship with a client to become a trusted advisor and how that trust helps inspire referrals.

Clients 40
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How Referable Is Your Business?

Advisor Perspectives

Referrals from established clients are a good way to organically grow an advisory business.

Clients 40
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The Implications Of Fitch Ratings’ U.S. Credit Downgrade

Advisor Perspectives

Fitch Ratings unexpectedly downgraded the U.S. credit rating from AAA to AA+, only the second downgrade in U.S. history, citing debt limit standoffs and rising entitlement costs.

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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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Turning Time, Part 2

Advisor Perspectives

We are in the last half of what is the most disruptive and violent of the generational periods.

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