Calculated Risk

JULY 24, 2022

Expectations are the FOMC will announce a 75bp rate increase in the federal funds rate at the meeting this week. From Merrill Lynch: "We look for the Fed to lift the target range for the federal funds rate by 75bp to 2.25-2.5% while keeping its balance sheet normalization policies in place. We look for Chair Powell to repeat similar messages from the June FOMC meeting; namely that inflation is too high, the Fed is committed to restoring price stability, and some pain may be needed to bring infla

Banking 180

Banking Economics 180

Abnormal Returns

JULY 24, 2022

Top clicks this week Why most people will not run out of money in retirement. (mrmoneymustache.com) Five things to do as an investor in your 20's. (peterlazaroff.com) Why you should stop reading the news. (experimentalhistory.substack.com) Kids cost money, a lot of it. (rootofall.substack.com) Investing in stocks is bet on human ingenuity. (awealthofcommonsense.com) Jonathan Clements, "There’s what we think we want from our money—and then there’s what we truly want.

Retirement 157

Retirement Accounting Investing Investments 157

A Wealth of Common Sense

JULY 24, 2022

Three random thoughts on the current state of the stock market: (1) The top 10 stocks are getting smoked. One of the prevailing theories during this past bull market is the biggest stocks were carrying the S&P 500. The top 10 stocks now make up more than 30% of the index by market cap so it would make sense for this group to have an outsized impact on the performance of the market.

Investments 131

Investments Investing Marketing Marketing 131

Calculated Risk

JULY 24, 2022

Weekend: • Schedule for Week of July 24, 2022 • FOMC Preview: 75bp Hike Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for June. This is a composite index of other data. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for July. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 5 and DOW futures are down 55 (fair value).

Manufacturing 130

Manufacturing Marketing Marketing 130

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Clients

Million Dollar Round Table (MDRT)

JULY 24, 2022

By Richard Dobson Jr., CFP. Inflation has devastating effects on our clients’ savings and investment accounts, and advisors must help them understand why it is a major factor behind our advice to allocate a portion of their core assets to equities. So how can we best communicate the risk of inflation to our clients and prospects? Keep it simple. Make it memorable.

CFP 98

CFP Communication Clients Accounting 98

The Irrelevant Investor

JULY 24, 2022

Articles Every business and every industry has a natural growth rate – push beyond it and short-term growth comes at the cost of long-term quality, and eventually survival. (By Morgan Housel) The savagely unhealthy housing market is continuing (By Logan Mohtashami) The last time we had a quarter this bad, bitcoin was trading for less than $20 and Barack Obama was in his first term as president.

Marketing 95

Marketing Marketing 95

Trade Brains

JULY 24, 2022

Top Glass Stocks in India: Glass is one of the most useful materials in our daily life. It has been produced for thousands of years now. Over time many countries have joined the race across centuries. Today in India to we see quite a lot of competition as many companies have started producing various products using glass. In this article, we will take a look at the glass industry and analyze the top glass stocks in India.

Manufacturing 52

Manufacturing Valuation Retail Pharmaceutical 52

Abnormal Returns

JULY 24, 2022

Markets Making the case for high yield bonds right now. (marketwatch.com) Markets are adept at busting expectations. (compoundadvisors.com) Companies Why would another company trust Elon Musk again? (rationalwalk.com) The big food delivery companies are branching out. (wsj.com) Single-stock ETFs How single-stock ETFs work. (etftrends.com) Single-stock ETFs are another example of how leverage finds its way into the system.

Financial Advising 261

Financial Advising Food Manufacturing Government 261

Trade Brains

JULY 24, 2022

Tata Chemicals Vs Coromandel International: India is largely an agrarian country. Most of the yield depends on the monsoon and fertilizers play an important role. Farmers usually cultivate crops on a single piece of land, leading to a decline in soil fertility over time. Therefore, the Indian government has brought about economic reforms. It has ensured that fertilizers are available at affordable prices to increase productivity.

Manufacturing 52

Manufacturing Food Government Retail 52

WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. It is an integral part of any individual’s life, irrespective of factors like income, age, profession, etc. Financial planning adds discipline to your routine. It gives your goals a direction and helps you create relevant strategies to achieve them.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

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.

Management

The Big Picture

JULY 24, 2022

This story has been buzzing for months, but I point you to a recent article on the decline of new music in the United States: “ It’s Official: New Music Is Shrinking In Popularity In The United States “ Is new music not as good? I’d argue that case, but that is not what is happening here. We’ve reached the tipping point, YOU JUST CAN’T REACH PEOPLE ANYMORE!

Numbers 310

Numbers Distribution Media 310

The Big Picture

JULY 24, 2022

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Good News: Economy Sucks, You’re Screwed, and It’s All Your Fault, Economists Say Make sure you’re doing your part to help fight inflation: accept those wage cuts and worsening working conditions! ( Vice ). • These 16 Republican congressmembers helped Trump try to overturn the 2020 election Meet the lawmakers most deeply involved in planning Jan. 6, according to the Jan. 6 committee.( Grid ). • Euro

Engineering 269

Engineering Management Economy Planning 269