The Reformed Broker

FEBRUARY 4, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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The Big Picture

FEBRUARY 4, 2023

This week, we speak with financial journalist William D. Cohan, who is the bestselling author of Money and Power: How Goldman Sachs Came to Rule the World, House of Cards: A Tale of Hubris and Wretched Excess on Wall Street, and The Last Tycoons: The Secret History of Lazard Frères & Co., among other books. A former Wall Street M&A investment banker for 17 years, Cohan is also a founding partner at the media company Puck.

Engineering 188

Engineering Media Management Investing 188

Abnormal Returns

FEBRUARY 4, 2023

Autos Toyota ($TM) is hedging its bet on EVs. (wsj.com) Automakers are lining up to cash in on battery manufacturing incentives. (axios.com) Car subscriptions raises more questions than it answers. (insidehook.com) More cities are questioning the impact of parking garages. (arstechnica.com) Why it's time to start taxing cars by weight. (slate.com) Air transport Americans are unhappy with the flying experience and its not just about Southwest ($LUV).

Medicine 130

Medicine Media Ethics Financial Advising 130

Calculated Risk

FEBRUARY 4, 2023

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index "Continued to Decline" to 7.7% year-over-year increase in November • Rents Continue to Decline; "Apartment Market Loosens" • Inflation Adjusted House Prices 3.6% Below Peak • Lawler: Net Home Orders and Sales Cancellations of Large Publicly-Traded Home Builders • Lawler: D.R.

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Sales Marketing Marketing 92

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Accounting

The Irrelevant Investor

FEBRUARY 4, 2023

Articles Since last June, GDP and other hard indicators of economic activity have consistently outperformed business surveys (By Sam Ro) 11 things that were only possible thanks to 0% interest rates. (By Jack Raines) Measured in today’s values, the Liberty Bonds issued during World War I raised a staggering $5 Trillion. (By Jamie Catherwood) There’s nothing wrong with the Vix (By Robin Wigglesworth) Nothing is as de.

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Economics 91

Calculated Risk

FEBRUARY 4, 2023

This will be light week for economic data. The key report this week is the December trade deficit. -- Monday, February 6th -- No major economic releases scheduled. -- Tuesday, February 7th -- 8:00 AM ET: Corelogic House Price index for December. 8:30 AM: Trade Balance report for December from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.

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Economics 52

Advisor Perspectives

FEBRUARY 4, 2023

Technology bellwethers Apple Inc., Amazon.com Inc. and Alphabet Inc. posted results Thursday that show an economic slowdown is throttling demand for everything from electronics and e-commerce to cloud computing and digital advertising.

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Economics Electronics Advertising 52

The Big Picture

FEBRUARY 4, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How Stockpickers Finally Beat the Index Funds : With less riding on slumping tech stocks such as Amazon, Tesla and Microsoft, many active fund managers finally surpassed their benchmarks in 2022. ( Bloomberg ) • An alleged $500 million Ponzi scheme preyed on Mormons.

Food 139

Food Retirement Economy Taxes 139

Advisor Perspectives

FEBRUARY 4, 2023

The cost of insuring emerging-market nations against default fell to the lowest in nearly a year as the dollar weakens and investors bet that less aggressive US tightening will bring relief to developing borrowers.

Marketing 52

Marketing Marketing Insurance 52

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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.

Banking

Advisor Perspectives

FEBRUARY 4, 2023

Bullish markets are increasingly pricing in a second-half reversal of the global monetary tightening wave, making it tougher for central bankers to vanquish inflation once and for all.

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Banking Marketing Marketing 52

Advisor Perspectives

FEBRUARY 4, 2023

As a rout in the price of food commodities from wheat to cooking oil deepens, the cost of products on grocery shelves continues to rise.

Food 52

Food 52

Advisor Perspectives

FEBRUARY 4, 2023

Cathie Wood’s funds had a scorching start to the year and she wants investors to know it.

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