Abnormal Returns
DECEMBER 27, 2023
Markets Every yield curve steepening is different. (integratinginvestor.com) What panic looks like in real-time. (investmenttalk.co) Strategy Forecast all you want, but unexpected stuff will happen in 2024. (awealthofcommonsense.com) Michael reviews his ten predictions from 2023 including Bitcoin prices. (theirrelevantinvestor.com) Banks JP Morgan Chase ($JPM) is going earn nearly 20% of U.S. bank profits in 2023.
Nerd's Eye View
DECEMBER 27, 2023
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Abnormal Returns
DECEMBER 27, 2023
Podcasts Barry Ritholtz talks with Jeff Hirsch about stock market seasonality. (ritholtz.com) Morgan Housel on why we are better spotting other people's flaws than our own. (open.spotify.com) Real estate Trying to time the housing market is folly. (awealthofcommonsense.com) The rent vs. buy decision depends, in part, on time horizon. (home-economics.us) Apartment companies are changing how they build with long term renters in mind.
The Big Picture
DECEMBER 27, 2023
The Best Way to Sell Your House with Jonathan Miller, Miller Samuel, December 27, 2023 Is it a seller’s market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today’s episode, we discuss what to do, and NOT do, when selling a house. Full transcript below. ~~~ About this week’s guest: Jonathan Miller is founder and President of Miller Samuel.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Trade Brains
DECEMBER 27, 2023
High FII Holding Stocks under Rs 500 : Any country in the world welcomes any capital brought or invested in by foreign institutions because it can help companies invest in capex, R&D, and strategic stakes, which are some of the factors that make FII stakes appealing in the shareholding of any company. In this article, we will look at High FII Holding Stocks Under Rs 500 and analyze their operations, financials and much more.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
DECEMBER 27, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for our YCharts year-end strategy session recap. On today’s show, we discuss: A second mountain in inflation? Cuban: Tech bubble worse now than 15 years ago Vanguard is closer than ever to ending BlackRocks ETF reign Housing market update: Declining mortgage rates lure sellers off sidelines, paving way for 2024 buyers Free land in the US: 16 sma.
Advisor Perspectives
DECEMBER 27, 2023
After a year marred by the biggest US bank failures since the 2008 financial crisis, the nation’s largest lender is on familiar footing — scooping up a weakened rival, reeling in its clients and minting record profits along the way.
Wealth Management
DECEMBER 27, 2023
Unlock the secrets behind successful financial advising.
Calculated Risk
DECEMBER 27, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 210 thousand, up from 205 thousand last week. • At 10:00 AM, Pending Home Sales Index for November. The consensus is for a 0.9% increase in the index.
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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.
Meb Faber Research
DECEMBER 27, 2023
Guest: Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm based in Toronto, Canada. Recorded: 12/13/2023 | Run-Time: 52:11 Summary: In today’s episode, Liz dives into the strategy of BEEZ, which focuses on responsibly growing companies that are stakeholder governed, purpose driven, and make a net positive impact on the world. […] The post Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG appeared first on Meb Faber Research
Calculated Risk
DECEMBER 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.4% Below Peak; Price-to-rent index is 6.7% below recent peak Excerpt: It has been over 17 years since the bubble peak. In the October Case-Shiller house price index released yesterday, the seasonally adjusted National Index (SA), was reported as being 70% above the bubble peak in 2006.
NAIFA Advisor Today
DECEMBER 27, 2023
As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice. It is the go-to place for insurance and financial advisors who are looking for the latest news and trends that are shaping the insurance and financial-advising industry.
Advisor Perspectives
DECEMBER 27, 2023
Bitcoin's price slipped below $43,000 yesterday after spending the previous 6 days above it. BTC is now up ~156% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 12/26.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
The Irrelevant Investor
DECEMBER 27, 2023
On today’s special edition of The Compound and Friends, we are joined by George Kurtz, CEO of CrowStrike! On today’s show, we discuss: CRWD performance in 2023 Tech stock volatility post-pandemic CrowdStrike’s latest earnings results AI and generative AI in 2024 and beyond Listen here: Charts: Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions.
Advisor Perspectives
DECEMBER 27, 2023
Fifth district manufacturing activity slowed in December, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -11 this month from -5 in November, marking its 2nd consecutive negative reading. This month's reading was worse than the forecasted reading of -7.
Validea
DECEMBER 27, 2023
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it with conviction. There is just one problem. Almost all of them will be wrong. But despite the fact that the evidence that forecasting the market is a losing game, many of us who follow markets still think we can do it.
Advisor Perspectives
DECEMBER 27, 2023
With the S&P 500 hitting the lowest levels since last June, I thought it would be great to talk to Ranger Alternative about how advisors should be incorporating a hedge in clients' portfolios regardless of the market environment. Ranger Alternative is sub-advisor to AdvisorShares' Ranger Equity Bear ETF (HDGE). The brains behind HDGE is my guest, David Tice (senior advisor), as well as John Del Vecchio (co-portfolio manager) and Brad Lamensdorf (co-portfolio manager).
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Calculated Risk
DECEMBER 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie Serious Delinquencies in November: Single Family Mostly Unchanged, Multi-Family Increased Brief excerpt: Single-family serious delinquencies were mostly unchanged in November, however, multi-family serious delinquencies increased. Freddie Mac reports that multi-family delinquencies increased to 0.28% in November, up from 0.15% in November 2022.
Advisor Perspectives
DECEMBER 27, 2023
When financial planning pioneer Sidney Kess passed away last September at the age of 97, he was long-established as an active thought leader, contributing to the field for over 70 years.
Advisor Perspectives
DECEMBER 27, 2023
Gas prices increased for the first time since September, ending a 13-week streak of declines. As of December 25, the price of regular and premium gas each rose 6 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $75.57, up 3.8% from last week.
Advisor Perspectives
DECEMBER 27, 2023
The soft-landing scenario that investors see for next year points to further gains in US stocks. But it also dims the prospect of another stretch of wild outperformance for the technology giants that dominated in 2023.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Advisor Perspectives
DECEMBER 27, 2023
Whatever you’ve been told about your retirement, odds are that it’s wrong. Saving enough for your retirement, and investing the right way, are truly among the hardest of all financial problems. In many ways, it’s more difficult than running a large endowment or hedge fund — and yet we all must do it.
Advisor Perspectives
DECEMBER 27, 2023
Educating clients, reaffirming their financial goals and addressing other key issues are vital tools for maintaining a steady course during volatile times.
Advisor Perspectives
DECEMBER 27, 2023
Thanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.
Advisor Perspectives
DECEMBER 27, 2023
It has been my tradition to informally rate the investment-related books I read in the past year. Here is my list of winners and losers.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Advisor Perspectives
DECEMBER 27, 2023
Crypto hedge funds that survived a bruising 2022 are recovering, and many are thriving. Some are even expecting a banner 2024.
Advisor Perspectives
DECEMBER 27, 2023
This year’s hottest options trade is catching on with Wall Street’s nerd contingent.
Advisor Perspectives
DECEMBER 27, 2023
If you own bond funds in a taxable account, it is possible to turn some of the SEC yield into long-term capital gains taxed at lower rates, which could save a bundle. Here’s how.
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