The Big Picture
JANUARY 7, 2023
This week, we speak with the legendary John Mack, former chief executive officer and chairman of the board at Morgan Stanley. He recently published a memoir of his life and 34-year tenure at Morgan Stanley, “ Up Close and All In: Life Lessons from a Wall Street Warrior.”. We discuss how he ended up on Wall Street because he needed a job when an injury ended his college football career and scholarship.
The Reformed Broker
JANUARY 7, 2023
Happy New Year everyone! Great to be back in the saddle this week, working with our new president as we prepare for 2023 and beyond. We’ve got lots of projects and initiatives underway at Ritholtz Wealth, some of which you’ll be hearing about from me very soon. This week we went back to our regularly scheduled programming, with fresh episodes of all your favorite shows – What Are Your Thoughts, Animal Sp.
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Calculated Risk
JANUARY 7, 2023
At the Calculated Risk Real Estate Newsletter this week: • 1st Look at Local Housing Markets in December Early reports suggest NAR reported sales could be lowest since 2010. • Rents Continue to Decline More than Seasonally Normal • Moody's: National Multifamily Supply and Demand at Lowest Levels since 2009 • Question #8 for 2023: How much will Residential investment change in 2023?
The Irrelevant Investor
JANUARY 7, 2023
Articles When society hits the jackpot, things become dangerous. (By Dror Poleg) Investing is hard because the risk-adjusted way to “win” is to index and chill while someone, somewhere, hits the lottery every single day (By Jack Raines) It was very easy to be a pessimist this year, surrounded by a sea of negativity in the economy and markets.
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Calculated Risk
JANUARY 7, 2023
The key reports this week is December CPI. -- Monday, January 9th -- No major economic releases scheduled. -- Tuesday, January 10th -- 6:00 AM: NFIB Small Business Optimism Index for December. 9:00 AM: Di scussion, Fed Chair Jerome Powell , Central Bank Independence , At the Sveriges Riksbank International Symposium on Central Bank Independence, Stockholm, Sweden -- Wednesday, January 11th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase ap
Advisor Perspectives
JANUARY 7, 2023
Pop Quiz! Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? A) U.S. Official Reserve Assets. B) Total Mortgages. C) Taxes Receivable. D) Student Loans.
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Advisor Perspectives
JANUARY 7, 2023
For borrowers banking on student debt forgiveness, 2022 started with hope and ended with uncertainty. This year is expected to provide some clarity.
The Big Picture
JANUARY 7, 2023
The weekend is here! Pour yourself a mug of Tolima Los Brasiles Peaberry coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Not to Play the Game : Magic beans, Bahamian penthouses, old-fashioned fraud and other important SBF-inspired insights. A postscript to Bloomberg Businessweek’s The Crypto Story. ( Businessweek ). • 99 Good News Stories You Probably Didn’t Hear About in 2022 : The world didn’t fall apart this year.
Advisor Perspectives
JANUARY 7, 2023
Tesla Inc. shares kicked off the new year on an ominous note, buckling this week under renewed concerns about weakening demand for its electric cars, and sending its market value briefly below Facebook parent Meta Platforms Inc.’s for the first time in over a year.
Abnormal Returns
JANUARY 7, 2023
Autos David Zipper, "As automakers design faster, bigger cars, they are squandering a chance to make EVs safer than their predecessors." (theatlantic.com) 2022 was a bad year for U.S. auto sales. (wsj.com) Mercedes-Benz announced that it is entering the DC fast-charging arena for EVs. (arstechnica.com) Automakers are hedging their bets with investments in eVTOLs.
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
JANUARY 7, 2023
Chinese equities have been on a tear in the first week of 2023, and investors are gearing up for more gains with consumer-related stocks expected to spearhead the surge.
Aleph
JANUARY 7, 2023
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Even logos need a vacation every now and then Investing Hedge funds gave Discord, Stripe, SpaceX and other startups billions. A Bloomberg News analysis shows what they may be worth [link] Far better to write them down, so as to keep an air of honesty. Jan 07, 2023 Berkshire Hathaway Could Face a Big Tax Hit if the Bull Market Resumes [link] This is a proposal that I support: tax the change in unrealized capi
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