The Big Picture

MARCH 4, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • You Are Not a Parrot And a chatbot is not a human. And a linguist named Emily M. Bender is very worried what will happen when we forget this. We go around assuming ours is a world in which speakers — people, creators of products, the products themselves — mean to say what they say and expect to live with the implications of their words.

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The Reformed Broker

MARCH 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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Abnormal Returns

MARCH 4, 2023

Environment How carbon credits have made biochar into a viable business. (wsj.com) Your toilet paper is full of forever chemicals. (fastcompany.com) Not every glacier is falling apart. (sciencenews.org) Technology How AI will change, i.e. break, the business of search. (slate.com) ChatGPT will make misinformation easier and more impressive. (msn.com) Science What cosmologists are learning from the JWST.

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The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. Previously, she worked at Soros Capital Management and with Steve Cohen at SAC Capital. Prior to her career in asset management, Dr. Vassalou was an associate professor of finance at Columbia Business School, which she joined in 1995 and where she established many of the investment principles she employs today.

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Accounting

The Irrelevant Investor

MARCH 4, 2023

Something interesting happened this week that has never happened before. According to Ryan Detrick, three weeks ago, AAII bulls made a 52-week high. And then stocks fell, and bulls went into the fetal position. Bears now outnumber bulls almost two to one. This about-face happened at a breakneck speed never before witnessed. Here’s the chart from Liz Ann Sonders.

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The Irrelevant Investor

MARCH 4, 2023

Articles There are no job offers for a 32 year old aspiring financial advisor with approximately zero dollars under management. (By Josh Brown) Bottom line: 2-3 more Fed hikes ahead, and a mild US recession whose likelihood and possible severity may be shrinking. (By Michael Cembalest) UBI is ZIRP on steroids rolled up with perma-stimmies (By Packy McCormick) Many companies are likely about to meet a hard reckoning (By El.

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A Wealth of Common Sense

MARCH 4, 2023

Today’s Talk Your Book is brought to you by Prudential: See here and here for more information on annuities and lifetime income benefits On today’s show, we discuss: How yields have helped income-based strategies Common misconceptions about annuities What annuities make the most sense for retirees When does it make sense to purchase an annuity? How does pricing work with annuities?

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Calculated Risk

MARCH 4, 2023

The key report scheduled for this week is the February employment report. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. 10:00 AM: Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

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Advisor Perspectives

MARCH 4, 2023

While the sanctions regime imposed on Russia has dented its economy, it is far less severe than those imposed on North Korea and Iran, which included penalties on third-party countries. Imposing secondary sanctions could tighten the screws on Putin, but also accelerate deglobalization.

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Economy 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

Validea

MARCH 4, 2023

Wes Gray explains why he isn’t changing his portfolio to account for high inflation. See Full Interview With Andy Constan The post Investing Shorts: The Biggest Lesson From Bridgewater appeared first on Validea's Guru Investor Blog.

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Advisor Perspectives

MARCH 4, 2023

If you read and pay attention to the world, you probably know the recent past pretty well. And if you’re a history buff like me, you also know something about the more distant past.

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Validea

MARCH 4, 2023

Martin Emery explains why “this time is different” can be a dangerous phrase. See Full Interview with Martin Emery The post The Most Important Investing Lesson: Martin Emery appeared first on Validea's Guru Investor Blog.

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Investing Investments 52

Advisor Perspectives

MARCH 4, 2023

Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.

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Marketing Marketing 52

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.

Financial Advice

Good Financial Cents

MARCH 4, 2023

The post Best Mortgage Refinance Companies of 2023 appeared first on Good Financial Cents®.

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Advisor Perspectives

MARCH 4, 2023

Lufthansa’s blockbuster report is just the latest signal that commercial aviation, one of the hardest-hit industries during the pandemic, may be ready to make a landing again in investors’ portfolios.

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Portfolio 52

Calculated Risk

MARCH 4, 2023

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index "Decline Continued" to 5.8% year-over-year increase in December • Year-over-year Rent Growth Continues to Decelerate • Freddie Mac House Price Index Declines for 7th Consecutive Month in January • Lawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged • Inflation Adjusted House Prices 3.9% Below Peak Price-to-rent index is 7.1% below recent peak • Measures of She

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Marketing Marketing 103

Advisor Perspectives

MARCH 4, 2023

With bonds and stocks once again falling in unison, cash is the ultimate refuge.

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Marketing Marketing 52

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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.

Banking