The Big Picture

DECEMBER 31, 2022

The weekend is here — AND it’s New Year’s Eve! Pour yourself a mug of Porto Rico Importing coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Backstory of ChatGPT Creator OpenAI : Behind ChatGPT and other AI breakthroughs was Sam Altman’s fundraising—but skeptics remain. ( Wall Street Journal ). • 52 things I learned in 2022 : This year I worked on fascinating projects in energy, media and health* at Magnetic, and learned many learnings. ( M

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Media 271

Abnormal Returns

DECEMBER 31, 2022

Autos Jack Ewing, "Next year could be confusing for anyone shopping for an electric car." (nytimes.com) Hertz ($HTZ) found that EVs are between 50-60% cheaper to maintain than gasoline-powered cars. (thecooldown.com) EV adopters are becoming less brand loyal. (wsj.com) Science The border wall isn't great for animal migration. (time.com) Five insights from Anthony Sattin's book "Nomads: The Wanderers Who Shaped Our World.

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Financial Advising Medical Food Manufacturing 130

Trade Brains

DECEMBER 31, 2022

Nifty 50 Companies List : Nifty 50 is the benchmark index of the National stock exchange (NSE) in India. Basically, an index is the stock exchange creating a portfolio of the top securities held by it based on market capitalization in the respective category (entire market or sector-wise). These indexes are useful because they provide investors and companies with a reliable benchmark.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Steve Sanduski

DECEMBER 31, 2022

For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s called the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I identify my 3 words and then reviewing them on a daily basis, I have a daily reminder of my key focus for the year.

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Planning Clients Communication Media 59

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Accounting

Clever Girl Finance

DECEMBER 31, 2022

It's frustrating to feel like you're never making any progress on your goals. And when it always seems like an uphill battle, trying to figure out where to make improvements can feel almost impossible. This is where the best books on self discipline can come in handy. But like the world of self-help, there is an ocean of self-discipline material out there, all promising to help you power through to your goals.

Medicine 59

Medicine Economics Budgeting Planning 59

Brown Advisory

DECEMBER 31, 2022

Audio Updates: Global Leaders Strategy mhannan Sat, 12/31/2022 - 09:19 The Brown Advisory Global Leaders Strategy invests in the top 30-40 leading companies that we believe deliver exceptional customer outcomes. We use franchise quality, management quality, quantitative measures and investability to identify a global leader. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC),

Portfolio Management 52

Portfolio Management Clients Investing Investments 52

Advisor Perspectives

DECEMBER 31, 2022

As 2022 draws to a close, it’s natural to think about what to expect from 2023. I’m primarily interested in technology.

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Trade Brains

DECEMBER 31, 2022

Recession Proof Stocks in India 2023: Every time the markets reach an all-time high, along with the existing optimism the fear also increases. Is this the peak that the market can reach this year? Are we currently in a bubble? Is the Indian economy headed toward a recession? These are some of the questions that loom around in every investor’s mind. Although it is not with certainty that one can predict what happens in the market or the economy investors can still focus on what they can control.

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Retail Economy Investing Investments 52

Gen Y Planning

DECEMBER 31, 2022

We are pulled in a million different directions. Everything from work meetings (that probably could’ve been an email), networking lunches, dropping your kids off at school, deciding what to make for dinner, and making it to your fitness class on time. Whew! The start of the new year is a great time to review what’s important to you. And, find time to do what you enjoy doing more!

Financial Planning 52

Financial Planning Planning Management Communication 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

Calculated Risk

DECEMBER 31, 2022

Happy New Year! Wishing you all the best in 2023. The key report this week is the December employment report on Friday. Other key indicators include the December ISM manufacturing, December vehicle sales, the November trade deficit, and November Job Openings. -- Monday, January 2nd -- The NYSE and the NASDAQ will be closed in observance of the New Year’s Day holiday -- Tuesday, January 3rd -- 8:00 AM ET: Corelogic House Price index for November. 10:00 AM: Construction Spending for November.

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Manufacturing Sales Government Numbers 52

Advisor Perspectives

DECEMBER 31, 2022

Tesla Inc. is expected to announce record quarterly deliveries in early January but that may not be enough to satisfy investors as the electric-vehicle leader grapples with inflation, rising interest rates, crimped production in China and concerns about softening demand.

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Calculated Risk

DECEMBER 31, 2022

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index "Continued to Decline" to 9.2% year-over-year increase in October • Final Look at Local Housing Markets in November • Inflation Adjusted House Prices 3.8% Below Peak. Houses are the least “affordable” since 1982 when 30-year mortgage rates were over 14% • Question #10 for 2023: Will inventory increase further in 2023?

Marketing 40

Marketing Marketing 40

Advisor Perspectives

DECEMBER 31, 2022

The boom in stock market options shows no sign of let up, as the number of traded US contracts surpassed the 10-billion mark in 2022 for the first time ever, playing a role in the biggest equity rout in over a decade.

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Numbers 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

Trade Brains

DECEMBER 31, 2022

Top Cement Stocks in India : A common component whether it be while building dams, buildings, or roads cement. This has been the case for almost two centuries now. As essential as it is for construction let us take a look at the cement industry in India. And also have an overview of the stocks available to figure out if they can be just as essential to our portfolio.

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Manufacturing Government Budgeting Investing 52

Advisor Perspectives

DECEMBER 31, 2022

Goldman Sachs Group Inc. is working on a fresh round of job cuts that will be unveiled in a matter of weeks, Chief Executive Officer David Solomon said in his traditional year-end message to staff.

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Aleph

DECEMBER 31, 2022

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || I’m giving this another try Dear Readers, I know I don’t write as much as I used to. I typically write when I motivated by a given topic, and that’s just not coming as much to me now. But I still tweet on Twitter. I did sorted weekly tweets from 2012 to 2014, then I stopped tweeting as much for a while, and so discontinued them.

Government 59

Government Banking Taxes Advertising 59

Advisor Perspectives

DECEMBER 31, 2022

U.S. equities closed out 2022 in the red, and all three major indexes registered solid losses on a yearly basis. The stock market posted its worst yearly decline since 2008.

Marketing 52

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

Advisor Perspectives

DECEMBER 31, 2022

The Battery Belt is taking shape, and it’s creating a new economic development model where a college degree won’t be the ultimate qualification for jobs.

Economics 52

Economics 52

Advisor Perspectives

DECEMBER 31, 2022

The health of borrowers is the key concern for all of finance in the coming year.

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Banking 98