Abnormal Returns
JULY 14, 2024
Top clicks this week How the rise of automated investing has changed the stock market. (awealthofcommonsense.com) Why Bill Ackman spends so much time on Twitter. (sherwood.news) The CAPM doesn't work. Maybe this measure does. (klementoninvesting.substack.com) Why young men around the world are breaking hard to the right. (politico.com) Today's constructive CPI report rang a bell for financial markets.
Calculated Risk
JULY 14, 2024
Weekend: • Schedule for Week of July 14, 2024 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for July. The consensus is for a reading of -6.0, unchanged from -6.0. • At 12:30 PM, Discussion, Fed Chair Jerome Powell , Conversation with David M. Rubenstein, Chairman of the Economic Club of Washington, D.C. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 1 and DOW futures are up 43 (fair value).
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Abnormal Returns
JULY 14, 2024
Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't. (awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. (humbledollar.com) Investment professionals should consciously avoid using jargon. (investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market.
Calculated Risk
JULY 14, 2024
From STR: U.S. hotel results for week ending 6 July Due to the Fourth of July, the U.S. hotel industry reported lower performance results from the previous week and mixed comparisons year over year, according to CoStar’s latest data through 6 July. 30 June through 6 July 2024 (percentage change from comparable week in 2023): • Occupancy: 61.3% (-0.9%) • Average daily rate (ADR): US$157.27 (+0.5%) • Revenue per available room (RevPAR): US$96.35 (-0.4%) emphasis added The following graph shows the
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
A Wealth of Common Sense
JULY 14, 2024
Here’s a scenario I was presented with recently: Five years ago, a relatively conservative investor was sitting on some cash and seeking a more balanced portfolio. To keep things simple, this investor split the difference between stocks and bonds by allocating 50% to equities and 50% to fixed income. Five years later there is a clear winner in terms of performance within this 50/50 portfolio: You basically doubled.
Validea
JULY 14, 2024
The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these seven mega-cap tech giants have accounted for the vast majority of the S&P 500’s gains, dramatically outperforming the broader market.
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Trade Brains
JULY 14, 2024
Bullish Breakaway Candlestick Pattern: Understanding candlestick patterns for technical analysis is essential as they offer valuable information about the price movements of securities. We will examine the importance, formation, and trading strategies linked to the bullish breakaway candlestick pattern among the different candlestick patterns accessible.
Advisor Perspectives
JULY 14, 2024
Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I dive into the world of earnings reports from major companies, spanning giants like JP Morgan and Pepsi, as well as niche players in various sectors.
Million Dollar Round Table (MDRT)
JULY 14, 2024
By Liz DeCarlo, MDRT Content Manager Ted Rusinoff, a 17-year MDRT member from Stow, Ohio, USA, can distill client meetings into three critical questions that will yield long-term results for both clients and advisors. He shared these questions in a ConneXion Zone presentation at the 2017 MDRT Annual Meeting: What do you own? Start by asking clients to look at what assets they have today.
Advisor Perspectives
JULY 14, 2024
We’ve seen the active ETF take in about 1/3 of all net asset inflows year-to-date, which is an impressive haul by historical standards.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
The Big Picture
JULY 14, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Couple Won the Powerball. Investing It Turned Into Tragedy. How high fees and low returns hurt a nonprofit that trusted a local financial adviser ( Wall Street Journal ) • Three Algorithms in a Room : A growing number of industries are using software to fix prices.
Advisor Perspectives
JULY 14, 2024
More inflows into active bond ETFs during the month of June is following the overall trend of higher inflows since the start of the year.
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