Abnormal Returns
OCTOBER 8, 2023
Top clicks this week The stock market is coming to terms with higher interest rates (for longer). (awealthofcommonsense.com) Why simplicity in investing can help reduce errors. (mrzepczynski.blogspot.com) Why some people like to research and hold individual stocks instead of funds. (investmenttalk.co) How major asset classes performed in September 2023.
Calculated Risk
OCTOBER 8, 2023
Weekend: • Schedule for Week of October 8, 2023 Monday: Columbus Day Holiday : Banks will be closed in observance of Columbus Day. The stock market will be open. • At 1:30 PM: Speech, Fed Vice Chair Philip Jefferson , U.S. Economic Outlook and Monetary Policy Transmission , At the 65th National Association for Business Economics (NABE) Annual Meeting, Dallas, Texas From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 29 and DOW futures are down 199 (fair value).
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The Reformed Broker
OCTOBER 8, 2023
My partner Barry Ritholtz speaks to Michael Lewis, whose latest book is “Going Infinite: The Rise and Fall of a New Tycoon,” on FTX founder Sam Bankman-Fried. Lewis has been the subject of a massive uproar on social media for the way his book portrays SBF and the way he’s spoken about his subject during the promotion tour, specifically on ’60 Minutes’ last Sunday.
Calculated Risk
OCTOBER 8, 2023
From STR: U.S. hotel results for week ending 30 September As expected, U.S. hotel performance was lower than the previous week, but year-over-year comparisons were improved, according to CoStar’s latest data through 30 September. 24-30 September 2023 (percentage change from comparable week in 2022): • Occupancy: 66.7% (+0.8%) • Average daily rate (ADR): US$157.89 (+4.6%) • Revenue per available room (RevPAR): US$105.31 (+5.4%) emphasis added The following graph shows the seasonal pattern for the
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The Reformed Broker
OCTOBER 8, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
A Wealth of Common Sense
OCTOBER 8, 2023
One of my biggest pet peeves of workout culture is when an actor gets shredded for a new role and we get a Men’s Health cover story on how you too can get just as ripped as them. Just do this ab routine! Follow this simple workout! It’s never that simple. For starters, getting in shape is their job for these movies. The studios pay for personal trainers, dieticians, personal chefs, etc.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
OCTOBER 8, 2023
Today’s Talk Your Book is brought to you by MUSQ: On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss investing in the growing music industry. On today’s show, we discuss: David’s music background prior to $MUSQ The thesis behind investing in music What the $MUSQ fund is comprised of How streaming is bringing money to the music business Why music is mispriced How the music i.
oXYGen Financial
OCTOBER 8, 2023
Advisor Perspectives
OCTOBER 8, 2023
Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.
Abnormal Returns
OCTOBER 8, 2023
Markets Good luck getting a good handle on this stock market. (theirrelevantinvestor.com) Under what conditions is the stock market more likely to crash. (morningstar.com) Rates The increase in bond yields is as impressive as the actual rise in rates. (econbrowser.com) Why higher interest rates aren't have a bigger effect on the economy. (tker.co) Why are mortgage rates are as high as they are.
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
OCTOBER 8, 2023
The bond market’s selloff accelerated after a surge in US hiring raised expectations that the Federal Reserve will need to raise interest rates again this year.
The Big Picture
OCTOBER 8, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • No Virginia, There Really Is No Such Thing as “the Fed” “The Fed” is actually “the Federal Reserve System,” which consists of twelve private regional reserve banks and a federal government agency called the Board of Governors of the Federal Reserve System.
Advisor Perspectives
OCTOBER 8, 2023
Executive search firms are anticipating an uptick in resignations as the average tenure of America’s top finance chiefs grows to the longest of any sector, and those who may have delayed leaving to provide stability through the Covid-19 pandemic look to exit.
Million Dollar Round Table (MDRT)
OCTOBER 8, 2023
By Elke Rubach, LL.M., CLU Being a multigenerational financial advisor has multiple advantages for advisors and their clients. For the financial advisor, you become the go-to person for clients and their families. You’re like their human resources person and chief financial officer for many aspects of your clients’ lives. You’re indispensable.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
OCTOBER 8, 2023
The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.
Advisor Perspectives
OCTOBER 8, 2023
With yield curves still inverted, a short-dated high-yield strategy continues to make sense for return-seeking investors with a defensive mindset.
Advisor Perspectives
OCTOBER 8, 2023
Reshoring and nearshoring are key trends for investors in global markets. As geopolitical tensions escalate and more businesses shift operations away from China, investors are considering the impacts of deglobalization.
Advisor Perspectives
OCTOBER 8, 2023
A familiar situation to many advisors: You’ve just attended a big conference, such as Future Proof or Exchange. You have a stack of new contacts, partnership opportunities, and friendly faces.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
OCTOBER 8, 2023
Corporate defaults and bankruptcies are on the rise, but we don't believe it should be a concern for investors who hold highly rated corporate bond investments, like those with investment-grade ratings.
Advisor Perspectives
OCTOBER 8, 2023
Following last year’s calamity in the bond market, it’s not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.
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