Sat.Jul 08, 2023

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Physics of Kaizen: Why Somebody Should Get Credit for Fixing Problems That Never Happened : Toyota’s culture of Kaizen: continuous improvement. It is an obvious statement: companies should be continually improving. Companies that are able to successfully adopt a culture and practice of Kaizen have the ability to establish a dominant position in their market. ( Taylor P

Retail 264
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This Week on TRB

The Reformed Broker

Thanks for checking out the latest episode of The Compound and Friends, now celebrating our 100th episode! Darren Rovell dropped in as our guest and he brought with him some of his prized collectibles, a business he takes as seriously as any investor in any asset class. Check these out: This is a ticket to get into the Cavern Club in Liverpool to see the Beatles perform their earliest gigs as the band in-residence. .

Assets 183
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MiB: Jenny Johnson, Franklin Templeton CEO 

The Big Picture

 This week, for our special 500th episode of Masters in Business, I speak with Jenny Johnson, president and chief executive officer of the Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 trillion globally.

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Real Estate Newsletter Articles this Week: Asking Rent Growth Flat Year-over-year

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Asking Rent Growth Flat Year-over-year • Early Look at Local Housing Markets in June • Housing Inventory and Demographics: The Next Big Shift This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market. You can subscribe at [link] Most content is available for free (and no Ads), but please subscribe!

Marketing 130
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Halfway to the Most Terrible Recession Ever Telegraphed!

Dear Mr. Market

Dear Mr. Market: It is with a sense of awe and intrigue that we find ourselves reflecting upon the first half of 2023. In the world of finance and investment, prognostications and predictions often hold sway, shaping the decisions of market participants. However, it seems that the experts and pundits who were convinced of an impending recession this year may have misjudged the situation.

Economics 111
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Schedule for Week of July 9, 2023

Calculated Risk

The key report this week is June CPI. -- Monday, July 10th -- No major economic releases scheduled. -- Tuesday, July 11th -- 6:00 AM ET: NFIB Small Business Optimism Index for June. 8:00 AM: Corelogic House Price index for May. -- Wednesday, July 12th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: The Consumer Price Index for June from the BLS.

Economics 130

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Bernstein on Bulletproof

Random Roger's Retirement Planning

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Invest For The Very Worst Of The Worst. I'm a sucker for this sort of article. Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

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BlackRock’s Nearly Perfect ETF Track Record Spurs Hope of Bitcoin Fund

Advisor Perspectives

BlackRock Inc. has a nearly perfect track record when it comes to filing for and launching exchange-traded funds, which is spurring hopes that its try for a Bitcoin ETF might also get regulatory approval after years of rejections.

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Dive Into Summer With Our Total Marketing Package for Financial Advisors! ?????

Indigo Marketing Agency

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. But while you’re soaking up the sun, it’s crucial to ensure your marketing efforts don’t take a vacation. That’s where Indigo Marketing Agency comes in! Our Total Marketing Package is designed to provide you with seamless marketing support so you can enjoy your summer while your business continues to thri

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Best Low PE Small Cap Stocks in India To Add To Your Watchlist

Trade Brains

Best Low PE Small Cap Stocks : Have you ever bargained for a price with the notion that this product is overcharged? Or felt happy when you get a good product at the minimum price? Most of you might say yes. Because in general, we try to find value for money in all products or services we buy or use. Similar is the case of buying stocks in the market.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Traders Brace for US Payrolls With Global Yields at 15-Year High

Advisor Perspectives

Bond investors are bracing for fresh signs of strength in the US labor market on Friday after Treasuries tanked on fears the Federal Reserve will hike interest rates higher than previously assumed.

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Utkarsh Small Finance Bank IPO Review – GMP, Price, Date & Financials

Trade Brains

Utkarsh Small Finance Bank IPO Review : Utkarsh Small Finance Bank Limited is coming up with its Initial Public Offering. The IPO will open for subscription on July 12, 2023, and close on July 14, 2023. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Utkarsh Small Finance Bank IPO Review – About The Company After receiving approval from the RBI to establish an small finance bank (SFB), Utkarsh Cor

Banking 52
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Yellen Says US Doesn’t Want ‘Winner Take All’ Fight With China

Advisor Perspectives

US Treasury Secretary Janet Yellen said competition between the world’s biggest economies is not a “winner-take-all” situation and called for both sides to manage their rivalry with a fair set of rules.

Economy 52
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Saturday links: toppling Twitter

Abnormal Returns

Transport What will it take for the U.S. to take pedestrian safety seriously? (vox.com) Ambulances don't need to run 'hot' all the time. (statnews.com) Why more e-bike fires are going to happen. (theatlantic.com) Lithium Norway has found a huge stash of high-grade phosphate rock. (euractiv.com) Why automakers are making deals with miners. (nytimes.com) Energy U.S. incentives are stealing renewable projects from Europe.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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VettaFi Voices On: What’s Ahead for Economy, Markets?

Advisor Perspectives

This week the VettaFi Voices discuss what lies ahead for the U.S. economy and U.S. markets. Consumer confidence ticked up significantly from 102.5 in May to 109.7 in June.

Economy 40
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Amgen: Are Its Golden Days Over?

Advisor Perspectives

Amgen sells its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies in over 100 countries but primarily in the US.