Wealth Management
MAY 14, 2023
A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers at DeVoe & Co.'s annual conference.
Abnormal Returns
MAY 14, 2023
Also on the site Everybody is a creative, whether they acknowledge it or not. (abnormalreturns.com) FutureProof announced the first 50 speakers including the musical acts. (businesswire.com) Top clicks this week What's the best asset to hold during a recession? (morningstar.com) The 60/40 portfolio is flawed, but you need an alternative. (morningstar.com) The case for international diversification is still solid.
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Calculated Risk
MAY 14, 2023
Weekend: • Schedule for Week of May 14, 2023 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for May. The consensus is for a reading of -2.0, down from 10.8. • At 11:00 AM, NY Fed: Q1 Quarterly Report on Household Debt and Credit From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 7 and DOW futures are down 50 (fair value).
A Wealth of Common Sense
MAY 14, 2023
I have a love-hate relationship with historical market data. On the one hand, since we can’t predict the future, calculating probabilities from the past in the context of the present situation is our only hope when it comes to setting expectations for financial markets. On the other hand, an overemphasis on historical data can lead to overconfidence if makes you believe that backtests can be treated as gospel.
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Calculated Risk
MAY 14, 2023
This is something I check occasionally. The Department of Transportation (DOT) reported : Travel on all roads and streets changed by +0.6% (+1.7 billion vehicle miles) for March 2023 as compared with March 2022. Travel for the month is estimated to be 271.2 billion vehicle miles. The seasonally adjusted vehicle miles traveled for March 2023 is 266.8 billion miles, a 0.3% ( 0.9 billion vehicle miles) change over March 2022.
The Irrelevant Investor
MAY 14, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin? What to do with a high concentration of crypto in your portfolio Crypto v AI applications What drives the price of Bitcoin.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
MAY 14, 2023
Best Large Cap Stocks Under Rs 200 : In an economy where everything is getting expensive, it gets difficult to find value for money, be it a good meal at a restaurant, a cinematic experience, or a good quality product. We managed to find the best large cap stocks under ₹200 with a high net profit margin, to bring the best value at the most reasonable price in the stock market.
The Irrelevant Investor
MAY 14, 2023
Articles So much is going on that we won’t remember in a few months. (By Allison Schrager) Too many people, including senior executives, have no idea what they’re doing and for what purpose. (By Dror Poleg) The unemployment rate has actually fallen since the Fed went from 0% to 5% with rates. (By Ben Carlson) Boosting your savings by 5% or 10% has a much larger impact on how much earlier you can retire (By Nick.
oXYGen Financial
MAY 14, 2023
Trade Brains
MAY 14, 2023
Top Edible Oil Stocks in India: Did you know that on average every Indian consumes 19kg of edible oil each year? Whether you go to a restaurant, a Dhaba, or even cook at home, you’ll find that most dishes require some amount of edible oil. In short, there is a huge demand for edible oils in India. Indonesia and Malaysia together account for about 85% of the global palm oil production, and India is one of the largest importers.
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
MAY 14, 2023
Key Takeaways We are in the early stages of a new market cycle characterized by higher volatility, inflation and interest rates and creating conditions where value stocks thrive. New market cycles are characterized by future leaders beginning extremely cheap, and valuation spreads remain at historic highs despite two years of strong performance. As investors recognize there is no return to the pre-COVID growth cycle, value stocks will shift toward historically normalized levels, creating compell
Zoe Financial
MAY 14, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 15, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! The S&P 500 was down 0.2% (essentially didn’t move). Low volatility. Economic Data: Core CPI came in as expected at 5.5% year-over-year growth for April. Core PPI, came in as expected at 2.3%.
Abnormal Returns
MAY 14, 2023
Markets Copper prices have rolled over. (allstarcharts.com) Why you shouldn't go overboard with factor bets. (humbledollar.com) Trading Robinhood ($HOOD) is planning to offer customers 24-hour trading. (blockworks.co) A new, smaller lumber futures contract is gaining volume. (wsj.com) Venture capital Traditional acquihire deals are dead. What to do instead.
The Big Picture
MAY 14, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Plot to Steal the Other Secret Inside a Can of Coca-Cola : Shannon You was a good chemist, a bad colleague—and a thief. When she tried to use the $120 million technology she stole, she got played. ( Businessweek ) • The Corruption of Lindsey Graham : So let’s go back to the beginning.
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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