Sun.May 14, 2023

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Top clicks this week on Abnormal Returns

Abnormal Returns

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.

Math 157
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RIAs Are Dropping the Ball on Marketing and Referrals

Wealth Management

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.

Marketing 116
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Sunday links: a market-friendly resolution

Abnormal Returns

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.

Marketing 130
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Talk Your Book: Fidelity Digital Assets Mailbag

The Irrelevant Investor

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.

Assets 109
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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

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Roughly Right or Precisely Wrong

A Wealth of Common Sense

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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These Are the Goods

The Irrelevant Investor

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.

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[cdata[ Importance of Disability Insurance ]]

oXYGen Financial

![CDATA[ While most people recognize the significance of health insurance, another vital aspect often goes overlooked disability insurance. This lesser-known insurance coverage provides financial protection and peace of mind in the face of unforeseen circumstances that can leave individuals unable to work. Below are five reasons why disability insurance is a crucial safety net for everyone.

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Monday: NY Fed Mfg, Q1 Quarterly Report on Household Debt and Credit

Calculated Risk

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).

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Top Edible Oil Stocks in India – Fundamentals & Complete List Of Stocks

Trade Brains

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.

Food 52
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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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DOT: Vehicle Miles Driven Increased 0.6% year-over-year in March

Calculated Risk

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.

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Still Far to Go in New Value Cycle

Advisor Perspectives

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

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Market Drama

Zoe Financial

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%.

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Best Large Cap Stocks Under Rs 200 With High Net Profit Margin

Trade Brains

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.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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10 Sunday Reads

The Big Picture

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.