Calculated Risk
JUNE 19, 2025
A year ago I wrote: The Art of the Soft Landing A few excerpts and an updated graph. The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. My view is a soft landing is achieved if growth stays positive, inflation returns to target, and the yield curve flattens or reverts to normal (long yields higher than short yields).
Abnormal Returns
JUNE 19, 2025
Books A Q&A with Jonathan D. Cohen author of "Losing Big: America’s Reckless Bet on Sports Gambling." (awfulannouncing.com) An excerpt from “Rich Girl Nation: Taking Charge of Our Financial Futures” by Katie Gatti Tassin. (wsj.com) A Q&A with Dalla Riva, author of "Uncharted Territory: What Numbers Tell Us about the Biggest Hit Songs and Ourselves.
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Calculated Risk
JUNE 19, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, the Philly Fed manufacturing survey for June. The consensus is for a reading of 0.0, up from -4.0 last month.
A Wealth of Common Sense
JUNE 19, 2025
A reader asks: I was reading your post “3% Market Returns For The Next Decade” and it got me thinking about something you wrote about a few years ago — the John Bogle Expected Return Formula. I don’t remember how you were able to get the numbers to calculate the formula, but I’d love to see an update about what the formula says today.
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Calculated Risk
JUNE 19, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 31.5% YoY, but still down 14.4% compared to the 2017 to 2019 same month levels. Here is their weekly report: Weekly Housing Trends: Latest as of June 14 • Active inventory climbed 28.1% year over year The number of homes actively for sale remains on a strong upward trajectory, now 28
Trade Brains
JUNE 19, 2025
India’s banking ecosystem is vast and diverse, comprising 13 public sector banks, 21 private sector banks, 44 foreign banks, and 12 small finance banks. Together, they form the backbone of the country’s financial system. As of 2024, total assets held by public sector banks stood at Rs. 16,128,080 crore, while private sector banks held assets worth Rs. 1,09,52,458 crore.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Tobias Financial
JUNE 19, 2025
On June 18, the Federal Reserve announced it would keep interest rates unchanged, maintaining the federal funds rate between 4.25% and 4.50%. While inflation has moderated from recent highs, the Fed indicated it is not yet ready to begin cutting rates, emphasizing the need for more consistent progress toward its 2% inflation target. For investors and consumers alike, this pause comes with both opportunities and considerations.
Validea
JUNE 19, 2025
substantial wealth for investors throughout this prolonged bull market. Yet this impressive index-level success tells only part of the story—many individual stocks within the index still represent genuine value propositions, regardless of the broader market’s gains. Critics often dismiss entire indices as “overvalued” following extended periods of growth, but this blanket assessment misses important nuances.
Trade Brains
JUNE 19, 2025
Nifty 50 began the session at 24,787.65, slipping 5.60 points or 0.02% from its previous close of 24,793.25, Bank Nifty opened at 55,566.70, down 10.80 points or 0.02% from its last close of 55,577.45, and Sensex started the day at 81,355.18, marking a slight decline of 6.69 points or 0.01% from its previous close of 81,361.87. Global Indices DOW 30 slipped 44.14 points to close at 42,171.70, down by 0.10%.
Covisum
JUNE 19, 2025
Each year, the Social Security Trustees Report provides a snapshot of the health of the trust funds that support benefits for millions of Americans. The 2025 Social Security Trustees Report , just released, offers a mix of reassurance and urgency—and it's essential that we, as financial advisors, help clients interpret the headlines correctly.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Fintoo
JUNE 19, 2025
Market Commentary Global markets – US indices closed mixed on Thursday as Fed kept rate unchanged and stuck to its policy rate outlook. Dow Jones fell by 0.1 pct. While Nasdaq closed higher by 0.1 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 42,171 -0.1 -0.9 Nasdaq 19,546 0.1 […] The post Market Morning Notes For 20th June 2025 appeared first on Fintoo Blog.
Trade Brains
JUNE 19, 2025
A prominent media stock grabbed investor attention on Friday after reports surfaced of a high-profile legal feud between two influential brothers, sparking concerns around promoter stability and corporate governance. With a market capitalisation of Rs 23,300 crore, shares of Sun TV Network tanked over 5% on Friday, trading at Rs 582 apiece compared to the previous close of Rs 612.15, amid concerns over promoter-level tensions.
Tobias Financial
JUNE 19, 2025
Beneath Matthew Hauptman ’s calm and analytical exterior lies the heart of a champion, literally. Before he began helping clients chart their financial futures, Matthew captained his high school hockey team all the way to a state championship victory. That same drive, discipline, and leadership that fueled his success on the ice now guide his work as a Financial Planning Associate at Tobias Financial Advisors.
Trade Brains
JUNE 19, 2025
The shares of many general insurance companies are in focus after the government plans to raise the third-party motor insurance by 10 percent. In this article, we will discuss this topic further. According to sources, the Ministry of Road Transport and Highways, along with the Insurance Regulatory and Development Authority of India (IRDAI), is planning to propose a 10 percent average hike in the premiums of third-party motor insurance plans.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Alpha Architect
JUNE 19, 2025
This article examines and compares, from a digital signal processing (DSP) time domain perspective, several filters that are modeled on the assumption that the input follows a second order process, i.e., the input contains a linear trend. These filters are, by design, better able to track linear trends than some other more commonly-used filters, such as moving average, exponential smoothing, etc., which exhibit lag, or a time delay, in response to trends.
Trade Brains
JUNE 19, 2025
During Friday’s trading session, the shares of a leading global renewable energy solutions provider surged nearly 3 percent on BSE, after the company announced securing a third repeat order for a 170.1 MW wind project from AMPIN Energy Transition. With a market cap of Rs. 87,663 crores, at 10:46 a.m., the shares of Suzlon Energy Limited were trading in the green at Rs. 64.01, up by 2.4 percent, as against its previous closing price of Rs. 62.51.
Random Roger's Retirement Planning
JUNE 19, 2025
The title to this post is a little snarky as latest report from the trustees of Social Security and Medicare is out and it reiterates Social Security running out of money in the mid-2030's at which time, everything else being equal, will require a 23% reduction. The date and the percentage to be cut moves around a little bit every year but for now, 2034 and 23%.
Trade Brains
JUNE 19, 2025
A global leader in specialised process equipment has secured new business in the defence sector. Its German subsidiary recently finalised a significant contract to supply advanced acid recovery systems to a major European defence manufacturer, highlighting its expanding role in critical industrial applications. GMM Pfaudler Limited’s stock, with a market capitalisation of Rs. 5,318 crores, rose to Rs. 1,188.80, hitting a high of up to 3.14 percent from its previous closing price of Rs. 1,1
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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
JUNE 19, 2025
At The Money: Buying a Vacation Home with Jonathan Miller (June 18, 2025) Buying a second home in today’s climate can be challenging: Interest rates are near the highest level in 20 years, and housing inventory is near record lows. So what’s a potential vacation property buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing that beach, lake or mountain home today.
Trade Brains
JUNE 19, 2025
The shares of the Mid-Cap company specializing in multimodal logistics support and containerized cargo transport are in focus following the announcement of a record date for a 1:4 bonus issue. With a market capitalisation of Rs. 44,703.93 crores on Friday, the shares of Container Corporation of India Ltd jumped upto 1.2 percent, making a high of Rs. 736.85 per share compared to its previous closing price of Rs. 727.90 per share.
The Big Picture
JUNE 19, 2025
My morning train WFH reads: • Empathy Isn’t Part Of The S&P 500. “You taught me that when things are bad, don’t look at your portfolio. Instead, take two actions: leave things alone or buy more. I wish other people would do the same instead of getting scared out of the market at the worst possible time.” ( A Teachable Moment ) • ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat : The so-called revenge tax is ruffling feathers in the asset management
Trade Brains
JUNE 19, 2025
The shares of the prominent infrastructure company gained up to 4 percent in today’s trading session after the company bagged two prestigious work orders worth Rs 960 crore from international clients. With a market capitalization of Rs 13,712.08 crore, the shares of ITD Cementation India Ltd were trading at Rs 796.60 per share, decreasing around 1.75 percent as compared to the previous closing price of Rs 810.75 apiece.
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Trade Brains
JUNE 19, 2025
The shares of a prominent beverage company gained up to 2 percent in today’s trading session after the company’s scheduled meeting considered and approved the proposal for the issue of bonus shares. With a market capitalization of Rs 2.25 lakh crore, the shares of Nestle India Ltd were trading at Rs 2,342.60 per share, increasing around 1.02 percent as compared to the previous closing price of Rs 2,319.00 apiece.
Trade Brains
JUNE 19, 2025
During Friday’s trading session, shares of a leading semiconductor and electronics manufacturing company were in focus after it launched a Qualified Institutional Placement (QIP) to raise up to Rs 1,600 crore. With a market capitalisation of Rs 36,700 crore, shares of Kaynes Technology India Ltd surged nearly 4% on Friday, hitting an intraday high of Rs 5,839.50 compared to the previous close of Rs 5,612.00.
Trade Brains
JUNE 19, 2025
During Friday’s trading session, shares of a global, research-driven pharmaceutical company engaged in developing and manufacturing a wide range of pharmaceutical products surged by around 1 percent on the BSE to Rs. 522.95, with a market cap of Rs. 2,404 crores. Senores Pharma ‘ s management expects a PAT growth of at least 100 percent in the next one year, and has outlined several strategic initiatives to support this trajectory.
Trade Brains
JUNE 19, 2025
This small-cap Defence Stock, engaged in manufacturing high-energy materials, explosives, detonators, propellants, and defence products for sectors like defence, space, mining, and infrastructure, jumped 2 percent after receiving an order worth Rs. 7 crore from an international client to manufacture and supply of defence products. With a market capitalization of Rs. 3,186.43 crores, the share of Premier Explosives Limited has reached an intraday high of Rs. 599.40 per equity share, rising nearly
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.
Trade Brains
JUNE 19, 2025
Today, we recommend two stocks, one from the waste management sector and another from the real estate/construction sector, recommended by the Trade Brains Portal, to buy for an upside potential of up to 31%. We also analyzed the market’s performance on Thursday to understand what may lie ahead for the stock indices in the coming days. 1. EMS Ltd Current price: ₹581 Target price: ₹745 Upside: 28% Time frame: 16-24 Months Why it’s recommended EMS Ltd. is a highly diversified, multidisciplinary EPC
Trade Brains
JUNE 19, 2025
Indian markets remained mostly flat and showed a bearish trend throughout Thursday’s trading session. The benchmark indices continued to hover in a narrow range, as the ongoing geopolitical tensions kept investors on high alert. The US Federal Reserve kept the interest rates unchanged for the fourth consecutive time but cautioned that Donald Trump’s trade policies could pose an inflationary risk.
Trade Brains
JUNE 19, 2025
The 2025 Premier League summer transfer window is underway with plenty of big moves as clubs gear up for the new season. This year’s transfer window is divided into two phases because of the expanded Club World Cup. The early registration period took place from June 1 to 10, followed by the main window, which runs from June 16 to September 1. Here’s a detailed look at the latest confirmed signings and departures : Major Signings (Ins) Club Player From Fee Manchester City Rayan Cherki Lyon £34 mi
Trade Brains
JUNE 19, 2025
The shares of India’s largest solar manufacturer, specializing in solar energy, particularly solar module manufacturing, jumped by up to 6 percent, even as other solar stocks declined. So in this article, let’s dig deep into the details and see what makes it different from others. With a market capitalisation of Rs. 81,464.90 crores on Friday, the shares of Waaree Energies Limited jumped upto 6.2 percent, making a high of Rs. 2840.00 per share compared to its previous closing price of Rs.
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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