Abnormal Returns
JUNE 8, 2025
Top clicks this week On the importance of avoiding big investment mistakes. (behaviouralinvestment.com) Replacing Ajit Jain at Berkshire Hathaway ($BRK.A) will be no easy task. (wsj.com) How major asset classes performed in May 2025. (capitalspectator.com) An example when home bias is damaging to your portfolio. (notes.archie-hall.com) Capital flight is about more than debt and deficits.
Calculated Risk
JUNE 8, 2025
From Dodge Data Analytics: Dodge Momentum Index Increases 4% in May The Dodge Momentum Index (DMI), issued by Dodge Construction Network, grew 3.7% in May to 211.2 (2000=100) from the downwardly revised April reading of 203.5. Over the month, commercial planning grew 0.8% while institutional planning improved 10.5%. “Nonresidential planning continued to accelerate in May, primarily driven by strong project activity on the institutional side of the DMI,” stated Sarah Martin, associate director of
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Million Dollar Round Table (MDRT)
JUNE 8, 2025
By Jerry Soverinsky Clarity. There is perhaps no other messaging priority for financial advisors than providing clarity to your clients and prospective clients. For many financial advisors, the explanation of what they do for a living is often an improvised and unenthusiastic version of “I provide financial security.” It’s a cryptic opening that often fails to engage a prospect and halts a broader discussion — which means the opportunity for a follow-up meeting passes you by.
Calculated Risk
JUNE 8, 2025
Weekend: • Schedule for Week of June 8, 2025 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 7 and DOW futures are down 35 (fair value). Oil prices were up over the last week with WTI futures at $64.58 per barrel and Brent at $66.47 per barrel. A year ago, WTI was at $77, and Brent was at $78 - so WTI oil prices are down about 16% year-over-year.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Trade Brains
JUNE 8, 2025
In today’s dynamic market environment, companies with robust order books often signal sustained demand, operational strength, and long-term revenue visibility. Whether in engineering, manufacturing, or infrastructure, a healthy pipeline of orders can act as a cushion during downturns and fuel future growth. These businesses not only showcase execution capability but also reflect sectoral confidence and strategic positioning.
A Wealth of Common Sense
JUNE 8, 2025
The Great Depression: A Diary is the best book ever written about the worst crash in history. Most history books are written with the benefit of hindsight but this was a real-time account from a lawyer in Ohio about what it was like to live through the depression. Benjamin Roth also went back and made notes on previous passages as he went along. This one provides a good example of what it was like to live through this pe.
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oXYGen Financial
JUNE 8, 2025
Fintoo
JUNE 8, 2025
Market Commentary Global markets – US indices closed higher on Friday over strong jobs data and rally in technology stocks. Dow Jones closed positive by 1 pct. While Nasdaq jumped by 1.2 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 42,276 1.0 0.5 Nasdaq 19,529 1.2 1.1 Hang Seng […] The post Market Morning Notes For 9th June 2025 appeared first on Fintoo Blog.
Trade Brains
JUNE 8, 2025
As online shopping continues to grow into our most popular way to shop, it’s never been easier or more rewarding based on the combinations of e-commerce giants and major banking players, co-branded or co-branded credit cards have a lot more flexible benefits these days. The Flipkart Axis Bank Credit Card and the Kotak Myntra Credit Card are two of the most popular co-branded credit cards available and the benefits for shoppers are exciting.
Random Roger's Retirement Planning
JUNE 8, 2025
The Economist had a harsh assessment of the state of Generation X that it posted in May. I'm surprised this didn't make my radar sooner than now. The issues/problems cited though seem like ones we've been talking about here for a good 20 years. Maybe, we had great insight early on into these issues as being unique to Gen-X and they are just now starting to matter?
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.
Trade Brains
JUNE 8, 2025
Leading organizations within electronics manufacturing, stock exchange services, food delivery, and renewable energy industries exhibited strong development during FY25. Revenues doubled or more, and net profits increased by over 50 percent to 228 percent. In this article, we will look at four companies that posted superior revenue growth in FY25. 1.
Abnormal Returns
JUNE 8, 2025
Companies This company is splashing out $400k on two vehicles for its CEO. (linkedin.com) Employees note how the C-suite operates and act accordingly. (flyoverstocks.com) This CEO has lost the plot. (covestreetcapital.com) Private equity How NAV squeezing works. (wsj.com) Private equity operates differently in mainstream America. (cashandcarried.substack.com) How trustworthy are private equity marks?
Trade Brains
JUNE 8, 2025
India’s civil construction sector is experiencing rapid growth, projected to reach INR 25.31 trillion (about $1.4 trillion) by 2025, with an annual growth rate of 11.2%. The industry employs over 70 million people as of 2023 and is expected to become the world’s third-largest construction market by 2025, driven by major infrastructure and housing initiatives.
The Big Picture
JUNE 8, 2025
Avert your eyes! My Sunday morning looks at incompetence, corruption, and policy failures: • YOU’RE NOT READY. Seems bad out there. Unfortunately, it can always get worse. From evil hacker AI to world-changing cyberattacks, WIRED envisions the future you haven’t prepared for. ( Wired ) • Wall Street’s Love for Alternative Assets Isn’t a Good Deal for Clients : Wall Street calls it a golden age for alternative assets.
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.
Trade Brains
JUNE 8, 2025
The shares of the Small-cap company, specializing in the design, engineering, manufacturing, supply, installation, and commissioning of process-fired heaters, reformers, and cracking furnaces, are in focus after management gave Revenue Guidance of 50 percent growth in FY26. With a market capitalization of Rs. 1,921.88 Crores on Friday, the shares of JNK India Limited rose by 1.60 percent after making a high of Rs. 350 compared to its previous closing price of Rs. 344.50.
Trade Brains
JUNE 8, 2025
As of March 1, 2025, SEBI has planned a big update in the way mutual fund and demat account nominations are handled. These changes are for ensuring that assets reach the right people more efficiently, reducing assets that are not claimed and making sure the nomination process is more friendly for investors. Let us look into the new SEBI guidelines to see how they affect investors, nominees and financial institutions.
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