Calculated Risk
NOVEMBER 27, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Nov 19, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 49% above one year ago.
Abnormal Returns
NOVEMBER 27, 2022
Top clicks this week Lessons learned from a young Warren Buffett. (neckar.substack.com) How do stocks beat inflation? (thereformedbroker.com) The normalization of interest rates is going to change how people invest. (blairbellecurve.com) There are five levels of wealth. (physicianonfire.com) Five reasons for optimism, including 'expected returns are rising.
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Wealth Management
NOVEMBER 27, 2022
Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.
The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. As a fellow small businessperson, I know how hard you work. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).
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Abnormal Returns
NOVEMBER 27, 2022
Strategy Rising interest rates reset a whole host of financial questions. (humbledollar.com) Why fraud seems more prevalent these days. (awealthofcommonsense.com) Companies Disney ($DIS) had more than just a CEO problem. (ft.com) Shopping on Amazon ($AMZN) continues to get worse. (washingtonpost.com) T. Rowe Price ($TROW) has come out against a merger between News Corp. and Fox.
The Big Picture
NOVEMBER 27, 2022
( You may think this caricature is goofy, but I find it generous in its depiction ). I recently sat down to chat with Stephen Clapham , who hosts the Behind the Balance Sheet podcast. Audio is at Spotify and iTunes. Normally during podcasts, I am trying to keep the ratio of the guest to me at ~3 to 1 or so. The focus is supposed to be on the extra special guest who I am interviewing.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
NOVEMBER 27, 2022
Weekend: • Schedule for Week of November 27, 2022 Monday: • AT 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for November. This is the last of the regional Fed manufacturing surveys for November. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 17 and DOW futures are down 110 (fair value). Oil prices were down over the last week with WTI futures at $76.06 per barrel and Brent at $83.47 per barrel.
oXYGen Financial
NOVEMBER 27, 2022
Million Dollar Round Table (MDRT)
NOVEMBER 27, 2022
By Michael DePilla, MDRT in-language content strategist Success as a financial advisor is not accidental. There are deliberate steps taken to increase productivity and efficiency. Try these three ideas when working with clients to take you to the next level in your career. Better booking. I use an online booking tool called OnceHub. I can embed this into my website, and my marketing team can send the link out to our clients, so they can schedule to meet when it is most convenient for them.
The Irrelevant Investor
NOVEMBER 27, 2022
Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for disclosure information On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss covered call strategies in today’s market On today’s show we discuss: What Madison Inv.
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.
Random Roger's Retirement Planning
NOVEMBER 27, 2022
Adam Butler had a thought provoking mini-thread; Long/short is kind of a catchall category because there can be quite a few different approaches that seek very different results. I am not familiar with the index he is citing but I take from his comments that funds in that index attempt to beat the market at all times. Long/short is easily accessible in ETFs and mutual funds but is the space worth pursuing?
Advisor Perspectives
NOVEMBER 27, 2022
Emerging markets have been rattled by inflation, weakness in China’s growth and the war between Russia and Ukraine. Wave after wave of bad news came in 2022; however, there are reasons for optimism as we approach 2023. Emerging markets are resilient and better positioned than developed markets to face the uncertain environment and lead the global recovery.
Trade Brains
NOVEMBER 27, 2022
Fundamental Analysis of Tata Power: The operations of the Tata Group companies seem to be as diversified as the group itself. At one end we have Adani’s three different companies in the green energy, power generation, and transmission sectors. At another end of the spectrum, Tata Power Company Ltd. stands with all three businesses under one umbrella.
Advisor Perspectives
NOVEMBER 27, 2022
Emerging markets have been rattled by inflation, weakness in China’s growth and the war between Russia and Ukraine. Wave after wave of bad news came in 2022; however, there are reasons for optimism as we approach 2023. Emerging markets are resilient and better positioned than developed markets to face the uncertain environment and lead the global recovery.
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.
The Big Picture
NOVEMBER 27, 2022
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Was This $100 Billion Deal the Worst Merger Ever? At Time Warner, executives saw AT&T as just a “big phone company from Texas.” At AT&T, they thought Hollywood would play by their rules. That combination led to strategic miscalculation unrivaled in recent corporate history. ( New York Times ). • Qatar’s World Cup is an unparalleled disgrace : There’s truly only one story at this World
Advisor Perspectives
NOVEMBER 27, 2022
US retailers discounted heavily on Black Friday to clear out bloated inventories but customers responded with only modest traffic, leaving profitability in doubt for many chains.
Mish Talk
NOVEMBER 27, 2022
Change in public debt vs the purported fiscal year deficit. Data from St Louis Fed, chart by Mish. Chart Notes The change is debt is end of calendar year from the end of the previous calendar year. Alleged deficits are fiscal year distortions of reality. The Big Deficit Lie Nearly every year, debt rises more than the alleged deficit. This is not a fiscal vs. calendar year distortion, but an ongoing deficit lie.
Advisor Perspectives
NOVEMBER 27, 2022
All is not lost for equity capital market bankers.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
NOVEMBER 27, 2022
The global oil market keeps sending up flares on the outlook for weaker demand. In the latest, a closely-watched gauge of Asian crude consumption tumbled to a seven-month low as surging virus cases in China trigger lockdown-like restrictions in the world’s biggest importer.
Advisor Perspectives
NOVEMBER 27, 2022
Copper miners are boosting output at last after several years of anemic performance.
Advisor Perspectives
NOVEMBER 27, 2022
BMW AG is doubling its investment at its Hungarian factory to €2 billion ($2.1 billion), adding a high-voltage battery assembly facility that will create more than 500 jobs.
Advisor Perspectives
NOVEMBER 27, 2022
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.
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