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It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates. This is very counter-intuitive but it makes sense when you consider what an aberrational and unusual cycle this has been. Despite zero rates for a decade plus inflation was quite benign. it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation.
From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 3.96 million in December , down 3.2% from November’s preliminary pace and down 35.0%% from last December’s seasonally adjusted pace.
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
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021
My Friday the 13th, end-of-week morning train WFH reads: • F@*$#*! 2022 was a record year for earnings call swearing : The “polycrisis” of runaway inflation, pandemics, interest rate increases, supply chain snafus and wars helped lift swearing on earnings calls and investor days to a new record high in 2022. Good job everyone. ( Financial Times Alphaville ). • Elon Musk Might Never Be the World’s Richest Person Again : It’s not just that he became the first person in history to have $200 billion
My Friday the 13th, end-of-week morning train WFH reads: • F@*$#*! 2022 was a record year for earnings call swearing : The “polycrisis” of runaway inflation, pandemics, interest rate increases, supply chain snafus and wars helped lift swearing on earnings calls and investor days to a new record high in 2022. Good job everyone. ( Financial Times Alphaville ). • Elon Musk Might Never Be the World’s Richest Person Again : It’s not just that he became the first person in history to have $200 billion
Principal Asset Management collabs with YieldX and Smartleaf, Modern Life partners with Pacific Life, Advisor360 absorbs Agreement Express and a new hire at Carefull.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Callie Cox, and Downtown Josh Brown discuss discuss the latest CPI data, why Michael’s feeling a little bullish, calling the Fed’s bluff, chances of a soft landing, retail investor sentiment, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in December A brief excerpt: This is the third look at local markets in December. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
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.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Dennis Shirshikov, a strategist with Awning, a real estate investment platform.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry. In the advisor world, where noncompete agreements are fairly common, a ban on the practice could incentivize firms to reassess their employee value proposition and to conside
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.
From BofA: Overall, our 4Q GDP tracking estimate moved from 1.5% q/q saar as of our last weekly publication to 2.6% q/q saar after our batch update [Jan 6th estimate] emphasis added From Goldman: We left our Q4 GDP tracking estimate unchanged at +2.6% (qoq ar). [ Jan 10th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2022 is 4.1 percent on January 10, up from 3.8 percent on January 5.
Merrill Lynch Wealth Management President Andy Sieg said we are in a "bull market for advice." Meanwhile, in its quarterly earnings, Wells Fargo reported a slight dip in its headcount over 2021.
Here are some things I think I am thinking about: 1) The 3 Most Important Charts Today We posted a new 3 Minute Macro video about the three most important [ … ]
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.
Markets What has happened since the U.S. dollar topped out. (allstarcharts.com) Credit spreads are off their 2022 highs. (allstarcharts.com) Dividends The return from stock dividends compound over time. (awealthofcommonsense.com) Investing solely based on dividend yields is a mug's game. (humbledollar.com) Companies Apple's ($AAPL) CEO Tim Cook is taking a pay cut.
The biz We are at the beginning of the AI-read audiobook wave. (arstechnica.com) AI narrators are better than you think. (slate.com) Text-to-speech is becoming incredibly simple. (arstechnica.com) A Random Walk Down Wall Street Peter Lazaroff talks with Burton Malkiel about the newly released 50th-anniversary edition of "A Random Walk Down Wall Street.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
How do you separate the signal from the noise? To have confidence that a factor premium, or strategy, isn’t just the result of data mining - a lucky/random outcome - we recommended that you should require evidence that the premium has been not only persistent over long periods of time and across economic regimes, but also pervasive across sectors, countries, geographic regions and even asset classes; robust to various definitions (for example, there has been both a value and a momentum premium u
I don’t like making big, bold macro predictions. There are too many unknown variables involved and even if I did nail my macro forecast, it probably wouldn’t help my portfolio anyway since the market reaction to the economic data is more important than the data itself. Last week Michael and I were on Plain English with Derek Thompson discussing the confusing nature of the current macro environment.
Today’s Compound and Friends is brought to you by Composer: See here for more information on Composers’ systematic strategies On today’s show, we discuss: Decembers CPI print Is the bond market calling the Fed’s bluff? The Fed’s game of chicken Jamie Dimon says Fed may need to hike interest rates beyond 5% Paul Tudor Jones compares Fed inflation fight to a moon landing The most importan.
For the first time since 2018, the S&P 500, along with most other major indices had a negative return for the calendar year in 2022. Financial buzzwords like inflation and interest rates appeared constantly in the media and social media, and rightfully so with the role they played. Meanwhile, conflict abroad, unfortunately, came into the spotlight with the invasion of Ukraine, sending a global shockwave that had a large impact financially.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Life in retirement can feel a little slow and quiet, especially when you spend lots of time at home, have become an empty nester, or haven’t picked up any new hobbies. Plant parenting is a great way to fill up your time. It invests you in nurturing life, prompts you to learn new things, and engages you in routine. If you are new to it, you may be unsure of what plants to get, which ones are safe and how to properly take care of them.
Big global banks are eying some of the world’s most fragile countries for a new experiment in financial engineering: debt relief in exchange for environmental protections.
Even if you overcame financial issues caused by the pandemic, the last few years have made it difficult to “get ahead.” The statistics show that time and time again, consumers are struggling to make ends meet due to much higher prices across the board. A recent report by PYMNTS and LendingClub showed that 60% of American consumers have had to cut spending due to high inflation over the last 12 months.
The January Preliminary Report came in at 64.6, up 4.9 (8.2%) from the December Final. Investing.com had forecast 60.5. Since its beginning in 1978, consumer sentiment is 24 percent below the average reading (arithmetic mean) and 23 percent below the geometric mean.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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