The Reformed Broker
JANUARY 28, 2023
We had a great time learning from Nathan Vardi this week. Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever. It’s also the story of some very interesting characters who were involved, including the hedge fund manager Joe Edelman, who is the best performing hedge fund manager from 1999 to 2020.
The Big Picture
JANUARY 28, 2023
The weekend is here! Pour yourself a mug of Guatemala Quetzaltenango coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Who Owns the Generative AI Platform? Many hot technology trends get over-hyped far before the market catches up. But the generative AI boom has been accompanied by real gains in real markets, and real traction from real companies.
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The Reformed Broker
JANUARY 28, 2023
Somehow, incredibly, January is already pretty much in the books. That’s how fast 2023 is going. We got through the first wave of Q4 earnings reports from the likes of Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express – so far, not terrible. Some bad reactions but some genuinely good ones. Just adds to the existing confusion.
The Big Picture
JANUARY 28, 2023
This week, we speak with Neil Dutta , partner and head of economic research at Renaissance Macro Research , where he analyzes global trends and cross-market investment themes. He was previously a senior economist at Merrill Lynch, and an analyst at Barron’s. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press, and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment, and co
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Abnormal Returns
JANUARY 28, 2023
Autos How pickup trucks got so darn big. (axios.com) The longer an EV is driven the better the carbon impact. (hannahritchie.substack.com) Bike lanes are good for local businesses. (kottke.org) Energy Why solar panel prices are falling. (bnnbloomberg.ca) Why not turn parking lots into solar power hubs? (wired.com) What's holding up major renewable projects?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
JANUARY 28, 2023
Articles A lack of meaningful consequences can lead to a consequential lack of meaning (By Tom Morgan) It seems to me that markets expect everything that happens to be short and binary. (By Allison Schrager) You can tell a lot about someone by how they spend their time. (By Jared Dillian) In what’s clearly looking like peak insanity in retrospect, there were 149 funding rounds in which startups raised $100 million or mo.
Calculated Risk
JANUARY 28, 2023
The key reports scheduled for this week are the January employment report and November Case-Shiller house prices. Other key indicators include January ISM manufacturing and services surveys, and January vehicle sales. The FOMC meets this week, and the FOMC is expected to announce a 25 bp hike in the Fed Funds rate. -- Monday, January 30th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for January.
Trade Brains
JANUARY 28, 2023
Among the wolves of the Dalal-street, there is this she-wolf who has got so much attention by investing in the lesser-known companies which later turnouts to be multi-bagger stocks. Before we take a look at Dolly Khanna Portfolio let’s have a view into who she is. Dolly Khanna is a Chennai based investor. Her net worth has crossed 500 crores. Her stock portfolio is managed by her husband Rajiv Khanna , who is a graduate of IIT Chennai in chemical engineering.
Advisor Perspectives
JANUARY 28, 2023
Investors are chasing European stocks at the fastest pace in nearly a year, while US equity inflows remain muted amid concerns of a recession, according to Bank of America Corp.
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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.
Meb Faber Research
JANUARY 28, 2023
Episode #464: Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 Guests: Meb Faber & Colby Donovan Date Recorded: 1/20/2023 | Run-Time: 43:12 Summary: Episode 464 has a radio show format. We cover: Global valuations update: where does the US rank? Is it too […] The post Episode #464: Radio Show: The Gates Are Going Up!
Advisor Perspectives
JANUARY 28, 2023
In stock investing there’s a management style called “growth at a reasonable price” or GARP. It seeks to achieve steadier results by avoiding both expensive growth stocks and beaten-down value stocks.
Clever Girl Finance
JANUARY 28, 2023
Whether it’s the beginning of a new year or another milestone point in your life, life planning is a crucial part of reaching your goals. Think of it as planning to succeed. It’s pretty tough to achieve your goals without thinking through what those goals are first. If you expect every detail to go according to plan, you will be disappointed. But that doesn’t mean it's a good idea to skip the process of creating a life plan.
Advisor Perspectives
JANUARY 28, 2023
Slowly but surely, investment bankers from New York to London are chipping away at the tens of billions of dollars in leveraged buyout debt that remains famously stuck on their balance sheets.
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.
Advisor Perspectives
JANUARY 28, 2023
The Federal Reserve’s preferred inflation measures eased in December to the slowest annual paces in over a year while consumer spending fell, helping pave the way for policymakers to further scale back the pace of interest-rate hikes.
Advisor Perspectives
JANUARY 28, 2023
The US Treasury’s quarterly financing estimates due next week will be closely watched to gauge the department’s view on how the debt-ceiling drama will unfold.
Advisor Perspectives
JANUARY 28, 2023
Since its launch in November, ChatGPT has been a smash hit. To explore the benefits of airline deregulation in the U.S., we sought the help of the AI content generator.
Advisor Perspectives
JANUARY 28, 2023
Elon Musk’s response to wavering demand and recession risk is pretty clear: slash prices, keep increasing capacity and try to continue growing even if it means sacrificing profit margin in the short term.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Advisor Perspectives
JANUARY 28, 2023
BuzzFeed Inc. shares surged by a record on news that the digital-media company plans to use OpenAI to bolster some of its content creation.
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