Abnormal Returns
NOVEMBER 5, 2023
Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." (humbledollar.com) Be wary shifting too much of your money into bonds. (humbledollar.com) There's nothing magic about asset allocation. (obliviousinvestor.com) Money market returns look good.almost too good. (wsj.com) Traders are buying the dip in the iShares 20+ Year Treasury Bond ETF ($TLT).
Calculated Risk
NOVEMBER 5, 2023
Weekend: • Schedule for Week of November 5, 2023 Monday: • At 11:00 AM ET, NY Fed: Q3 Quarterly Report on Household Debt and Credit • At 2:00 PM, Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 5 and DOW futures are up 40 (fair value). Oil prices were down over the last week with WTI futures at $80.51 per barrel and Brent at $84.89 per barrel.
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Abnormal Returns
NOVEMBER 5, 2023
Markets Small and mid-cap stocks have badly lagged large caps. (awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. (theirrelevantinvestor.com) Why you should avoid big investment shifts. (humbledollar.com) Trading Brett Steenbarger, "The best traders evolve." (traderfeed.blogspot.com) Why cycles of speculation keep happening.
Calculated Risk
NOVEMBER 5, 2023
From STR: U.S. hotel results for week ending 28 October U.S. hotel performance decreased from the previous week but showed positive year-over-year comparisons, according to CoStar’s latest data through 28 October. 22-28 October 2023 (percentage change from comparable week in 2022): • Occupancy: 66.0% (+0.7%) • Average daily rate (ADR): US$160.89 (+3.9%) • Revenue per available room (RevPAR): US$106.16 (+4.6%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy r
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The Reformed Broker
NOVEMBER 5, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
A Wealth of Common Sense
NOVEMBER 5, 2023
American households have never been wealthier but that wealth is not evenly distributed. The top 10% controls more than 70% of the total wealth in this country as of year-end 2022.1 The good news is, there are those outside of the top 10% who are catching up. Based on the latest estimates from the Federal Reserve there are around 16 million American households with a net worth of $1 million or more.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
NOVEMBER 5, 2023
Today’s Talk Your Book is brought to you by the US Benchmark Series: On today’s show, we spoke with Alex Morris, Co-Founder and CIO of the US Benchmark Series by F/m Investments to discuss making bets on interest rates and duration risk. On today’s show, we discuss: Thinking about lengthening bond duration Making bets on interest rate movements Timing duration bets Asymmetries in the fixed-income market Why th.
Trade Brains
NOVEMBER 5, 2023
High Promoter Holding Stocks under Rs 200: When it comes to investing, there are numerous factors to consider before buying a stock. However, one of the fundamental criteria that can indicate the potential of a business is the percentage of ownership held by its promoters in the company. In this article, we will go through some of the top high promoter holding stocks under Rs 200 from different sectors and analyze them… High Promoter Holding Stocks Under Rs 200 For our study, we’ll read about th
Advisor Perspectives
NOVEMBER 5, 2023
A measure of foreign investment into China turned negative for the first time since records began in 1998, highlighting how foreign companies are pulling money out of the country due to geopolitical tensions and higher interest rates elsewhere.
Validea
NOVEMBER 5, 2023
In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the current state of the market, the potential upcoming refinancing wall and the most important fundamental criteria Joe looks at when evaluating companies. Listen on Apple Podcasts Listen on Spotify Watch on YouTube The post A Deep Dive into Credit Investing with Joe Hegener appeared first on Validea's Guru Investor Blog.
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.
Advisor Perspectives
NOVEMBER 5, 2023
Growth-Focused Advisors average almost twice the assets under management of their peers. But how can you focus on growth as a business owner if you're wearing too many hats? In our Advisor Growth Guide, we reveal the biggest challenges and how to overcome them.
The Big Picture
NOVEMBER 5, 2023
I don’t know anyone who will buy another Tesla. And I know a lot of people with Teslas, and they LOVE their Teslas! But they don’t like Elon Musk. If you’ve been following the news, it’s getting hard to sell electric cars. The Big 3, not so big anymore, are slowing development and production. Which is the exact wrong thing to do, because that will only put them further behind when the revolution comes, and it’s inevitable, and it will be gradual, then all at once.
Advisor Perspectives
NOVEMBER 5, 2023
US job growth slowed in October by more than expected and the unemployment rate rose to an almost two-year high of 3.9%, indicating that employers’ strong demand for workers is beginning to cool.
The Big Picture
NOVEMBER 5, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What I saw when I watched videos of the Hamas attack : Sickening, all of it. And yet the film mainly reinforces what is already known about these atrocities and cannot be denied or minimized, at least not by any decent person. ( Washington Post ) see also A Record of Pure, Predatory Sadism : Officials in Israel screened footage of the Hamas attack for the press: “What we shared with you, you should know i
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.
Advisor Perspectives
NOVEMBER 5, 2023
Higher macro and market volatility, along with greater dispersion, creates a favorable environment for active trading, according to K2 Advisors. Get the team’s latest hedge-fund strategy outlook.
Advisor Perspectives
NOVEMBER 5, 2023
Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Advisor Perspectives
NOVEMBER 5, 2023
Our 2023 Manager ESG survey reveals that while more investors are implementing engagement and proxy voting strategies, there is still room for improvement.
Advisor Perspectives
NOVEMBER 5, 2023
It has been several weeks since ether futures ETFs have launched with little fanfare in early October. But since then, the crypto ETF market has seen several significant events which has caused the price of bitcoin to rise to near $35,000.
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 5, 2023
More investors are turning to active management for their fixed income exposure. In a poll conducted by VettaFi, a third of respondents have more than half of their fixed income exposure tied to active management.
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