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The biz Podcasting continues to professionalize. (fastcompany.com) There is a bull market in podcasts by NFL players, in season. (nytimes.com) The 10 best podcasts of 2023 including 'Strike Force Five.' (time.com) Economy Stephen Dubner on why it is so hard to build stuff in the U.S. (freakonomics.com) Joe Weisenthal and Tracy Alloway talk about the problem with the U.S. offshore wind industry with Chelsea Jean-Michel of BloombergNEF.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with those for investment advisers, but also raises questions about the comparative roles and regulations for the two groups.
Companies On the deterioration of Google's ($GOOGL) culture from a former insider. (ln.hixie.ch) A list of ten companies that bought back more than 50% of their shares in the past 10 years. (twitter.com) Nvidia Nvidia ($NVDA) is now the world's biggest, by revenue, chip maker. (tomshardware.com) A look at how Nvidia ($NVDA) makes its money. (genuineimpact.substack.com) Funds DFA now has 4 of the 10 top active ETFs by AUM.
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending Nov 18, 2023 • Active inventory increased slightly, with for-sale homes 1.5% above year ago levels. Active listings exceeded last year’s levels again this week, falling in line with last week’s trend. • New listings–a measure of sellers putting homes up for sale–were up this week, by 5.0% from one year ago.
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
We did a surprise Thanksgiving podcast drop and had our friend Morgan Housel on the show to talk about the big idea behind his new book, ‘Same As Ever‘ We get into some stuff on the responsibility of a board director, the way investors overweight bad news versus good news, the not-so-aligned incentives of the financial media and so much more.
From STR: U.S. hotel results for week ending 18 November U.S. hotel performance showed mixed year-over-year comparisons, according to CoStar’s latest data through 18 November. 12-18 November 2023 (percentage change from comparable week in 2022): • Occupancy: 62.4% (-0.6%) • Average daily rate (ADR): US$156.47 (+7.0%) • Revenue per available room (RevPAR): US$97.61 (+6.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Personal finance was my first love in the money world. I was a saver before I ever knew what investing even was. Yet my relationship with personal finance has evolved as I’ve aged and changed my habits. Many of the personal finance rules written in stone will always apply. Live below your means. Pay yourself first. Stay out of credit card debt.
Personal finance was my first love in the money world. I was a saver before I ever knew what investing even was. Yet my relationship with personal finance has evolved as I’ve aged and changed my habits. Many of the personal finance rules written in stone will always apply. Live below your means. Pay yourself first. Stay out of credit card debt.
From BofA: Overall, this reduced our 4Q US GDP tracking estimate down a tenth to 1.4% q/q saar from our official forecast of 1.5% q/q saar. Also, 3Q GDP remains unchanged from our last weekly publication at 5.2% q/q saar. [Nov 22nd estimate] emphasis added From Goldman: The inventory details of the durable goods report were firmer than our previous assumptions, and we boosted our Q4 GDP tracking estimate by one tenth to +2.0% (qoq ar ).
Covered calls implemented to deliver higher derivative income should be expected to have (1) lower total returns, (2) higher tax realizations along the path, and (3) a more negatively skewed return profile. Investors who allocate to these strategies for their income alone, without accounting for these other considerations, might have made a devil’s bargain Focus on Income Can Undermine Returns: The Case of Covered Calls was originally published at Alpha Architect.
There are clear intersections between artificial intelligence (AI) and cloud computing. But for some reason, the latter has been an afterthought as the former has flourished in 2023.
Last year on Black Friday, I was all set for a nice long day of football and internetting when sure enough, a half hour into the first game we got dispatched for a structure and so I was gone all day. I'm starting in on this post mid-afternoon and so far, no structure fires or any other calls for service! We just had a very serious structure fire a couple of weeks ago so it will probably be a while before we have another.
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.
Fundamental Analysis Of CE Info Systems : Remember how the problem was in earlier days to find any places, distances, road connectivity, hotels, and restaurants on the way and estimate the time to those places? As technology upgrades for the betterment of people, companies that deal in technology will flourish. In this article about Fundamental Analysis Of CE Info Systems under a brand name called Map My India.
FINRA has released new data for margin debt, now available through October. The latest debt level fell for a third straight month to $635.28 billion. Margin debt is down 6.7% month-over-month (MoM) and down 2.2% year-over-year (YoY). However, after adjusting for inflation, debt level is down 6.7% MoM and down 5.3% YoY.
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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.
Happy Thanksgiving week! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they discuss all the things investors have to be thankful about right now. These include: The S&P 500 is up almost 20% year-to-date Inflation is coming back down, currently sitting near 3% The Fed is likely done raising rates (and could begin lowering rates) Looking for more investment insights and market analysis?
Federal Reserve policymakers at their most recent meeting united around a strategy to “proceed carefully” on future interest-rate moves and base any further tightening on progress toward their inflation goal.
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.
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