The Big Picture
JUNE 24, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand how corporations and the global economy generally function over the long haul.
The Reformed Broker
JUNE 24, 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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
JUNE 24, 2023
This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years. Borish also previously served as chief strategist for Quad Group LLC.
Calculated Risk
JUNE 24, 2023
The key reports this week are May New Home sales, the third estimate of Q1 GDP, Personal Income and Outlays for May and April Case-Shiller house prices. For manufacturing, the June Richmond and Dallas Fed manufacturing surveys will be released. -- Monday, June 26th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for June. -- Tuesday, June 27th -- 8:30 AM: Durable Goods Orders for May from the Census Bureau.
Advertisement
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
Trade Brains
JUNE 24, 2023
Best Mutual Fund Apps In India : As we all know that investing in mutual funds is one of the best ways to grow our money in the long term. And thanks to some of the best mutual fund apps in India, tracking, managing and investing in different mutual fund schemes is a lot faster and easier these days. Moreover, you can perform all these activities in just one app.
Calculated Risk
JUNE 24, 2023
At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Increased to 4.30 million SAAR in May; Median Prices Declined 3.1% YoY in May • May Housing Starts: Record Number of Multi-Family Housing Units Under Construction • Some More Good News for Homebuilders • Final Look at Local Housing Markets in May • California Home Sales Down 23.6% YoY in May, Median Prices Decline 6.4% YoY This is usually published 4 to 6 times a week and provides more in-depth analysis of the ho
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JUNE 24, 2023
Intrinsic value and time value of option : Options contract is a unique derivative instrument that lets its buyers bet on the price of an underlying asset by paying only a fraction of the amount called the premium. This premium of an options contract is arrived at with the help of two components: Intrinsic value and time value. Knowledge about these components helps us get a better understanding of the pricing system of options In the article, we understand what is Intrinsic value and time value
Random Roger's Retirement Planning
JUNE 24, 2023
Some good stuff in Barron's this week. First the Streetwise column looked at whether the 60/40 portfolio is broken and suggestions from Bank of America about what to do if you think it is broken. I am a sucker for these types of articles. I have been leaning toward 60/40 being broken for years. First as a function of rates that were too low for the risk/reward tradeoff to make any sense and now I believe intermediate to longer term bonds have become sources of unreliable volatility.
Advisor Perspectives
JUNE 24, 2023
Japanese stocks may help boost the performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
Abnormal Returns
JUNE 24, 2023
Autos Your car collects a lot of data about you. (wired.com) Ford ($F) has received a big loan to fund new EV plants. (electrek.co) Rivian ($RIVN) is adopting the Tesla ($TSLA) charging standard. (arstechnica.com) In what states pedestrian deaths are still rising. (arstechnica.com) Energy Texas is increasingly dependent on solar energy. (nytimes.com) Capping methane leaks from oil and gas wells is low hanging fruit.
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
JUNE 24, 2023
At some point, the world might have too many planes again. But it’s a little early to worry about that too much.
Advisor Perspectives
JUNE 24, 2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Advisor Perspectives
JUNE 24, 2023
The balance of power in the jobs market is slowly tilting back toward employers as companies become choosier with their hires and workers turn more cautious about quitting.
Advisor Perspectives
JUNE 24, 2023
Bitcoin is heading for one of its strongest weeks of the year, buoyed by speculation that proposed exchange-traded funds potentially herald new sources of demand for the largest digital asset.
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
JUNE 24, 2023
Bond investors’ concern over a potential US recession deepened after Federal Reserve Chair Jerome Powell signaled policymakers may keep pushing interest rates higher.
Advisor Perspectives
JUNE 24, 2023
This article will explore the expense ratios and YTD returns of four ETFs investing in AI with some of the lowest fees in the market. By comparing these key metrics, investors can evaluate which ETF may be the most cost-effective option for gaining exposure to the AI industry.
Advisor Perspectives
JUNE 24, 2023
The exit from a decade of very low interest rates, via the most aggressive hiking cycle since 1980 has laid bare the distorted financing incentives that became entrenched in the years between the Global Financial Crisis in 2008 and the end of pandemic-era monetary policies in 2022.
Expert insights. Personalized for you.
269 
Let's personalize your content