The Reformed Broker
AUGUST 5, 2023
We had a lot of fun with Joe Terranova and Mark Fisher on the show this week. Mark shared a lot of behavioral stuff about what it takes to make it as a trader. It’s not for everyone and it costs a lot to find this out. I was fascinated by the discussion and judging for the feedback we’ve gotten, a lot of our listeners were as well. You can watch the full episode here: Or find it on your favorite podcast ap.
Calculated Risk
AUGUST 5, 2023
At the Calculated Risk Real Estate Newsletter this week: • Asking Rents Negative Year-over-year • Freddie Mac House Price Index Increased in June to New High; Up 1.7% Year-over-year • How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024? • The impact of 7% Mortgage Rates This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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Meb Faber Research
AUGUST 5, 2023
Episode #493: Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! Guests: Michael Batnick, CFA. Michael Batnick is the Director of Research at Ritholtz Wealth Management. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Date Recorded: 8/2/2023 | Run-Time: 48:44 Summary: In today’s episode, Michael & Ben […] The post Episode #493: Michael Batnick & Ben Carlson – What’s Your Fa
Calculated Risk
AUGUST 5, 2023
The key reports this week are July CPI and the June Trade Deficit. -- Monday, August 7th -- No major economic releases scheduled. -- Tuesday, August 8th -- 8:30 AM: Trade Balance report for June from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report. The blue line is the total deficit, and the black line is the petroleum deficit, and the red line is the trade deficit ex-petroleum products.
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Random Roger's Retirement Planning
AUGUST 5, 2023
There's a news story out there about an advisor who got into a world of trouble loading up on levered long equity ETFs for clients. I saw this on Twitter, I added Normal 0 false false false EN-US X-NONE X-NONE In theory a 60% target weight to equities c/b swapped for 20% in a 3X fund. Problem is daily reset which effects the tracking. Over a longer period this could lag badly, outperform by a ton or be right in line, no way to know.
Good Financial Cents
AUGUST 5, 2023
Having a million dollars may seem like the impossible dream, particularly if you’re starting from zero. But the fact that there are more than 22 million millionaires in the US already means it’s doable. After all, if at least 22 million people can do it, so can you. All you need are the right strategies and a generous helping of patience, and you can do it too.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
AUGUST 5, 2023
What is Super Trend Indicator : Market participants use different tools to analyse the stock market in their own niche to get profited from it to the maximum. Under the various technical tools present, here we have an important technical analysis tool called the Super trend indicator. The super trend indicator is preferred by traders to analyse the trends, price reversals, and support or resistance levels to identify better entry or exit opportunities.
Advisor Perspectives
AUGUST 5, 2023
Admittedly, I’ve glossed over the other catalysts in Ackman’s thesis — including the aforementioned supply-demand issues and the fiscal and governance challenges that Fitch underscored in its recent downgrade — but the inflation call seems to be the linchpin to his argument, at least going by the math in the post.
Abnormal Returns
AUGUST 5, 2023
Autonomous vehicles San Francisco is the front lines of the self-driving car movement. (wsj.com) GM's ($GM) Cruise is adding another city for its self-driving cars. (bigtechnology.com) Roads Some ways that cities can reduce pedestrian deaths. (arstechnica.com) Downtown areas have a parking problem - too much parking. (fastcompany.com) Some e-bike companies are marketing to children as 'mini-motorcycles.
Advisor Perspectives
AUGUST 5, 2023
Due to the energy-intensive nature of the bitcoin mining process, many consider miners and the digital currency itself detractors to environmental, social, and governance (ESG) and sustainability objectives.
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.
The Big Picture
AUGUST 5, 2023
This week, we speak with journalist and entrepreneur Dan Harris, author of the New York Times bestselling book “ 10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works–A True Story.” Harris also launched the app Ten Percent Happier, and hosts the Wondery podcast “Ten Percent Happier with Dan Harris.
Advisor Perspectives
AUGUST 5, 2023
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
The Big Picture
AUGUST 5, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Inside the Wagner Group’s Armed Uprising : How Yevgeny Prigozhin’s private military company went from fighting alongside Russian forces in Ukraine to staging a mutiny at home.
Advisor Perspectives
AUGUST 5, 2023
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a Mr. Valuation, discusses the differences between investing in growth stocks vs. dividend growth stocks.
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
AUGUST 5, 2023
Raymond James CIO Larry Adam examines the reasons for the decision and what the impact may be on the financial markets.
Advisor Perspectives
AUGUST 5, 2023
Australia and Canada are experiencing a surge in population growth, while growth rates have slowed substantially in the UK due to post-Brexit frictions.
Advisor Perspectives
AUGUST 5, 2023
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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