Abnormal Returns
SEPTEMBER 3, 2023
Top clicks this week How (and where) to hold cash in your portfolio. (morningstar.com) Do you need commodities in your portfolio? (humbledollar.com) Why are mortgage rates so high? (awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. (theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long.
Calculated Risk
SEPTEMBER 3, 2023
From STR: U.S. hotel results for week ending 26 August Following seasonal patterns, U.S. hotel performance declined from the previous week but showed positive comparisons year over year, according to CoStar’s latest data through 26 August. 20-26 August 2023 (percentage change from comparable week in 2022): • Occupancy: 65.0% (+0.4%) • Average daily rate (ADR): US$150.23 (+1.7%) • Revenue per available room (RevPAR): US$97.62 (+2.1%) emphasis added The following graph shows the seasonal pattern f
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A Wealth of Common Sense
SEPTEMBER 3, 2023
I love studying financial market history. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature. If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. And looking into the booms and busts makes you look at certain dates and outlier events.
Advisor Perspectives
SEPTEMBER 3, 2023
While the S&P 500 delivered solid performance this summer, we remain cautious in the near term given the Index remains modestly above our year-end target of 4,400.
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Random Roger's Retirement Planning
SEPTEMBER 3, 2023
We got back late Wednesday after eight days in the country. We had a blast and the scenery was epic. While I was connected and able to get done what I needed, I've still been catching up on stuff so I am glad to be able to get back to blogging. First up is an article by Aaron Brown for Bloomberg about "hedge fund style investing" for individuals. It looked at things like merger arbitrage, managed futures and risk parity.
oXYGen Financial
SEPTEMBER 3, 2023
Trade Brains
SEPTEMBER 3, 2023
Fundamental Analysis of Banco Products: Automobile and auto-components makers recorded all-time high sales in the recent financial year 2022-23 as the demand recovered after the Covid-19 led-pandemic. Furthermore, the industry underwent various developments with the rise of EVs, changes in emission norms, and more. Amidst all this, are there any attractive investment opportunities?
Advisor Perspectives
SEPTEMBER 3, 2023
US hiring picked up in August and wage growth slowed, offering a mixed picture of both resilience and moderation in the labor market.
Abnormal Returns
SEPTEMBER 3, 2023
Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. (awealthofcommonsense.com) There is a difference between picking and choosing. (humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. (drorpoleg.com) How Amazon's ($AMZN) advertising business got so big. (humbledollar.com) Covid has worked its way through Instacart's business.
Advisor Perspectives
SEPTEMBER 3, 2023
Adjusted earnings forecasts tend to overshadow reported earnings and add uncertainty to corporate outlooks.
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
SEPTEMBER 3, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • ‘Off-the-charts records’: Has humanity finally broken the climate? Extreme weather is ‘smacking us in the face’ with worse to come, but a ‘tiny window’ of hope remains, say leading climate scientists. ( The Guardian ) • Paid Late, or Never: Painters, Builders and Brokers Hit by China’s Property Crisis : As a real estate meltdown ripples through the economy, small businesses and workers are owed hundreds o
Advisor Perspectives
SEPTEMBER 3, 2023
Federal Reserve Bank of Atlanta President Raphael Bostic said the US economy faces a period of some disruption as debts are refinanced at significantly higher interest rates, putting some pressure on both financial institutions and the government.
Advisor Perspectives
SEPTEMBER 3, 2023
A slew of recent polls, studies, and surveys confirmed the importance and relevance of ESG investing to younger investors.
Advisor Perspectives
SEPTEMBER 3, 2023
Active ETFs have had a really strong year so far in 2023, picking up advisor and investor interest. Even institutional investors have increasingly turned towards specialist, responsive management.
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
SEPTEMBER 3, 2023
The S&P 500 closed August with a monthly loss of 1.71%, after a gain of 3.22% in July.
Advisor Perspectives
SEPTEMBER 3, 2023
The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.
Advisor Perspectives
SEPTEMBER 3, 2023
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze the upcoming spin-off of Kellogg into two separate companies and discuss whether it is a good investment opportunity.
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