The Big Picture

NOVEMBER 4, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. ( Wall Street Journal ) • How to Turn Your Electric Car Into a Mobile Power Plant : “Bidirectional charging” promises to transform EVs into backup power sources and help utilities hedge against cli

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Medicine Startup Engineering Manufacturing 304

Calculated Risk

NOVEMBER 4, 2023

This will be a light week for economic data. -- Monday, November 6th -- 11:00 AM: NY Fed: Q3 Quarterly Report on Household Debt and Credit 2:00 PM: Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October. -- Tuesday, November 7th -- 8:00 AM ET: Corelogic House Price index for September. 8:30 AM: Trade Balance report for September from the Census Bureau.

Banking 195

Banking Economics Marketing Marketing 195

Trade Brains

NOVEMBER 4, 2023

Best Algo Trading Software in India : In today’s fast-paced world, the advent of advanced technologies has created an impact in almost every sector of the economy. The stock market is no exception to this statement. The concept of algorithm trading has gained immense popularity among investors and traders due to its features that help in swift and hassle-free trading.

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Assets Planning Financial Market Retail 111

Calculated Risk

NOVEMBER 4, 2023

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Up 2.6% year-over-year in August; New all-time High • Inflation Adjusted House Prices 3.1% Below Peak • Freddie Mac House Price Index Increased in September to New High; Up 5.2% Year-over-year • Asking Rents Down 1.2% Year-over-year • Lawler: Single-Family Rent Results Invitation Homes, and AMH (American Homes 4 Rent) This is usually published 4 to 6 times a week and provides more in-depth analysi

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Marketing Marketing 182

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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

Clients

The Irrelevant Investor

NOVEMBER 4, 2023

It’s incredible how fast things can change. Just a week ago sentiment was in the toilet. The S&P 500 had declined for three consecutive months for the first time since the pandemic. The selloff was widespread too, with just 1 in 10 large-cap stocks above their 50-day moving averages. Interest rates, especially on the long end, were soaring.

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Clever Girl Finance

NOVEMBER 4, 2023

Love it or hate it, if you want to be financially successful, you need to budget your money and success with budgeting means understanding budget categories. Knowing about the different kinds of things you might spend money on can help you figure out which ones apply to you and your financial situation. So, let’s talk about the various categories that you might need, including a budget categories list!

Budgeting 98

Budgeting Insurance Retirement Food 98

Advisor Perspectives

NOVEMBER 4, 2023

A transition away from fossil fuels is likely required to avert a significant warming of the planet. Rising temperatures could lead to crop failures, storm intensification, ocean acidification and deoxygenation, and infrastructure damage, among several other risks.

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Trade Brains

NOVEMBER 4, 2023

ASK Automotive IPO Review: ASK Automotive Limited is coming up with its Initial Public Offering. The IPO will open for subscription on November 7, 2023, and close on November 9, 2023. In this article, we will look at the ASK Automotive IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! ASK Automotive IPO Review – About The Company ASK Automotive Limited, Incorporated in 1988, is a manufacturer of advanced braking systems for two-wheelers in India.

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Manufacturing Engineering Sales Portfolio 59

Advisor Perspectives

NOVEMBER 4, 2023

Cathie Wood says she would unambiguously wager on Bitcoin — rather than gold or cash — to safeguard against the possibility of deflation in the coming decade.

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Abnormal Returns

NOVEMBER 4, 2023

EVs The EV business has hit a speed bump. (theverge.com) Tesla ($TSLA) has an Elon Musk problem. (lefsetz.com) EVs have an affordability problem. (businessinsider.com) Solid state batteries will change the EV equation. (axios.com) Transport Just how quickly can the shipping industry green itself? (nytimes.com) Railroad companies have been lax in maintaining bridges.

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Medicine Financial Advising Transportation Medical 293

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.

Management

Advisor Perspectives

NOVEMBER 4, 2023

Capital Group is seeing an opportunity for investors to load up on global equities after the Federal Reserve held rates on Wednesday, signaling an end to its aggressive tightening cycle.

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The Big Picture

NOVEMBER 4, 2023

 This week, we speak with Zeke Faux ,1 an investigative reporter for Bloomberg Businessweek and Bloomberg News. He has won the Gerald Loeb Award for explanatory journalism and the American Bar Association’s Silver Gavel Award , and was a National Magazine Award finalist. He is the author of Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.

Numbers 190

Numbers Assets Management Accounting 190

Advisor Perspectives

NOVEMBER 4, 2023

The return of inflation has altered the investing landscape in a way last seen more than half a century ago.

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Investments Investing 52

Advisor Perspectives

NOVEMBER 4, 2023

Identifying problems is great. Identifying solutions is even better, especially when the politicians who are supposed to be solving our big problems don’t even try.

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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.

Numbers

Advisor Perspectives

NOVEMBER 4, 2023

Recent economic data, we believe, suggests sticky inflation with positive GDP growth is more likely in 2024 than a soft landing. We expect that interest rates will stay higher for longer on the back of increased Treasury supply and hawkish Federal Reserve rhetoric.

Economics 52

Economics 52

Advisor Perspectives

NOVEMBER 4, 2023

Ultimately, October was a positive month in several different areas for the precious metal. It saw an increase in not only its price but also investor engagement on VettaFi digital properties. On top of that, a pair of gold miner ETFs saw a bump in their performance.

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Advisor Perspectives

NOVEMBER 4, 2023

Amid hopes that a spot bitcoin exchange traded fund or multiple versions of that product will soon debut in the U.S., the digital currency is on a torrid pace in 2023.

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