The Reformed Broker
MARCH 11, 2023
I want to start out this week with a big thank you to all our fans, friends, employees and clients who came out to see us in Chicago this week for what can only be described as a whirlwind of productivity and fun. The meetings were meaningful, the catch-ups were long overdue and the food was fantastic. We will be back! If you live in the Chicago area and could use a little help with your portfolio, tax advice or just want.
Calculated Risk
MARCH 11, 2023
At the Calculated Risk Real Estate Newsletter this week: • Pandemic Economics, Housing and Monetary Policy: Part I • Black Knight Mortgage Monitor: Home Prices Declined in January, "on pace to fall below 0% by March/April" • 1st Look at Local Housing Markets in February • "Home ATM" is Closing This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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The Big Picture
MARCH 11, 2023
This week, we speak with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which manages $14.6 billion in assets. Bernstein, who was previously chief investment strategist at Merrill Lynch, has been named to the Institutional Investor’s “All-America Research Team” 18 times and has been inducted into the Institutional Investor Hall of Fame.
Calculated Risk
MARCH 11, 2023
The key reports this week are February CPI, Retail Sales, and Housing Starts. For manufacturing, the February Industrial Production report and the March NY and Philly Fed manufacturing surveys will be released. -- Monday, March 13th -- 10:00 AM: State Employment and Unemployment (Monthly) for January 2023 -- Tuesday, March 14th -- 6:00 AM ET: NFIB Small Business Optimism Index for February. 8:30 AM: The Consumer Price Index for February from the BLS.
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The Irrelevant Investor
MARCH 11, 2023
Articles Between the end of 2019 and the first quarter of 2022, deposits at US banks rose by $5.40 trillion (By Marc Rubinstein) From their sublime beginnings when Lord Satoshi first blessed the world with their teachings, his faithful have built many castles on top of dubious, crusty, and brittle foundations (By Arthur Hayes) It is overvalued and underestimated (By Mario Gabriele) For a category that already generates no.
Ron A. Rhodes
MARCH 11, 2023
I was recently reminded of a 50-year old case in which financial planning, while in its infancy, was seen as a fiduciary status relationship, and when the SEC held the…
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Ron A. Rhodes
MARCH 11, 2023
If a fiduciary investment adviser or financial planner will possess a conflict of interest with a client, must the investment adviser seek to avoid the conflict of interest?
Validea
MARCH 11, 2023
Lawrence Cunningham discusses the two traits that he thinks have most led to Warren Buffett’s success. See Full Interview With Lawrence Cunningham The post Investing Shorts: Warren Buffett’s Two Most Important Traits appeared first on Validea's Guru Investor Blog.
Advisor Perspectives
MARCH 11, 2023
In September 2021, Silvergate Bank, specializing in digital currency, was performing well. In fact, the bank reported record-breaking growth in deposits and loans in 2020, thanks in part to increased demand for its services from clients in the cryptocurrency industry.
Validea
MARCH 11, 2023
Peter Lazaroff shares the one lesson he would teach the average investor. See Full Interview with Peter Lazaroff The post The Most Important Investing Lesson: Peter Lazaroff appeared first on Validea's Guru Investor Blog.
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
MARCH 11, 2023
Greg Becker sat in a red armchair at an invite-only conference in Los Angeles last week, legs crossed, one hand cutting through air.
Dear Mr. Market
MARCH 11, 2023
Dear Mr. Market: March Madness is back! And so are we… The world stopped pretty much everything at one point during the pandemic and sports were of course no exception. For true sports fans there was nothing more depressing than watching cornhole tournaments or empty arenas void of fans, sounds, and energy. Even if you don’t like or follow college basketball, we think you’ll enjoy what we pioneered and have put together.
Advisor Perspectives
MARCH 11, 2023
Short sellers are betting against Cathie Wood’s flagship fund more than ever before.
Abnormal Returns
MARCH 11, 2023
Autos EVs are becoming price competitive with ICEs. (wsj.com) Do you really want to have to know who is the CEO of your car's manufacturer? (nytimes.com) What is hampering GM's ($GM) EV push? (wsj.com) The IRA is prompting VW to focus on the U.S. for battery production. (ft.com) Now Norway has built out its EV charging network. (reasonstobecheerful.world) Why public officials want to keep AM radios in EVs.
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
MARCH 11, 2023
If a picture is worth a thousand words, this will be the “longest” letter I’ve sent you in a while, as there are quite a few pictures. It may also be the most wide-ranging.
International College of Financial Planning
MARCH 11, 2023
It can be tough to manage your finances, especially if you’re new to it. With bills to pay, student loans to repay, and savings goals to meet, it can feel like you’re in over your head. But don’t worry! With the right plan, you can take control of your finances. Financial planning helps you understand your current financial situation and set realistic goals for the future.
Advisor Perspectives
MARCH 11, 2023
Like face recognition, artificial intelligence (AI), mRNA vaccines and other modern technology, Bitcoin is a key component of the ongoing, rapidly accelerating digital transformation.
The Big Picture
MARCH 11, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • “Hell Is Coming”: How Bill Ackman Predicted the COVID Market Crash—And Made a Fortune : In February 2020, the infamous short seller woke up in a cold sweat when he realized the pandemic might spell pandemonium on Wall Street, as Liz Hoffman writes in her forthcoming book, Crash Landing.
Speaker: Erroll Amacker
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.
Advisor Perspectives
MARCH 11, 2023
Larry Culp is finally having a good year. General Electric Co. had been in nearly constant turmoil since Culp took over as chief executive officer with a turnaround mandate in 2018.
Aleph
MARCH 11, 2023
Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter bird with his best friend Market Dynamics Short sellers are betting against Cathie Wood’s flagship fund more than ever before [link] This may give Cathie Wood a tailwind… shorts eventually have to be bought in… Mar 11, 2023 US buyback announcements are running at a record pace, with $261 billion in commitments so far this year — though much of it is spread across just five companies, acco
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