Calculated Risk
OCTOBER 21, 2023
The key reports this week are the advance estimate of Q3 GDP and September New Home sales. Another key indicator is Personal Income and Outlays and PCE prices for September. For manufacturing, the Richmond and Kansas City Fed manufacturing surveys will be released this week. -- Monday, October 23rd -- 8:30 AM ET: Chicago Fed National Activity Index for September.
The Big Picture
OCTOBER 21, 2023
The weekend is here! Pour yourself a mug of pumpkin spiced latte, grab a seat by the window, and get ready for our longer-form weekend reads: • Brazil Is Embracing the Crisis That Everyone Else Wants to Avoid; Offers Venezuelans Jobs in Growing Migrant Crisis : Latin America’s largest economy is linking newcomers with jobs, while its neighbors and the US struggle with a migration surge that shows no signs of slowing. ( Bloomberg ) • After The Human : The increasingly symbiotic relationship betwe
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Calculated Risk
OCTOBER 21, 2023
At the Calculated Risk Real Estate Newsletter this week: • September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 3.96 million SAAR in September; New Cycle Low • NMHC: "Apartment Market Continues to Loosen" • Preliminary 2024 Housing Forecasts • 30-Year Mortgage Rates Hit 8.0% • Lawler: Early Read on Existing Home Sales in September This is usually published 4 to 6 times a week and provides more in-depth analysis of t
Trade Brains
OCTOBER 21, 2023
Blue Jet Healthcare IPO Review : Blue Jet Healthcare Limited is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 25th October 2023 and closes on 27th October 2023. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Blue Jet Healthcare.
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A Wealth of Common Sense
OCTOBER 21, 2023
On today’s show, we spoke with Samir Kaji, CEO, President, and Co-Founder of Allocate to give us an update on Venture markets. See here to learn more about Allocate’s VC platform for advisors and family offices. On today’s show, we discuss: How VC has influenced everyday life Where private market prices should be today Remnants of the free-money era How VC-backed start-ups are surviving 2023 What VC in.
Trade Brains
OCTOBER 21, 2023
What is Bull Call Spread Strategy: Trading options can be highly profitable in financial markets, but it can also be challenging. Fortunately, there are numerous option strategies that can increase our chances of success. One such strategy is the Bull Call spread. In this article, we will explain what is Bull Call Spread Strategy and explore the different elements, benefits, strategies & more What is Bull Call Spread Strategy?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
OCTOBER 21, 2023
We have been looking at big historical/economic/political cycles for the past two months.
Abnormal Returns
OCTOBER 21, 2023
EVs The case for plug-in hybrid vehicles, i.e. PHEVs. (ritholtz.com) Tesla ($TSLA) prices are down some 25% year-over-year. (axios.com) States are taxing EVs to make up for lost gas tax revenue. (washingtonpost.com) Big cities have unique challenging providing EV charging support. (politico.com) How much do EV batteries cost? (visualcapitalist.com) Transport Fatality rates for the youngest drivers have fallen over the past 20 years.
Advisor Perspectives
OCTOBER 21, 2023
While surface-level economic data appear resilient, details below the surface are mixed.
The Big Picture
OCTOBER 21, 2023
This week, we speak with Bethany McLean, a writer for Vanity Fair and coauthor of The Smartest Guys in the Room. She was previously Editor-at-large of Fortune and spent three years working at Goldman Sachs. Her latest book, The Big Fail: What the Pandemic Revealed About Who America Protects and Who It Leaves Behind , was coauthored with Joe Nocera. She explains how the general state of healthcare in the United States was one giant pre-existing condition; that was a major contributor to excess de
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
OCTOBER 21, 2023
The muni yield curve has been inverted before, but not for any meaningful length of time—until now. With yields on short-term muni bonds still significantly higher than those on intermediate-term munis, what’s an investor to do?
Advisor Perspectives
OCTOBER 21, 2023
Tesla Inc.’s price cuts this year show customers are no longer willing to pay a premium for its vehicles. That raises a key question on Wall Street: Does its lofty stock-market valuation make sense anymore?
Advisor Perspectives
OCTOBER 21, 2023
Airlines were one of the hardest-hit industries at the start of the pandemic, with the five-member S&P 500 Passenger Airlines Index collapsing over 31% in 2020.
Advisor Perspectives
OCTOBER 21, 2023
Investor positioning in stocks has become so bearish that it’s triggered a “contrarian buy signal” in a custom Bank of America Corp. indicator, setting up the asset class for a short-term rally, according to strategist Michael Hartnett.
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
OCTOBER 21, 2023
Russell Investments’ 2023 Manager ESG Survey, now in its ninth year, continues to offer valuable insights into the evolving landscape of ESG practices within the investment management industry.
Advisor Perspectives
OCTOBER 21, 2023
Active ETFs have gained in popularity in recent years. However, some pundits have prematurely taken out their shovels for some funds. Even as these products show signs of vitality.
Advisor Perspectives
OCTOBER 21, 2023
Homeowners, drivers and other individuals in the marketplace for insurance, have a host of factors to consider to make sure they are appropriately covered in the event of a death, accident, or other untimely event, advisors shared in interviews with VettaFi.
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