Sun.Oct 15, 2023

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Fifteen of the Best Investment Books of All Time

Wealth Management

Wealth Management recently asked readers to nominate the investment book that most helped them in their investing careers.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of October 15, 2023 Monday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for October. The consensus is for a reading of -1.5, down from 1.9. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 4 and DOW futures are up 27 (fair value). Oil prices were up over the last week with WTI futures at $87.69 per barrel and Brent at $90.89 per barrel.

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“Now Is the Time to Start to Look for Assets” Say Co-Founders of a New Real Estate Investment Platform

Wealth Management

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.

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The Worst Case Scenario For the Housing Market

A Wealth of Common Sense

People have been predicting a housing market crash ever since prices took off like a rocketship early in the pandemic. Housing is a bubble! Just wait for all of the Airbnb hosts that are forced to sell! Rising mortgage rates mean housing has to crash! It’s the big short all over again! Who knows maybe housing prices will fall or even crash eventually.

Marketing 123
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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10 Must Reads for Real Estate Investors (Oct. 16, 2023)

Wealth Management

The volume of distressed asset sales remains muted and Bisnow looked at why that is the case. Bloomberg reported that Netflix is planning to open physical retail stores. These are among the must reads from the real estate investment world to kick off the new week.

Retail 264
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How to put into practice lessons learned at a conference

Million Dollar Round Table (MDRT)

By Bryce Sanders It was a great meeting! MDRT holds great conferences, and so does your firm. You come back to the office with your batteries charged. How do you hold on to some of the knowledge and inspiration you gained at the meeting when the reality of catching up on emails and phone calls is waiting for you back at the office? Practical steps to put lessons learned into practice At the conference, you heard great ideas and took notes.

More Trending

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US Housing Affordability Worsens to New Record Low on High Rates

Advisor Perspectives

US housing affordability worsened to a fresh record low in August as Americans continue to bend under the weight of soaring mortgage rates and sticky prices.

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Talk Your Book: The All-In-One Home Equity Loan

The Irrelevant Investor

Today’s Talk Your Book is brought to you by Northpointe Bank: On today’s show, we spoke with Jason Anderson, Regional Vice President of Northpointe Bank to discuss all things housing market. On today’s show, we discuss: How the All In One loan is structured How interest rates affect home equity line of credits Why refinancing sometimes does not make sense Who this product is not for What Northpointe does to ma.

Banking 75
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Best EV Stocks With High FII Holdings To Add To Your Watchlist

Trade Brains

Best EV Stocks With High FII Holdings: The transportation industry is undergoing a significant transformation as the world moves towards more sustainable and eco-friendly options. Due to this, electric vehicles (EVs) have emerged as the front runners in this shift. This has opened up new investment opportunities, attracting more foreign investors to India’s markets.

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Avoiding Pitfalls for Your Physician Finances

Your Richest Life

Over the course of your career as a physician, your income will change quite a bit. Compared to your days in residency, your income as a practicing physician can be double, triple or even more of what you used to make. In general, earning potential for physicians is high, but it also comes with some risk. Here are some ways you can protect yourself throughout your career, and make sure you’re making the most of your income: Physician Finances: Work with a Contract Attorney Physician contracts c

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Bank Stocks Need More Than Solid Earnings to Draw Wary Investors

Advisor Perspectives

When US banks kick off the third-quarter earnings season Friday, it will mark the first in a long line of hurdles the group needs to clear in order to assuage investor fears.

Banking 52
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[cdata[ Stop Clipping Your Toenails: Discussing the Five 'Most Offensive' Airline Behaviors ]]

oXYGen Financial

![CDATA[ Flying has become an essential part of modern life, connecting people from all corners of the world. However, as the number of passengers continues to rise, so does the potential for inconsiderate behavior on flights. While some airline passengers may be well aware of the do's and don'ts of air travel etiquette, there are those who continue to exhibit behaviors that leave their fellow.

Numbers 52
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Still Fighting the Fed

Advisor Perspectives

In the most recent FOMC meeting, the committee decided to refrain from raising rates again, but held open the prospect for further hikes this year.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site This blog just celebrated its eighteenth anniversary. (abnormalreturns.com) The current ETF market provides something for everyone. (abnormalreturns.com) Dying with zero: the life of Charles Feeney. (abnormalreturns.com) Sub-3% mortgage rates are now a distant memory. (abnormalreturns.com) Top clicks this week Five common mistakes investors make.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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Major Central Banks Maintain Hard?Line Stance on Inflation

Advisor Perspectives

“Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target.

Banking 52
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Sunday links: no point in selling

Abnormal Returns

Markets We are living through the worst bond bear market in history. (cnbc.com) Why the stock market can rise in the face of war. (priceactionlab.com) Retail traders are taking a break from trading. (wsj.com) How to think about core bond funds. (nytimes.com) Policy Covid stimulus had a cost. Was it worth it? (disciplinefunds.com) Why getting malaria vaccines out into the world is so important.

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There’s More To Emerging Markets Than China

Advisor Perspectives

We see promising potential in countries with younger populations and forward-looking policies, such as India, Indonesia, and Mexico.

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Costco

The Big Picture

Every rich person needs to go. Not to one in the tony suburbs, but the inner city, where all classes meet. That’s one of the main problems in America today, the classes don’t interact, therefore the wealthy have no idea of the life of those working with their hands, counting pennies. You don’t have to be poor to go to Costco, but the richer you are, the less chance you’re there.

Food 306
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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

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.

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Small-Cap Bears Thrive as Russell 2000 Enters Negative Territory

Advisor Perspectives

The higher-for-longer interest rates narrative could continue to negatively affect small-cap companies. This is because they look to stay afloat in the current macroeconomic environment.

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By Request: Public and Private Sector Payroll Jobs During Presidential Terms

Calculated Risk

Note: I used to post this monthly, but I stopped during the COVID-19 pandemic. I've received a number of requests lately to post this again, so here is another update of tracking employment during Presidential terms. We frequently use Presidential terms as time markers - we could use Speaker of the House, Fed Chair, or any other marker. Important: There are many differences between these periods.

Economy 262
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Disruptive Tech Theme of the Week: Electric Vehicles

Advisor Perspectives

Even prior to this week’s spike in oil prices associated with renewed tensions in the Middle East, last week was ramping up to be a big week for electric vehicles (EVs) and their supply chain.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Parents told to delete social media apps to prevent kids from seeing Hamas atrocities : Facebook, X, TikTok and other social media services have been filled with graphic imagery out of Israel and Gaza since the weekend’s terror attack. ( NBC News ) see also Hamas Attack on Israel Brings New Scrutiny of Group’s Ties to Iran : Officials from Iran and Hezbollah helped plan the attack, people familiar with th

Media 147
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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.