The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets.

Engineering 317

Engineering Management Portfolio Assets 317

Abnormal Returns

SEPTEMBER 9, 2023

Autos Honda ($HMC) is adopting the Tesla charging standard. (theverge.com) Tesla ($TSLA) is going to install charging stations at Hilton Hotels in North America. (cnbc.com) Why you may end up with a EV at the car rental desk. (wsj.com) New cars are a data privacy nightmare. (theverge.com) Energy Solar is winning the energy transition. (noahpinion.blog) Putting solar panels on self-storage buildings is a no-brainer.

Food 262

Food Financial Advising Media Education 262

The Reformed Broker

SEPTEMBER 9, 2023

Hey everyone, preparations have been full speed ahead for this coming week’s Future Proof aka the World’s Largest Wealth Festival. We’re at 3,000 attendees, a big leap from last year’s inaugural event which clocked in at around 1700 and change. But we’re ready. Our footprint is physically about 50% larger than last year’s and we’re staffed up to accommodate the crowds.

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Wealth Management

SEPTEMBER 9, 2023

Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.

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Clients 117

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Trade Brains

SEPTEMBER 9, 2023

Basic Tenets Of Dow Theory: Technical analysis has come a long way over the years and one can employ various methods to arrive at their trading decisions. But the foundation of technical analysis dates back to the early 1900s based on the collected work of Charles Dow. His observations which are currently known as Dow Theory are still used by the market participants to base their investment/trading decisions.

Marketing 105

Marketing Marketing Retail Distribution 105

Random Roger's Retirement Planning

SEPTEMBER 9, 2023

There was a mention of this year's Magnificent Seven Stocks in Barron's this week. You're probably aware that this group has wildly distorted the return of the S&P 500 this year accounting for most of the gain. Here's a chart from Portfoliovisualizer where Portfolio 1 is the Seven, Portfolio 2 is the Vanguard S&P 500 ETF (VOO) and Portfolio 3 is the Invesco S&P 500 Equal Weight ETF (RSP) all YTD.

Portfolio 76

Portfolio Accounting Communication Education 76

Calculated Risk

SEPTEMBER 9, 2023

The key economic reports this week are August Consumer Price Index (CPI) and Retail Sales. For manufacturing, August Industrial Production, and the September New York Fed survey, will be released this week. -- Monday, September 11th -- No major economic releases scheduled. -- Tuesday, September 12th -- 6:00 AM: NFIB Small Business Optimism Index for August. 8:00 AM: Corelogic House Price index for July -- Wednesday, September 13th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will releas

Retail 63

Retail Manufacturing Sales Food 63

Trade Brains

SEPTEMBER 9, 2023

Chavda Infra IPO Review : Chavda Infra is coming up with the SME IPO which is all set to be listed on the NSE SME and will open for subscription on September 12th, 2023, closing on September 14th, 2023. In this article, we’ll dive into the strengths and weaknesses of Chavda Infra IPO and give you a comprehensive review of their IPO. Keep reading to learn more!

Government 59

Government Budgeting Investing Investments 59

Advisor Perspectives

SEPTEMBER 9, 2023

Private credit lenders are just getting started in the world of consumer and asset based finance, according to Rob Camacho, Blackstone Inc.’s co-head of asset based finance within the firm’s Structured Finance Group.

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Assets 52

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Calculated Risk

SEPTEMBER 9, 2023

At the Calculated Risk Real Estate Newsletter this week: • Lawler: Single Family Rent Trends at AMH and Invitation Homes • 1st Look at Local Housing Markets in August • The "Home ATM" Stays Mostly Closed in Q2 • Black Knight Mortgage Monitor: Purchase Rate Locks "are now running 39% below pre-pandemic levels" This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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Marketing Marketing 61

Advisor Perspectives

SEPTEMBER 9, 2023

The August jobs report confirms the labor market's continued slowdown, which is for now consistent with the Fed's soft-landing desires—but not without warning signs.

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Marketing Marketing 52

The Big Picture

SEPTEMBER 9, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form airplane reads: • Where in the World Are People Back in the Office? A city’s density, the size of people’s homes and cultural norms are among the factors that affect hybrid work patterns. ( New York Times ) • How Tiger Global, one of the biggest backers of startups over the past decade, fell to earth : Troubled performance aside, some internal bickering began to surface to limited partners

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Startup Investing Investments Management 257

Advisor Perspectives

SEPTEMBER 9, 2023

Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.

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Portfolio Management Portfolio Management 52

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Advisor Perspectives

SEPTEMBER 9, 2023

Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI.

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49

Advisor Perspectives

SEPTEMBER 9, 2023

Many investors are starting to look for ways to diversify their portfolios and protect their wealth. One way investors have done so in the past is through investing in gold.

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Portfolio Investing Investments 52

Advisor Perspectives

SEPTEMBER 9, 2023

In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation, will guide you through the analysis of consumer staple stocks.

Valuation 59

Valuation Investing Investments 59

Advisor Perspectives

SEPTEMBER 9, 2023

Most portfolios live or die based on their equity allocations. VettaFi is thrilled to announce that they will be hosting an Equity Symposium on September 21st.

Portfolio 52

Portfolio 52

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Advisor Perspectives

SEPTEMBER 9, 2023

Surging oil prices are set to power the next leg of the dollar rally, as the US economy benefits from its rise as an energy exporter.

Economy 40

Economy 40