Abnormal Returns
SEPTEMBER 23, 2023
Transport Maintaining rail lines is challenging in a more uncertain climate. (nytimes.com) Brightline is showing the way on high speed rail in the U.S. (apnews.com) The costs of car ownership are up some 13% in the past year. (nytimes.com) Electric-powered boats are making progress. (barrons.com) Energy Why the area around Chernobyl is ideal for wind power.
The Reformed Broker
SEPTEMBER 23, 2023
We did an astonishing amount of new content this week after being gone last week at the Future Proof event. Getting back in the saddle felt good, especially considering the amazing guests we had. Below is a link to the live stream we did with Zeke Faux, whose new book “Number Go Up” is packed with wild and hilarious stories about rise and fall of the crypto bubble.
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The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.
Calculated Risk
SEPTEMBER 23, 2023
The key reports this week are August New Home sales, the third estimate of Q2 GDP, Personal Income and Outlays for August, and Case-Shiller house prices for July. For manufacturing, the Richmond, Dallas and Kansas City Fed manufacturing surveys will be released this week. -- Monday, September 25th -- 8:30 AM ET: Chicago Fed National Activity Index for August.
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The Irrelevant Investor
SEPTEMBER 23, 2023
Articles Ultra-low interest rates make the economics of using cheap debt to buy small companies at a low valuation and selling them at a higher one look pretty attractive. But high interest rates undermine that whole model. (By Kelly Evans) It is not fun losing to time. (By Howard Lindzon) Millennium has generated an average calendar-year return of 14% for the past 33 years, with only one loss year in 2008.
Calculated Risk
SEPTEMBER 23, 2023
At the Calculated Risk Real Estate Newsletter this week: • August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 4.04 million SAAR in August • Lawler: Early Read on Existing Home Sales in August and Some New Household/Housing Stock Data • 4th Look at Local Housing Markets in August This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
SEPTEMBER 23, 2023
Over the last 100 years, the US equity market has returned about 9% annually. What will it return over the next 100 years?
Trade Brains
SEPTEMBER 23, 2023
Inspire Films IPO Review: Inspire Films Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 25, 2023, and close on September 27, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the NSE SME platform. In this article, we will look at Inspire Films IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP.
Advisor Perspectives
SEPTEMBER 23, 2023
Treasury 10-year yields rose above 4.5% for the first time since 2007 as a more hawkish Federal Reserve adds to concern the bonds face a toxic mix of large US fiscal deficits and persistent inflation.
Trade Brains
SEPTEMBER 23, 2023
Saakshi Medtech and Panels IPO Review: Saakshi Medtech and Panels is coming up with its Initial Public Offering. The IPO will be open for subscription on September 25, 2023, and closes on September 27, 2023. This is an SME (Small and Medium-sized Enterprise) IPO, and the company is going to be listed on the NSE SME platform. In this article, we will look at Sakshi Medtech and Panels IPO Review, analyze its strengths and weaknesses and see what unfolds.
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
SEPTEMBER 23, 2023
While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.
Trade Brains
SEPTEMBER 23, 2023
Updater Services IPO Review: Updater Services Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 25, 2023, and close on September 27, 2023. In this article, we will look at the Updater Services IPO Review and analyze its strengths, weaknesses, financials and GMP. Keep reading to find out! Updater Services IPO Review – About The Company Updater Services Limited, incorporated in 1990, provides property management services as well as business supp
Advisor Perspectives
SEPTEMBER 23, 2023
The resilience of the world’s biggest bond market is top priority as US debt officials prepare to start buying back government debt, according to Josh Frost, the Treasury Department’s assistant secretary for financial markets.
Validea
SEPTEMBER 23, 2023
In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” We discuss data science and machine learning, factor investing, risk management, the qualities of a good back test and a lot more. 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?
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
SEPTEMBER 23, 2023
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
The Big Picture
SEPTEMBER 23, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Dave Portnoy Bought Barstool Back. Can Erika Ayers Badan Keep His Pirate Ship on Course? As Penn pivots from Portnoy’s brand of bro-ish excess to family-friendly ESPN, Barstool is free to be itself. ( Vanity Fair ) • Inside the delicate art of maintaining America’s aging nuclear weapons : The U.S. will spend more than $750 billion over the next 10 years replacing almost ev
Advisor Perspectives
SEPTEMBER 23, 2023
Last week we began exploring the details of my personal portfolio. This week we will finish and then move back to our discussion of various cycles.
Advisor Perspectives
SEPTEMBER 23, 2023
With the rapid pace of urbanization, there’s an increasing demand for efficient and sustainable power solutions, and ABB’s advancements in smart grids and renewable energy integration are pivotal in meeting the demands of this transition.
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
SEPTEMBER 23, 2023
Many view growth stocks, including tech stocks, as sensitive to rising interest rates. Last year confirmed this thesis. That script has been flipped for the better this year as technology ranks as one of the best-performing groups in the S&P 500 despite multiple rate hikes by the Federal Reserve.
Advisor Perspectives
SEPTEMBER 23, 2023
To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.
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