Abnormal Returns
NOVEMBER 19, 2023
Also on the site this week Over a lifetime, you can accumulate a lot of stuff. The chances are nobody wants any of it. (abnormalreturns.com) Top clicks this week Why it's a great time to be an investor. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. (ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall?
Wealth Management
NOVEMBER 19, 2023
Companies may consider the following four strategies for attracting and retaining top talent in the affordable housing industry.
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Abnormal Returns
NOVEMBER 19, 2023
Markets Cullen Roche, "The worst narrative in finance is this idea that stocks generate 10%+." (disciplinefunds.com) Why you should believe in stocks for the long run. (awealthofcommonsense.com) Diversify when you feel like you don't need it. (creativeplanning.com) Cash is a drug for investors. (etoro.com) Fund management The ESG wave has crested. (wsj.com) Fidelity files for a spot Ethereum ETF.
Calculated Risk
NOVEMBER 19, 2023
Weekend: • Schedule for Week of November 19, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 5 and DOW futures are down 11 (fair value). Oil prices were down over the last week with WTI futures at $75.89 per barrel and Brent at $80.61 per barrel. A year ago, WTI was at $80, and Brent was at $89 - so WTI oil prices were down 5% year-over-year.
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A Wealth of Common Sense
NOVEMBER 19, 2023
The S&P 500 last hit a new all-time high on January 3, 2022. The market has been slowly but surely working its way back to new highs but we’ve been underwater for nearly two years now: The market is within spitting distance of new highs but stocks have gone nowhere for almost two years. We’re a little less than four years into the 2020s and half of those years have seen no new highs but there have already.
Calculated Risk
NOVEMBER 19, 2023
From STR: U.S. hotel results for week ending 11 November U.S. hotel performance increased from the previous week and showed positive year-over-year comparisons, according to CoStar’s latest data through 11 November. 5-11 November 2023 (percentage change from comparable week in 2022): • Occupancy: 64.8% (+0.8%) • Average daily rate (ADR): US$156.01 (+4.0%) • Revenue per available room (RevPAR): US$101.13 (+4.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy
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Trade Brains
NOVEMBER 19, 2023
Flair Writing Industries IPO Review: Ever doodled in class with a pen? What if that pen came from a company older than your school memories? India’s oldest pen company is stepping into the spotlight with its first-ever IPO. The IPO will open for subscription on November 22, 2023, and close on November 24, 2023. In this article, we will look at the Flair Writing Industries IPO Review 2023 and analyze its strengths and weaknesses.
Advisor Perspectives
NOVEMBER 19, 2023
Portfolios with large allocations to alternatives can have many benefits. However, alternative allocations can deviate meaningfully from policy, particularly during periods of equity-market turbulence.
Trade Brains
NOVEMBER 19, 2023
Best Microcap Stocks Under Rs 1000 : The possibilities are limitless if we can seize them at the right time and place. No one can predict the potential of everything we get. Likewise, the companies we choose in the Microcap segment act in the same way. In this article, we will fundamentally analyze Best Microcap Stocks Under Rs 1000, we shall see the list of stocks and its fundamentals.
Advisor Perspectives
NOVEMBER 19, 2023
Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.
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.
Clever Girl Finance
NOVEMBER 19, 2023
If you’re searching for the best high paying remote jobs and/or the best remote job sites, you’ve come to the right place! Today, the number of remote jobs has skyrocketed and the shift to working remotely is likely here to stay. Employees are adapting to working from home and doing so effectively. So, if you’re looking for remote work opportunities, this is a perfect time to do so!
Advisor Perspectives
NOVEMBER 19, 2023
The savage sell-off that hit Treasuries in prior months was driven by concerns a buyers’ strike had hit the $26 trillion bond market. It’s now confirmed: at least one set of investors headed for the exits back in September.
oXYGen Financial
NOVEMBER 19, 2023
Advisor Perspectives
NOVEMBER 19, 2023
The bill will keep the federal government running into early 2024 but likely increases the risk of a shutdown in February.
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.
Random Roger's Retirement Planning
NOVEMBER 19, 2023
Yahoo Finance had kind of a long read recapping an update from Morningstar about safe retirement withdrawal rates. I read the original Morningstar write up and it wasn't terribly insightful. What I took from it was that the safe withdrawal rate in 2021 was 3.3%, last year it was 3.8% and now it is back to 4%. It's hard to articulate why, but that just doesn't seem like a logical outcome for a generic version of "safe" to change that much year to year.
Advisor Perspectives
NOVEMBER 19, 2023
A burst of activity in Bitcoin derivatives has evoked memories of the period in late 2021 when the token surged to an all-time high.
The Big Picture
NOVEMBER 19, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Terror on repeat : A rare look at the devastation caused by AR-15 shootings ( Washington Post ) • Failure at the fence: How Israel’s vaunted ‘Iron Wall’ crumbled : Hamas exploited vulnerabilities created by Israel’s reliance on technology at the “Iron Wall” to carry out the deadliest single assault in Israel’s history.
Advisor Perspectives
NOVEMBER 19, 2023
I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
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
NOVEMBER 19, 2023
Investing in the stock market typically brings to mind the strategy of buying low and selling high. However, there’s another, somewhat counterintuitive method some investors employ: short selling.
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