Wealth Management
OCTOBER 29, 2023
We talked to MSCI’s Jim Costello about where we are in the commercial real estate cycle and who’s been picking up the smaller banks’ business.
Abnormal Returns
OCTOBER 29, 2023
Top clicks this week A big regime shift has happened in the economy and financial markets. (ritholtz.com) The bond market bear market is pretty epic. (mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. (ritholtz.com) Why aren't stocks down more? (theirrelevantinvestor.com) Remember the guy who forgot the password for a hard drive with 7,002 Bitcoin on it?
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Wealth Management
OCTOBER 29, 2023
How technology is driving the growth of wealth management firms.
Abnormal Returns
OCTOBER 29, 2023
Bonds Traders are buying the dip in the iShares 20+ Year Treasury Bond ETF ($TLT) (wsj.com) Be wary shifting too much of your money into bonds. (humbledollar.com) Strategy Calling for a crash will work at some point, but what happens in the meantime? (awealthofcommonsense.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.
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Calculated Risk
OCTOBER 29, 2023
Most analysts expect there will be no change to FOMC policy at this meeting, keeping the target range for the federal funds rate at 5‑1/4 to 5-1/2 percent. On the meeting this week from BofA: " We still do not expect a hike in November, as the Fed is clearly worried about the extent of financial tightening. But today’s robust spending and inflation data keep a December hike on the table, as they are a reminder that the war on inflation has not yet been won." emphasis added And from Goldman Sachs
A Wealth of Common Sense
OCTOBER 29, 2023
There are always going to be winners and losers in the system under which we operate. Some people will always be doing better than you while some people will always be people doing worse than you. Right or wrong, that’s a feature, not a bug. Most of the time it could take years, decades or even generations to separate the winners from the losers in the economy.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Million Dollar Round Table (MDRT)
OCTOBER 29, 2023
By Matt Pais, MDRT Content Specialist A several years ago, Joe Thomas sat down with a visionary coach. At first the now-11-year MDRT member from Birmingham, Alabama, USA, had been reluctant, thinking the idea was “hokey.” But he gave it a try and has been stunned by the effectiveness of having someone to hold him accountable for the things he wants to hold himself accountable for.
Calculated Risk
OCTOBER 29, 2023
From STR: U.S. hotel results for week ending 21 October U.S. hotel performance increased from the previous week and showed improved year-over-year comparisons, according to CoStar’s latest data through 21 October. 15-21 October 2023 (percentage change from comparable week in 2022): • Occupancy: 69.0% (-0.8%) • Average daily rate (ADR): US$165.32 (+3.8%) • Revenue per available room (RevPAR): US$114.04 (+2.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy r
Trade Brains
OCTOBER 29, 2023
Fundamental Analysis of Himadri Speciality Chemical : From a plant or a pencil to a diamond or even the human body, Carbon is found everywhere. It is one of the reason why Carbon is known as the VIP of the Periodic Table. It is the most important element known to humans. The significance of this element cannot be understated, especially considering its major role in our entire ecosystem.
The Irrelevant Investor
OCTOBER 29, 2023
Articles The last year swapped stasis for chaos (By Benedict Evans) As we look to the future, I believe massive opportunities remain for Netflix. (By Alex Morris, paid) These are strange times. (By Allison Schrager) Early-stage investing is an intrinsically social game (By Byrne Hobart) The gold standard of wealth data for American households (By Nick Maggiulli) Podcasts Mastercard was Mastercard before the internet (With.
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.
Ron A. Rhodes
OCTOBER 29, 2023
I took a stab at putting together a one-page financial plan for a typical college graduate.
The Irrelevant Investor
OCTOBER 29, 2023
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Brendan Ahern, CIO of Kraneshares to discuss their new Global Luxury Index ETF $KLXY On today’s show, we discuss: The creation of the Luxury ETF Luxury spending dynamics and recessions Getting exposure to China through European companies Demographic trends and the wealth effect Utilizing thematics in a portfolio Finding a better way to i.
Advisor Perspectives
OCTOBER 29, 2023
Bitcoin has jumped on bets that the first US exchange-traded funds investing directly in the token are set to be approved. The question now is whether an actual green light for the products would spur some profit-taking.
oXYGen Financial
OCTOBER 29, 2023
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 29, 2023
The data science wave is here, and bond managers must adapt traditional investment processes to harness new technologies and amplify human talent.
Inside Information
OCTOBER 29, 2023
I just got off of a virtual panel discussion for NAPFA, and in the course of a long conversation, I made a point that seemed to surprise the other panelists. I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary).
Advisor Perspectives
OCTOBER 29, 2023
VettaFi’s vice chairman Tom Lydon discussed the RiverFront Strategic Income Fund (RIGS)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
Random Roger's Retirement Planning
OCTOBER 29, 2023
I wrote most this post on a plane back from Molokai. We went for a short trip, with our psychology being to not want to think we spent too much time in a place where there's less to do than places like Maui. We ended up doing a lot of chilling on the beach, beaches that we mostly had to ourselves. This post looks at several interesting articles in the current Barron's.
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
OCTOBER 29, 2023
US stocks carry too much risk and buying Treasuries will pay off, according to M&G Plc as the $402 billion fund house navigates the brutal selloff in global markets.
The Big Picture
OCTOBER 29, 2023
You don’t know everything. And if you pretend to know everything, those who know something will dismiss you. Used to be a pro knew every record on the chart, now pros have never even heard of an act that goes #1. Ignore the charts. They’re momentary. Today it’s about longevity, streaming pays out for the life of the copyright. Look at the cume, that’s important, but how many streams this week, slicing and dicing, that, i.e. the chart, has never meant less.
Advisor Perspectives
OCTOBER 29, 2023
Credit volumes witnessed some strong highs and lows in the third quarter. Notably, July—a month where trading volumes are generally steady—saw very inconsistent flows over the month. September, meanwhile, followed historical trends with an increase in primary market supply, reflecting higher volumes in the secondary.
The Big Picture
OCTOBER 29, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Record of Pure, Predatory Sadism : Officials in Israel screened footage of the Hamas attack for the press: “What we shared with you, you should know it,” one official said. ( The Atlantic ) see also First, Hamas Took Hostages. Then, It Took Over Their Social Media.
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Advisor Perspectives
OCTOBER 29, 2023
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the concept of value investing and its importance in the world of investing.
Advisor Perspectives
OCTOBER 29, 2023
Despite some signs of slowdown in the economy, the biggest stories in the market still revolve around big tech earnings and artificial intelligence.
Advisor Perspectives
OCTOBER 29, 2023
While environmental, social, and governance criticism remains elevated (and loud) and interest rates are affecting the performance of the related equities and exchange traded funds, ESG-committed investors can find relief on multiple fronts.
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