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Also on the site On the end of the influential The Reformed Broker blog. (abnormalreturns.com) Top clicks this week Why market timing is so difficult. (ritholtz.com) On the Magnificent 7 vs. Other 493 narrative. (investmenttalk.co) Jason Zweig, "More than almost anyone I’ve ever known, Munger also possessed what philosophers call epistemic humility: a profound sense of how little anyone can know and how important it is to open and change your mind.
Weekend: • Schedule for Week of December 3, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 7 and DOW futures are up 22 (fair value). Oil prices were down over the last week with WTI futures at $74.07 per barrel and Brent at $78.88 per barrel. A year ago, WTI was at $80, and Brent was at $87 - so WTI oil prices were down 7% year-over-year.
Markets Should you care what Wall Street strategists have to say about 2024? (tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share. (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? (nytimes.com) It's easy to load up on cash, harder to put it to work. (awealthofcommonsense.com) There are a lot of different asset allocations you can live with.
From STR: U.S. hotel results for week ending 25 November As expected due to the Thanksgiving holiday, U.S. hotel performance fell from the previous week, according to CoStar’s latest data through 25 November. 19-25 November 2023 (percentage change from comparable week in 2022): • Occupancy: 49.4% (-1.4%) • Average daily rate (ADR): US$138.29 (+0.9%) • Revenue per available room (RevPAR): US$68.32 (-0.6%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate u
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
After Charlie Munger passed away this week, I went looking through an old post I wrote about his investing principles from a decade ago. There was a table I recreated that showed the annual returns from the Munger Partnership, which was the fund he ran before joining Buffett at Berkshire Hathaway for good: The results are spectacular but look at how volatile his returns were.
By Alessandro M. Forte, FCII, CFP My podcast was born of a desire to pass on the lovely anecdotes I was discovering when meeting some of my better-known clients. They would often share these amazing stories about how they achieved success or overcame challenges in life. One day, I mentioned to my son, Tom, I was going to take all the anecdotes and put them in a book.
It wouldn't surprise me if I've used that title before. Barron's writes several times a year about the "opportunities" in closed end funds (CEFs). It seems like it's always the same article, citing the discounts to NAVs being high, making the funds cheap and this weekend's article is no different. The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selli
It wouldn't surprise me if I've used that title before. Barron's writes several times a year about the "opportunities" in closed end funds (CEFs). It seems like it's always the same article, citing the discounts to NAVs being high, making the funds cheap and this weekend's article is no different. The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selli
Best Midcap Stocks with High ROE : If an Investor were given a choice to pick just One Ratio , when picking a stock, What do you think is the best ratio? The ratio, of course, has to be more specific to the returns generated to the shareholder, than anything else. If you haven’t guessed it already, the ratio is none other than the Return on Equity.
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