Abnormal Returns
DECEMBER 9, 2023
EVs Elon Musk loyalists will likely buy the new Tesla ($TSLA) Cybertruck. (ritholtz.com) Why repairing an EV is so expensive compared to a traditional vehicle. (wsj.com) Chinese EV manufacturers can't hire fast enough. (nytimes.com) Autos Hybrids are having a moment. (axios.com) How options theory informs car leasing. (moontower.substack.com) Where are the robot trucks?
The Big Picture
DECEMBER 9, 2023
This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. Tillinghast launched Fidelity’s Low-Priced Stock (FLPSX) in 1989, and has trounced the averages ever since. Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%.
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Meb Faber Research
DECEMBER 9, 2023
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and […] The post Mebisode: Combining the Best Characteristics of the Tortoise and the Hare appeared first on Meb Faber Research - Stock Mark
Advisor Perspectives
DECEMBER 9, 2023
When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's not the only sector facing strains.
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.
Discipline Funds
DECEMBER 9, 2023
Here are some things I think I am thinking about. 1) Another Good Labor Report. Friday’s employment report showed another solid gain in employment. The underlying data remained a bit mixed, but on the whole the job gains were broad and consistent with reasonably strong aggregate demand. Which, is great on the one hand, and not so great on the other hand.
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Advisor Perspectives
DECEMBER 9, 2023
It’s possible that a 2024 recession could be avoided, but we see recessions risks as remaining elevated in most developed markets. We believe there is limited upside for equities amid expensive valuations and recession concerns. Government bond valuations, however, look attractive in the U.S., UK, Canada, Germany and Australia.
Calculated Risk
DECEMBER 9, 2023
At the Calculated Risk Real Estate Newsletter this week: • The "Home ATM" Mostly Closed in Q3 • Q3 Update: Delinquencies, Foreclosures and REO • 1st Look at Local Housing Markets in November with Comparison to 2019 • Asking Rents Down 1.1% Year-over-year • ICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Advisor Perspectives
DECEMBER 9, 2023
Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.
Trade Brains
DECEMBER 9, 2023
Bull Put Spread Strategy : In options trading, there are various strategies that allow traders to navigate different market conditions. Among these strategies, the bull put spread stands out as a versatile tool for those seeking to benefit from moderately bullish sentiment. In this article, we shall understand bull put spread strategy with its components, working, pros and cons with a real example.
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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.
Advisor Perspectives
DECEMBER 9, 2023
Jeremy Grantham is a famous bubble hunter, quick to point out speculative excess on Wall Street and beyond.
The Big Picture
DECEMBER 9, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Selling Art to the Rich, Famous, and Inebriated : Behind the scenes during Art Basel Miami Beach—a weeklong bacchanal of parties, paintings, and pills held in the name of shopping for art ( The Atlantic ) • Stop saying “there is no China decoupling.” There is!
Advisor Perspectives
DECEMBER 9, 2023
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
Advisor Perspectives
DECEMBER 9, 2023
Jeremy Grantham will be a keynote speaker at Exchange, joining an exceptional roster of luminaries, thought leaders, and industry titans.
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.
Advisor Perspectives
DECEMBER 9, 2023
American consumers are becoming more frugal this holiday season.
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