The Big Picture
OCTOBER 28, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Kanye and Adidas: Money, Misconduct and the Price of Appeasement : A year ago, after producing hundreds of shoe styles and billions of dollars together, Adidas broke with Kanye West as he made antisemitic and other offensive public comments.
Calculated Risk
OCTOBER 28, 2023
Boo! The key report this week is the October employment report on Friday. Other key indicators include the Case-Shiller house prices for August, October ISM manufacturing and services indexes, and October vehicle sales. The FOMC meets this week and no change to policy is expected. -- Monday, October 30th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for October.
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The Reformed Broker
OCTOBER 28, 2023
ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course. If you’d like to chat with us about your financial plan and portfolio in-person and you’re within driving distance of CLT, hit us u.
Calculated Risk
OCTOBER 28, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales increase to 759,000 Annual Rate in September • Total Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change • Final Look at Local Housing Markets in September • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Mostly Unchanged in September This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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The Big Picture
OCTOBER 28, 2023
This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst.
Advisor Perspectives
OCTOBER 28, 2023
Amazon.com Inc. Chief Executive Officer Andy Jassy gave investors much of what they wanted this earnings season: robust sales and profit growth along with a hint that the cloud division earnings machine is regaining momentum.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
OCTOBER 28, 2023
The ideal rebalancing range varies by investor and depends on an investor’s risk tolerance and market views, among other factors. In a prolonged equity bull market, wider rebalancing ranges will result in higher returns, but also increase a portfolio’s risk.
Abnormal Returns
OCTOBER 28, 2023
EVs Solid-state batteries would upend the EV calculus. (on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. (wsj.com) How the war on the 'war on cars' became a rallying cry. (oversharing.substack.com) Transport E-bikes are more than just a souped-up bike. (theatlantic.com) Why airlines are banking on sustainable aviation fuel to decarbonize.
Advisor Perspectives
OCTOBER 28, 2023
Momentum has turned in tech stocks and investors awakening from dreams of artificial-intelligence nirvana are back to a less grandiose concern: When will the selling stop?
Advisor Perspectives
OCTOBER 28, 2023
The world is becoming an increasingly diverse place, especially the societies that we live in and we invest in. It’s not just about social equity that companies need to focus on diversity, equity, and inclusion; it’s really about business fundamentals.
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
OCTOBER 28, 2023
Despite progress on bringing down inflation from mid-2022 highs, data from online job postings suggests that wage pressures may be reaccelerating. Beneath the surface, growing divergence in wage gains across occupation categories may be adding a layer of complexity to the outlook for labor markets.
Advisor Perspectives
OCTOBER 28, 2023
Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.
Advisor Perspectives
OCTOBER 28, 2023
Rising yields have undoubtedly done a number on bond prices, but they open up bearish opportunities in certain inverse leverage exchange traded funds (ETFs).
Advisor Perspectives
OCTOBER 28, 2023
The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on.
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.
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