Sat.Nov 18, 2023

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MiB: Brad Gerstner, Altimeter Capital & Invest America

The Big Picture

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. Altimeter manages a variety of venture and public funds and serves as a long-term partner to companies as they enter the public markets. (Note: This episode was recorded on Nov. 8, before the most recent Elon Musk amplification of anti-semitic comments).

Investing 152
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Saturday links: greedy jobs

Abnormal Returns

EVs Traditional auto dealers don't really want you to buy an EV. (washingtonpost.com) EVs are fewer miles than the typical ICE vehicle. (scientificamerican.com) Why totaled Teslas ($TSLA) in the U.S. are showing up in Ukraine. (vox.com) Public EV chargers are a crap shoot, at best. (wsj.com) Energy The offshore wind industry is at a crossroads. (eenews.net) Connections to the grid just keep growing in the U.S.

Medicine 144
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Tata Technologies IPO Review – GMP, Details & Much More

Trade Brains

Tata Technologies IPO Review: The Tata Group is finally coming out with an IPO after 19 Long Years. Their last offer being from Tata Consultancy Services in 2004. Tata Technologies Limited will open for subscription on November 22, 2023, and close on November 24, 2023. So let us read about the Company and understand when was the business established, and how Tata Tech fits in the basket of Tata Group.

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Schedule for Week of November 19, 2023

Calculated Risk

The key economic report this week is Existing Home sales. -- Monday, November 20th -- No major economic releases scheduled. -- Tuesday, November 21st -- 8:30 AM ET: Chicago Fed National Activity Index for October. This is a composite index of other data. 10:00 AM: Existing Home Sales for October from the National Association of Realtors (NAR). The consensus is for 3.93 million SAAR, down from 3.96 million in September.

Sales 63
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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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.

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6 Best Fundamental Analysis Courses in 2024 – Top Picks For Indian Market

Trade Brains

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. It is a crucial tool for unlocking the key aspects of a stock, which helps investors understand its potential to be invested. By analyzing the security, investors can make informed decisions and form successful investment strategies.

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Gandhar Oil Refinery IPO Review – GMP, Price, Details & More

Trade Brains

Gandhar Oil Refinery India IPO Review: Gandhar Oil Refinery India Limited is coming up with its Initial Public Offering. The IPO will open for subscription on November 22, 2023 and close on November 24, 2023. In this article, we will look at the Gandhar Oil Refinery IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Gandhar Oil Refinery IPO Review – About The Company Gandhar Oil Refinery India is the leading manufacturer of white oils in terms of revenue with a g

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Real Estate Newsletter Articles this Week: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Lawler: Early Read on Existing Home Sales in October • October Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • 3rd Look at Local Housing Markets in October • Lawler: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections • Part 2: Current State of the Housing Market; Overview for mid-November This is usually published 4 to 6 times a week and provides more in-depth a

Numbers 58
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Socially Insecure

Advisor Perspectives

The federal government starts a new fiscal year every October 1. In a rational world, Congress would fulfill its responsibilities by passing bills before that date to authorize spending in the various agencies and programs.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Where do aliens come from? They won’t arrive on spaceships: The first reason for scepticism is, simply, the tremendous distance involved in any voyage from even the nearest habitable exoplanet (Proxima Centauri, about 4.25 light-years away).

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Dear Miami, Taking Wall Street From NYC Won’t Be Easy

Advisor Perspectives

For the past decade, South Florida’s politicians and development officials have fanned dreams — which long felt like delusions — of the region reinventing itself as some sort of “Wall Street South.

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NVIDIA CEO, Tech Visionary Shares AI Insights and Outlook

Advisor Perspectives

Generative artificial intelligence (AI) is firmly on the scene and set to change the way we live and work. NVIDIA CEO Jensen Huang, an AI pioneer and visionary, is optimistic and energized.

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BofA’s Hartnett Says Sell ‘Epic’ Stock Rally as Risks Linger

Advisor Perspectives

Investors should offload risky assets after recent gains as technical and macroeconomic headwinds are building, according to Bank of America Corp.’s Michael Hartnett.

Banking 52
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A Time of Gratitude and Opportunity

Advisor Perspectives

The run-off election looks tight in Argentina, where I’m attending a Young Presidents’ Organization (YPO) event in Buenos Aires.

52
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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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Modeling the Benefits of Managed Futures Portfolio Inclusion

Advisor Perspectives

Though inflation continues to cool, there remains a potentially longer road ahead to get to the Fed’s desired 2%. In an environment of uncertainty and elevated inflation, the inclusion of managed futures in a portfolio made a significant difference in the last few years as modeled by DBi recently.

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The Energy Transition, Part 2: The Transition Challenge

Advisor Perspectives

Fossil fuels, particularly oil, are difficult to replace due to their availability, affordability and energy density. Low-carbon alternatives, like solar energy, need large amounts of space to produce comparable amounts of energy to oil.

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Exchange Announces Jeffrey Gundlach as Keynote Speaker

Advisor Perspectives

Exchange is thrilled to announce another incredible keynote speaker. DoubleLine Capital founder Jeffrey Gundlach will join an already impressive lineup of Exchange speakers.

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A Changing World: The New Psychological Workplace Contract

Advisor Perspectives

A new psychological contract is transforming the modern workplace, highlighted by an increase in collective actions and changing employee expectations.

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Transforming Lending: Understanding the Power of Digital Platforms

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.