Abnormal Returns
MARCH 26, 2023
Top clicks this week Rising rates are still working their way through the markets and economy. (allisonschrager.substack.com) Surprises shouldn't be surprising. (mrzepczynski.blogspot.com) What risks should you actually hedge? (mr-stingy.com) Spend money on stuff that really moves the needle. (dariusforoux.com) Energy stocks are now struggling. (allstarcharts.com) The CFA Institute is overhauling its testing.
Calculated Risk
MARCH 26, 2023
The Fed's Household Debt Service ratio through Q4 2022 was released last week: Household Debt Service and Financial Obligations Ratios. I used to track this quarterly back in 2005 and 2006 to point out that households were taking on excessive financial obligations. These ratios show the percent of disposable personal income (DPI) dedicated to debt service (DSR) and financial obligations (FOR) for households.
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Wealth Management
MARCH 26, 2023
How risk intelligence positions your clients and your firm for success.
Calculated Risk
MARCH 26, 2023
Weekend: • Schedule for Week of March 26, 2023 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for March. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 13 and DOW futures are up 100 (fair value). Oil prices were up over the last week with WTI futures at $69.26 per barrel and Brent at $74.99 per barrel.
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Abnormal Returns
MARCH 26, 2023
Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. (savantwealth.com) Gathering and interpreting information has a cost. (mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? (blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis. (theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023.
A Wealth of Common Sense
MARCH 26, 2023
Dustin Hoffman is one of the finest actors of his generation. He is also notorious for going all out to get into character. In one movie where Hoffman’s character gets held underwater by a group of killers, he rehearsed by holding his own head underwater until he almost drowned himself. It put him in the hospital on an oxygen tank. In Marathon Man, Hoffman played an obsessive runner.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MarketWatch
MARCH 26, 2023
Ammar Al Khudairy, the chairman of Saudi National Bank SA:1180 , has reportedly resigned and will be replaced by the bank’s chief executive officer, Saeed Mohammed Al Ghamdi, Bloomberg reported on Monday. Comments from Al Khudairy sparked a selloff in Credit Suisse stock and wider stress across global financial markets a little over two weeks ago when he said his bank — the biggest shareholder in the Swiss lender — would not buy any more shares due to regulatory limitations.
Clever Girl Finance
MARCH 26, 2023
When it comes to personal finance , one of the biggest debates has always been around active vs passive income. Which one offers more benefits? What are the pros and the cons of each? And most importantly, how can you generate either or both? This article will answer these questions, giving you a comprehensive guide on using passive and active income to reach your financial goals.
oXYGen Financial
MARCH 26, 2023
Advisor Perspectives
MARCH 26, 2023
Advisors have always considered the discovery meeting unchallengeable. Why?
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.
Calculated Risk
MARCH 26, 2023
A friend’s brother was brutally murdered and his killer sentenced to death. Here is a piece from my friend Eric in Newsweek and a few comments about the family’s ongoing fight for justice: 'My Brother's Horrific Murder Shocked Police. His Killer Is Up for Parole' Like Charles Manson and Sirhan Sirhan, the murderer’s sentence was changed to life imprisonment WITH the possibility of parole after the death penalty was abolished in California.
The Big Picture
MARCH 26, 2023
Note: Off to Arizona for a conference; no Morning Reads for the next day or two… Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Army of lobbyists helped water down banking regulations : That unlikely coalition voted in 2018 to roll back portions of a far-reaching 2010 law intended to prevent a future financial crisis.
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