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.
The Irrelevant Investor
MARCH 26, 2023
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers. On today’s segment with Brandon, we discuss: What Meow does for businesses What’s changed about cash management in the past month Who the counterparty is when buying T-Bills Who Meow works with On today’s s.
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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.
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.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Business operations are getting increasingly complex, shareholders are demanding more, and your auditors are breathing down your neck like never before. In this high-pressure environment, it’s important to remember that reconciliation activity is your last line of defense against financial fraud and errors. Insisting on a manual process to handle month-end reconciliations is a risky endeavor that places an undue burden on your accounting team.
Million Dollar Round Table (MDRT)
MARCH 26, 2023
By Thomas F. Levasseur, CLU, MS Ed. One year, I heard something at an MDRT Annual Meeting that I really needed to hear at the time, and it stuck with me. I was in a Focus Session where the great 54-year MDRT member Bruce W. Etherington, CLU, CH.F.C. , of Mississauga, Ontario, Canada, was speaking. He said that to be successful in our business, we must see the people, love the people and ask the people for their business.
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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.
Trade Brains
MARCH 26, 2023
Fundamental Analysis of Bharat Dynamics: The defense stocks have been investors’ favorites since the hon’ble PM Narendra Modi announced initiatives to modernize and upgrade India’s defence capabilities, in the process giving a push to the indigenous supply of equipment. Bharat Dynamics Ltd. (BDL), a Mini-Ratna small-cap stock is one such beneficiary company.
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.
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.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
oXYGen Financial
MARCH 26, 2023
Fintoo
MARCH 26, 2023
Nifty last week tried to defend support of 16800 and managed to restrain weekly losses to less than 1%. Such capitulation was possibly mainly on the back of a rebound from S&P Dollex 30 i.e., Sensex in USD terms which was able to firmly hold the neckline of the inverted Head & Shoulders pattern which […] The post Market Morning Notes For 27th March 2023 appeared first on Fintoo Blog.
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.
Advisor Perspectives
MARCH 26, 2023
Advisors have always considered the discovery meeting unchallengeable. Why?
Speaker: Raul Perez, VP and CFO of Lancaster Leaf
Lancaster Leaf Tobacco Co Inc. is a subsidiary of Universal Corporation, the leading global leaf tobacco supplier. Lancaster Leaf supplies virtually all the major cigar manufacturers in the U.S. with filler, binder, and wrapper, and exports filler, binder, and wrapper to international cigar manufacturers. This all could mean a complicated month-end close - before automation.
Wealth Management
MARCH 26, 2023
How risk intelligence positions your clients and your firm for success.
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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