Abnormal Returns
FEBRUARY 5, 2023
Top clicks this week 11 things that zero interest rates enabled including the rise of Cathie Wood. (youngmoney.co) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.' (investmenttalk.substack.com) What can you assume about stock, bond and cash returns over the long run. (awealthofcommonsense.com) Why side hustles aren't worth the hassle.
A Wealth of Common Sense
FEBRUARY 5, 2023
Facebook was one of the worst-performing stocks in the S&P 500 in 2022, falling 64% on the year. Who knew pouring billions into the metaverse during a time of Fed tightening and 9% inflation would be a bad idea? Well last year’s loser has turned into their year’s darling. Facebook shares are up more than 55% in the first month and change of 2023, including a one-day jump of more than 20% this week after th.
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oXYGen Financial
FEBRUARY 5, 2023
The Irrelevant Investor
FEBRUARY 5, 2023
Today’s show is brought to you by ASYMmetric ETFs: We had Darren Schuringa, Founder and CEO of ASYMmetric ETFs on the show to discuss Asymetric’s latest Smart Income and Smart Alpha ETFs. On today’s show, we discuss: Darren’s background prior to ASYMmetric ETFs How ASYMmetric structures their strategies Looking at market volatility Rules-based strategies v emotions What makes Smart ETFs smart How ASYMmet.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Million Dollar Round Table (MDRT)
FEBRUARY 5, 2023
By Sandy Schussel At the end of a two-hour fact-finding meeting, financial advisor Marianne told her seemingly enthusiastic prospects that she would research a few things and then create a plan for them. After that, she would schedule a follow-up appointment with them. They were a professional couple with young children. Their plan would specifically include some crucial life insurance that needed to be priced.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
James Hendries
FEBRUARY 5, 2023
As the call continues to come for following through on support of minority-owned businesses, [1] many are wondering how they may lend their support to black businesses. Whether through direct investment or community support, there are many ways to help black businesses grow and thrive. Interested in learning more about how to get started? Consider some of the tips listed below.
Calculated Risk
FEBRUARY 5, 2023
Weekend: • Schedule for Week of February 5, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 13 and DOW futures are down 81 (fair value). Oil prices were down over the last week with WTI futures at $73.39 per barrel and Brent at $79.94 per barrel. A year ago, WTI was at $92, and Brent was at $97 - so WTI oil prices are DOWN 20% year-over-year.
Advisor Perspectives
FEBRUARY 5, 2023
For RIAs, self-knowledge – which includes an understanding of the firm’s ideal client persona – is the first and most necessary step on the road to success and scalability.
Calculated Risk
FEBRUARY 5, 2023
From CoStar: Hotels: Occupancy Rate Down 6.2% Compared to Same Week in 2019 U.S. hotel performance increased from the previous week, according to STR‘s latest data through Jan. 28. Jan. 22-28, 2023 (percentage change from comparable week in 2019*): • Occupancy: 56.3% (-0.3%) • Average daily rate (ADR): $142.66 (+13.4%) • Revenue per available room (RevPAR): $80.32 (+13.0%) *Due to the pandemic impact, STR is measuring recovery against comparable time periods from 2019.
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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.
Ron A. Rhodes
FEBRUARY 5, 2023
On December 29, 2022, President Biden signed into law the SECURE 2.
The Big Picture
FEBRUARY 5, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Getting less for the same price? Explore how the CPI measures “shrinkflation” and its impact on inflation. ( BLS ) • How a Drug Company Made $114 Billion by Gaming the U.S. Patent System : AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers.
Abnormal Returns
FEBRUARY 5, 2023
Strategy You can't catch every bull (or bear) market. (awealthofcommonsense.com) Why you can safely ignore market forecasts. (marknewfield.substack.com) Horrific investment mistakes are often a function of leverage. (rationalwalk.com) The 60/40 portfolio reset in 2022. (caia.org) Finance How AI is going to change professional trading. (finance.yahoo.com) Why we don't need continuous stock trading.
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