Abnormal Returns
AUGUST 4, 2024
Top clicks this week Are small caps cheap for a reason? (awealthofcommonsense.com) A look at the valuation of the S&P 490. (disciplinefunds.com) Bonds are doing okay in 2024, except for long duration. (capitalspectator.com) How major asset classes performed in July 2024. (capitalspectator.com) Commodities are back down to their lows of the year.
Calculated Risk
AUGUST 4, 2024
Weekend: • Schedule for Week of August 4, 2024 Monday: • At 10:00 AM ET, the ISM Services Index for July. The consensus is for a reading of 51.3, up from 48.8. • At 2:00 PM, Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for July. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 80 and DOW futures are down 356 (fair value).
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Abnormal Returns
AUGUST 4, 2024
Bonds The 10-year Treasury yield dropped 40bp this week. (honest-broker.com) Are bonds finally done going down? (allstarcharts.com) On the differences between individual bonds and bond funds. (humbledollar.com) Why the Fed should be buying mortgage bonds. (awealthofcommonsense.com) Companies Berkshire Hathaway ($BRK.A) has sold down a big slug of Apple ($AAPL) stock in favor of cash.
Calculated Risk
AUGUST 4, 2024
From STR: U.S. hotel results for week ending 27 July The U.S. hotel industry reported lower performance results than the previous week and mixed comparisons year over year, according to CoStar’s latest data through 27 July. 21-27 July 2024 (percentage change from comparable week in 2023): • Occupancy: 72.0% (-0.4%) • Average daily rate (ADR): US$164.45 (+1.3%) • Revenue per available room (RevPAR): US$118.37 (+0.9%) emphasis added The following graph shows the seasonal pattern for the hotel occu
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
A Wealth of Common Sense
AUGUST 4, 2024
Boy that escalated quickly. Markets sold off in a hurry this week. The S&P 500 is down almost 6% from the recent highs. The Nasdaq 100 is in an 11% drawdown. After an extremely calm year, the past week or so has finally seen some volatility in the stock market. Here’s the thing — it’s what happened before this that was not normal: This really cool chart came out a couple of weeks ago (via Sherwood).
Million Dollar Round Table (MDRT)
AUGUST 4, 2024
By Matt Pais, MDRT Senior Content Specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers are your calls per hour and the ratio of prospecting offers to calls. At the same time, always be in a “disqualification” mode.
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Random Roger's Retirement Planning
AUGUST 4, 2024
We spend a lot of time and have a lot of fun here modeling out different types of asset allocation strategies. One of the alternative strategies we talk about often is managed futures. For the purposes of modeling and blogging we use large allocations to the various alts but I try to be very consistent in saying that in real life, I wouldn't put anywhere near 20-25% in any single alternative strategy.
Trade Brains
AUGUST 4, 2024
Understanding candlestick patterns is crucial for technical analysis because they provide insight into the price movements of securities. In this article, we will explore the significance, creation, and trading techniques associated with the ladder top pattern among the various candlestick patterns available. This pattern helps traders determine the trajectory of security.
Advisor Perspectives
AUGUST 4, 2024
Municipal bonds extended their rally on Friday after a lackluster jobs number cemented expectations that the Federal Reserve will start cutting interest rates by the end of its next meeting in September.
The Big Picture
AUGUST 4, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Our data isn’t safe. Resist giving it up whenever you can. Retailers and rewards programs don’t actually need to scan a copy of your driver’s license, so don’t let them. Face the truth: We’ve lost the battle to protect our personal information. The latest high-profile data breach involving AT&T is yet another reminder we are at war with cybercriminals. ( Washington Post ) • Oil companies sold the pub
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Advisor Perspectives
AUGUST 4, 2024
Jeff Bezos’ wealth slumped by more than $21 billion after Amazon.com Inc. said it planned to continue spending big on artificial intelligence even at the expense of short-term profits.
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