Abnormal Returns

JUNE 23, 2024

Strategy Mean reversion happens in the stock market. Good luck trying to time it. (awealthofcommonsense.com) Successful investing requires getting your time horizon correct. (disciplinefunds.com) Always check the ticker. (scheplick.com) Business The degenerate economy is booming. (howardlindzon.com) How veterinary medicine became a big business. (nytimes.com) The defense sector can't hire workers fast enough.

Medicine 311

Medicine Financial Advising Economy Media 311

Calculated Risk

JUNE 23, 2024

From STR: U.S. hotel results for week ending 15 June The U.S. hotel industry reported higher performance results from the previous week but mixed comparisons year over year, according to CoStar’s latest data through 15 June. 9-15 June 2024 (percentage change from comparable week in 2023): • Occupancy: 70.3% (-0.6%) • Average daily rate (ADR): US$161.70 (+0.9%) • Revenue per available room (RevPAR): US$113.62 (+0.3%) emphasis added The following graph shows the seasonal pattern for the hotel occu

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Abnormal Returns

JUNE 23, 2024

Top clicks this week There are two types of money people. (awealthofcommonsense.com) The traditional IRA looks less and less attractive. (thinkadvisor.com) What's different about the Magnificent Seven stocks. (awealthofcommonsense.com) What matters when your mortality stares you in the face. (humbledollar.com) The case for swapping large caps for small caps.

Investments 295

Investments Investing Marketing Marketing 295

A Wealth of Common Sense

JUNE 23, 2024

I posted the following on Twitter this week: It’s turning into another banner year for the U.S. stock market (so far). Here’s a good follow-up question on these numbers: This is a legitimate concern. Since 2020 the S&P 500 has compounded at more than 14% per year. That’s not just a pandemic phenomenon either. Since the start of 2009, the S&P 500 has seen returns of 14.5% per year.

Marketing 137

Marketing Marketing Numbers 137

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Accounting

Calculated Risk

JUNE 23, 2024

Weekend: • Schedule for Week of June 23, 2024 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for June. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are little changed (fair value). Oil prices were up over the last week with WTI futures at $80.73 per barrel and Brent at $85.24 per barrel. A year ago, WTI was at $69, and Brent was at $74 - so WTI oil prices are up about 17% year-over-year.

Manufacturing 133

Manufacturing Marketing Marketing 133

Million Dollar Round Table (MDRT)

JUNE 23, 2024

By Elke Rubach, LL.M., CLU Sometimes during your career as a financial advisor, you may feel like you’re struggling, and working harder isn’t getting you anywhere but more frustrated and tired. When this happens, my advice is to take a day off, sit down and don’t think about anything. This is your time to disconnect and hit the reset button. This gives you space to think about what’s at the root of your challenges as well as to think back to why you wanted to be a financial advisor.

Financial Advisor 114

Financial Advisor Clients 114

NAIFA Advisor Today

JUNE 23, 2024

NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84 th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry.

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Insurance Financial Services 98

Advisor Perspectives

JUNE 23, 2024

Private credit investors in Europe are abandoning leveraged plays to try to get ahead of a potential wave of defaults.

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Random Roger's Retirement Planning

JUNE 23, 2024

On Sunday afternoon I dug into the recently listed Neuberger Berman Option Strategy ETF (NBOS). It is yet another derivative income fund, this one sells put options, it is a putwrite fund. It turns out it is actually a mutual fund conversion from the Neuberger Berman US Equity Index Putwrite Strategy Fund, it had symbol NUPIX before changing to NBOS.

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Portfolio Taxes Marketing Marketing 52

oXYGen Financial

JUNE 23, 2024

![CDATA[ The Enduring Legacy of Diamond Marketing One of the most enduring and well-known advertising slogans emerged in the 1940s when De Beers declared, "A Diamond is Forever." In fact, this tagline was named "The Slogan of the Century" by Advertising Age in 1999. More recently, in the movie How to Lose a Guy in 10 Days, Matthew McConaughey's character coined the phrase "Frost yourself," a.

Advertising 52

Advertising Marketing Marketing 52

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Advisor Perspectives

JUNE 23, 2024

Are you bored with the cash, stocks and bonds in your retirement portfolio? Then perhaps it’s time to spice things up with shares in an NFL outside linebacker.

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Retirement Portfolio 52

The Big Picture

JUNE 23, 2024

10 Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Great American Poisoning or, wtf is going on with our food system. We’ve evolved to exist in an ancestral environment where health was the default. Today, as I look around, I see the opposite. Americans have never been fatter. We’ve never been sicker. Our kids have never had more cancer, more obesity, more diabetes, more behavioral disorders.

Medicine 147

Medicine Startup Engineering Food 147

Advisor Perspectives

JUNE 23, 2024

Some money managers that buy junk bonds have been pouring money into investment-grade notes instead, because the yields can be almost as high now.

Management 52

Management Investments Investing 52

Advisor Perspectives

JUNE 23, 2024

Sales of existing homes in the US fell for a third straight month in May while prices set another record, underscoring persistent affordability challenges that hobbled the important spring selling season.

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Sales 52

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.

Management

Advisor Perspectives

JUNE 23, 2024

Artificial intelligence startup Anthropic is releasing a new AI model that it calls its fastest and most capable yet in a rivalry with OpenAI.

Startup 52

Startup 52

Advisor Perspectives

JUNE 23, 2024

We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.

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Advisor Perspectives

JUNE 23, 2024

Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.

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