The Big Picture
AUGUST 26, 2023
This week, we speak with Vanguard’s chief investment officer Greg Davis. He is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. Davis also serves as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department. He has more than 25 years of investment management experience.
Calculated Risk
AUGUST 26, 2023
At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.07 million SAAR in July • New Home Sales increase to 714,000 Annual Rate in July • Forecast: Multifamily Starts will Decline Sharply • Final Look at Local Housing Markets in July • 4th Look at Local Housing Markets in July This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
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The Reformed Broker
AUGUST 26, 2023
Thanks so much for spending some time with me this week. I know there are a lot of places you can go to read market commentary or hear people’s opinions about what’s going on. The choice you’ve made to make my stuff part of your routine is much appreciated. I know that you don’t give that time up for nothing. I have to deliver.
Calculated Risk
AUGUST 26, 2023
The key report this week is the August employment report on Friday. Other key indicators include the second estimate of Q2 GDP, Personal Income and Outlays for July, the August ISM manufacturing index, August auto sales, and Case-Shiller house prices for June. -- Monday, August 28th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for August.
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Trade Brains
AUGUST 26, 2023
Pivot Points Indicator : Traders use different tools to analyse and help them predict market trends consistently. Technical analysis has its value in tracking market sentiments to help traders build their strategies for the session and manage risk-reward ratios to be profitable. Under many technical indicators, the pivot points indicator has a significant role in identifying potential trend reversals, price movement, support and resistance levels.
The Irrelevant Investor
AUGUST 26, 2023
Articles If you want to outpace most other investors, simply aim to match the market averages (By Jonathan Clements) The line between vision and fraud is only drawn in hindsight (By Scott Galloway) S&P 500 Historical Return Calculator (By Nick Magiulli) The potential for loss increases the shorter your time horizon goes (By Ben Carlson) Podcasts If you’re right 55% of the time you’re one of the best invest.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
AUGUST 26, 2023
Markets seem to be coming around to our Franklin Templeton Fixed Income CIO Sonal Desai’s view that the Fed will have to keep interest rates higher for longer, but now runaway fiscal deficits pose further upside risk to yields in the long term, she warns.
The Big Picture
AUGUST 26, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Inheritance Case That Could Unravel an Art Dynasty : How a widow’s legal fight against the Wildenstein family of France has threatened their storied collection — and revealed the underbelly of the global art market. ( New York Times ) • Elon Musk’s Shadow Rule : How the U.S. government came to rely on the tech billionaire—and is now struggling to rein him in. ( New Y
Advisor Perspectives
AUGUST 26, 2023
Federal Reserve Chair Jerome Powell signaled the US central bank is prepared to raise interest rates further if needed and keep borrowing costs high until inflation is on a convincing path toward the Fed’s 2% target.
Abnormal Returns
AUGUST 26, 2023
EVs Comparing three EVs priced under $60,000 including the Ford Mustang Mach-E, Hyundai’s Ioniq 5, and Tesla’s Model Y. (wsj.com) New chargers make it possible to drive across the country, electric-only. (bloomberg.com) Autos Higher auto prices are turning into loan delinquencies. (wsj.com) It doesn't take a lot of e-bikes to reduce traffic congestion.
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.
Advisor Perspectives
AUGUST 26, 2023
International stocks and the related exchange traded funds have accumulated bum reputations after lengthy spells of underperforming domestic equivalents.
Advisor Perspectives
AUGUST 26, 2023
If you’re interested in investing in mutual funds or exchange-traded funds (ETFs) – or you already have some in your portfolio – you may be wondering what exactly the difference is between an active and a passive fund.
Advisor Perspectives
AUGUST 26, 2023
The drop in US stocks on Thursday despite a bumper report from Nvidia Corp. shows the rally this year is “exhausted” and portends more declines to come, according to Morgan Stanley’s Michael Wilson.
Advisor Perspectives
AUGUST 26, 2023
Longer-dated US Treasuries – those with maturities of 5 years or longer – continue to struggle. At best, coupon payments are keeping investors relatively flat.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
AUGUST 26, 2023
A one-time investment in Cummins of $10,000 in 2003 would have turned that $10,000 into $323,000 by August 21st. And more importantly, that $10,000 original investment would have generated $73,634 in income.
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