Calculated Risk

OCTOBER 7, 2023

The key economic report this week is September CPI. -- Monday, October 9th -- Columbus Day Holiday : Banks will be closed in observance of Columbus Day. The stock market will be open. 1:30 PM: Speech, Fed Vice Chair Philip Jefferson , U.S. Economic Outlook and Monetary Policy Transmission , At the 65th National Association for Business Economics (NABE) Annual Meeting, Dallas, Texas -- Tuesday, October 10th -- 6:00 AM: NFIB Small Business Optimism Index for September. -- Wednesday, October 11th -

Economics 189

Economics Banking Marketing Marketing 189

Trade Brains

OCTOBER 7, 2023

Best Neutral Options Strategies : Neutral options trading is a strategy employed by options traders when they anticipate that the price of the underlying security will remain relatively stable or within a certain range in the specified time. In this strategy, traders aim to profit from the lack of significant price movement rather than predicting a clear uptrend or downtrend movement.

Accounting 101

Accounting Marketing Marketing Portfolio 101

Calculated Risk

OCTOBER 7, 2023

At the Calculated Risk Real Estate Newsletter this week: • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Freddie Mac House Price Index Increased in August to New High; Up 4.0% Year-over-year • Lawler: The Second Half “Bear Steepener”: Higher for Longer, a Higher R*, and A Rising Term Premium • 1st Look at Local Housing Markets in September • Moody's: "Apartment Market Softens, Office Evolution Continues, and Retail On Shaky Ground" • ICE (Black Knight) Mo

Retail 182

Retail Marketing Marketing 182

Advisor Perspectives

OCTOBER 7, 2023

As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.

Economy 98

Economy Marketing Marketing Economics 98

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Clients

The Irrelevant Investor

OCTOBER 7, 2023

Articles Picking trends is easy. Picking winners is hard (By Jack Raines) As ChatGPT exceeds its digital boundaries, it seeks ways to reach further into the physical world. (By Dror Poleg) There is a necessity for new hardware to enable this sort of frictionless ambient computing. (By Ben Thompson) SkyMiles is no longer a frequent-flier program; it’s a big-spender program.

85

85

Fortune Financial

OCTOBER 7, 2023

Please enjoy Episode 2 of The Preferred Shares Podcast which discusses the story of Simplicity Pattern, a simple sewing company started just before the Great Depression that rose to great heights during the Nifty Fifty period: From Great Depression to Nifty Fifty: The Little Known Story Of Simplicity Pattern Disclaimer All opinions expressed by Preferred Shares hosts and guests are solely their own opinions and do not reflect the opinions of their respective employers.

Financial Advisor 59

Financial Advisor Accounting Portfolio Clients 59

Fortune Financial

OCTOBER 7, 2023

Please enjoy Episode 2 of The Preferred Shares Podcast which discusses the story of Simplicity Pattern, a simple sewing company started just before the Great Depression that rose to great heights during the Nifty Fifty period: From Great Depression to Nifty Fifty: The Little Known Story Of Simplicity Pattern Disclaimer All opinions expressed by Preferred Shares hosts and guests are solely their own opinions and do not reflect the opinions of their respective employers.

Financial Advisor 52

Financial Advisor Accounting Portfolio Clients 52

Advisor Perspectives

OCTOBER 7, 2023

For the past 18 months, Federal Reserve Chair Jerome Powell has frantically been trying to break Americans' borrow-and-spend habits. It’s critical to his fight against inflation.

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52

Random Roger's Retirement Planning

OCTOBER 7, 2023

I wanted to continue following up on funds/strategies we've looked at before to see what more we can learn as more time has gone on. For ages, I've been saying I don't think risk parity works in retail accessible funds or ETFs. One of the easier funds to look at in this space is the RPAR Risk Parity ETF (RPAR) which Yahoo Finance shows as being down 12.7% for the year through Friday's close.

Portfolio 40

Portfolio Assets Retail Taxes 40

Advisor Perspectives

OCTOBER 7, 2023

The BoE will have to do more to bring inflation back down to target.

Banking 52

Banking 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

The Big Picture

OCTOBER 7, 2023

  This week, we speak with Michael Lewis, whose latest book is “ Going Infinite: The Rise and Fall of a New Tycoon , ” on FTX founder Sam Bankman-Fried. He takes readers into the mind of Bankman-Fried, whose rise and fall offers an education in high-frequency trading, cryptocurrencies, philanthropy, bankruptcy, and the justice system. We discuss his writing process, and what made this book so different than his prior ones: A focus on personalities instead of some broad social upheaval.

Education 333

Education Management Planning Marketing 333

Advisor Perspectives

OCTOBER 7, 2023

This article will demystify what a 401(k) rollover truly entails, why it’s an option to consider, and how it could play a role in shaping the landscape of your financial future.

45

45

The Big Picture

OCTOBER 7, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • In Ukraine, explosive DIY drones give an intimate view of killing : First-person view, or FPV, drones — fast, highly-maneuverable, and relatively cheap craft flown by an operator wearing a headset receiving the drone’s video feed in real time — are now the predominant attack drone in Ukraine.

Engineering 146

Engineering Management 146

Advisor Perspectives

OCTOBER 7, 2023

Japanese stocks have outperformed global equities by a wide margin this year. Is this a false dawn or can inflation continue to breathe life into the market?

Marketing 40

Marketing Marketing 40

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.

Numbers

Abnormal Returns

OCTOBER 7, 2023

EVs Chinese manufacturers, like Nio, are pulling ahead on EV technology. (nytimes.com) Despite all the EV hype, hybrid sales are on the rise. (msn.com) EV owners are going to need something to do while their cars charge. (newatlas.com) Starting in January it will be a lot easier to claim the $7500 EV tax credit. (npr.org) The price of used EVs has come down.

Certification 271

Certification Financial Advising Media Transportation 271

Advisor Perspectives

OCTOBER 7, 2023

Though time will continue to reveal its staying power, environmental, social, and governance (ESG) thus far has proven that it has its place in the investment community.

Government 40

Government Investing Investments 40

Advisor Perspectives

OCTOBER 7, 2023

Thomas Jefferson University (TJU) developed a strategic resource allocation framework to rationalize and simplify the complex legacy portfolio structures it had inherited through mergers and acquisitions.

Strategic Planning 40

Strategic Planning Planning Portfolio Investing 40

Advisor Perspectives

OCTOBER 7, 2023

One mark of true brilliance is the ability to make complex ideas seem simple. I think this is why so many of us fondly remember our early schoolteachers.

40

40

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting