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.

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Education Management Planning Marketing 328

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.

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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.

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Engineering Management 141

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

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

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

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 66

Economics Banking Marketing Marketing 66

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.

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Financial Advisor Accounting Portfolio Clients 59

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 63

Retail Marketing Marketing 63

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

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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.

Banking

Advisor Perspectives

OCTOBER 7, 2023

US employment unexpectedly surged in September by the most since the start of the year, illustrating a durable labor market and bolstering the case for another Federal Reserve interest-rate hike.

Marketing 52

Marketing Marketing 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

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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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.

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

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 52

Strategic Planning Planning Portfolio Investing 52

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 52

Government Investing Investments 52

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 52

Marketing Marketing 52

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.

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Advisor Perspectives

OCTOBER 7, 2023

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

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Banking 52