Abnormal Returns
MAY 12, 2024
Top clicks this week We are in the midst of a historic bond bear market. (awealthofcommonsense.com) Why TIPS are more attractive than nominal bonds at this point. (morningstar.com) Charlie Munger was constantly learning and "unlearning." (davisfunds.com) Stocks have stopped going up. (sherwood.news) Don't take your investing advice from TikTok. (ritholtz.com) The number of single-stock ETFs is growing.
Wealth Management
MAY 12, 2024
2024 IRS Inflation Adjustments to Gift, Estate and GST Tax Exemptions and Exclusions Explained
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Abnormal Returns
MAY 12, 2024
Markets No news is good news for the stock market. (tker.co) The stock market has gone nowhere the past 10 weeks. (allstarcharts.com) What Wall Street jargon really means. (awealthofcommonsense.com) Companies Apple ($AAPL) is now taking AI seriously. (nytimes.com) Adobe ($ADBE) is walking a fine line when it comes to AI. (theatlantic.com) Funds Mutual funds just keep closing.
Calculated Risk
MAY 12, 2024
Weekend: • Schedule for Week of May 12, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were up over the last week with WTI futures at $78.26 per barrel and Brent at $82.79 per barrel. A year ago, WTI was at $70, and Brent was at $75 - so WTI oil prices are up about 10% year-over-year.
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A Wealth of Common Sense
MAY 12, 2024
Demographics are destiny but the reactions to that destiny aren’t set in stone. Take a look at how things have changed from 2010 to today along with where we’re going in the future: The largest age brackets today are in the 30-34 and 35-39 range. Hello millennials. By the 2030s and 2040s the largest cohorts will be in their 30s to 50s. But look at how the older buckets will slowly fill up over time.
Calculated Risk
MAY 12, 2024
The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through April 2024. Note: This is an update to a post from a few years ago. Unfortunately, this data only goes back to 1992 and includes only three recessions (the stock / tech bust in 2001, and the housing bust/financial crisis, and the 2020 pandemic).
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Million Dollar Round Table (MDRT)
MAY 12, 2024
By Kennedy Sumarlie, CFP A year ago, I was talking to Mr. Prospect and his wife, who is a foreign citizen, regarding the importance of health insurance. He felt, however, that health insurance was not necessary because he was still young and there were many other more important priorities. A year later, he contacted me because he had a diagnosis of a disease (not critical), but the family immediately thought about the financial impact on them.
Random Roger's Retirement Planning
MAY 12, 2024
YieldMax promoted the one year anniversary of the YieldMax NVDA Option Income Strategy ETF (NVDY). The fund is a single stock, covered call fund with a crazy high yield. More correctly, it is synthetically long the stock, buying a call and selling a put for the stock exposure and then selling a call against that combo. The chart compares it to the underlying common stock and a 2X version from GraniteShares.
Steve Sanduski
MAY 12, 2024
Guests: Ashley Goodall , a leadership expert and the author of a thought-provoking new book, The Problem with Change: And the Essential Nature of Human Performance. In a Nutshell: The tech boom popularized the idea that companies have to move fast, break things, and disrupt before they’re disrupted. But change for the sake of change can be a catalyst for confusion.
Advisor Perspectives
MAY 12, 2024
As institutional investors, we most often represent risk as standard deviation or tracking error. But when we implement changes in our portfolios, the real-time risk happens much faster.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Tobias Financial
MAY 12, 2024
We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing with our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad is here to provide some extra credit by discussing individual stock risk compared to the risk associated with holding mutual funds or ETFs.
Zoe Financial
MAY 12, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 13, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 1.9% for the week, up 9.5% for the year, less than 1% from its record highs (3rd consecutive week where we see gains for the S&P) Nasdaq was up 1.1% for the week, up 8.9% for the year.
Advisor Perspectives
MAY 12, 2024
Active management can help investors address some of the especially tricky issues in sustainable equity portfolios.
The Big Picture
MAY 12, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Modern Curse of Overoptimization : My current working definition of overoptimization goes like this: overoptimization has occurred when the introduction of immense amounts of information into a human system produces conditions that allow for some players within that system to maximize their comparative advantage, without overtly breaking the rules, in a way that (intentional or not) creates meaningful
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Advisor Perspectives
MAY 12, 2024
Google DeepMind has released a new version of AlphaFold, a landmark tool for predicting protein structures, that puts the artificial intelligence software on a path to make breakthroughs in biology research and bolster a business that Google’s AI chief says could be worth north of $100 billion.
Advisor Perspectives
MAY 12, 2024
Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.
Advisor Perspectives
MAY 12, 2024
Federal Reserve Governor Michelle Bowman said she doesn’t expect it will be appropriate for the Fed to cut interest rates in 2024, pointing to persistent inflation in the first several months of the year.
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