Abnormal Returns
AUGUST 13, 2023
Top clicks this week The equity risk premium in the U.S. keeps falling. (economist.com) Five common personal finance lessons that are wrong. (genyplanning.com) Why are market cap weighted indices hard to beat for managers? (behaviouralinvestment.com) When do dividend-focused strategies outperform? (morningstar.com) Every investment strategy has multiple 'points of failure.
Calculated Risk
AUGUST 13, 2023
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.
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Trade Brains
AUGUST 13, 2023
Best Debt Free Penny Stocks in India: Penny stocks can be risky but highly rewarding at the same time. They are preferred by daring investors to grow their portfolios multifold. However, a wise investor also protects her downside while keeping a laser-sharp focus on the upside. One way to protect downside is to pick low debt or debt free companies. In this article, we’ll read about the best debt free penny stocks in India which you can add to your watchlist.
Wealth Management
AUGUST 13, 2023
New data from MSCI Real Assets looks at what changed in the world of professionally-managed real estate around the globe in 2022.
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.
Million Dollar Round Table (MDRT)
AUGUST 13, 2023
By Bryce Sanders Whether prospects say it or not, there are virtues they’re looking for in financial advisors to be able to trust them and then build a long-lasting relationship. Here are seven virtues most prospects are seeking in ideal advisors. This isn’t like school, though, where four out of six represents 67%, or a passing grade. The ideal advisor needs all seven virtues.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
AUGUST 13, 2023
After 12 months in a row of falling annualized inflation numbers, the latest reading ticked slightly higher this month. Here are those numbers from the peak in June 2022: 9.06% 8.52% 8.26% 8.20% 7.75% 7.11% 6.45% 6.41% 6.04% 4.99% 4.93% 4.05% 2.97% 3.18% For a while there stagflation was all the rage. That risk subsided relatively quickly as the economy remained strong and the stag part of that equation fell by the ways.
The Irrelevant Investor
AUGUST 13, 2023
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. On today’s show, we discuss: F/m’s quant-active large-cap fund Screening out investable companies Understanding the growth vs value dynamic The relationship between valuation and earnings growth What turnover lo.
Calculated Risk
AUGUST 13, 2023
Weekend: • Schedule for Week of August 13, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 10 and DOW futures are up 52 (fair value). Oil prices were up over the last week with WTI futures at $83.19 per barrel and Brent at $86.81 per barrel. A year ago, WTI was at $95, and Brent was at $104 - so WTI oil prices are down about 12% year-over-year.
Advisor Perspectives
AUGUST 13, 2023
It has been nearly two years since corporate America reopened, and employers are still struggling to get people back into the office. Just ask Jamie Dimon, CEO of JP Morgan Chase, who has been pushing for in-office work, yet 30% of his workers remain hybrid and he continues to face pushback.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Abnormal Returns
AUGUST 13, 2023
Markets Should investors actually care about stock market valuations? (awealthofcommonsense.com) How have Berkshire Hathaway ($BRK.B) B shares performed since issuance? (rationalwalk.com) Finance The CDS market is picking up steam. (ft.com) Saudi Arabia's PIF is taking some big swings. (wsj.com) ESG 'Greenhushing' is the new ESG. (mutualfundobserver.com) Norway's sovereign wealth fund wants to see ESG reforms.
Advisor Perspectives
AUGUST 13, 2023
A team of scientists claimed to have created a breakthrough material that could superconduct electricity at room temperatures and ambient pressure. But then people started trying to replicate the experiment.
The Big Picture
AUGUST 13, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Deception, exploited workers, and cash handouts: How Worldcoin recruited its first half a million test users : The startup promises a fairly-distributed, cryptocurrency-based universal basic income. So far all it’s done is build a biometric database from the bodies of the poor. ( MIT Technology Review ) • Banks fined $549 million for hiding messages in iMessage and Signal : Wells Fargo and other Wal
Advisor Perspectives
AUGUST 13, 2023
Today we’ll continue reviewing Neil Howe’s magisterial new book, The Fourth Turning Is Here , focusing on the Millennial Generation’s important role in the coming crisis. Then we’ll think about what the crisis may look like. Finally—because I always try to look on the bright side—we’ll consider what Neil expects in the “First Turning” that will follow.
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.
Advisor Perspectives
AUGUST 13, 2023
For the better part of the last century, the largest companies in the world were those that produced physical property – traditional transportation machines, the energy that powered them, or the capital that financed them.
Advisor Perspectives
AUGUST 13, 2023
For experienced and novice investors, there are myriad complexities associated with environmental, social, and governance (ESG) ratings and scoring.
Advisor Perspectives
AUGUST 13, 2023
VettaFi head of research Todd Rosenbluth appeared on Yahoo! Finance to discuss ETFs with unexpected demand — including AI-focused ETFs.
Advisor Perspectives
AUGUST 13, 2023
All of a sudden, the short-volatility trade is back on Wall Street as billions of dollars pour into options-selling ETFs like never before.
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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.
Advisor Perspectives
AUGUST 13, 2023
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
Advisor Perspectives
AUGUST 13, 2023
With the second half of 2023 underway, how are the macro and market landscapes unfolding?
Advisor Perspectives
AUGUST 13, 2023
Franklin Templeton’s Head of Digital Asset & Investor Advisory Services Sandy Kaul has a wealth of experience in the financial industry and a vision for the future in the digital asset space. She finds the trend toward democratizing new investment frontiers exciting. Learn more about Sandy in this Q&A.
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