Calculated Risk

FEBRUARY 19, 2023

Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.

Retail 130

Retail 130

Abnormal Returns

FEBRUARY 19, 2023

Strategy Ben Carlson, "You don’t have to manage millions or billions of dollars to succeed as an investor." (awealthofcommonsense.com) How to generate income by selling non-dividend paying shares. (rationalwalk.com) Rising passive management should help active managers, but will it? (evidenceinvestor.com) Policy Why Stanley Fischer has such an outsized influence on central bankers.

Financial Advising 130

Financial Advising Economy Media Management 130

Calculated Risk

FEBRUARY 19, 2023

Housing economist Tom Lawler has been sending me his predictions of what the NAR will report for almost 13 years. He has graciously allowed me to share his predictions with the readers of this blog. The table below shows the consensus for each month, Lawler's predictions, and the NAR's initially reported level of sales. Lawler hasn't always been closer than the consensus, but usually when there has been a fairly large spread between Lawler's estimate and the "consensus", Lawler has been closer.

Sales 130

Sales 130

Abnormal Returns

FEBRUARY 19, 2023

Also on the site Congrats to Ben on ten years of 'A Wealth of Common Sense.' (abnormalreturns.com) Top clicks this week Five reasons why this isn't simply a bear market rally. (carsongroup.com) Life lessons from Warren Buffett and Berkshire Hathaway ($BRK.A). (neckar.substack.com) What it looks like to be financially healthy. (thomaskopelman.com) Is $200,000 a good annual income.

Engineering 120

Engineering Retirement Marketing Marketing 120

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oXYGen Financial

FEBRUARY 19, 2023

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Million Dollar Round Table (MDRT)

FEBRUARY 19, 2023

By Bryce Sanders Have you ever heard a client say, “I never knew you did that! You never told me!” I have. Years ago, when I was a financial advisor at my former firm, the company got into the mortgage business. Advisors would receive notifications when clients applied for a mortgage elsewhere and their in-house assets needed to be verified. The advisor would comply, then call the client and say, “We do mortgages.

Clients 98

Clients Financial Advisor Assets Marketing 98

The Irrelevant Investor

FEBRUARY 19, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses. On today’s show, we discuss: Jensens quality thesis What Return on Equity is Sector dynamics within the quality factor Discounted cash flow assumptions How to react when the facts change Forward-looking funds vs backw.

Investing 73

Investing Investments Portfolio Management Portfolio 73

Advisor Perspectives

FEBRUARY 19, 2023

US homes in areas prone to floods may be currently overvalued in the range of $121 billion to $237 billion, according to a report published Thursday in the journal Nature Climate Change.

Marketing 52

Marketing Marketing 52

The Big Picture

FEBRUARY 19, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The people who kill the truth: From a small office building, a group of Israelis is spreading global disruption : The Israelis destabilizing democracy and disrupting elections worldwide. No morals, no qualms, no borders: Tal Hanan and Team Jorge have turned chaos into business ( Haaretz ) see also Revealed: the hacking and disinformation team meddling in elections : ‘Team Jorge’ unit exposed by undercover

Math 278

Math Engineering Numbers Education 278

Advisor Perspectives

FEBRUARY 19, 2023

For the first time in nearly two decades, investors can earn more than 5% on some of the safest debt securities in the world. That’s competitive with riskier assets like the S&P 500 Index.

Assets 52

Assets 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

Advisor Perspectives

FEBRUARY 19, 2023

From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight, providing investors crucial insight into consumer demand, the trajectory of economic growth and Corporate America’s profitability.

Retail 52

Retail Economics 52

Advisor Perspectives

FEBRUARY 19, 2023

Investors continue to seek signs of a change in season—and clues about how the Federal Reserve might react to it.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

FEBRUARY 19, 2023

If your clients are seduced by television advertisements offering untold wealth accumulation through options trading, new research shows just how destructive that type of speculation has been.

Wealth Accumulation 45

Wealth Accumulation Retail Advertising Clients 45

Advisor Perspectives

FEBRUARY 19, 2023

Many investors have attempted to capitalize on the inverted yield curve by purchasing long-term Treasuries (assuming continued declines at the long end will cause their bonds to appreciate). In his latest commentary, Venk Reddy, CIO of our Sustainable Credit Strategies, explains why he feels this approach is materially riskier than investing in short duration fixed income.

Investments 45

Investments Investing 45

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

Advisor Perspectives

FEBRUARY 19, 2023

The bond market finally got the Federal Reserve’s message on rates, while stock investors continue to ignore it, for the most part.

Marketing 40

Marketing Marketing 40