Abnormal Returns
DECEMBER 16, 2023
EVs The rising pedestrian death rate is due to a rise in nighttime deaths. (nytimes.com) The Tesla ($TSLA) Cybertruck is another step along the line of increasingly large, dangerous vehicles. (slate.com) Ford ($F) is cutting F-150 Lightning production. (arstechnica.com) Offshore wind Offshore wind, at scale, is more complex (and costly) than previously thought.
The Big Picture
DECEMBER 16, 2023
This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. The hedge fund implements a market-neutral equity strategy, focused on generating “idiosyncratic alpha” and “avoiding systemic risk factors.
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The Irrelevant Investor
DECEMBER 16, 2023
This chart from Grant Hawkridge is a beautiful representation of how our stock market has functioned over the last century and then some. All-time highs are a part of the process, but they’ve been separated by brutal bear markets that can last years, even decades. This last point is one of many reasons why the latest “research” on why you should have a 100% stock portfolio is hilarious.
Clever Girl Finance
DECEMBER 16, 2023
What is a bounced check? It’s one of those terms that a lot of people have heard, but not as many can explain. And the impacts of a bounced check can seem equally mysterious! Of course, it’s important to understand all of these things, so you can avoid being put in a messy financial situation. Whether you’re the writer or depositor of a bounced check, it can have impacts on your finances.
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.
The Irrelevant Investor
DECEMBER 16, 2023
Articles Profit margins can go down just as easily as they go up (By Ehren Stanhope and Jesse Livermore) The funeral is where you find out who your friends are. (By Jared Dillian) It’s what’s not being talked about that’s most interesting. (By Tom Morgan) This new programming represents a great leap forward for our media business (By Josh Brown) I know I have a lot of money but I still don’t feel rich.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
DECEMBER 16, 2023
Price Volume Trend Indicator: Decoding the language of price movements and trading volume in financial markets is equivalent to decoding the mysteries of market dynamics. Among the numerous technical indicators, the Price Volume Trend (PVT) stands out as a distinctive tool that can help you relate to security price and trading volume. In this article, we are going to discuss the Price Volume Trend Indicator and also see how traders can use this indicator.
Advisor Perspectives
DECEMBER 16, 2023
John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.
Trade Brains
DECEMBER 16, 2023
Muthoot Microfin IPO Review: India has been experiencing constant growth, especially in rural regions, which has driven the growth of the microfinance industry. One such company in this sector is, Muthoot Microfin Limited, a subsidiary of Muthoot Pappachan Group. The company is coming up with an IPO which will open for subscription on December 18, 2023 and close on December 20, 2023.
Calculated Risk
DECEMBER 16, 2023
At the Calculated Risk Real Estate Newsletter this week: • Part 1: Current State of the Housing Market; Overview for mid-December • Part 2: Current State of the Housing Market; Overview for mid-December • The Coming Fed Rate Cuts and the Impact on Mortgage Rates • 3rd Look at Local Housing Markets in November with Comparison to 2019 • 2nd Look at Local Housing Markets in November with Comparison to 2019 This is usually published 4 to 6 times a week and provides more in-depth analysis of the hous
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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.
Advisor Perspectives
DECEMBER 16, 2023
AP Charts and Analysis will be offline this week due to the holidays. We will resume publishing economic and market analysis and publish missed news on 12/26.
Clever Girl Finance
DECEMBER 16, 2023
If you don’t feel like you truly have a strong handle on your finances, one possible cause for that is using a budgeting method that doesn’t work. While not everyone needs a to-the-penny balanced budget, some type of budgeting strategy or template is really important if you want to know where your money is going month after month. The 70-20-10 budget is one of numerous budgeting frameworks out there, and it just might be the tool you’re looking for.
Advisor Perspectives
DECEMBER 16, 2023
Analysts are growing increasingly doubtful that US consumer spending will hold up into next year, even as American shoppers continue to be surprisingly resilient despite lingering inflation and elevated borrowing costs.
The Big Picture
DECEMBER 16, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The year that Twitter died. Twitter was so many things. Elon Musk killed Twitter. First, he did it figuratively: firing most employees, destabilizing it as a technology and a business, leaving the platform virtually unusable for those who remained.
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
DECEMBER 16, 2023
The dollar will surprise by getting stronger next year as the US economy outperforms, according to some of the world’s biggest money managers.
Trade Brains
DECEMBER 16, 2023
Credo Brands Marketing IPO Review : Credo Brand Marketing Limited is an Indian Manufacturer of Western casual wear. The Company is coming up with an IPO which opens on 19th December and close on 21st December 2023. The Rs. 550 Cr issue will be listed on 27 December 2023. Let us learn a bit more about the Company and learn about its market presence.
Advisor Perspectives
DECEMBER 16, 2023
While the ECB is unlikely to raise rates further, we remain skeptical that it will deliver rate cuts as early as the market expects.
Calculated Risk
DECEMBER 16, 2023
The key economic reports this week are Housing Starts, New Home Sales, Existing Home Sales, the 3rd estimate of Q3 GDP, and November Personal income and outlays. -- Monday, December 18th -- 10:00 AM: The December NAHB homebuilder survey. The consensus is for a reading of 37, up from 34. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, December 19th -- 8:30 AM: Housing Starts for November.
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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
DECEMBER 16, 2023
China stocks have been a source of frustration for investors this year. But there are expectations that situation will improve in 2024. The key is selectivity. That means market participants shouldn’t wager on uniformly stellar returns by China equities next year.
Advisor Perspectives
DECEMBER 16, 2023
It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
Advisor Perspectives
DECEMBER 16, 2023
The ECB will pivot in 2024, but probably not as early or swiftly as markets predict.
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