Mish Talk
NOVEMBER 9, 2022
Image from Investing.com yellow highlights and comments are mine. Market Still Reeling From Collapse of FTX Yesterday I noted Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX Here is the chart I posted yesterday. Today's chart will follow. FTX chart courtesy of CoinDesk. Price points added by Mish. Valuation Plunge The 44 percent rally was due to the announcement of a deal with Binance.
Wealth Management
NOVEMBER 9, 2022
They can lay out functional responsibilities and expectations for everyone in an organization.
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Abnormal Returns
NOVEMBER 9, 2022
Career shifts Former Peloton ($PTON) CEO John Foley is getting into the rug business. (wsj.com) UBS' Chief Risk Officer is becoming a photographer. (ft.com) Investing Rich people don't typically get rich on alternative investments. (ofdollarsanddata.com) Ten tips for surviving a bear market including 'You’re not limited to one rebalance.' (wealthfoundme.com) Bear markets affect different classes of investors in different ways.
Wealth Management
NOVEMBER 9, 2022
Multifamily Dive reports on a new lawsuit alleging RealPage, GreyStar and other managers artificially inflated the rents on student housing projects. CRE pros are using the new transparency pay law in New York City to gauge their current compensation levels, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Nerd's Eye View
NOVEMBER 9, 2022
The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. In addition to having access to health insurance at a lower cost than they might have on their own, this measure also creates a potentially lucrative planning opportunity for young adults who can be covered by a parent’s High-Deductible Healt
Wealth Management
NOVEMBER 9, 2022
Clients don’t want to be sold to, they want to be understood.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 9, 2022
Binance due diligence indicates that the gap between liabilities and assets at target FTX is likely in the billions.
Calculated Risk
NOVEMBER 9, 2022
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through October 2022, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
NOVEMBER 9, 2022
It will be the biggest class under David Solomon and the most diverse in the firm's history.
Abnormal Returns
NOVEMBER 9, 2022
Markets If nothing else, the Fed is causing investors pain. (howiesarchive.com) The risk/reward equation for bonds has done a 180. (pragcap.com) FTX How FTX unraveled. (thediff.co) The Binance deal for FTX is not a foregone conclusion. (coindesk.com) The end to the FTX story has not yet been written. (amycastor.com) VCs are going to get crushed by the FTX news.
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.
Wealth Management
NOVEMBER 9, 2022
Mississippi-based WealthPartners sought the sale to support growth and education after 12 years on the Kestra Financial platform.
Calculated Risk
NOVEMBER 9, 2022
Today, in the Calculated Risk Real Estate Newsletter: New Home Cancellations increased Sharply in Q3 A brief excerpt: First, a few quotes from some homebuilders: "During most of the year, demand for our homes was strong. Beginning in June and continuing through today, we have seen a moderation in housing demand caused by significant increases in mortgage interest rates and general economic uncertainty.
Wealth Management
NOVEMBER 9, 2022
While Seritage assets are sure to create investor interest, a cloudy economic outlook and tighter financing availability are bound to be major factors in negotiations, market observers say.
Mish Talk
NOVEMBER 9, 2022
Image from New York Times. I put together some spreadsheets based on this data. Nevada Senate County-by-County. Image from New York Times, yellow highlights by Mish. What This Boils Down To Nevada will come down to how many net seats Masto can pick up in Carson City, Clark County (Las Vegas), and Douglas County. Masto needs to pick up a net of 22,596 seats Synopsis of Counted and Uncounted Nevada Senate Votes.
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.
Wealth Management
NOVEMBER 9, 2022
Founder and CEO of Granite Shares, William Rhind, discusses the ETF market and how to prepare for the remainder of the year.
The Reformed Broker
NOVEMBER 9, 2022
The issues in crypto wouldn’t be happening if there was regulation, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Wealth Management
NOVEMBER 9, 2022
Three dozen new ETFs entered the market in the past month.
Calculated Risk
NOVEMBER 9, 2022
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The Consumer Price Index for October from the BLS. The consensus is for a 0.7% increase in CPI, and a 0.5% increase in core CPI. The consensus is for CPI to be up 8.0% year-over-year and core CPI to be up 6.6% YoY. • Also at 8:30 AM: The initial weekly unemployment claims report will be released.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Wealth Management
NOVEMBER 9, 2022
Taxpayer, who was an art expert, didn’t meet substantiation requirements.
Validea
NOVEMBER 9, 2022
By Justin Carbonneau ( @jjcarbonneau ) —. As we roll into year-end, the prediction business is about to pick up steam. Business channels and investing columns will soon be filled with lists carrying titles like “ 10 Surprises of 2023 ”. Predictions and forecasts by humans are often wrong for a host of reasons , but as investors we seek them out and hang on the words of experts who seem smarter than the rest of us.
Wealth Management
NOVEMBER 9, 2022
And client needs for advice will expand accordingly.
Mullooly Asset Management
NOVEMBER 9, 2022
In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life. The guys cover what you should prioritize, how to set realistic goals and ultimately how you can squeeze a lifetime of savings into a smaller amount of time. If you find yourself getting ready to retire without […] In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Wealth Management
NOVEMBER 9, 2022
Tenant demand for life sciences space is declining due to a slowing economy, rising interest rates and a pullback in available venture capital.
oXYGen Financial
NOVEMBER 9, 2022
Wealth Management
NOVEMBER 9, 2022
Thursday, December 01, 2022 | 2:00 PM ET
eMoney Advisor
NOVEMBER 9, 2022
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant for the creation of safe spaces, and that is cultural humility. The National Institutes of Health defines cultural humility as “a lifelong process of self-reflection and self-critique whereby the individual not only learns about another’s culture, but one starts with an examination of her/his own beliefs and cultural identities.” Talking about someth
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Wealth Management
NOVEMBER 9, 2022
Andrea Gift Allan will focus on expanding Pretium’s portfolio of rental homes that are leased to tenants who receive assistance through the federal government’s housing choice voucher program.
FMG
NOVEMBER 9, 2022
Financial advisors are constantly evolving within their industry and how they do business. At first, it was making cold calls and hoping you could convince someone to give you a chance. Now it’s different, it’s about connecting and keeping clients engaged. Nothing is as simple as making a single call and landing that client. Nowadays it’s about using every online resource available to financial advisors and casting out a focused, but multi-channel net of communication.
Wealth Management
NOVEMBER 9, 2022
The Toronto-based firm will “temporarily defer payment” of redemption requests until it’s clearer when borrowers will repay the loans and the fund can get cash from asset sales, according to a letter to investors dated Nov. 8. “Loan payoff activity remains suppressed.
Advisor Perspectives
NOVEMBER 9, 2022
Let's take a closer look at this week's employment report numbers on Full and Part-Time Employment.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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