July, 2022

Shift Your Perspective

The Big Picture

After yesterday’s discussion on the uncertainty monster , a friend who “loves perspective changers” reached out with a challenge: “Most people rarely question their own basic ideas,” he said, He challenged me to find 10 concepts to do just that.

Arrivederci

The Reformed Broker

It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around.

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The Risk of Deflation is now Greater than the Risk of Prolonged High Inflation

Pragmatic Capitalism

The most recent headline CPI came in at 9.1% so it might seem odd to think that the risk of disinflation and deflation is rising. But while the CPI is [ … ]. Most Recent Stories

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Sunday links: uncovering knowledge

Abnormal Returns

Markets Making the case for high yield bonds right now. marketwatch.com) Markets are adept at busting expectations. compoundadvisors.com) Companies Why would another company trust Elon Musk again? rationalwalk.com) The big food delivery companies are branching out.

Best Practices to Ace Your Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement today to ace your close.

#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

Nerd's Eye View

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott.

More Trending

The Great Resignation Is Long Over

The Big Picture

Today is Fed day, when we get the 75 bps increase that dramatically increases the odds of a recession. The main storyline is inflation, but the overlooked subplot here is Wages.

This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker. Links

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Three Things I Think I Think – What is a Recession?

Pragmatic Capitalism

1) Are we in a recession? 2) The housing downturn is only just beginning. 3) Is the Fed pivoting to easing? . Most Recent Stories

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Podcast links: podcast plagarism

Abnormal Returns

The biz Nonfiction podcasting has a plagarism problem. theracket.news) Audiobook functionality will arrive inside Spotify ($SPOT) “quite imminently.” variety.com) 45 podcast episodes to help you learn about investing. overlookedalpha.com) The 15 best tech podcasts including the 'Techmeme Ride Home.'

Global Hiring Guide for Startups

Grow your startup beyond borders and boundaries. In this eBook, you’ll discover how you can gain a competitive edge over your business rivals through the latest technology, harnessing global contractors, and using a global employment platform.

#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

Nerd's Eye View

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow.

A Flood of Repossessed Cars Poised to Hit the Used Car Market

Mish Talk

Image from Wolf Street via Tweet thread below. Auto Loan Bubble About to Burst A pair of excellent Tweet threads explain what is happing with car prices and pending repossessions. Worst Time to Buy in 30 Years There has never been a worst time in the last 30 years to buy a vehicle.

Soft Landing RIP

The Big Picture

For the first half of this year, I have steadfastly refused to join Club Recessionista. I have not believed we were already in a recession, and I was hopeful that a moderate Fed gradually raising rates to throttle inflation could execute that soft landing. No longer.

“a mild recession”

The Reformed Broker

Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” ” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away. Now it will be a soft, silky, sexy mild recessio.

Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita Cheng for an engaging conversation on rethinking the concept of wealth and how everyone can benefit from professional money management.

Three Things I Think I Think – Some Things Never Die

Pragmatic Capitalism

Here are some things I think I am thinking about: 1) The Money Multiplier Lives! Longtime readers are probably very tired of watching me try (unsuccessfully) to kill the money [ … ]. Most Recent Stories

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Personal finance links: a target-rich environment

Abnormal Returns

Investing Investing in stocks is bet on human ingenuity. awealthofcommonsense.com) Marketing messages are not guarantees when it comes to investing. wsj.com) Nine key questions for any investor including 'Why is active management destined to underperform?'

Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients

Nerd's Eye View

Financial planning is both an art and a science.

Expect Huge Negative Revisions to New Home Sales as Sales Crash and Orders Cancelled

Mish Talk

New Home Sales data from Census Department, chart by Mish. Rick Palacios Jr., Director of Research at John Burns Real Estate Consulting, has an excellent Tweet thread on what's happening in housing. Tweet Thread June home builder sentiment and survey results are in.

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Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Signs of Softening

The Big Picture

The last time we looked at the State Coincident Indicators Index, all 50 States were in an economic expansion over the trailing 3 months. The diffusion index = 100. That is no longer the case today.

Canary in the Coal Mine

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more!

New 3 Minute Money Episode – The Money Multiplier Myth

Pragmatic Capitalism

Here’s a new Three Minute Money episode. We’re still cranking through some basics, but this one needs reiterating because the money multiplier seems to be immortal. Ideas like “fractional reserve [ … ]. Most Recent Stories

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Podcast links: all things inflation

Abnormal Returns

The biz How Athletic Greens rode podcasting to sales success. nytimes.com) Spotify ($SPOT) is buying Heardle. hollywoodreporter.com) Business Tyler Cowen talks with Matthew Ball author of "The Metaverse: And How it Will Revolutionize Everything."

Global Hiring Guide: Top Emerging Fintech Hubs

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Saudi Arabia Buys Oil From Russia at a Discount Then Sells it to the EU

Mish Talk

Mideast Oil Imports from Tweet Below. Hoot of the Day "Saudi Arabia is not the only country to buy oil from Russia. There are many other countries buying Russian oil and selling their own at a higher price to EU countries."

The Instagram Fracas

The Big Picture

Evolve or die. Every time a tech company capitulates to its audience and rolls back the future it’s a mistake. The best example being Netflix saying it was going to become a streaming company and the hoi polloi b g that they still needed to rent DVDs by mail. Who’d want to stream movies?

The Make or Break Moment for Stocks

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Make

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The HR Compliance Playbook: How to Improve Speed-to-Hire

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

A Giant Distraction to the Business of Investing

A Wealth of Common Sense

Three random thoughts on the current state of the stock market: (1) The top 10 stocks are getting smoked. One of the prevailing theories during this past bull market is the biggest stocks were carrying the S&P 500.

Monday links: indiscriminate selling

Abnormal Returns

Treasuries The MOVE index is at 2020-like levels. axios.com) Investors are shunning the 20-year Treasury. ft.com) Stock picking On the importance of researching stocks even when they are too expensive. rationalwalk.com) When to sell a stock: a flowchart.

Weekend Reading For Financial Planners (July 30-31)

Nerd's Eye View