August, 2022

U.S. Cropland Values Hit Record Highs

The Big Picture

Source: AgWeb. If you are interested (as I am) in Real Estate , then allow me to suggest you consider exploring the world of Farmland. It is something I have done for a while, and it is a fascinating rabbit hole to fall into.

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Why the market is bouncing

The Reformed Broker

Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true.

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Personal finance links: a major shift

Abnormal Returns

Podcasts Tim Ranzetta talks with Morgan Housel about the psychology of money. ngpf.org) Jonathan Fields talks wealth and psychology with Patrice Washington host of the “Redefining Wealth Podcast.”

#FA Success Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor, With Neel Shah

Nerd's Eye View

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

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.

Quite Quitting, Are You Doing Only What's Necessary at Work and No More?

Mish Talk

A 17 second TikTok video on Quite Quitting has amassed over 480,000 likes. I played it and thought "really?"

More Trending

How Amazon Become Ordinary

The Big Picture

“I constantly remind our employees to be afraid, to wake up every morning terrified. Not of our competition — but of our customers.” Jeff Bezos, 1998 Amazon shareholder letter.

Is this chart going up or down?

The Reformed Broker

Is this chart going up or down? It’s not a trick question. Just look at it and tell me what primary the trend is.

Personal finance links: consolation prizes

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk with Joe Saul-Sehy co-author of a new book "Stacked: Your Super-Serious Guide to Modern Money Management." citywireusa.com) Demetri Kofinas talks with Vitaliy Katsenelson author of "Soul in the Game."

#FA Success Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor, With Neel Shah

Nerd's Eye View

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

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.

I'm Calling BS on the Second Straight Amazing Jobs Report, Understanding Why

Mish Talk

Nonfarm Payrolls vs Employment Level. Chart by Mish. One set of numbers is wrong. BLS Jobs Statistics at a Glance Total nonfarm payroll employment rose by 528,000 in June, and the unemployment rate dipped 0.1 percentage points to 3.5 percent, the U.S. Bureau of Labor Statistics reported today.

Is the USA in a Recession?

Pragmatic Capitalism

New episode of Three Minute Money here. Is the USA in a recession? While the media has traditionally referred to a recession as 2 quarters of negative GDP the White [ … ]. Most Recent Stories

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Is Partisanship Driving Consumer Sentiment?

The Big Picture

I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons why I suspect it has gotten so negative: 1. The past ~20 years have seen a much greater spillover from partisan beliefs into sentiment; 2.

All eyes on SPX 4,000

The Reformed Broker

I like the way Ari Wald at Oppenheimer frames the current technical set-up for the S&P 500.

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.

Podcast links: long time horizons

Abnormal Returns

Business Zack Fuss talks with Christian Bellinger about the business of luxury giant LVMH. joincolossus.com) Howard Lindzon talks with Will Ahmed, founder and CEO of WHOOP. howardlindzon.com) Barry Ritholtz talks with Hannah Elliott discuss how EVs are changing driving.

Why Childfree People Require A Unique Financial Planning Process

Nerd's Eye View

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. But a growing number of individuals are going through life without ever having children.

Made in America EV Battery Production? Metals Needed Suggest No Time Soon

Mish Talk

China currently assembles 76% of the world’s batteries. Materials needed for the batteries are mostly outside the US. The Wall Street Journal has an interesting video article Taking Apart an EV Battery Illustrates Why ‘Made in America’ Will Be Tough I believe that is a non-paywalled link.

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Is the Housing Market Going to Crash?

Pragmatic Capitalism

Here’s a new 3 Minute Money on housing. In this video I cover: The dynamics of the boom Why housing is so important to the broader economy The risk that [ … ]. Most Recent Stories

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.

Tales from the Dark Side

The Big Picture

I had a fascinating conversation with an old friend who has been working in a giant bulge bracket firm his entire multi-decade career. What made this particular conversation so intriguing was his sudden epiphany about the Sell-side.

Literally

The Reformed Broker

Sharing this chart from Guggenheim showing that the S&P 500’s bear market bounce literally stopped on a dime and was turned away at the 200-day moving average. It’s almost too perfect.

Personal finance links: wasting precious time

Abnormal Returns

Aging Five lessons from getting older including 'Change gets old.' humbledollar.com) The pursuit of the 'new things' eventually loses its glow. gothamgal.com) Don't let inertia keep you from learning something new (and useful).

Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

Cash tends to exist at the forefront of individuals' day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few.

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.

The Average US Household Pays 47 Percent More for Electricity Than a Year Ago

Mish Talk

CPI data from the BLS via St. Louis Fed, chart by Mish.

Three Things I Think I Think – Bad Ideas

Pragmatic Capitalism

1) ESG – Still a Convoluted Mess. My long standing position on ESG (Environmental, Social & Governance) investing is that secondary markets are a not a great place to try [ … ]. Most Recent Stories

Passive vs. Active

The Big Picture

Yesterday I spent some time with Eric Balchunas recording a Masters in Business podcast. Balchunas is Senior ETF Analyst for Bloomberg Intelligence and the author of “ The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.”.

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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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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.

Sunday links: incentives at work

Abnormal Returns

Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF. ft.com) Four big trends in the asset management have been in place for a decade. morningstar.com) Corporate governance only works if shares actually get voted.

Weekend Reading For Financial Planners (Aug 27-28)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Biden Administration has released a series of long-anticipated Federal student loan relief measures.

There's No Demand For Italy's Debt Except From the ECB

Mish Talk

Image from Tweet below. Despite the ECB QE cover, Italy's 10-year bond yields are soaring relative to Germany. Eurozone 10-Year Sovereign Bond Yields. Data from ECB, chart by Mish. ECB data runs through June. August is the current spot rate.