The Big Picture
NOVEMBER 17, 2022
. There is a new 60/40 in town, and it is the contribution to inflation from consumer demand for goods and the pandemic-broken supply chain. That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics.
The Reformed Broker
NOVEMBER 8, 2022
A lot of reporters and public intellectuals were writing their obituaries for Twitter this weekend. First, we saw the revolt of the Blue Checkmarks. Then, the first inklings of an advertiser exodus.
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Mish Talk
NOVEMBER 1, 2022
Image composite from WSJ video below. The Wall Street Journal has an interesting video that describes How Russian Crude Avoids Sanctions and Ends Up in the US. With an upfront ad, that is a free WSJ video link. The Lukoil Connection. Image composite from WSJ video.
Abnormal Returns
NOVEMBER 7, 2022
Podcast Michael Kitces talks with Mindy Crary, owner of Creative Money, about making it clear about fiduciary marketing. kitces.com) Daniel Crosby talks with Kurt Brown, CEO and CIO, of TownSquare Capital.
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The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. As a fellow small businessperson, I know how hard you work. You deserve a comfortable retirement.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
NOVEMBER 7, 2022
My views on inflation continue to evolve: I was correct in identifying inflation during the mid-2000s; during the post-crash 2010s I remained appropriately skeptical about rising prices.
The Reformed Broker
NOVEMBER 16, 2022
Glamour is a supernatural form of mental compulsion or influence that is specific to vampires.
Mish Talk
NOVEMBER 22, 2022
Data from US Treasury, calculation and chart by Mish. Chart Synopsis There was no 30-year long bond issuance in the yellow highlighted interval. The 10-year to 3-month inversion is 64 basis points, the deepest since January of 2001.
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.
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Pragmatic Capitalism
NOVEMBER 16, 2022
In this video we discuss the collapse of FTX and the crypto markets and what we can learn from this bear market. This video includes: 1) Understanding volatilities relative to [ …
Nerd's Eye View
NOVEMBER 29, 2022
Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.
The Big Picture
NOVEMBER 4, 2022
Since it is late on a Friday, I thought I might share some quick thoughts about the week. I have been wondering, more than usual, about the disconnect between what we see in falling prices and the Federal Reserve’s anti-inflation actions.
The Reformed Broker
NOVEMBER 18, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Gregor Macdonald, and Downtown Josh Brown discuss the latest on the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the growth of electric vehicles, peak oil, and much more!
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Mish Talk
NOVEMBER 14, 2022
Amazon Layoffs Amazon Set to Lay Off Thousands of Corporate Workers The layoffs come as Amazon is undertaking a broad review of costs, The Wall Street Journal reported last week. That review has focused on the devices unit, which the Journal reported has lost $5 billion annually in some recent years.
Abnormal Returns
NOVEMBER 25, 2022
Markets How do stocks beat inflation? thereformedbroker.com) The S&P 500 is not the economy. awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto? economist.com) Why did so many people have a blind spot for FTX?
Pragmatic Capitalism
NOVEMBER 15, 2022
I’ve had three big investing epiphanys in my investing career. The first big epiphany was that macro matters much more than micro. The direction of the river is much more [ …
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning.
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The Big Picture
NOVEMBER 21, 2022
You may have missed this wonderful Josh Zumbrun column in the Wall Street Journal last week: “ Inflation and Unemployment Both Make You Miserable, but Maybe Not Equally.”. It’s one of those things that are so obvious no one ever stops to think about it – and so we have overlooked this for decades.
The Reformed Broker
NOVEMBER 5, 2022
Just wanted to start by saying thanks to everyone who made a donation to our Long Island Cares food drive for Thanksgiving. The money really goes a long way, we’re going to be making a big difference in the lives of people who need help this holiday season.
Mish Talk
NOVEMBER 22, 2022
Bitcoin daily chart courtesy of StockCharts.Com. I have been making notes, some of them incorrectly. Apologies offered. Generational Bottoms Bitcoin is Life Hoot of the Day (From May 2022). Hmm 6 months is up. On May 8, Bitcoin was $34,000. It's now under $16,000.
Abnormal Returns
NOVEMBER 27, 2022
Top clicks this week Lessons learned from a young Warren Buffett. neckar.substack.com) How do stocks beat inflation? thereformedbroker.com) The normalization of interest rates is going to change how people invest. blairbellecurve.com) There are five levels of wealth.
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Pragmatic Capitalism
NOVEMBER 11, 2022
Here’s a new Three Minute Money video on the Triffin Dilemma and why it matters more than ever. The basic gist of the video is that the reserve currency issuer [ …
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
The Big Picture
NOVEMBER 14, 2022
I wonder how far my view of the universe is from (objective) reality. My pal Dave Nadig suggests that we are all much further away from any sort of recognition of the true universe than we suspect.
The Reformed Broker
NOVEMBER 19, 2022
We made some industry news this week with the hiring of Ritholtz Wealth Management’s first President. You can read about it at Investment News here. And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. .
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Mish Talk
NOVEMBER 4, 2022
Payroll and employment data from the BLS, chart by Mish. Today, the Bureau of Labor Statistics released its Monthly Payroll Report. Initial Thoughts The discrepancy between jobs and employment continues for the seventh month. Last month the unemployment rate fell 0.2 percent to a record low 3.5
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.
A Wealth of Common Sense
NOVEMBER 15, 2022
Boring is better this year in the markets. The more exciting your portfolio, the worse your performance is in this bear market.
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