The Big Picture

JULY 16, 2022

This week, we speak with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. Markowitz special distinction award, multiple Bernstein Fabozzi/Jacobs Levy awards for his articles, and CFA Institute’s 2017 Leadership in Global Investment Award.

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The Reformed Broker

JULY 16, 2022

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.

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Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow. Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent cli

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Abnormal Returns

JULY 20, 2022

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?' (humbledollar.com) Five things to do as an investor in your 20's. (peterlazaroff.com) How to avoid investment scams.

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Accounting

The Big Picture

JULY 22, 2022

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. I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain.

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Nerd's Eye View

JULY 20, 2022

For many workers, a typical career entails a series of successive jobs over several decades, with the end goal of retiring and finally being able to ‘relax’ And while most breaks from work on the traditional path are limited to short vacations, there is a growing movement of individuals who want to take extended time off during their working years to take advantage of their health and opportunities that might not be available to them once they reach ‘normal’ retirement ag

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Abnormal Returns

JULY 18, 2022

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. (twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around.

Financial Advising 206

Financial Advising Startup Economy Portfolio 206

The Big Picture

JULY 20, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).

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The Reformed Broker

JULY 18, 2022

TONIGHT AT 5:30PM EST! On this special episode of Live from The Compound, Matthew Ball joins Josh Brown and Ben Carlson! Matthew Ball is the Managing Partner of EpyllionCo and a Venture Partner at Makers Fund. Tune in down below! He’s got a new book coming out on the metaverse and we’re going to ask him all about it. Find more from Matthew at: Twitter/BallMatthew matthewball.vc.

Investing 141

Investing Investments Management Marketing 141

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Banking

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear. To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

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CFP Recruitment Sales Certification 206

Abnormal Returns

JULY 19, 2022

Markets A 3% 30-year Treasury bond is no great deal. (morningstar.com) Eight reasons why a 1929-style stock market crash is less likely today. (dariusforoux.com) Strategy The good thing about bear markets is that they eventually end. (awealthofcommonsense.com) Why you should ignore the steady stream of market 'sorcerers.' (ofdollarsanddata.com) Finance Jefferies Financial Group ($JEF) is simplifying its business.

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Financial Advising Valuation Media Economy 196

The Big Picture

JULY 17, 2022

Visualizing the Coming Shift in Global Economic Power (2006-2036p). Source: Visual Capitalist. I never know what to make of these grand extrapolations but submitted for your approval… The post Coming Shift in Global Economic Power? appeared first on The Big Picture.

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Economics 278

The Reformed Broker

JULY 19, 2022

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: ?What’s Priced In? – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix Earnings – “Advertisers Were Locked Out of Netflix for Years.

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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.

Financial Advice

Pragmatic Capitalism

JULY 22, 2022

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 [ … ].

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Abnormal Returns

JULY 17, 2022

Also on the site this week Four tips to avoid stock market aggravation. (abnormalreturns.com) Top clicks this week Don't kid yourself about gold. (allstarcharts.com) Commodity prices are correcting. (mrzepczynski.blogspot.com) Comparing the last three big bear markets. (priceactionlab.com) How much of an economic downturn is priced in already? (tker.co) Joshua Brown, "The “soft landing” idea is going to fade away.

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The Big Picture

JULY 22, 2022

Has there ever been a sexier, more lovely roadster than the Jaguar E-Type? It is perhaps the most beautiful convertible — ever. Even Enzo Ferrari called the E-Type ‘ The most beautiful car ever made.” And a 150-mph top speed didn’t hurt either. The E-Type was continually upgraded from 1961 through 1975 while retaining its spectacular styling. The original 3.8-liter XK straight-six made 265bhp from the factory; the engine grew to 4.2 liters. and produced the same 265 horsepower as the 3.8-l

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The Reformed Broker

JULY 21, 2022

Final Trades: Boeing, Invitation Homes, Abbott Labs & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

Pragmatic Capitalism

JULY 19, 2022

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 [ … ].

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Abnormal Returns

JULY 22, 2022

Markets Barry Ritholtz, "Earnings are what they are, the profits of corporate America. By definition, they cannot be wrong – only better or worse than expected." (ritholtz.com) Why grifters use technological change to take advantage of investors. (novelinvestor.com) Markets are driven by feedback loops. (mrzepczynski.blogspot.com) Companies Snap ($SNAP) results are sign of slowing social media revenue growth.

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Financial Advising Media Economy Numbers 146

The Big Picture

JULY 22, 2022

My end-of-week morning offsite reads: • A New Bull Market Can’t Start Until Investors Give Up For a new cycle to begin, people who bet on the market need to capitulate. Problem is, they’ve forgotten what that feels like. ( Wall Street Journal ). • What’s Going On…With Jobs The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don’t favor a soft-landing outcome for the economy. ( Charles Schwab ) see al

Engineering 268

Engineering Management Economy Economics 268

The Reformed Broker

JULY 19, 2022

Final Trades: Disney, Schlumberger, Nvidia & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Accounting

Calculated Risk

JULY 21, 2022

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending July 16, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, rising 29% above one year ago.

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Sales Marketing Marketing 145

Abnormal Returns

JULY 21, 2022

Finance The venture fundraising slowdown is here. (institutionalinvestor.com) Andreessen Horowitz is going virtual. (a16z.com) Companies Amazon ($AMZN) is buying One Medical ($ONEM). (techcrunch.com) What Apple ($AAPL) has in mind for its health care push. (reuters.com) Global China has fined ride-hailing giant, Didi Global some $1.2 billion over 'data handling.

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Financial Advising Medical Media Economy 130

The Big Picture

JULY 18, 2022

Ignore the emojis in the headline long enough to ask yourself this question: What might the rest of 2022 look like ? I did that exercise last week in response to a client inquiry about the second half of the year. The context was excess cash looking for a good long-term home (not a trade). The question was not so much where to put the capital, but rather when to deploy it.

Economy 268

Economy Marketing Marketing Financial Planning 268

The Reformed Broker

JULY 20, 2022

Josh Brown sells half his Netflix position from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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Banking

The Irrelevant Investor

JULY 19, 2022

We’ve seen some nasty economic data over the past month. Aside from a still hot labor market, there weren’t many bright spots. Inflation rose 9.1% in June, the highest reading since 1981 The national average for gasoline topped $5 a gallon for the first time 33% of listed homes have cut their prices Home builder confidence fell to the lowest levels since May 2020 30-year mortgage rates hit 5.8%, the highest s.

Economics 125

Economics Marketing Marketing 125

Abnormal Returns

JULY 21, 2022

Finance Why this era of large-scale speculation isn't going away any time soon. (ft.com) A profile of Buffett protege, Tracy Britt Cool as she builds her own investment firm, Kanbrick (nytimes.com) A profile of Sam Bankman-Fried and FTX's growing empire. (bloomberg.com) A wide-ranging Q&A with Michael Mauboussin. (manual.withcompound.com) Behavior A three-step process to better accepting feedback.

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The Big Picture

JULY 16, 2022

The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by tbe pool, and get ready for our longer-form weekend reads: • The Hidden Fees Making Your Bananas, and Everything Else, Cost More : A cadre of ocean carriers are charging exorbitant, potentially illegal, fees on shipping containers stuck because of congestion at ports. Sellers of furniture, coconut water, even kids’ potties say the fees are inflating costs. ( ProPublica ). • How the Amusement Park Conquered America From

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