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Even though we’re accountants, we get that financial reports aren’t at the top of every small business owner’s to do list. Most small businesses run on slim budgets and personnel staff of one or just a few. But whether you keep your own books or employ the services of a bookkeeper or accountant, understanding the numbers can help your small business just as much as it could help a large corporation.
On today's show we talk with Clay Gardner about how Titan is disrupting mutual funds. For more information on Titan go here On today's show we discuss: The pros and cons of the retail trading boom Lessons learned from the buy-side Avoiding moonshots One of Clay's biggest mistakes The catalyst for growth's selloff Listen here Research links How we're investing through inflation Three things (May 13th) Fastly's air pocket slump Titan's investment process Contact us at animalspiritspod@gmail.com wi
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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
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
Fear of missing out is a feeling that builds over time. Fear of lower prices happens in the blink of an eye. It's incredible how quickly the tide can come out on some of the most beloved stocks. Things that have done nothing but go up can have their gains vanish before investors know what hit them. There is serious carnage out there in some corners of the market.
Can you imagine telling somebody in 1980 that people would be worried about inflation with the 10-year at 1.69% one day in the future? Investors are worried about inflation because there is inflation. We just saw the biggest m/o/m change in core CPI since 1981. Here's a good chart from Bespoke , which shows that CPI has accelerated for six straight months for the first time.
Can you imagine telling somebody in 1980 that people would be worried about inflation with the 10-year at 1.69% one day in the future? Investors are worried about inflation because there is inflation. We just saw the biggest m/o/m change in core CPI since 1981. Here's a good chart from Bespoke , which shows that CPI has accelerated for six straight months for the first time.
Here are some numbers: Spotify subscribers are up 21% year-over-year. The Trade Desk grew revenue 37% Twilio grew revenue by 62% Shopify grew revenue by 110%. Square's gross profit grew by 79%. Peloton subscription revenue grew 144% Here are some more numbers: Spotify is 44% below its 52-week high The Trade Desk is 52% below its 52-week high Twilio is 39% below its 52-week high Shopify 31% is below its 52-week high Square is 28% below its 52-week high Peloton is 51% below its 52-week high First-
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: The jobs report surprise The "labor shortage" 8.2 million fewer jobs Why can't companies find workers? How some companies are bucking the trend Stocks are not cheap You might even say they're expensive An interview with Bill Bernstein Lumber prices are up a lot Houses with kid-friendly features are selling fast We need to build mor
Moving Forward: 2021 Sustainable Investing Perspectives. ajackson. Tue, 05/11/2021 - 13:33. Our new publication, “Moving Forward: 2021 Sustainable Investing Perspectives”, by Erika Pagel and Elizabeth Hiss, is now available. The publication is a comprehensive discussion of the sustainable investment risks and opportunities we see in today’s markets, and how we are positioning our clients’ balanced portfolios in response.
We talk with clients everyday about their business and we love it. As accountants, we spend a lot of time with the books and we love the numbers and details, but we get that not everyone does. Part of growing your business is knowing when to pull the lever to hire a professional rather than continue to DIY things yourself. So when is the right time to hire an accountant?
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.
2020 was a dark year, but the light shined bright on certain areas of the stock market. Anything that was seen to be a beneficiary of people working and living from home went to the moon in 2020. In 2021, these names are returning to earth. Of the 52 stocks that gained 100% or more in 2020, 38 of them have lost money so far in 2021. The average of these 52 stocks is in a 30% drawdown.
Let's travel back in time to June 2014. The Cleveland Cavaliers had just made Andrew Wiggins the first overall pick. "Fancy" by Iggy Azalea was the #1 song on the charts. The fourth Transformers movie, the one with Mark Wahlberg, was the blockbuster movie of the summer. And the CAPE ratio hit 25 for just the third time in the last hundred years. A lot was made of this arbitrary number at the time.
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You’ve got a small business. You’ve got a great product or service. You may even have a pretty steady cash flow and are doing ok growing your business. But what do you know about marketing – and even better, what are you doing about it? Knowing when you need marketing help for your small business or side hustle is a pretty complicated decision.
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.
The most commonly asked question in the Animal Spirits inbox is, "I'm saving up for a house. Where do I invest this money in the meantime?" There are three things at play here that are driving these questions: Rates on cash are zero or close to it. With home prices increasing, people feel like their cash just isn't cutting it. But the biggest driver behind this question is that stocks have done nothing but go up until very recently.
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