Sat.Nov 05, 2022 - Fri.Nov 11, 2022

Twitter is cigarettes

The Reformed Broker

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.

Labor or Capital Driven Inflation?

The Big Picture

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.

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Adviser links: a winning model

Abnormal Returns

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.

Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26

Nerd's Eye View

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26.

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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.

This Week On TRB

The Reformed Broker

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.

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More Trending

Personal finance links: career shifts

Abnormal Returns

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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Huge Tech Layoffs Begin, More Coming, Who's On the Chopping Block?

Mish Talk

Twitter Axe Last Friday, Elon Musk cut about half of the company’s work force. That's approximately 3,700 jobs. Many employees did not know until they saw their corporate access blocked. I saw some Tweets in which managers did not even know which of their subordinates were axed.

The Day Inflation Broke

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Warren Pies, and Downtown Josh Brown discuss the latest in markets, inflation, the effects of seasonality, what could be next, and much more!

Elon Musk interviewed by Ron Baron

The Big Picture

Elon Musk interviewed by Ron Baron at the 29th Annual Baron Investment Conference on 4 November 2022. Ron Baron and Elon Musk CEO, Tesla Motors & CEO / CTO, SpaceX are also discussing about Twitter and Tesla Stock. Elon recently finalized Twitter deal.

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.

Wednesday links: explaining your investment process

Abnormal Returns

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.

The Crypto Space Plunges Second Day, The Bottom Was Not In for Bitcoin

Mish Talk

Image from Investing.com yellow highlights and comments are mine. Market Still Reeling From Collapse of FTX Yesterday I noted Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX Here is the chart I posted yesterday. Today's chart will follow. FTX chart courtesy of CoinDesk.

The Triffin Dilemma and Why it Matters More Than Ever (Video)

Pragmatic Capitalism

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 [ …

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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Why Mid-Terms Matter More Than Presidential Elections — At Least for Investors : A study tracking elections back to the advent of the U.S. republic reveals some intriguing trends.

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: finding your audience

Abnormal Returns

The biz Podcasts are great way to reach a business-oriented audience. trungphan.substack.com) How Spotify ($SPOT) has maintained its audio lead. cnbc.com) Financial history Barry Ritholtz talks with Edward Chancellor authof of “The Price of Time: The Real Story of Interest.”

Record 7 Percent Surge Small Business Rent Delinquency In October

Mish Talk

Record Surge in Small Business Delinquencies Alignable reports Record Surge In Rent Delinquency: Up 7% In October, Totaling 37% For U.S. SMBs Due to ongoing economic challenges, small business owners' ability to pay their full rent on time in October took a major hit based on a new Alignable poll.

Weekend Reading For Financial Planners (Nov 12-13)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches.

Big Moves: Bears & Bottoms

The Big Picture

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.

Longform links: inevitable tragedies

Abnormal Returns

Books An excerpt from Annie Duke's new book "Quit: The Power of Knowing When to Walk Away." behavioralscientist.org) A Q&A with Richard V. Reeves author of "Of Boys and Men: Why the Modern Male is Struggling, Why it Matters, and What to Do About It."

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A Net 17 Percent Say They Will Spend Less This Holiday Season

Mish Talk

Graphic courtesy of Morning Consult.

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The Latest In Financial #AdvisorTech (November 2022)

Nerd's Eye View

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

10 Weekend Reads

The Big Picture

The weekend is here!

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.

Friday links: not out of the woods

Abnormal Returns

Strategy Now is the time to clear out all your bad trades before the new bull market gears up. neckar.substack.com) The best asset allocation is one you can stick with. awealthofcommonsense.com) FTX FTX has filed for bankruptcy. nytimes.com) FTX, SBF and affiliates made all manner of investments.

Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX

Mish Talk

FTX chart courtesy of CoinDesk. Price points added by Mish. What's Going On?

Clips From Today’s Halftime Report

The Reformed Broker

Tesla removed from Wedbush’s Best Ideas List from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • The state of the economy on Election Day, explained in 6 numbers : Rising prices have weighed heavily on the minds of voters who will soon determine the outcome of elections across the country. ( Vox ). • Are TIPS a Bargain? They are, but with an asterisk.

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.

Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Top clicks this week A primer on free cash flow. aswathdamodaran.blogspot.com) Small cap valuations look attractive.

CPI Jumps Another 0.4% in October Led by Shelter and Energy

Mish Talk

CPI data from the BLS, chart by Mish. The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in September on a seasonally adjusted basis after rising 1.3 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 8.5

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Clips From Today’s Closing Bell

The Reformed Broker

The issues in crypto wouldn’t be happening if there was regulation, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker

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