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.
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.
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The Reformed Broker
NOVEMBER 25, 2022
Past performance is not a guarantee of future results. Of course it isn’t. Things change. Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock.
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?
Speaker: Rita Keller - President of Keller Advisors, LLC
Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on the importance of diversifying your accounting skills.
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 $16,000.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
Abnormal Returns
NOVEMBER 23, 2022
Strategy The normalization of interest rates is going to change how people invest. blairbellecurve.com) Why investors overreact to recent fund performance. behaviouralinvestment.com) Why wealthy investor don't invest aggressively enough.
Mish Talk
NOVEMBER 25, 2022
Demand Weakness Weighs On private sector business activity in November The S&P Global Flash US Composite PMI™ shows and escalation in private sector demand weakness. Key Findings Flash US PMI Composite Output Index at 46.3 October: 48.2). 3-month low.
The Big Picture
NOVEMBER 20, 2022
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Rise of Influencer Capital : How social media, celebrity promoters, and banks looking for a quick buck transformed the markets. ( New York Magazine ).
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The Reformed Broker
NOVEMBER 19, 2022
We made some industry news this week with the hiring of Ritholtz Wealth Management’s first President. You can read about it at Investment News here. And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. .
Abnormal Returns
NOVEMBER 25, 2022
The biz Spotify's ($SPOT) Anchor now allows creators to use a 'one-button voice isolation feature.' engadget.com) You have to invest upfront to create evergreen content. casted.us) Companies Ben Thompson talks housing with Eric Wu, CEO of Opendoor ($OPEN).
Mish Talk
NOVEMBER 22, 2022
Image from Tweet Below. Bickering Over the Cap The EU agreed to scrap its plan to not insure tankers carrying Russian oil in favor of a Biden-sponsored plan to cap the price of oil. The insurance scheme was absurd. Russia would have exported oil in tankers not insured.
The Big Picture
NOVEMBER 25, 2022
My end-of-week morning train WFH reads: • The Best 50-Year-Old Investing Advice Money Can Buy : Nearly 50 years ago, the economist Burton Malkiel came out with a book that said, in effect, that all of us should be in index funds.
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Nerd's Eye View
NOVEMBER 22, 2022
Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matthew Blocki.
Abnormal Returns
NOVEMBER 20, 2022
Strategy Five reasons for optimism, including 'expected returns are rising.' humbledollar.com) It's easy to forget that U.S. equities don't always outperform international equities. savantwealth.com) Lessons learned from the young Warren Buffett.
Mish Talk
NOVEMBER 20, 2022
Please consider California's Fiscal Outlook for 2023-2024. Executive Summary Economic Conditions Weigh on Revenues.
The Big Picture
NOVEMBER 21, 2022
My back-to-work morning train WFH reads: • VCs Poured $41 Billion Into Crypto in the Past 18 Months. Is There Any Hope for a Profit? Investors face tough questions following the FTX debacle. Institutional Investor ).
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Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Abnormal Returns
NOVEMBER 21, 2022
Strategy The best uncorrelated asset in a downturn is mindset. thewaiterspad.com) Why you should spend as little time on investing as possible. moontower.substack.com) Crypto Coinbase ($COIN) is feeling the effects of the FTX blowup.
Mish Talk
NOVEMBER 21, 2022
Please consider these COP 27 Closing Statements by the Secretary-General. COP27 took place not far from Mount Sinai, a site that is central to many faiths and to the story of Moses, or Musa. It’s fitting. Climate chaos is a crisis of biblical proportions.
The Big Picture
NOVEMBER 24, 2022
My morning train WFH reads: • 10 Things for Crypto People to Say at Thanksgiving This Year : It’s going to be an awkward conversation. Use these phrases to preserve your reputation. Bloomberg ). •
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The Reformed Broker
NOVEMBER 22, 2022
Final Trades: Halliburton, Restaurant Brands, Kinder Morgan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker
Abnormal Returns
NOVEMBER 20, 2022
Also on the site Don't borrow money to invest. abnormalreturns.com) Humans have been consuming alcohol for millennia, but people are increasingly saying no. abnormalreturns.com) Life is complicated, your workout doesn't have to be.
Mish Talk
NOVEMBER 19, 2022
Alameda Research CEO Caroline Ellison, image from Tweet below. Inside Sam Bankman-Fried’s Doomed FTX Empire The Wall Street Journal takes a look Inside Sam Bankman-Fried’s Doomed FTX Empire That's a free link. Here are a few snips.
The Big Picture
NOVEMBER 20, 2022
A comprehensive look at CO2 emissions around the world and their specific sources: “Today, the Climate TRACE coalition released the most detailed facility-level global inventory of greenhouse gas (GHG) emissions to date, including emissions data for 72,612 individual sources worldwide.
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A digital-first strategy for SBA loans is required for community banks that want to grow.
The Reformed Broker
NOVEMBER 22, 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: ?Bob
Abnormal Returns
NOVEMBER 23, 2022
Avoiding ruin Building wealth means avoiding ruin. dariusforoux.com) Don't borrow money to invest. abnormalreturns.com) Investing Successful investing is boring. onveston.substack.com) Why 'Is now a good time to invest?' is the wrong question. monevator.com) You can't invest if you don't save.
Mish Talk
NOVEMBER 24, 2022
Welcome Change Major retailers like Kohl’s, Target, Macy’s, Walmart, J.C. Penney, Best Buy, even Costco will be closed on Thanksgiving day but open as early as 5 a.m. or 6 a.m. on Black Friday according to BlackFriday.Com. That’s a welcome change but it puts all the more emphasis on Black Friday.
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