The Reformed Broker
SEPTEMBER 26, 2022
All of the value creation for investors comes from the actions they take in falling markets, not rising ones. If you’re not yet in retirement and not finished putting money into your retirement accounts, every 5% the market falls is an increased opportunity for you to buy things that will be worth much more in the future when you eventually sell them.
The Big Picture
SEPTEMBER 25, 2022
This week, we speak with Steve Case , co-founder of America On-Line (AOL), founder of investment firm Revolution , Chair of the Smithsonian, and author of The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream. We discuss how he launched America Online in 1985 back when the internet was restricted to academia and the government.
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Nerd's Eye View
SEPTEMBER 29, 2022
As an individual begins planning for retirement, one of the factors often considered is whether (and where) they might relocate to enjoy their retirement. When evaluating their potential options across the U.S., a state’s income tax rules can have a significant impact on where they might choose to live. The perception of a state as having high or low taxes could make it more or less attractive for someone choosing where to relocate, and those perceptions are often skewed by the state’
Abnormal Returns
SEPTEMBER 25, 2022
Markets Quality stocks have not been a defense against a bear market. (wsj.com) TIPS yields are at their highest level in a decade. (marketwatch.com) How rogue waves help explain market disasters. (bestinterest.blog) Strategy The bear case is obvious. What's the bull case? (theirrelevantinvestor.com) Why you should be happier investing today than a year ago.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
The Reformed Broker
SEPTEMBER 25, 2022
Okay don’t press the <Buy> because of this but maybe reconsider pressing the <Sell> button if you haven’t already… The AAII sentiment poll hit 60% Bears this week. History says the more pessimistic the investor class becomes, the better the prospective returns look six months out. The way I think about this is that the only thing that could make investors really bearish is a big sell-off in t.
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Pragmatic Capitalism
SEPTEMBER 30, 2022
Just a quick note here in case you noticed the new email subscription feed. Google recently killed Feedburner so we moved everything over to FollowIt.
Abnormal Returns
SEPTEMBER 28, 2022
Rates Yields on cash equivalents are rising rapidly. (wealthmanagement.com) Rapidly rising real interest rates provide competition for stocks. (capitalspectator.com) Expected returns on bonds are finally attractive. (awealthofcommonsense.com) Markets Lumber prices are back down to pre-pandemic levels. (wsj.com) Don't fight the last war: this isn't 2008.
The Reformed Broker
SEPTEMBER 25, 2022
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
The Big Picture
SEPTEMBER 30, 2022
At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. It’s fun conversation, and Jeff & Sam are great hosts. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Nerd's Eye View
SEPTEMBER 28, 2022
Welcome back to the 300th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Joe Duran. Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.
Abnormal Returns
SEPTEMBER 29, 2022
Podcasts Brett McKay talks with Nick Maggiulli about his book "Just Keep Buying: Proven Ways to Save Money and Build Your Wealth." (artofmanliness.com) Six questions you should ask your financial advisor, including 'If something happens to you, who will take over my account?' (peterlazaroff.com) Housing There is a lot about our financial lives we can't control, including home prices.
The Reformed Broker
SEPTEMBER 29, 2022
Apple is actually a detractor from the market today, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
The Big Picture
SEPTEMBER 24, 2022
? ?. Visual Capitalist : “The sharp rise in interest rates has sent shockwaves through markets. The S&P 500 Index has steadily declined ~20% year-to-date, and the NASDAQ Composite Index has fallen ~30%. Bond markets are also showing signs of uncertainty, with the 10-year minus 2-year Treasury yield curve acting as a prime example. This yield curve subtracts the return on short-term government bonds from long-term government bonds.” The post Visualizing Interest Rates Since 2020 a
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.
Nerd's Eye View
SEPTEMBER 26, 2022
In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. He highlighted the market for used cars at the time, where, because consumers could not be sure of the quality of a used car they were offered, they were only willing to pay the price of a car in average condition, driving out sellers of high-quality used cars (R
Abnormal Returns
SEPTEMBER 25, 2022
Also on the site A home is a bundle of things, not just a house with a mortgage attached. (abnormalreturns.com) Top clicks this week There is a big problem with investing more during sharp market declines. (ofdollarsanddata.com) How much do interest rates matter for the stock market? (awealthofcommonsense.com) The Uber ($UBER) hack is bad, real bad.
The Reformed Broker
SEPTEMBER 28, 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: ?Reverse Face Ripper – I broke one of my cardinal rules as a market commentator. ?RIP BTD – It is the worst year for buying the stock-market dip since the 1930s. ?
The Big Picture
SEPTEMBER 30, 2022
My morning train WFH reads: • The Forbes 400 2022: The Definitive Ranking of The Wealthiest Americans : In 2022 The wealthiest people in the U.S. are poorer than a year ago—and the cutoff to make the list fell for the first time since the Great Recession. ( Forbes ). • Sympathy for the Dimon : He’s dealing with an important shortage: Balance Sheet. ( Financial Times ) see also The Reinvention of Goldman Sachs : what has David Solomon achieved?
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.
A Wealth of Common Sense
SEPTEMBER 25, 2022
Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. How do I know this? Because Fed officials are literally telling us this every time they speak.
Abnormal Returns
SEPTEMBER 30, 2022
Strategy It's been a long time since you could say bonds were competition for stocks. (ritholtz.com) Mitigating risk in your portfolio always comes with a trade-off. (blog.validea.com) International stocks Why you shouldn't hedge the currency exposure of international stocks. (monevator.com) This week shows why you need to mitigate your home country bias.
The Reformed Broker
SEPTEMBER 28, 2022
Final Trades: Deere, Johnson & Johnson, UnitedHealth & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Big Picture
SEPTEMBER 28, 2022
My Two-for-Tuesday morning train reads: • How the Worst Market Timer in History Built a Fortune : Over 60 years, he only added new investments at bull market tops: $10,000 each of 13 market tops, from February 1966 to February 2020. ( Compound ) see also What if You Only Invested at Market Peaks? Meet Bob. Bob is the world’s worst market timer. What follows is Bob’s tale of terrible timing of his stock purchases. ( A Wealth of Common Sense ). • Hedge Funds Piled On Bullish Pound Bets Just Before
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Calculated Risk
SEPTEMBER 26, 2022
Active inventory increased for the 2nd consecutive week, increasing 0.9% last week, and hitting a new peak for the year. Here are the same week inventory changes for the last four years: 2022: +4.9K 2021: -3.7K 2020: -5.2K 2019: -0.3K Inventory bottomed seasonally at the beginning of March 2022 and is now up 131% since then. More than double! Altos reports inventory is up 28.7% year-over-year.
Abnormal Returns
SEPTEMBER 29, 2022
Markets Less than 10% of Nasdaq stocks are above their 200-day moving average. (theirrelevantinvestor.com) The Nasdaq has been outperforming the S&P 500 since June. (allstarcharts.com) IPOs are down to GFC-type levels. (ft.com) Strategy If you have to speculate in the markets, at least follow these guidelines, including 'Do not speculate on the margin.
The Reformed Broker
SEPTEMBER 30, 2022
Final Trades: Salesforce, Volkswagen, Booz Allen & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Irrelevant Investor
SEPTEMBER 28, 2022
Today’s Animal Spirits is brought to you by YCharts and Tropical Brothers: See here for YCharts September Fund Flow Report See here for tropical gear, free shipping, and sunglass straps on all orders On today’s show we discuss: Weekly market commentary via BlackRock Fed hikes could add $2.1 trillion to deficits 14 charts that explain inflation Full Stack Economics on leaning out of a career to support a signifi.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Calculated Risk
SEPTEMBER 30, 2022
Note: The occupancy rate will increase next week due to Hurricane Ian. From CoStar: STR: US Weekly Hotel Occupancy Reaches 70% U.S. hotel performance increased from the previous week and showed improved comparisons with 2019, according to STR‘s latest data through Sept. 24. Sept. 18-24, 2022 (percentage change from comparable week in 2019*): • Occupancy: 70.0% (-1.5%) • Average daily rate (ADR): $157.99 (+15.7%) • Revenue per available room (RevPAR): $110.60 (+13.9%) *Due to the pandemic impact,
Abnormal Returns
SEPTEMBER 26, 2022
Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. (morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. (kitces.com) Daniel Crosby talks with Tom Morgan about personal myth making. (standarddeviationspod.com) Future Proof Lisa Shidler, "Future Proof 2022's festival-style event was a hit and will return next year to the same Huntington Beach coastal location.
Meb Faber Research
SEPTEMBER 27, 2022
Episode #445: Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles Guest: Jeff Currie is Goldman Sachs’ global head of Commodities Research. Date Recorded: 9/16/2022 | Run-Time: 47:04 Summary: In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where […].
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