Advisor Perspectives

OCTOBER 3, 2023

This chart series features an overlay of four major secular bear markets: the Crash of 1929, the Oil Embargo of 1973, the Tech Bubble, and the Financial Crisis. The numbers are through the September 29, 2023 close.

Marketing 59

Marketing Marketing Numbers 59

Advisor Perspectives

JULY 6, 2023

Here is an updated comparison of four major secular bear markets: the Crash of 1929, the Oil Embargo of 1973, the Tech Bubble, and the Financial Crisis. The numbers are through the June 30, 2023 close.

Marketing 59

Marketing Marketing Numbers 59

Abnormal Returns

APRIL 7, 2024

capitalspectator.com) How to choose among total stock market ETFs. (abnormalreturns.com) Top clicks this week Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1. wsj.com) How major asset classes performed in March 2024. humbledollar.com) Hyundai and Kia are crushing it in the U.S.

Assets 270

Assets Accounting Investing Investments 270

Advisor Perspectives

APRIL 4, 2023

In response to a standing request, here is an updated comparison of four major secular bear markets. The numbers are through the March 31, 2023 close.

Marketing 59

Marketing Marketing Numbers 59

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 200

Financial Planner Certification CFP Financial Advice 200

Advisor Perspectives

JANUARY 6, 2023

In response to a standing request, here is an updated comparison of four major secular bear markets. The numbers are through the December 30, 2022 close.

Marketing 52

Marketing Marketing Numbers 52

The Big Picture

FEBRUARY 8, 2024

Since inception, Greenlight has generated about 13% annually, and ~290o% total return versus the S&P500’s 1117% total and 9.5% In our wide-ranging discussion, Einhorn stated that “Market structures are broken and value investing is dead.”  This week, we speak with David Einhorn. annual returns.

Banking 186

Banking Investing Investments Marketing 186

Nerd's Eye View

FEBRUARY 26, 2024

Over the years, though, as the focus of the profession evolved from being almost exclusively transaction-based sales to having a focus on building long-term relationships, so too did growth shift from sales-based approaches to more long-term trust-building marketing tactics.

Marketing 184

Marketing Marketing Sales Clients 184

Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 219

Financial Planner Fiduciary Duty Retirement Retirement Planning 219

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. wsj.com) Fund management The Vanguard Total Bond Market ETF ($BND) became the first bond ETF with $100 billion in AUM. capitalspectator.com) Even after November's rally low volatility stocks are still down on the year. Munger" edited by Peter D.

Financial Advising 239

Financial Advising Media Economy Management 239

Mish Talk

DECEMBER 2, 2022

to 6.7% - Household Survey Revision Details The change in total nonfarm payroll employment for September was revised down by 46,000, from +315,000 to +269,000 The change for October was revised up by 23,000, from +261,000 to +284,000. Still others took advantage of a strong stock market and retired early. I list them as reported.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Abnormal Returns

JANUARY 31, 2024

theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. blog.johnwallstreet.com) Economy The labor market continues to soften. (vox.com) Elon Musk and Tesla ($TSLA) have a pay problem as a Delaware judge strikes down an earlier agreement. axios.com) The Baltimore Orioles are reportedly changing hands.

Financial Advising 218

Financial Advising Media Economy Economics 218

The Big Picture

OCTOBER 20, 2023

But that’s not all : I also have the opportunity to invest those dollars : I can buy a broad market index, expecting it’ll appreciate; I can buy bonds and enjoy the income they yield; I could purchase real estate, which either gives me a place to live or rent out for income; I could also use that money to start or build a business.

Investing 335

Investing Investments Math Medicine 335

Abnormal Returns

JULY 25, 2023

papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. papers.ssrn.com) A round-up of research about forecasting markets. (institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? wsj.com)

Startup 216

Startup Valuation Taxes Accounting 216

The Big Picture

JANUARY 24, 2024

Ari Rosenbaum : The challenge with that is that markets go up more often than they go down. 75% of years since the founding of the S&P 500, the market’s actually up. Barry Ritholtz : So in other words, I will own in a direct index product, all 500 of the S&P 500, or let’s take the Vanguard total market.

Taxes 234

Taxes Portfolio Wealth Management Management 234

The Big Picture

JULY 25, 2023

I replied 1 to the tweet, politely pointing out that my colleague Ben Carlson had previously explained that “since 1928, equity market returns including dividends are 70% higher than just equity price returns alone.” The total return is around 35x higher than the price return alone.” 2 But here is where things get interesting.

Assets 246

Assets Accounting Taxes Economics 246

MarketWatch

FEBRUARY 2, 2023

Shares of the three technology behemoths reporting quarterly results after the closing bell are surging in afternoon trading Thursday, enough to boost their collective market capitalizations by about $233 billion. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Apple Inc.’s

Commission 75

Commission Marketing Marketing 75

A Wealth of Common Sense

DECEMBER 17, 2023

After suffering drawdowns of 21%, 25% and 35% in the bear market of 2022, the Dow, S&P 500 and Nasdaq 100 all broke even on a total return basis this week: Sure that means these markets went nowhere for nearly two years but just look at the returns since the start of 2020: Considering everything we’ve lived through those returns are not bad (..)

Investing 127

Investing Investments Marketing Marketing 127

Calculated Risk

APRIL 2, 2024

Over the month, the number of hires and total separations were little changed at 5.8 Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month. This is a measure of labor market turnover. million on the last business day of February , the U.S. million and 5.6

Numbers 110

Numbers Economy Marketing Marketing 110

The Big Picture

AUGUST 30, 2023

1 The Executive Summary gives you the flavor of the timing issue: “The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax efficiency—that can influence an investor’s end results.

Assets 243

Assets Investing Investments Taxes 243

Trade Brains

FEBRUARY 16, 2024

The company recently made waves in the financial markets with its IPO with an astonishingly high Price-to-Earnings (PE) ratio of 292x! It is involved in the energy turbine and aerospace & defence components market. per cent of the total revenue. per cent of the total revenue. per cent of the total revenue.

Engineering 111

Engineering Manufacturing Certification Sales 111

Calculated Risk

JUNE 22, 2023

Brief excerpt: Deliveries in the second quarter will total 4.1 First-half 2023 volume will total 7.67 Vehicle sales are usually a transmission mechanism for Federal Open Market Committee (FOMC) policy, although far behind housing. Light-Vehicle Sales Pegged for 21% Gain; Q2 to Roll in at 2-Year-High 15.7 from a year ago.

Sales 143

Sales Marketing Marketing 143

The Irrelevant Investor

OCTOBER 2, 2023

The stock market is a complicated place. You have all sorts of different participants: day traders and swing traders, high-frequency traders and market makers, stock pickers and asset allocators, growth investors and value investors, and on and on. The post What’s the Stock Market Worth?

Asset Allocation 120

Asset Allocation Marketing Marketing Manufacturing 120

Calculated Risk

JANUARY 30, 2024

Over the month, the number of hires and total separations were little changed at 5.6 Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month. This is a measure of labor market turnover. million on the last business day of December , the U.S. million and 5.4

Numbers 121

Numbers Economy Marketing Marketing 121

Calculated Risk

SEPTEMBER 13, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September A brief excerpt: Interestingly, new home inventory is close to a record percentage of total inventory. The lack of existing home inventory, and few distressed sales, has been a positive for homebuilders.

Marketing 103

Marketing Marketing Sales Numbers 103

A Wealth of Common Sense

JANUARY 11, 2024

A reader asks: What would be the pros and cons of purchasing weighted amounts of the 11 stock market sectors and rebalancing your portfolio each year rather than just indexing the total market or the S&P 500? One is obviously much more time-consuming, but could the juice be worth the squeeze?

Investing 88

Investing Investments Portfolio Marketing 88

Advisor Perspectives

MARCH 4, 2024

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.59, up from 1.52 in January.

Valuation 69

Valuation Marketing Marketing 69

Calculated Risk

JANUARY 3, 2024

Light-Vehicle Sales Hit 5-Month High; Entire 2023 Totals 4-Year Best 15.5 If those vehicles had matched year-ago results, sales would have totaled a 15.9 While CUVs accounted for over half the market for the second time ever, vehicles impacted by the strikes were largely behind weakness in pickups, SUVs and vans.

Sales 88

Sales Accounting Marketing Marketing 88

Calculated Risk

AUGUST 11, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August A brief excerpt: Interestingly, new home inventory is close to a record percentage of total inventory. The lack of existing home inventory, and few distressed sales, has been a positive for homebuilders.

Marketing 97

Marketing Marketing Sales Numbers 97

Advisor Perspectives

SEPTEMBER 5, 2023

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.54, down from 1.56

Marketing 109

Marketing Marketing 109

Calculated Risk

APRIL 2, 2024

Combined market share of non-luxury small cars and small and midsize CUVs increased to 42.1% Thanks to that boost, total deliveries in March increased year-over-year despite a decline in sales of all pickups, SUVs, vans, midsize cars and luxury-priced cars. Light-Vehicle Sales Gain (pay site). in March from same-month-2023’s 36.5%.

Sales 91

Sales Marketing Marketing 91

Advisor Perspectives

MARCH 22, 2024

Based on the valuation measures we find best-correlated with actual subsequent S&P 500 total returns across a century of market cycles, the stock market presently stands at valuation extremes matched only twice in U.S. financial history.

Valuation 52

Valuation Marketing Marketing 52

Calculated Risk

DECEMBER 5, 2023

Over the month, the number of hires and total separations changed little at 5.9 Note that hires (dark blue) and total separations (red and light blue columns stacked) are usually pretty close each month. This is a measure of labor market turnover. million on the last business day of October , the U.S. million and 5.6

Numbers 117

Numbers Economy Marketing Marketing 117

Advisor Perspectives

APRIL 2, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 75

Valuation Marketing Marketing 75

Trade Brains

MARCH 27, 2024

The markets move in response to news and events, and when some prominent investors invest or divest in a company, the stock price moves sideways or downward. The DIIs importance in investing in Indian markets is to provide stability, support, and growth. DIIs sometimes absorb potential selling by FIIs, keeping the market stable.

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Advisor Perspectives

JANUARY 2, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 108

Valuation Marketing Marketing 108

Calculated Risk

APRIL 11, 2024

On a monthly basis, they report total inventory. Realtor.com has monthly and weekly data on the existing home market. However, the number of homes on the market is still down 37.9% What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. above year ago levels.

Sales 101

Sales Numbers Marketing Marketing 101