Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. news.crunchbase.com) Finance Americans are moving their cash, putting pressure on the big banks. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 287

Asset Allocation Financial Advising Startup Assets 287

Abnormal Returns

OCTOBER 24, 2024

blogs.cfainstitute.org) Now is a good time to be selling a private credit asset management firm. on.ft.com) Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. msn.com) Economy Still no meaningful pickup in weekly initial unemployment claims.

Investing 285

Investing Investments Startup Financial Advising 285

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed. (wsj.com) Moderna ($MRNA) is slashing its R&D pipeline. Probably 25.

Financial Advising 275

Financial Advising Startup Manufacturing Media 275

Integrity Financial Planning

AUGUST 31, 2023

However, as state institutions grew in power and financial ambition, the need for a medium of exchange officially approved by that institution (especially one that could double as an asset for that institution) led to the creation of coinage. This marked a crucial direction in how financial tools, and thus our financial systems, evolved. [1]

Banking 97

Banking Financial Planning Accounting Portfolio 97

Trade Brains

FEBRUARY 5, 2024

Capital Small Finance Bank Company is coming up with its IPO issue of Rs. In this article, we will look at the Capital Small Finance Bank IPO Review 2024 and analyze its strengths and weaknesses. Before becoming a Small Finance Bank, Capital SFB had been in the banking industry as a non-NBFC Microfinance entity since 1999.

Banking 59

Banking License Portfolio Retail 59

Trade Brains

JUNE 15, 2023

Best PSU Banks in India : The economy of every nation revolves around its financial sector. The Indian government purchased and formed public sector banks to address this issue. It enabled them to offer a wide range of support initiatives and offering interest at rates lower than private banks. What are PSU Banks?

Banking 98

Banking Government Accounting Numbers 98

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. cnbc.com) The banking industry's 'crisis phase' may be over for now. etftrends.com) Economy Is the U.S.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Advisor Perspectives

MAY 9, 2023

With regional bank volatility grabbing headlines, CIO Larry Adam looks at what this activity means for the economy and asset classes.

Banking 98

Banking Economy Assets 98

MarketWatch

MARCH 14, 2023

Contagion fears triggered by the speedy collapse of two regional banks in less than a week is raising the risk of a crisis in confidence in U.S. NINJA loans) were the problem in the GFC [2007-2008 Great Financial Crisis], whereas the ‘toxic’ asset in the [next] crisis would be government bonds!” The flip-side scenario is that the U.S.

Government 76

Government Banking Assets Management 76

Abnormal Returns

MARCH 8, 2024

spyglass.org) Economy Derek Thompson talks with Judd Cramer about what economists got wrong about the current economy. dollar with Linda Goldberg, a Financial Research Advisor at the Federal Reserve Bank of New York. The biz Transcripts have come to Apple ($AAPL) Podcasts.

Economy 256

Economy Media Management Banking 256

Abnormal Returns

MARCH 13, 2024

(etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." axios.com) The long and winding road to a Reddit IPO.

Financial Advising 314

Financial Advising Valuation Retail Media 314

The Big Picture

APRIL 21, 2023

If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. It should also not be ignored that this survey is following the banking scare. This is not the same economy as the pre-Covid era.

Economy 326

Economy Banking Manufacturing Management 326

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. on.ft.com) Finance Why companies should leave the marketing of their IPO to the banks. wsj.com) Economy Weekly initial unemployment claims are ticking higher. capitalspectator.com) The S&P SmallCap 600 was up 10.8% for the first time in awhile. Maybe to successful.

Financial Advising 273

Financial Advising Media Manufacturing Economy 273

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. lefsetz.com) Just how big is Costco's ($COST) clothing business? (genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. wsj.com) Global The U.S.'

Financial Advising 211

Financial Advising Startup Banking Media 211

Dear Mr. Market

MARCH 17, 2023

Dear Mr. Market: SVB (Silicon Valley Bank) logo is seen through broken glass in this illustration taken March 10, 2023. We’re not market timers but whenever there is a lot of pressure in one area of the market or a certain sector of the economy, it’s worth assessing if it’s truly the end of the world or not.

Banking 59

Banking Assets Government Marketing 59

Discipline Funds

OCTOBER 20, 2023

Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? ” 1 So, it turns out that the best inflation hedge of the last few years wasn’t any of the assets we traditionally think of inflation hedges. Institutions such as banks, insurance companies and governments hold the majority of bonds.

Economy 76

Economy Retail Government Banking 76

Discipline Funds

MAY 8, 2023

In this post I am going to describe some of the dynamics of the banking panic from an operational perspective. The S&P regional bank index is now down -34% year to date and discussions of a credit crisis are running rampant. The Fed responded to this by re-pricing the overnight rate in the banking system.

Banking 64

Banking Economy Assets Portfolio 64

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. nytimes.com) The former Boston Private money management arm of SVB is a prized asset.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Advisor Perspectives

MARCH 20, 2023

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Banking 52

Banking Assets Economy Investing 52

Trade Brains

NOVEMBER 4, 2024

Gold is the ultimate security measure for central banks, which can be thought of as national treasure troves. Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. The banking regulator on Tuesday said that in September 2024, it held 854.73 tonnes domestically.

Insurance Coverage 105

Insurance Coverage Banking Economics Economy 105

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. theatlantic.com) Global Western countries are debating what to do with Russia's frozen assets. semafor.com) Economy Personal income and spending were healthy in January. (theblock.co) A skeptical take on crypto, and factors.

Financial Advising 272

Financial Advising Media Economy Banking 272

Trade Brains

NOVEMBER 12, 2023

Best Banking Stocks With High FII Holdings : Banks are critical to the economy and necessary for individuals and businesses to thrive. The banking sector has benefited the most from India’s booming economy by lending loans, providing banking services, rural outreach, technology adoption, and so on.

Banking 59

Banking Retail Accounting Government 59

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. nytimes.com) What's new in GPT-4.

Startup 244

Startup Financial Guidance Financial Advising Media 244

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. apolloacademy.com) How much longer can banks and office owners push out loan expirations? entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 251

Financial Advising Startup Valuation Economy 251

Abnormal Returns

APRIL 21, 2023

CDs Short duration assets, like CDs, look good right now, but they do have risks. awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 245

Financial Advising Banking Media Taxes 245

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. entertainmentstrategyguy.com) Economy A soft landing is now consensus. variety.com) Why every cable outlet is running reruns.

Startup 262

Startup License Financial Advising Media 262

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 278

Economy Banking Economics Assets 278

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 225

Valuation Economics Economy Marketing 225

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. billion as of December 2023.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

OCTOBER 31, 2023

ESAF Small Finance Bank IPO Review : ESAF Small Finance Bank is coming up with the IPO which is set to be listed on the NSE and BSE. In this ESAF Small Finance Bank IPO review, we take a look the the banks operations, industry, financials, strengths, weaknesses, GMP & more. The bank manages assets worth 16,331Cr.

Banking 59

Banking Retail Financial Services Assets 59

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. ofdollarsanddata.com) Brokerages are attracting more customers to their banking services. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. capitalspectator.com) January's market rally was kinda junky.

Financial Advising 245

Financial Advising Media Assets Economy 245

Validea

APRIL 3, 2023

More and more investors are wagering that the banking sector will rebound and that regional banks are in much better shape than originally thought, according to an article in The Wall Street Journal. Those gains would indicate that Wall Street is feeling more confident about investing in banks.

Banking 52

Banking Government Portfolio Assets 52

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest-rate hikes from Thursday. It’s at one of its widest levels since early March, a period dominated by fears about Silicon Valley Bank. It has a lag time of six to 12 months or beyond, and the economy can take a while to make big turns. should as well.”

Economy 75

Economy Marketing Marketing Banking 75

Abnormal Returns

AUGUST 31, 2023

(morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. etf.com) Economy The July PCE price index increased 3.3% theinformation.com) More capital would not have saved SVB. year-over-year.

Financial Advising 263

Financial Advising Media Economy Banking 263

Abnormal Returns

MARCH 13, 2023

(bonddad.blogspot.com) We still don't know everything about the downfall of Silicon Valley Bank. ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. mailchi.mp) Why more assets are going to flow to systemically important banks. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now.

Financial Advising 274

Financial Advising Startup Media Government 274