Books, Financial Market and Investing - Financial Advisor Source

A Timeline Of Financial Markets

The Big Picture

MAY 1, 2023

I’ve included some samples below , but you should go check out the Timeline in its entirety… ~~~ Joseph de la Vega wrote the first ever behavioral finance book in 17th century Holland. The company invited all Dutchmen to invest when shares became available for purchase in August 1602.

Financial Market

Financial Market Marketing Marketing Investing

At the Money: Stock Picking vs. Value Investing

The Big Picture

FEBRUARY 7, 2024

At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments

Investments Investing Valuation Portfolio

MiB: The Jeremies! Schwartz and Siegel on SFTLR!

The Big Picture

OCTOBER 29, 2022

A list of his favorite books is here; A transcript of our conversation is available here this week. Chancellor is the author of “ Devil Take the Hindmost: A History of Financial Speculation.” His new book “ The Price of Time: The Real Story of Interest ” is a nominee for FT’s 2022 Business Book of the Year.

Assets

Assets Financial Market Investing Investments

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

MiB: Jon McAuliffe, the Voleon Group

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering

Engineering Management Portfolio Assets

MiB: Brian Hamburger, MarketCounsel

The Big Picture

APRIL 22, 2023

This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Compliance

Compliance Wealth Management Consulting Management

Monday links: termination by email

Abnormal Returns

JANUARY 30, 2023

awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

Financial Advising

Financial Advising Media Valuation Economy

10 Tuesday AM Reads

The Big Picture

MARCH 7, 2023

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion.

Food

Food Consulting Assets Manufacturing

MiB: Bill Dudley, NY Fed Chief

The Big Picture

FEBRUARY 16, 2024

He guided the NYFed in providing support to financial markets and administering “stress tests” to banks — at a time when banks like Citi and Morgan Stanley were under enormous pressure — a very large job in the Spring of 2009. He describes that as a turning point in the banking crisis.

Banking

Banking Wealth Management Portfolio Management Management

Is the ESG Craze Really Fading?

The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 His book What Investors Really Want delves deeply into that topic. 4 Consider ESG in the context of U.S.

Taxes

Taxes Portfolio Investments Investing

Bharat Electronic’s Growth Story: Will a ?76,000 Crore Order Book Propel Future Success?

Trade Brains

FEBRUARY 21, 2024

The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook.

Electronics

Electronics Government Communication Budgeting

Friday links: principles and beliefs

Abnormal Returns

NOVEMBER 4, 2022

amycastor.com) Books Five insights from Edward Chancellor's new book "The Price of Time: The Real Story of Interest." nextbigideaclub.com) Tyler Cowen recommends Jon Hilsenrath's new book "The Trailblazing Economist Who Navigated an Era of Upheaval." bnnbloomberg.ca) Tiger Global is reportedly halting new investments in China.

Asset Allocation

Asset Allocation Financial Advising Startup Economy

Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.

Financial Advisor

Financial Advisor Communication Marketing Marketing

“High net worth” in your financial marketing

Investment Writing

JUNE 17, 2024

The anti-clutter commenter mentioned The Associated Press Style Book , which says: Use of the hyphen is far from standardized. The study says: Only about 20% of the consumers we identified as affluent ($100K+ HHI and/or $100K+ in investible assets) considered themselves, or their income brackets, to be affluent. Why clutter the page?”

Financial Market

Financial Market Marketing Marketing Assets

At the Money: Why Stocks Are Your Best Bet for the Long Run

The Big Picture

SEPTEMBER 25, 2024

Why Stocks Are Your Best Bet with Jeremy Schwartz, WisdomTree (September 25, 2024) Are equities the best long-term investment? Stocks can be risky, even volatile, over long periods of time, and there are so many different approaches to investing that it can get confusing. They have a 30 or a 40-year investment horizon.

Investing

Investing Investments Portfolio Assets

Top Indian Stocks Held By Societe Generale – Portfolio Analysis

Trade Brains

SEPTEMBER 28, 2023

Over the years, the company’s order book has been increasing its proportion of public orders. As of now, the order book stands at 70% Public orders worth Rs. Market Cap (Cr.) Cr Price to Book Value 1.33 Market Cap (Cr.) Cr Price to Book Value 1.33 Particulars Amount Particulars Amount CMP 781 Market Cap (Cr.)

Portfolio Analysis

Portfolio Analysis Portfolio Banking Engineering

At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

The Big Picture

MARCH 6, 2025

And you don’t look, it doesn’t take somebody with the market acumen that you have Mary, and it certainly doesn’t take a PhD to look out and recognize that the covid business cycle was driven by. Or business investment are the thing that drives the recession. The stock market. But that’s, that’s it.

Economy

Economy Economics Food Banking

What Is The SIPC and How Does it Protect Your Investments?

Good Financial Cents

MARCH 28, 2023

As a financial planner, I get a lot of concerned questions from my clients regarding their investments. This is a great question because many people don’t know their investments have protection in the first place, or they’re misinformed about what the protection actually covers. billion in lost assets.

Investing

Investing Investments Insurance Accounting

Transcript: Antti Ilmanen

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg.

Investing

Investing Investments Valuation Portfolio

Financial Market Round-Up – Jul’23

Truemind Capital

AUGUST 12, 2023

Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity. TRUEMIND’S MODEL PORTFOLIO – CURRENT ASSET ALLOCATION Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

Financial Market

Financial Market Asset Allocation Marketing Marketing

Three Things – Is a Recession Coming?

Discipline Funds

FEBRUARY 28, 2025

Buffett said: Having loads of liquidity lets us sleep well … during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival. But why is Buffett able to remain so persistently aggressive?

Assets

Assets Economy Portfolio Financial Market

Best Low PE Penny Stocks in India With High Growth Potential

Trade Brains

JULY 28, 2023

Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. Particulars Data Particulars Data CMP (In Rs) 42 Market Cap (in Rs Crs) 35 Stock P/E 4.4 ROE (in %) 19.3

Manufacturing

Manufacturing Sales Financial Services Investing

Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. Cr Price to Book Value 5.35 Cr Price to Book Value 5.35 Market Cap (Cr.)

Portfolio Analysis

Portfolio Analysis Portfolio Manufacturing Insurance

Best Small Cap Stocks with High Net Profit Margin – Stock Analysis

Trade Brains

DECEMBER 21, 2023

Best Small Cap Stocks with High Net Profit Margin : Investing in the Stock Market can be quite a tricky business. Tata Investment Corporation Ltd (TICL) Tata Investment Corporation Limited (TICL), previously known as The Investment Corp of India is the NBFC wing of the Tata Group. Market Cap (Cr.)

Engineering

Engineering Investing Investments Sales

Best Debt Free Penny Stocks in India – Low Risk, High Reward?

Trade Brains

AUGUST 13, 2023

Market Cap (Cr.) Promoter Holding 31% Book Value ₹22 Debt to Equity 0.01 Price to Book Value 3.30 It is one of the investment picks of the late billionaire investor Rakesh Jhunjhunwala. Best Debt Free Penny Stocks in India #2 – Rajoo Engineers Particulars Amount Particulars Amount CMP ₹53 Market Cap (Cr.)

Engineering

Engineering Manufacturing Portfolio Sales

High FII Holding Stocks Under Rs 500 To Add To Your Watchlist

Trade Brains

DECEMBER 27, 2023

High FII Holding Stocks under Rs 500 : Any country in the world welcomes any capital brought or invested in by foreign institutions because it can help companies invest in capex, R&D, and strategic stakes, which are some of the factors that make FII stakes appealing in the shareholding of any company. Price to Book Value 3.99

Healthcare

Healthcare eCommerce B2B Government

Is NIFTY 50 heading towards 22000? Reasons for the crash explained

Trade Brains

OCTOBER 24, 2024

Profit Booking Ahead of US Elections The upcoming US elections have added another layer of uncertainty to global markets. Given the US’s influence on global markets, including India’s, investors have chosen to book profits ahead of this uncertain period. Investing in equities poses a risk of financial losses.

Valuation

Valuation Economy Economics Investing

Transcript: Lynn Martin

The Big Picture

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. MARTIN: Yeah.

Communication

Communication Marketing Marketing Engineering

Best Vijay Kedia Portfolio Stocks – Hidden Gems For Long Term?

Trade Brains

AUGUST 18, 2023

India has multiple investors with crores of personal wealth invested in the stocks. Vijay Kedia primarily invests in small companies which have medium experience but are eying large market share in the future. He calls his investment philosophy ‘SMILE’. Price to Book Value 6.63 Market Cap (Cr.)

Portfolio

Portfolio Engineering Manufacturing Sales

Best Dividend Stocks Under Rs 500 – Analysis & Complete List

Trade Brains

JULY 14, 2023

Best Dividend Stocks Under Rs 500 : Most long-term investors get disappointed, as they do not get the right value for their time and money invested in the stock market. You can earn a good return for both your time as well as money invested. One such way of earning more is through investing in dividend stocks.

Manufacturing

Manufacturing Distribution Transportation Investing

Best Penny Stocks With High Net Profit Margin – Hidden Gems?

Trade Brains

AUGUST 11, 2023

Best Penny Stocks with High Net Profit Margin #1 – Swadeshi Polytex Particulars Amount Particulars Amount CMP ₹47 Market Cap (Cr.) EPS ₹9 Stock P/E 5 RoE 389% RoCE 482% Promoter Holding 66% Book Value ₹7 Debt to Equity 0.00 Price to Book Value 6.00 Market Cap (Cr.) Book Value ₹118 Debt to Equity 0.10

Pharmaceutical

Pharmaceutical Financial Services Sales Consulting

Best Defence Stocks With High FII Holdings To Add To Your Watchlist

Trade Brains

OCTOBER 1, 2023

Best Defense Stocks With High FII Holdings : In the world of investing, certain sectors stand out for their unique blend of stability and growth potential. Market Cap (Cr.) ₹ 99,449 Cr EPS 4.32 RoE 22.49 % RoCE 30.15 % Promoter Holding 51.14% FII Holding 17.35% Debt to Equity - Price to Book Value 6.91 Price to Book Value 7.43

Electronics

Electronics Manufacturing Engineering Medical

5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis

Trade Brains

OCTOBER 23, 2023

It is a mutual fund plan that invests in small-cap firms. The fund primarily aims to offer long-term capital growth by investing in small-cap stocks. The investing objective of the fund is to discover firms with strong development potential that will profit from new trends and changing consumer preferences. EPS (TTM) 9.88

Portfolio Analysis

Portfolio Analysis Portfolio Manufacturing Engineering

Best NBFC Stocks in India 2024 – Analysis & List Of Stocks

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. Bajaj Finance increased its loan book by over 2.96 Market Cap (Cr.) Price to Book Value 5.89

Financial Services

Financial Services Banking Assets Management

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Future Plans

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. Today we will look at an important Financial Institution from the prestigious house of Murugappa Group. Market Cap (Cr.) Price to Book Value 5.85 Market Cap (Cr.)

Investing

Investing Investments Planning Assets

Top Indian Stocks Held By Vanguard Group – Portfolio Analysis

Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Market Cap (Cr) 45 EPS (TTM) 1.32 Price to Book Value (Rs) 0.55 Price to Book Value (Rs) 9.45

Portfolio Analysis

Portfolio Analysis Portfolio Manufacturing Distribution

High Promoter Holding Stocks Under Rs 100 To Add To Your Watchlist

Trade Brains

OCTOBER 2, 2023

High Promoter Holding Stocks under Rs 100: In today’s world of investing, there are various figures and parameters one looks at before investing in a stock. Market Cap (Cr.) ₹ 1,239.74 Price to Book Value 2.83 Currently, the company has a price-to-book value of 2.83 Market Cap (Cr.) Debt to Equity 0.08

Banking

Banking Engineering Distribution Government

Best Small Cap Stocks Under Rs 100 – High Risk, High Reward?

Trade Brains

APRIL 12, 2023

Best Small Cap Stocks Under Rs 100 #1 – Rail Vikas Nigam CMP ₹74 Market Cap (Cr.) Book Value ₹33.7 Price to Book Value 2.2 and presently trades at a price-to-book value (P/B) ratio of 2.2. Best Small Cap Stocks Under Rs 100 #2 – HFCL CMP ₹63 Market Cap (Cr.) Book Value ₹21.1 Book Value ₹33.9

Banking

Banking Retail Communication Assets

Best Dividend Stocks Under Rs 50 To Add To Your Watchlist

Trade Brains

JUNE 11, 2023

Market Cap (Cr) Rs 13,887.9 Book Value 35.2 Price to Book Value 1.2 Market Cap (Cr) Rs 41,714.67 Book Value 31.3 Price to Book Value 1 Dividend Yield 4.34 Market Cap (Cr) Rs 43,153.17 Book Value 37.61 Price to Book Value 1.13 Market Cap (Cr) Rs 1,024.28 Book Value 32.12

Banking

Banking Government Financial Services Insurance

Best Midcap Stocks with High Net Profit Margin – Watchlist Gems?

Trade Brains

JANUARY 26, 2024

A high NPM could be a starting point for further analysis to determine whether a company is a good investment option. In this article, we shall learn about the best midcap stocks with high net profit margins, their financials, and the company overview. Market Cap (Cr.) ₹ 47,239 EPS(TTM) 51.69 Price to Book Value 4.26

Retail

Retail Accounting Assets Management

Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

SEPTEMBER 17, 2023

After that, he founded his own fund management firm: Equity Intelligence to follow the value investing style in Indian equity markets. Best Porinju Veliyath Portfolio Stocks #1 – Centum Electronics Particulars Amount Particulars Amount CMP ₹1,520 Market Cap (Cr.) Price to Book Value 9.97 Price to Book Value 9.97

Portfolio

Portfolio Electronics Manufacturing Engineering

How to Develop a Winning Financial Marketing Advisor Plan

Midstream Marketing

AUGUST 13, 2024

Understanding the Importance of Marketing for Financial Advisors Financial advisors offer valuable support. They help people with financial planning, investing, and managing their wealth. In a busy market, financial advisors must use marketing. You can also see your return on investment (ROI).

Financial Market

Financial Market Planning Marketing Marketing

Best Mid Cap Chemical Stocks in India To Add To Your Watchlist

Trade Brains

JANUARY 12, 2024

Market Cap (Cr.) ₹ 37,618 EPS (TTM) ₹ 83.32 RoE (%) 27.07% RoCE (%) 29.71% Book Value per Share ₹ 523.53 Price to Book Value 5.52 Market Cap (Cr.) ₹ 33,226 EPS (TTM) ₹ 58.50 Price to Book Value 6.89 Particulars Amount Particulars Amount CMP ₹ 1,105 Market Cap (Cr.) Price to Book Value 1.15

Manufacturing

Manufacturing Accounting B2B Medicine

Best Dividend Stocks Under Rs 100 in 2023 For Steady Income

Trade Brains

JUNE 23, 2023

This makes getting your money’s worth for any purchase or investment, that much more difficult. Financials Of SAIL: CMP ₹ 84.0 Market Cap (Cr.) ₹ 35,241 EPS ₹ 5.27 Book Value ₹ 133 Promoter Holding 65.0 % Price to Book Value 0.65 Financials Of IOCL CMP ₹ 91.9 Market Cap (Cr.) ₹ 1,30,028 EPS ₹ 6.93

Government

Government Distribution Sales Marketing

Top Stocks under Rs 200 to add to your watchlist – Detailed Analysis

Trade Brains

SEPTEMBER 7, 2022

177 Market Cap (Rs. Book Value (Rs.) Price to Book 1.2 167 Market Cap (Rs. Book Value (Rs.) Price to Book 2.9 149 Market Cap (Rs. Book Value (Rs.) Stock P/E 574 Price to Book 6.0 160 Market Cap (Rs. Book Value (Rs.) Price to Book 20.8 192 Market Cap (Rs.

Financial Services

Financial Services Manufacturing Distribution Pharmaceutical

A Timeline Of Financial Markets

At the Money: Stock Picking vs. Value Investing

Webinars

Trending Sources

MiB: The Jeremies! Schwartz and Siegel on SFTLR!

Webinars

MiB: Jon McAuliffe, the Voleon Group

MiB: Brian Hamburger, MarketCounsel

Monday links: termination by email

10 Tuesday AM Reads

MiB: Bill Dudley, NY Fed Chief

Is the ESG Craze Really Fading?

Bharat Electronic’s Growth Story: Will a ?76,000 Crore Order Book Propel Future Success?

Friday links: principles and beliefs

Financial Advisors Communicating About Market Volatility

“High net worth” in your financial marketing

At the Money: Why Stocks Are Your Best Bet for the Long Run

Top Indian Stocks Held By Societe Generale – Portfolio Analysis

At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

What Is The SIPC and How Does it Protect Your Investments?

Transcript: Antti Ilmanen

Financial Market Round-Up – Jul’23

Three Things – Is a Recession Coming?

Best Low PE Penny Stocks in India With High Growth Potential

Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Best Small Cap Stocks with High Net Profit Margin – Stock Analysis

Best Debt Free Penny Stocks in India – Low Risk, High Reward?

High FII Holding Stocks Under Rs 500 To Add To Your Watchlist

Is NIFTY 50 heading towards 22000? Reasons for the crash explained

Transcript: Lynn Martin

Best Vijay Kedia Portfolio Stocks – Hidden Gems For Long Term?

Best Dividend Stocks Under Rs 500 – Analysis & Complete List

Best Penny Stocks With High Net Profit Margin – Hidden Gems?

Best Defence Stocks With High FII Holdings To Add To Your Watchlist

5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis

Best NBFC Stocks in India 2024 – Analysis & List Of Stocks

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Future Plans

Top Indian Stocks Held By Vanguard Group – Portfolio Analysis

High Promoter Holding Stocks Under Rs 100 To Add To Your Watchlist

Best Small Cap Stocks Under Rs 100 – High Risk, High Reward?

Best Dividend Stocks Under Rs 50 To Add To Your Watchlist

Best Midcap Stocks with High Net Profit Margin – Watchlist Gems?

Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

How to Develop a Winning Financial Marketing Advisor Plan

Best Mid Cap Chemical Stocks in India To Add To Your Watchlist

Best Dividend Stocks Under Rs 100 in 2023 For Steady Income

Top Stocks under Rs 200 to add to your watchlist – Detailed Analysis

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