Abnormal Returns

NOVEMBER 12, 2023

Markets U.S. stocks have outperformed internationa; stocks for a decade now. (wsj.com) Close-end fund discounts are at historically high levels. (wealthmanagement.com) Why seasonality matters. (allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? (awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

A Wealth of Common Sense

NOVEMBER 12, 2023

Jesse Livermore once said, “Another lesson I learned early is that there is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again.” Fair point. Human nature is the one constant across all market environments. On the other hand, Warren Buffett once said, “If past history was all that.

Marketing 133

Marketing Marketing 133

Abnormal Returns

NOVEMBER 12, 2023

Top clicks this week A five-step framework for reading market news. (tker.co) What does the S&P 493 tell us? (economist.com) This week was a good example why you should never be positioned for extremes. (theirrelevantinvestor.com) Small and mid-cap stocks have badly lagged large caps. (awealthofcommonsense.com) Ray Dalio wants you to forget about the new book written about him and Bridgewater Associates.

Investing 278

Investing Investments Marketing Marketing 278

Calculated Risk

NOVEMBER 12, 2023

If we look at the "dot plot" from the September FOMC projections , the median projection is for the Fed Funds rate to decline to 5.125% in Q4 2024 (from the current 5.25% to 5.5% range). That is one 25bp rate cut in 2024. Goldman Sachs economists are projecting the first rate cut in Q4 2024: We continue to expect that rates cuts will start in 2024Q4 and proceed at a pace of 25bp per quarter BofA economists are still projecting one more rate hike, and then three 25bp cuts in 2024 starting in Q2 2

Economics 124

Economics Marketing Marketing 124

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Accounting

Million Dollar Round Table (MDRT)

NOVEMBER 12, 2023

By Therese Panganiban You can find great benefits in embodying your values and championing social causes you genuinely believe in when reaching out to Generation Y and Z prospects and clients. Adriano Torreon , a four-year MDRT member from Bohol, Philippines, dedicates himself to helping underprivileged students complete their college education by channeling some of his commissions into scholarships.

Clients 79

Clients Commission Financial Advisor Education 79

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. In this article, we will take a look at the Best Banking Stocks With High FII Holdings and deeply analyze their scale, financials and more.

Banking 59

Banking Retail Accounting Government 59

Calculated Risk

NOVEMBER 12, 2023

Weekend: • Schedule for Week of November 12, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 5 and DOW futures are down 44 (fair value). Oil prices were down over the last week with WTI futures at $77.03 per barrel and Brent at $81.28 per barrel. A year ago, WTI was at $89, and Brent was at $96 - so WTI oil prices were down 13% year-over-year.

Economics 59

Economics Marketing Marketing 59

Advisor Perspectives

NOVEMBER 12, 2023

Wall Street’s so-called Magnificent Seven has been living up to its name again, but none more so than Microsoft Corp.

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oXYGen Financial

NOVEMBER 12, 2023

![CDATA[ Thanksgiving is a time for gratitude, togetherness, and of course, delicious food. But hosting a Thanksgiving dinner can be a pricey affair, leaving many of us wondering if it's possible to create a memorable feast without breaking the bank. With the rise of inflation, many of us have seen our weekly grocery bills double, which leaves us wondering what will the price of Thanksgiving cost.

Budgeting 45

Budgeting Food Banking 45

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Advisor Perspectives

NOVEMBER 12, 2023

A push by US regulators to rein in the Federal Home Loan Banks risks casting broad ripples through the US financial system, increasing costs to banks by pulling a major force from the nation’s funding markets.

Banking 52

Banking Marketing Marketing 52

The Big Picture

NOVEMBER 12, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A guide to the friends and patrons of Clarence and Ginni Thomas : These are the associates of Supreme Court Justice Clarence Thomas and his wife, Ginni, who have given gifts, made payments or otherwise supported the couple based on recent reporting from various news outlets. ( Washington Post ) • Befouling the Final Frontier : As humanity rushes back to space, we seem to be repeating some of the mistakes

Assets 130

Assets Accounting Banking Management 130

Advisor Perspectives

NOVEMBER 12, 2023

The doves lined up last week guiding the S&P500 up 5.85%, marking the best week of performance for the year. A busy week of data began with the quarterly refunding announcement from the Treasury.

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Advisor Perspectives

NOVEMBER 12, 2023

New investors are overwhelmingly choosing ETFs as their investment vehicle of choice. Between June 13 and June 28, Charles Schwab conducted a comprehensive survey of 2,200 investors for its 2023 ETFs and Beyond Study.

Investing 40

Investing Investments 40

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Advisor Perspectives

NOVEMBER 12, 2023

Just six metrics can effectively assess sovereign issuers’ sustainability and provide guidance for both issuers and investors.

Marketing 40

Marketing Marketing 40

Advisor Perspectives

NOVEMBER 12, 2023

With less than two months left in 2023, this maybe another disappointing year for broad-based ex-US developed market equity funds. This includes a slew of passive exchange traded funds.

Marketing 40

Marketing Marketing 40

Advisor Perspectives

NOVEMBER 12, 2023

The third quarter was a more favorable environment for active managers in U.S. Large and Small Caps, Japan, Australia, and Canada equities, while being more challenging for Global, Global ex-U.S., Emerging Markets, Europe, UK and Long/Short managers.

Management 52

Management Marketing Marketing 52