Abnormal Returns
JULY 28, 2024
Top clicks this week What is the best performing stock of all-time? (mebfaber.com) Three investment myths, debunked. (morningstar.com) Lessons learned from the best performing stocks of all-time. (awealthofcommonsense.com) For investors, inflation is THE enemy. (disciplinefunds.com) Ian Cassel, "Most big winners were ugly ducklings that transformed themselves into beautiful swans.
A Wealth of Common Sense
JULY 28, 2024
When you’re young, you spend a lot of time daydreaming about the type of person you’d like to become. I want to become a CEO, a politician, a business owner, an astronaut, an actor, an uber-rich person, etc. One reason the dreaded mid-life crisis exists is that expectations are often too high when you’re young. Reality punches you in the face in middle age.1 My antidote to a mid-life crisis involves some.
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Abnormal Returns
JULY 28, 2024
Markets A lot of stock market indices are sitting at all-time highs. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. (apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. (wsj.com) Revolut now has a UK banking license. (ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?
Trade Brains
JULY 28, 2024
Neutral Doji Candlestick Pattern: Candlestick patterns are an essential part of technical analysis used by traders to interpret market sentiment and predict potential price movements in securities. In this article, we’ll explore the neutral doji candlestick pattern, its meaning, types, and how to incorporate it into your trading strategy. Neutral Doji Candlestick Pattern – Definition The Neutral Doji is a candlestick pattern that indicates indecision in the market.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Million Dollar Round Table (MDRT)
JULY 28, 2024
By Matt Pais, MDRT Senior Content Specialist When you do a lot at once, you’re not actually multi-tasking. You’re just doing one thing at a time very, very quickly. At least, that’s according to Dan Thurmon, an author and speaker on achieving optimal performance. In his 2013 Annual Meeting presentation “Off-balance on purpose,” Thurmon cites a study in Scientific American magazine which posits people who consider themselves multitaskers actually are just switching back and forth from one thing t
Calculated Risk
JULY 28, 2024
Weekend: • Schedule for Week of July 28, 2024 • FOMC Preview: No Change to Fed Funds Rate Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for July. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 5 and DOW futures are up 52 (fair value). Oil prices were lower over the last week with WTI futures at $77.16 per barrel and Brent at $81.13 per barrel.
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Accounting for Good
JULY 28, 2024
Discover how robust accounting systems and outsourced financial support services ensure Parkinson’s NSW continues to deliver on its mission.
Random Roger's Retirement Planning
JULY 28, 2024
Cambria filed for the Endowment Style ETF (ENDW) which of course will be fun to look at and blog about. Cambria does a lot of interesting research and are committed to differentiated strategies in their product suite and ENDW would fit right into that description if it actually gets listed. It will be a fund of funds and it will leverage up. It's going to be actively managed but will target 60% in equities (30% in domestic and 30% in foreign), 30% in fixed income, 20% in real assets including RE
oXYGen Financial
JULY 28, 2024
Advisor Perspectives
JULY 28, 2024
In June, Capital Group added seven new actively managed products. Its executives were in New York last week to ring the NYSE closing bell.
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.
The Big Picture
JULY 28, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • We bought everything needed to make $3 million worth of fentanyl. All it took was $3,600 and a web browser. At the tap of a buyer’s smartphone, Chinese chemical sellers will air-ship fentanyl ingredients door-to-door to North America. Reuters purchased enough to make 3 million pills.
Advisor Perspectives
JULY 28, 2024
The equities market could see small-caps outrunning their large-cap peers as more investors are shifting to small-cap stocks.
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