Abnormal Returns
MARCH 5, 2024
Markets Industrials are leading. (allstarcharts.com) Congratulations, goldbugs. (seeitmarket.com) Strategy Being right is more important than being first. (microcapclub.com) Being fearful is no way to invest. (dariusforoux.com) Why you should write more. (investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. (wsj.com) Microstrategy ($MSTR) is trading at a big premium to its Bitcoin holdings.
The Big Picture
MARCH 5, 2024
 The transcript from this week’s, MiB: David Snyderman, Magnetar Capital , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. 00:00:09 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg R
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Abnormal Returns
MARCH 5, 2024
Crypto A little Bitcoin goes a long way in a portfolio perspective. (quantpedia.com) How to use factors to build a crypto portfolio. (sparklinecapital.com) Options How retail traders use options. (papers.ssrn.com) A video on the Black-Scholes options pricing model. (marginalrevolution.com) Alts How fundraising affects PE fund decision making. (papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.
Nerd's Eye View
MARCH 5, 2024
Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. What's unique about Rob, though, is how he's systematized his meeting process, from his meeting prep down to a standardized agenda flow that allows him to dig into client-specific details while also main
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
A Wealth of Common Sense
MARCH 5, 2024
I was a late bloomer when it came to becoming interested in the markets. I wasn’t one of these wunderkinds reading Barron’s every weekend and picking stocks when I was young. I knew literally nothing about the financial markets until my senior year in college when I got an internship in sell-side research. When I got a real job in the industry after graduation I didn’t have any practical investment expe.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 5, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts’ new feature and get 20% off your initial YCharts subscription for new customers only! On today’s show, we discuss: How Bitcoin eats the equity market (via MicroStrategy) Is your 401k destroying capitalism? Auto insurance spike hampers the inflation fight The consumer is in good shape It’s me, hi, I’m the problem.
Wealth Management
MARCH 5, 2024
Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities. These are among the investment must reads we found this week for wealth advisors.
Million Dollar Round Table (MDRT)
MARCH 5, 2024
By Marlon V.T. De Leon, LUTCF If we assume nothing has changed for financial advisors and their clients in the past few years, we’ll all be disappointed. The world of finance is evolving rapidly, and high-net-worth (HNW) clients are not looking for the best salespeople. They want something more. This change is influenced by clients’ unique experiences, including the disruptions caused by the last few years.
Wealth Management
MARCH 5, 2024
Use of interval funds, BDCs, non-traded REITs and tender offer funds by the wealth channel has significantly increased in the past decade.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Calculated Risk
MARCH 5, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for February. This report is for private payrolls only (no government). The consensus is for 150,000 payroll jobs added in February, up from 107,000 added in January. • At 10:00 AM, Job Openings and Labor Turnover Survey for January from
Wealth Management
MARCH 5, 2024
Mercer's acquisition of the $2.5 billion firm MDK Private Wealth Management will boost Mercer’s presence in the Pacific Northwest (particularly in Seattle).
Calculated Risk
MARCH 5, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.4% Below Peak Excerpt: It has been over 17 years since the bubble peak. In the December Case-Shiller house price index released last week, the seasonally adjusted National Index (SA), was reported as being 70% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 10% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
MARCH 5, 2024
The bank’s Private Markets Transaction Desk will assist Morgan Stanley Wealth Management clients seeking to invest in the highly-fragmented and opaque market for private shares.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Calculated Risk
MARCH 5, 2024
Notes: This CoreLogic House Price Index report is for January. The recent Case-Shiller index release was for December. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual US Home Price Growth Moves Up Gradually Again in January • U.S. single-family home prices (including distressed sales) increased by 5.8% year over year in January 2024 compared with January 2023.
Wealth Management
MARCH 5, 2024
Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.
Advisor Perspectives
MARCH 5, 2024
Gas prices jumped to their highest level since November this past week. As of March 4th, the prices of regular and premium gas each increased 10 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $78.74, up 1.5% from last week.
Wealth Management
MARCH 5, 2024
A New Hampshire team with $350 million in assets is joining Raymond James' employee advisor channel from Morgan Stanley.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Advisor Perspectives
MARCH 5, 2024
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 29, it was 4.25%.
Wealth Management
MARCH 5, 2024
But for now, the law remains in effect for everyone except the plaintiffs in this case.
Advisor Perspectives
MARCH 5, 2024
The Institute of Supply Management (ISM) has released its February services purchasing managers' index (PMI). The headline composite index is at 52.6, falling short of the 53.0 forecast. The latest reading marks the 14th straight month the index has been expansion territory.
Wealth Management
MARCH 5, 2024
MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Trade Brains
MARCH 5, 2024
Gravestone Doji Pattern : Candlestick patterns are the key technical tool for traders to understand price movements. The patterns formed on candlestick charts over a given time frame offer potential views on trend reversals, continuations, or indecision in the market. In this article, we will delve into the Gravestone Doji, exploring its meaning, characteristics, and strategies with the example of charts.
Wealth Management
MARCH 5, 2024
CoFi Advisors is hoping to grow through Integrated’s CPA partnerships.
Advisor Perspectives
MARCH 5, 2024
With the Q4 GDP second estimate and the February close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 165.7%, down from 167.3% the previous quarter.
Wealth Management
MARCH 5, 2024
Dollar-cost averaging is an inferior investment strategy.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Advisor Perspectives
MARCH 5, 2024
The February U.S. services purchasing managers' index (PMI) conducted by S&P Global came in at 52.3, surpassing the 51.3 forecast. The latest reading keeps the index in expansion territory for the 13th straight month.
Wealth Management
MARCH 5, 2024
Mark Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.
Advisor Perspectives
MARCH 5, 2024
Breaking away from wirehouses has never been easy. But the leap of faith to independence demands a lot more work for advisors than it did even a few years ago.
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