Abnormal Returns
MARCH 10, 2024
Also on the site The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com) Top clicks this week One reason why small caps are struggling relative to large caps. (apolloacademy.com) These five groups are leading the market higher. (allstarcharts.com) Has passive investing really broken the stock market? (wsj.com) At some point, diversification will be rewarded.
A Wealth of Common Sense
MARCH 10, 2024
I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk. Your ability and need to take risk should be based on your stage in life, time horizon, financial circumstances and goals.
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Abnormal Returns
MARCH 10, 2024
Markets FANG stock skeptics were wrong. (morningstar.com) Nvidia ($NVDA) is not sitting on its laurels. It is investing big in the future. (wsj.com) Strategy Ben Carlson, "Our emotions are rigged, not the stock market." (awealthofcommonsense.com) Index funds are growing. So is their impact. (theirrelevantinvestor.com) Ian Cassel, "Buffett has been compounding his reputation for 70 years with investors, operators, financiers, world leaders, everyone.
Wealth Management
MARCH 10, 2024
Texas Capital has launched two new ETFs, bringing additional opportunities to invest in Texas to your portfolio through exposure to oil and gas producers and Texas-headquartered small-capitalization companies.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
The Irrelevant Investor
MARCH 10, 2024
I haven’t written about index funds in a long time because, honestly, what’s left to say anymore? Not only has the topic been thoroughly dissected, but I also think there are far more important items when it comes to investing that will determine whether or not you achieve your financial goals. Like making sure your spending and saving. are where they need to be.
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The Irrelevant Investor
MARCH 10, 2024
Articles You can’t predict uncertainty. (By Allison Schrager) Easy money periods have a long history of spurring financial shenanigans, and the recent episode was no exception. (By Michael Mauboussin and Dan Callahan) The market can wreck everyone who thinks what goes up must come down before it actually does (By Zack Morris) Ambition is like mass.
Trade Brains
MARCH 10, 2024
Fundamental Analysis of HBL Power Systems : In today’s world, batteries are becoming increasingly important. The ability to store energy for use at any time has greater potential when needed. The battery market is expected to grow in response to increased consumption. In this article, we will look at HBL Power Systems Ltd., a manufacturer of lead-acid batteries for a variety of industries.
The Irrelevant Investor
MARCH 10, 2024
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss the new Bitcoin ETF and to give us an update on Bitcoin for 2024. On today’s show, we discuss: Bitcoin news priced into the market How exchange-traded products help Bitcoin as an.
Calculated Risk
MARCH 10, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 14.8% YoY, but still down almost 40% compared to February 2019. Now - on a weekly basis - inventory is up 19.9% YoY, and that would still put inventory down about 38% compared to March 2019.
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.
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.
Calculated Risk
MARCH 10, 2024
Weekend: • Schedule for Week of March 10, 2024 Monday: • At 10:00 AM ET, State Employment and Unemployment (Monthly) for January 2024 From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 8 and DOW futures are up 50 (fair value). Oil prices were down over the last week with WTI futures at $78.01 per barrel and Brent at $82.08 per barrel.
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.
Advisor Perspectives
MARCH 10, 2024
Household wealth in the US increased to a record last year as investors reaped the benefits of a surging stock market and higher home values.
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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.
The Big Picture
MARCH 10, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Behind the doors of a Chinese hacking company, a sordid culture fueled by influence, alcohol and sex : China’s hacking industry rose from the country’s early hacker culture, first appearing in the 1990s as citizens bought computers and went online. I-Soon’s founder and CEO, Wu Haibo, was among them.
Advisor Perspectives
MARCH 10, 2024
In a move aimed at offering voters a pre-election giveaway, UK Chancellor Jeremy Hunt cut national insurance contributions by 2 percentage points in his spring budget. He had previously cut national insurance contributions by 2 percentage points in the autumn budget less than four months ago.
Advisor Perspectives
MARCH 10, 2024
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
Advisor Perspectives
MARCH 10, 2024
Australia’s QIC Ltd. expects the Federal Reserve to keep interest rates elevated through the year — or even raise them further — as the US economy powers ahead, a contrarian call that’s increasingly gaining traction.
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 10, 2024
Perhaps the biggest “known unknown” this year is the nature of the Fed’s rate cuts. Once again, this week, Fed Chair Jerome Powell shared that the Fed is looking to cut rates this year. The nature and amount of those cuts, however, will have a significant impact on markets.
Advisor Perspectives
MARCH 10, 2024
The Nasdaq-100 Index (NDX) is often viewed as the territory of high-octane technology and communication services stocks. While that’s true, investors should also consider the benchmark’s exposure to consumer equities.
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