Abnormal Returns
DECEMBER 28, 2023
Markets The top 23 charts from 2023 including volatile mortgage rates. (bilello.blog) Cocoa, Solana, and uranium had a good year. (ft.com) Strategy 10 questions for 204 including 'What happens to all the cash on the sidelines?' (awealthofcommonsense.com) 23 ideas from 2023 including 'Kind>Clever.' (safalniveshak.com) Finance The bond market rally is helping to repair Schwab's ($SCHW) balance sheet.
Nerd's Eye View
DECEMBER 28, 2023
Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment?
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Abnormal Returns
DECEMBER 28, 2023
Business The story of the chaotic rise and fall of electric scooter rental company Bird. (wired.com) A big profile of Open AI CEO Sam Altman who keeps landing on his feet. (wsj.com) A profile of Byrne Hobart of The Diff. (meridian.mercury.com) Environment China is rapidly making the EV transition. (bloomberg.com) Where farmers are pulling more water from aquifers than can be replaced.
A Wealth of Common Sense
DECEMBER 28, 2023
I have more questions than answers because predicting the future is hard. Here are 10 questions I’m contemplating heading into 2024: 1. What’s something people are generally certain about that will be proven wrong? Back in December 2022, the Financial Times published a survey that showed 85% of economists were projecting a recession in 2023: Whoops.
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.
NAIFA Advisor Today
DECEMBER 28, 2023
With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 28, 2023
Unlock the keys to intentional and purposeful growth as an independent financial advisor.
Calculated Risk
DECEMBER 28, 2023
The DOL reported : In the week ending December 23, the advance figure for seasonally adjusted initial claims was 218,000 , an increase of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 205,000 to 206,000. The 4-week moving average was 212,000, a decrease of 250 from the previous week's revised average.
Trade Brains
DECEMBER 28, 2023
Top Stocks Under Rs 10 in India : A few decades ago, very few people would have considered investing in the stock market. They would receive share certificates as a mark of ownership because demat accounts did not exist, and they would lose track of their money. Years later, their children or grandchildren discover these certificates and realize that the shares their grandparents purchased at throw-away prices are now worth a lot.
Calculated Risk
DECEMBER 28, 2023
From STR: U.S. hotel results for week ending 23 December As anticipated ahead of the holidays, U.S. hotel performance fell from the previous week, according to CoStar’s latest data through 23 December. 17-23 December 2023 (percentage change from comparable week in 2022): • Occupancy: 43.9% (+0.5%) • Average daily rate (ADR): US$131.97 (-0.9%) • Revenue per available room (RevPAR): US$57.90 (-0.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using th
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.
Advisor Perspectives
DECEMBER 28, 2023
Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.
Calculated Risk
DECEMBER 28, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 9:45 AM: Chicago Purchasing Managers Index for December.
Advisor Perspectives
DECEMBER 28, 2023
In the week ending December 23, initial jobless claims were at a seasonally adjusted level of 218,000, an increase of 12,000 from the previous week's revised figure. The latest reading is higher than the forecast of 210,000.
Calculated Risk
DECEMBER 28, 2023
Update on FirstAm cyber attack (started on Dec 20th). This will impact December house closings. From FirstAm : "FirstAm.com has been restored (with some limits to functionality). We will continue to post updates on this page as we return to normal business operations.
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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.
Trade Brains
DECEMBER 28, 2023
Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Today, we’ll introduce you to some unusual economic indicators that might predict the economic conditions.
Calculated Risk
DECEMBER 28, 2023
From the Las Vegas Visitor Authority: November 2023 Las Vegas Visitor Statistics With highlights including the SEMA tradeshow in the first week of the month and of course, the inaugural Formula 1 Las Vegas Grand Prix on Nov 16‐18, Las Vegas tourism metrics exceeded last November across several categories, most notably with record ADR and RevPAR. Visitor volume exceeded 3.29M, ahead of last November by +0.8%, and convention attendance approached 600k, +2.7% YoY.
Advisor Perspectives
DECEMBER 28, 2023
The “vibecession” that has confounded economists for the past two years is finally behind us.
Calculated Risk
DECEMBER 28, 2023
From the NAR: Pending Home Sales Recorded No Change in November Pending home sales in November were identical to those in October , according to the National Association of REALTORS®. The Northeast, Midwest and West posted monthly gains in transactions while the South recorded a loss. All four U.S. regions registered year-over-year declines in transactions.
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
DECEMBER 28, 2023
When stakeholders convened at COP28, the 28th Conference of the Parties, from Nov. 30 to Dec. 12, it was with an unwavering acknowledgment of the real threat posed by climate change.
Validea
DECEMBER 28, 2023
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, we bring all of their episodes together into one episode and share the answers from all our guests, including Guy Spier, Rob Arnott, Michael Mauboussin, Steve Romick, Joel Tillinghast, Cem Karsan, Bob Ellott, Jerry Parker, And
Advisor Perspectives
DECEMBER 28, 2023
Ned Davis Research (NDR) is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Its strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence.
Advisor Perspectives
DECEMBER 28, 2023
Around the world, major cities are struggling with a severe crisis: Housing has become so expensive that it’s repelling skilled workers, undermining growth and even fomenting political extremism.
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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.
Advisor Perspectives
DECEMBER 28, 2023
One of Cathie Wood’s exchange-traded funds has executed a massive shake-up in its Bitcoin-related holdings as the cryptocurrency rounds out a blockbuster year.
Advisor Perspectives
DECEMBER 28, 2023
Since the beginning of the century, when he started following the industry that makes silicon and germanium, whose units are measured in a billionth of a meter, or a nanometer, Adam Benjamin has helped investors profit from the smartest part of the world.
Advisor Perspectives
DECEMBER 28, 2023
If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.
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
DECEMBER 28, 2023
The BEA's core Personal Consumption Expenditures (PCE) Price Index for November shows that core inflation continues to be above the Federal Reserve's 2% long-term target at 3.2%. The November core Consumer Price Index (CPI) release was higher, at 4.0%. The Fed is on record as using core PCE data as its primary inflation gauge.
Advisor Perspectives
DECEMBER 28, 2023
With 2024 just around the bend, fixed income exchange-traded funds (ETFs) are offering investors bright prospects for bond exposure in the new year and capital allocation is expected to increase.
Advisor Perspectives
DECEMBER 28, 2023
Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of investors this year. It also popped on the radar screens of policymakers, both in the U.S. and abroad. From that, it can reasonably be inferred that artificial intelligence regulations could be front-and-center in 2024.
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