A Wealth of Common Sense
NOVEMBER 17, 2024
People are terrible at self-regulation and self-awareness when it comes to eating. One study asked people how much bread they ate after leaving an Italian restaurant. Nearly one-third of the diners couldn’t recall how much they had. And 12% of the people who ate bread denied having eaten any at all. When asked how much food they consumed in a meal, people of average weight assume they’ve eaten 20% less than th.
Million Dollar Round Table (MDRT)
NOVEMBER 17, 2024
By Jamie McIntyre, CFP When you sell, it implies that the client’s main interest is you. It’s not. What clients want are solutions to help them achieve what they want out of life. They want solutions to their problems and to achieve their goals. The best way to discover clients’ goals, problems and needs is to invest time in them and ask clients questions that are not product-based.
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Calculated Risk
NOVEMBER 17, 2024
Weekend: • Schedule for Week of November 17, 2024 Monday: • At 10:00 AM ET, The November NAHB homebuilder survey. The consensus is for a reading of 42, down from 44. Any number below 50 indicates that more builders view sales conditions as poor than good. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 5 and DOW futures are down 39 (fair value).
Advisor Perspectives
NOVEMBER 17, 2024
Traders see an interest-rate cut next month as a coin toss as resilient economic data empowers Federal Reserve officials to take a potentially more-cautious approach to easing.
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.
Random Roger's Retirement Planning
NOVEMBER 17, 2024
Barron's had an article about Bill Ackman's closed end fund that trades in Amsterdam but is on the US pink sheets with symbol PSHZF. This post is not about that fund. There was a quote in there from Eric Boughton, one of the managers of the Matisse Discounted Closed End Fund Strategy (MDCEX). Matisse has a couple of funds of closed end funds that we've looked at before.
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Abnormal Returns
NOVEMBER 17, 2024
Newsletters If you haven't already you can sign up for our daily e-mail newsletter, please do. (abnormalreturns.com) And for financial advisors you can sign up for our weekly e-mail newsletter with industry insights and more. (newsletter.abnormalreturns.com) Top clicks this week Lessons learned from watching markets for 37 years. (morningstar.com) The Trump trades are already played out.
oXYGen Financial
NOVEMBER 17, 2024
Calculated Risk
NOVEMBER 17, 2024
From STR: U.S. hotel results for week ending 9 November As projected for election week, the U.S. hotel industry reported negative year-over-year performance comparisons, according to CoStar’s latest data through 9 November. 3-9 November 2024 (percentage change from comparable week in 2023): • Occupancy: 62.6% (-3.5%) • Average daily rate (ADR): US$156.11 (-0.1%) • Revenue per available room (RevPAR): US$97.73 (-3.5%) emphasis added The following graph shows the seasonal pattern for the hotel occ
Abnormal Returns
NOVEMBER 17, 2024
Markets Another sign of investor optimism. (bsky.app) Palantir ($PLTR) stock is having a year. (sherwood.news) The market is recalibrating how much room the Fed has to cut. (disciplinefunds.com) Health care The NIH is in the crosshairs in a Trump administration. (npr.org) Medicare participants are switching back to traditional Medicare later in life.
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.
The Big Picture
NOVEMBER 17, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How the Ivy League Broke America : The meritocracy isn’t working. We need something new. ( The Atlantic ) • The most dangerous roads in America have one thing in common : We can fix our staggering car fatality crisis. Start with these roads. ( Vox ) • Political Comedy, With a Side of Desperation : The comedian-to-campaign-influencer pipeline has muddled the genre. ( The Atlantic ) • She Was a Child Instag
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