Abnormal Returns
OCTOBER 1, 2023
Also on the site Netflix's DVD-by-mail business is winding up. (abnormalreturns.com) Top clicks this week Individual investors win by not competing with professionals. (awealthofcommonsense.com) Why it is so hard to be a truly long term investor. (behaviouralinvestment.com) How long is too long when it comes to your bond allocation? (humbledollar.com) 5%+ T-bill yields are a welcome relief, but don't overdo it.
The Big Picture
OCTOBER 1, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. Now that their son stands accused of one of the largest financial frauds in U.S. history, they’re scrambling for legal escape routes. ( New Yorker ) • The Nasdaq 100 Is Wildly Popular.
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Wealth Management
OCTOBER 1, 2023
MSCI Real Assets’ new report looks at the capital availability trends in the commercial real estate sector.
Trade Brains
OCTOBER 1, 2023
Best Defense Stocks With High FII Holdings : In the world of investing, certain sectors stand out for their unique blend of stability and growth potential. One such sector is defence stocks. These companies operate in an environment where national security and global events play a pivotal role in shaping their success. In this article, we going to look at 5 Best Defence Stocks With High FII Holdings.
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A Wealth of Common Sense
OCTOBER 1, 2023
Brandolini’s law states: The amount of energy needed to refute b t is an order of magnitude bigger than the amount needed to produce it. Carlson’s law of finance is similar: The amount of energy needed to refute bad news is an order of magnitude bigger than the amount needed to produce it. It’s much easier to take bad news at face value than good news.
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The Irrelevant Investor
OCTOBER 1, 2023
Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoints monthly update. On today’s show, we discuss: An introduction to trend following Market-risk dynamics over time What managed futures are Giving i.
Advisor Perspectives
OCTOBER 1, 2023
The Chinese yuan has lost nearly 6% of its value against the U.S. dollar this year, while Shanghai-listed stocks are off about 8% from their 2023 high, set back in May.
The Irrelevant Investor
OCTOBER 1, 2023
Articles What are all these GPUs being used for? Who is the customer’s customer? (By David Cahn) The company’s global parks attendance is not much higher than it was a decade ago; the primary driver of improved financial results in Disney’s Parks business has been a more than 100% increase in per capita guest spending. (By Alex Morris, paid) Life is about change (By Michael Antonelli) Some things I believe about inv.
Calculated Risk
OCTOBER 1, 2023
Weekend: • Schedule for Week of October 1, 2023 Monday: • At 10:00 AM ET, ISM Manufacturing Index for September. The consensus is for a reading of 47.8, up from 47.6 in August. • Also at 10:00 AM Construction Spending for August. The consensus is for a 0.5% increase. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are up 16 and DOW futures are up 110 (fair value).
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.
Advisor Perspectives
OCTOBER 1, 2023
The Oakland Hills Public Use Microdata Area, or PUMA (a Census Bureau designation that I’ll explain in a moment), in Oakland, California, contains some of the most appealing urban neighborhoods in the US.
Calculated Risk
OCTOBER 1, 2023
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in August to New High; Up 4.0% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 4.0% in August , from up 3.0% YoY in July. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% in May 2023.
Advisor Perspectives
OCTOBER 1, 2023
Wall Street economists are growing more upbeat about US economic growth while acknowledging that it may require interest rates to stay higher for longer, in line with recent projections by the Federal Reserve.
oXYGen Financial
OCTOBER 1, 2023
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Advisor Perspectives
OCTOBER 1, 2023
In 2022, the Federal Reserve began aggressively raising interest rates and has continued to do so in 2023, albeit at a much more measured pace. This has helped many certificate of deposits (CDs) increase their interest rates to levels not seen in well over a decade. However, while investing in CDs at peak rates might seem like a sound strategy, in the past it hasn’t always translated into the best outcome for investors.
Random Roger's Retirement Planning
OCTOBER 1, 2023
The Permanent Portfolio was devised decades ago by Harry Browne as diversified approach that favored defense and tried to ensure that no matter how bad things got, at least one holding was working. It equal weights stocks, long term bonds, gold and cash. Any back testing you might do or find will probably look pretty good because of the fantastic 40 year run that long bonds had up until the end of 2021.
Advisor Perspectives
OCTOBER 1, 2023
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. One change that is looming is the expiration of provisions that were passed under the Tax Cuts and Jobs Act of 2017 (TCJA).
Abnormal Returns
OCTOBER 1, 2023
Markets The S&P 500 was down 4.77% in September 2023. (on.spdji.com) There's no shortage of stuff to be worried about at the moment. (tker.co) Rates The yield curve is finally steepening. (awealthofcommonsense.com) Higher interest rates mean higher taxes. (marketwatch.com) Closed-end muni funds are trading at big discounts to NAV. (marketwatch.com) Finance Do you really want a private investment targeted to individual investors?
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.
Advisor Perspectives
OCTOBER 1, 2023
As September comes to a close, Bitcoin is poised to end the quarter on a down note in its first quarterly decline this year.
Advisor Perspectives
OCTOBER 1, 2023
U.S. stocks typically post their best returns in the final quarter of the year. Our review of S&P 500 performance since the index’s inception in 1957 found an average Q4 uptick of 4%. (Q1 was next best at an average of 2%.
Advisor Perspectives
OCTOBER 1, 2023
Avocado toast, hard seltzers, and Instagrammable vacations are not the reasons millennials and our Gen Z compatriots have failed to scrimp, save and budget our way into home ownership.
Advisor Perspectives
OCTOBER 1, 2023
The level of concern among retail executives over the resumption of student loan payments run the gamut from brushing it off as a non-event to bracing for a big pullback in spending.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Advisor Perspectives
OCTOBER 1, 2023
Rising real interest rates invariably trigger recessions. The residual impact of pandemic related behaviors delayed the impact in this cycle.
Advisor Perspectives
OCTOBER 1, 2023
It was the week that bond markets finally seemed to grasp what central bankers have been warning all year: higher interest rates are here to stay.
Advisor Perspectives
OCTOBER 1, 2023
We believe a mild U.S. recession is more likely than not in 2024, although a soft-landing scenario cannot be ruled out. A recession is also likely in the UK and eurozone, but appears less likely in Australia.
Advisor Perspectives
OCTOBER 1, 2023
The prevailing narrative about the U.S. economy is that it’s ‘resilient’: despite rapid rate hikes, economic growth has held up and may even be accelerating.
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
OCTOBER 1, 2023
Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.
Advisor Perspectives
OCTOBER 1, 2023
Big tech is often cited as the primary catalyst in 2023’s stock market rally. Yet at some point, the laws of market gravity will set in, and what comes up must eventually come down. As 2023 winds down, some market experts foresee pressure ahead for big tech.
Advisor Perspectives
OCTOBER 1, 2023
Active management in ETFs are gaining market share in 2023, as leading managers bring their best ideas into the ETF industry.
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