Abnormal Returns

MARCH 1, 2024

The biz Google Podcasts is going away. (wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. (podcasts.apple.com) Patrick O'Shaughnessy talks with Ali Hamed, co-founder and partner at CoVenture. (joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 273

Portfolio Management Portfolio Management Investing 273

The Big Picture

MARCH 1, 2024

 This week, we speak with David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed-income business. He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committ

Portfolio Management 176

Portfolio Management Management Portfolio Investing 176

Abnormal Returns

MARCH 1, 2024

February 2024 A look at asset class performance for February 2024. (allstarcharts.com) Small cap stocks are still down on the year. (on.spdji.com) The momentum factor had a big month. (mrzepczynski.blogspot.com) Markets What's the biggest risk right now? (awealthofcommonsense.com) Stock market concentration is the norm. (acadian-asset.com) Crypto Bitcoin is now worth two Teslas ($TSLA).

Financial Advising 262

Financial Advising Media Economy Assets 262

A Wealth of Common Sense

MARCH 1, 2024

A podcast listener asks: How do you both manage to produce podcasts every week, handle your jobs, write, read, and raise families without burning out? How do you maintain this balance? What strategies do you use to recharge yourselves? Personally, when I go on vacation, I completely disconnect from work, yet I’ve noticed you guys continue podcasting even during your vacations.

Management 131

Management 131

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.

Accounting

Alpha Architect

MARCH 1, 2024

Be careful before acting on what is considered to be conventional wisdom. Make sure it’s supported by empirical evidence. In this case, the evidence makes clear that “cut your losses and let your profits run” should not be conventional wisdom. Cut Your Losses and Let Profits Run? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Investing 130

Investing Investments 130

Alpha Architect

MARCH 1, 2024

Full exposure to domestic equities. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. DIY Trend-Following Allocations: March 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 109

Asset Allocation Assets 109

Wealth Management

MARCH 1, 2024

Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

Assets 118

Assets 118

Calculated Risk

MARCH 1, 2024

Wards Auto released their estimate of light vehicle sales for January: U.S. Light-Vehicle Sales Bounce Back Nicely in February (pay site). Inventory control was behind part of the month’s gains, but February evened out Januarys’s softness, which included payback for December’s strong results. The combined December-February seasonally adjusted annual rate of 15.7 million units is more indicative of current demand, despite the gyrations of the past three months.

Sales 85

Sales Marketing Marketing 85

Wealth Management

MARCH 1, 2024

The SEC's Investor Advocacy Clinic Summit comes as the number of pro bono law clinics for small clients has shrunk and federal funding dried up.

Numbers 115

Numbers Clients 115

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.

Accounting

Calculated Risk

MARCH 1, 2024

From BofA: This week, we align our 1Q GDP tracking with to our official forecast of 2.5% q/q saar. We still expect consumption growth to slow due to the negative impact from seasonal factors and extreme weather in January. But we have made upward revisions to the non-conconsumer sectors of the economy. [Mar 1st estimate] emphasis added From Goldman: We lowered our Q1 GDP tracking estimate by 0.2pp to +2.2% (qoq ar) and our Q1 domestic final sales forecast by 0.1pp to +2.5% (qoq ar), mainly refle

Manufacturing 76

Manufacturing Economy Sales Management 76

Wealth Management

MARCH 1, 2024

A report from insurance broker Golsan Scruggs shows large increases in claims involving both the suitability standard and wire fraud in 2023.

Insurance 119

Insurance 119

Calculated Risk

MARCH 1, 2024

Freddie Mac reported that the Single-Family serious delinquency rate in January was 0.55%, unchanged from 0.55% December. Freddie's rate is down year-over-year from 0.66% in January 2023. This is below the pre-pandemic lows. Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic.

Portfolio 76

Portfolio 76

Wealth Management

MARCH 1, 2024

The combination of The Colony Group and GW & Wade in a $31.5 billion firm marks Focus’s second intra-partnership merger as part of its 'hub' strategy.

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Accounting

Meb Faber Research

MARCH 1, 2024

Guest: Whitney Baker is the founder of Totem Macro, leveraging extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro […] The post Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism appeared first on Meb Fa

Clients 76

Clients Management Investing Investments 76

Wealth Management

MARCH 1, 2024

Thomas Moore, the head of Betterment for Advisors, details how new custodians and increased competition are reshaping wealth management.

Wealth Management 119

Wealth Management Management 119

Calculated Risk

MARCH 1, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Hospitalizations are almost triple the low of 5,386 in June 2023, however, they have declined significantly from the winter high of 30,013 earlier this year.

Numbers 73

Numbers 73

Wealth Management

MARCH 1, 2024

Ruth Gottesman’s landmark donation to donate $1 billion to the Albert Einstein College of Medicine receives praise for her no frills approach to giving.

Medicine 114

Medicine 114

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

Numbers

Advisor Perspectives

MARCH 1, 2024

Consumer sentiment moved sideways in February according to the final report for the Michigan Consumer Sentiment Index. The index fell 2.1 points (2.7%) to 76.9 from the January final. The latest reading was below the forecast of 79.6.

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64

Wealth Management

MARCH 1, 2024

Sixty-one million people in the U.S. live with a disability; intergenerational planning for this population is critical.

Financial Planning 122

Financial Planning Planning 122

Advisor Perspectives

MARCH 1, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of February 16th, the index was at 15.819, down 2.184 from the previous week, with 5 of the 6 components in expansion territory.

Economics 64

Economics Economy 64

Wealth Management

MARCH 1, 2024

Debunking common misconceptions regarding planning with families with special needs.

Planning 111

Planning 111

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Planning

Advisor Perspectives

MARCH 1, 2024

The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) fell to 47.8 in February from 49.1 in January. The latest figure marks the 16th consecutive month the index has been in contraction territory after a 29-month period of growth dating back to June 2020. The February reading was below the forecast of 49.5.

Manufacturing 64

Manufacturing Management 64

Trade Brains

MARCH 1, 2024

Fundamental Analysis of Genus Power: India’s electricity consumption grew by nearly 8% to reach 847 billion units (BU) in H1FY24. The country faces an ever-increasing demand for energy. Along with this increasing demand, India also faced another significant challenge. The current infrastructure that was built to track the generation & supply of electricity to different Distribution Companies and consumers was extremely inefficient.

Planning 59

Planning Manufacturing Distribution Government 59

Advisor Perspectives

MARCH 1, 2024

The February S&P Global US Manufacturing PMI™ rose to 52.2 from 50.7 in January, signaling the strongest improvement in operating conditions since July 2022. The latest reading was higher than the forecasted reading of 51.5.

Manufacturing 64

Manufacturing 64

NAIFA Advisor Today

MARCH 1, 2024

Demetrius Bryant is an insurance agent helping individuals safeguard their income against unforeseen expenses. He runs a multi-line insurance business that has been a NAIFA member since 2011. Through his company, Demetrius offers comprehensive insurance services, including automobile, home, life, and business policies. He believes that protecting one's financial interests is fundamental to improving the overall quality of life.

Insurance 59

Insurance 59

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!

Management

Advisor Perspectives

MARCH 1, 2024

As of February 29, 2024, the 10-year note was 373 basis points above its historic closing low of 0.52% reached on August 4, 2020.

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75

Trade Brains

MARCH 1, 2024

R K Swamy is coming up with its IPO issue of Rs. 423.56 Cr which will open on 4th March 2024. The issue will close on 6th March and be listed on the exchange on 12th March 2024. This article will analyze the strengths and weaknesses of the R K Swamy Limited IPO Review 2024. Keep reading to find out! R K Swamy IPO Review About the R K Swamy Company R K Swamy is one of the leading marketing services providers, offering single-window solutions for creative, media, data analytics, and market researc

Advertising 59

Advertising Communication Media Clients 59

Advisor Perspectives

MARCH 1, 2024

The S&P 500 finished the week up 1.0%, notching another new record close. The index is currently up 8.31% year to date and has set a new record closing high 15 times so far this year.

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