Abnormal Returns
FEBRUARY 8, 2024
Books An excerpt from "Read Write Own: Building the Next Era of the Internet" by Chris Dixon. (tim.blog) A Q&A with Chris Dixon author of "Read Write Own: Building the Next Era of the Internet." (semafor.com) David Perell talks with Chris Dixon about writing "Read Write Own: Building the Next Era of the Internet." (open.spotify.com) Business How the FTC allows funeral homes to flout the rules.
The Big Picture
FEBRUARY 8, 2024
This week, we speak with David Einhorn. president of Greenlight Capital. He launched the value-oriented in 1996. Since inception, Greenlight has generated about 13% annually, and ~290o% total return versus the S&P500’s 1117% total and 9.5% annual returns. He famously shorted Allied Capital in the 2ooos and Lehman Brothers about a year before it collapsed into bankruptcy in 2008.
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Abnormal Returns
FEBRUARY 8, 2024
Yields At some point, cash will no longer be king. (barrons.com) Does Meta's ($META) dividend initiation imply a new trend? (economist.com) Alternatives KKR ($KKR) says they are making headway selling alts to mass affluent investors. (investmentnews.com) What does the research say about private equity performance? (morningstar.com) Companies Looking back at 20 years of Facebook.
Nerd's Eye View
FEBRUARY 8, 2024
When a new year comes around it is often customary to set new personal and professional goals. Yet, in the midst of the tradeoffs that come with balancing new goals and their required behaviors, the challenge of creating sensible targets with flexibility and grace can be confounded by the reality of living in a world where uncertainty abounds and complex life situations are difficult (and sometimes even impossible) to map out.
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.
A Wealth of Common Sense
FEBRUARY 8, 2024
A reader asks: Investing at all time highs is counterintuitive. Does it produce great returns because the market is forward-looking and investors are momentum investors? It doesn’t seem to make sense to buy just before a long severe bear market. I understand the worry here. All-time highs seem scary because every stock market crash in history started from one.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 8, 2024
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process and more.
Calculated Risk
FEBRUARY 8, 2024
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending February 3rd, 2024 • Active inventory increased, with for-sale homes 12.2% above year ago levels. For a 13th consecutive week, active listings registered above prior year level, which means that today’s home shoppers have more homes to choose from that aren’t already in the process of being sold.
Wealth Management
FEBRUARY 8, 2024
Caplan Financial Group and Advisory Partners represent Miracle Mile’s first two transactions since taking on private equity partner Corsair Capital in late 2022.
Trade Brains
FEBRUARY 8, 2024
MRF vs Apollo Tyres are the two tyre giants in India. In this article, we will fundamentally analysis both companies and look into their businesses. Read this article to learn about the two biggest competitors. MRF VS Apollo Tyres Company Overview MRF Tyre is an Indian tyre manufacturer, headquartered in Chennai, India. MRF started its journey as a toy balloon manufacturing unit in a shed in Madras in 1946, and after 5 years in 1952, it ventured into the manufacturing of tread rubber.
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 Irrelevant Investor
FEBRUARY 8, 2024
Today’s Compound and Friends is brought to you by Public: See here for more information on Publics recently launched option-trading capabilities On today’s show, we discuss: Credit card delinquencies surged in 2023, indicating ‘financial stress’ New York Fed says ‘A problem we’ll be working on for years’ Fed chair Jerome Powell says commercial real estate impact on banking has jus.
Advisor Perspectives
FEBRUARY 8, 2024
U.S. Stocks were positive in January as more Goldilocks economic data fueled investor optimism. U.S. gross domestic product (GDP) came at a +3.3% for Q4 2023, much stronger than the expected 2% gain.
Wealth Management
FEBRUARY 8, 2024
EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.
The Better Letter
FEBRUARY 8, 2024
Larry Walters had always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a pilot. After he returned from Vietnam and was discharged, he would often sit in his backyard, watching jets fly overhead, dreaming about flying, and scheming about how to get up into the air. On July 2, 1982, the San Pedro, California trucker finally acted on his dreams. 1 Larry conceived his “ act of American ingenuity ” while sitting outside in his &
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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.
Wealth Management
FEBRUARY 8, 2024
The 10-member Variant Path Group in Charlotte, NC joins Rockefeller Global Family Office from Morgan Stanley,
Calculated Risk
FEBRUARY 8, 2024
The DOL reported : In the week ending February 3, the advance figure for seasonally adjusted initial claims was 218,000 , a decrease of 9,000 from the previous week's revised level. The previous week's level was revised up by 3,000 from 224,000 to 227,000. The 4-week moving average was 212,250, an increase of 3,750 from the previous week's revised average.
Wealth Management
FEBRUARY 8, 2024
Myriad Advisor Solutions announces two initiatives to help clients navigate the digital landscape securely while optimizing their business legacies.
Calculated Risk
FEBRUARY 8, 2024
From STR: U.S. hotel results for week ending 3 February U.S. hotel performance decreased slightly from the previous week, while year-over-year comparisons remained mixed, according to CoStar’s latest data through 3 February. 28 January through 3 February 2024 (percentage change from comparable week in 2023): • Occupancy: 55.2% (-0.1%) • Average daily rate (ADR): US$147.99 (+1.9%) • Revenue per available room (RevPAR): US$81.69 (+1.7%) emphasis added The following graph shows the seasonal pattern
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
Wealth Management
FEBRUARY 8, 2024
Inside the college competition that gives students a taste of the challenges advisors face.
Advisor Perspectives
FEBRUARY 8, 2024
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of January, the labor force participation rate is at 62.5%, unchanged from the previous month.
Wealth Management
FEBRUARY 8, 2024
Morgan Stanley wants permission to add an ETF share class to its existing mutual funds, joining a growing list of money managers who are looking to recreate the blueprint that’s still exclusive to Vanguard despite the May expiration of a patent that walled off copycats.
Advisor Perspectives
FEBRUARY 8, 2024
In the week ending February 3, initial jobless claims were at a seasonally adjusted level of 218,000, a decrease of 9,000 from the previous week's revised figure. The latest reading is lower than the forecast of 221,000.
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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.
Wealth Management
FEBRUARY 8, 2024
T. Rowe is in the “early stages” of bringing a private credit fund, dubbed OCREDIT, that it started in October to wealth management clients.
Advisor Perspectives
FEBRUARY 8, 2024
Travel on all roads and streets increased in December. The 12-month moving average was up 1.0% month-over-month and was up 2.1% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.9% MoM and up 0.9% YoY.
Wealth Management
FEBRUARY 8, 2024
Test your skills against those of student teams in questions from the Financial Planning Challenge.
Advisor Perspectives
FEBRUARY 8, 2024
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
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!
Wealth Management
FEBRUARY 8, 2024
Morningstar’s list provides a cautionary tale for advisors looking to invest clients’ assets.
Advisor Perspectives
FEBRUARY 8, 2024
In an interview with 60 Minutes that aired Sunday, Federal Reserve Chair Jerome Powell was asked “To what degree does politics determine your timing” of when to reduce interest rates? Powell firmly replied that “We do not consider politics in our decisions. We never do. And we never will.
Wealth Management
FEBRUARY 8, 2024
The changes come as CEO Abigail Johnson approaches a decade running one of the world's largest money managers.
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