Abnormal Returns
JANUARY 19, 2024
Crypto Fidelity Wise Origin Bitcoin Fund ($FBTC) has surpassed $1 billion in AUM. (theblock.co) Why the churn at the Grayscale Bitcoin Trust ($GBTC) matters so much for Bitcoin. (ft.com) Vanguard made the right call. (morningstar.com) Companies Airbnb ($ABNB) didn't end up killing the hotel (stocks). (paulrlamonica.substack.com) Meta ($META) now wants in on the AGI game.
Nerd's Eye View
JANUARY 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4% growth, as breakaway brokers and new advisors see the potential benefits of the RIA model.
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Abnormal Returns
JANUARY 19, 2024
Listening A change to Apple ($AAPL) Podcasts is upending the industry. (semafor.com) Michael Covel talks with Mathew Passy, a Podcast Producer/Consultant at ThePodcastConsultant.com, about the nuts and bolts of podcasting. (trendfollowingradio.com) Bands are getting ripped off as scammers steal their songs for their own benefit on streaming services.
The Big Picture
JANUARY 19, 2024
This week, we speak with Shomik Dutta , founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups. He is also co-founder and General Partner of Higher Ground Labs. He previously worked on both Obama presidential campaigns and served as a Special Assistant to the White House Counsel. Dutta discusses why Climate Investing is a for-profit opportunity, and not as it is so often portrayed as “Woke Investing.” The 2023 COP resu
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.
A Wealth of Common Sense
JANUARY 19, 2024
Following the Great Financial Crisis, there was a worry the coming tsunami of retiring baby boomers was going to lead to a retirement crisis of epic proportions.1 Their portfolios were down bad. Housing prices had crashed. They didn’t save enough money. People were worried about Social Security. Everyone was predicting lower returns for financial assets going forward.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 19, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.78 million SAAR in December; Months-of-Supply above December 2019 Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2022 and 2023. Sales declined 6.2% year-over-year compared to December 2022.
Wealth Management
JANUARY 19, 2024
Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.
Trade Brains
JANUARY 19, 2024
Best Large Cap Chemical Stocks in India: The chemical industry is the very fabric of modern life. We don’t realize how these chemicals are used in most of the products of our daily lives. In this article, we will analyze a few big players in this industry and look into their performance. Best Large Cap Chemical Stocks in India Best Large Cap Chemical Stocks in India #1: Pidilite Industries Ltd.
Wealth Management
JANUARY 19, 2024
Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.
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
JANUARY 19, 2024
The S&P 500 hit an all-time high today. It hasn’t done that since the first trading day of 2022. That’s 512 trading days and 747 calendar days. Just over two years. By historical standards, that wasn’t so bad. It didn’t feel great, but a two-year bear market is as normal as a blizzard in the northeast. They’ve happened before.
Wealth Management
JANUARY 19, 2024
Unveiling the dynamics between customization and universal solutions.
Trade Brains
JANUARY 19, 2024
Garden Reach Shipbuilders : Since its inception in 1884, this Kolkata-based shipbuilding powerhouse has left an indelible mark on India’s shipbuilding landscape. Garden Reach Shipbuilders & Engineers Ltd. (GRSE) is more than a company, it’s a century-old legacy and a crucial contributor to the nation’s shipbuilding capabilities.
Alpha Architect
JANUARY 19, 2024
Antonello Cirulli and Patrick Walker, authors of the December 2023 study “Outperforming Equal Weighting,” examined whether equally weighted portfolios could be enhanced by avoiding negative exposure to some of the most prominent factor anomalies documented in asset pricing literature. Outperforming Cap- (Value-) Weighted and Equal-Weighted Portfolios was originally published at Alpha Architect.
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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.
Calculated Risk
JANUARY 19, 2024
From the NAR: Existing-Home Sales Slid 1.0% in December Existing-home sales retreated in December, according to the National Association of REALTORS®. Among the four major U.S. regions, sales slipped in the Midwest and South, rose in the West and were unchanged in the Northeast. All four regions experienced year-over-year sales decreases. On an annual basis, existing-home sales (4.09 million) dropped to the lowest level since 1995, while the median price reached a record high of $389,800 in 2023
Discipline Funds
JANUARY 19, 2024
Here are some things I think I am thinking about this weekend: 1) China’s Long Stock Malaise. Here’s the stock market chart of the decade (via Jake Econompic at Twitter ). Or decades. Since 1992 the Chinese economy has grown from $500B to $18T. That’s trillion with a T. Yet the Chinese stock market has gone exactly nowhere over the same period.
Advisor Perspectives
JANUARY 19, 2024
“The current fiscal path is unsustainable” This stark warning comes from the US Treasury Department’s Bureau of the Fiscal Service’s fiscal year-end projections 1. Based on current appropriations and tax law, these projections display steadily rising federal spending and flat tax receipts, as a percentage of GDP.
Calculated Risk
JANUARY 19, 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 have more than quintupled from a low of 5,150 in June 2023. Hospitalizations are about 20% of the peak of 150,000 in January 2022.
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
JANUARY 19, 2024
A product has just gone up in price by 90% in 12 months. It now costs more than it has in 16 years. Most people would think twice about diving into a market like that.
Calculated Risk
JANUARY 19, 2024
The advance estimate of Q4 GDP will be released next week, and the consensus is for real GDP (SAAR) of 1.8%. From BofA: Overall, since our last weekly publication, our 4Q US GDP tracking estimate is up two-tenths to 1.3% q/q saar , while 3Q GDP finalized at 4.9% q/q saar in the third estimate. [Jan 12th estimate] emphasis added From Goldman: Following today’s data, we left our Q4 GDP tracking unchanged at +1.8% (qoq ar) and our Q4 domestic final sales growth forecast also unchanged at +2.5% (qoq
Advisor Perspectives
JANUARY 19, 2024
The S&P 500 rallied 1.2% on Friday to reach a new record high. The index surpassed its previous record close from January 3, 2022 and is currently up 2.04% year to date.
Sara Grillo
JANUARY 19, 2024
This blog provides a few Twitter tips for financial advisors that you can use to build a community, get leads, and get new clients. Most financial advisors do a terrible job with Twitter; learn how to be the rare exception! But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.
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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
JANUARY 19, 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 January 5th, the index was at 21.699, down 1.441 from the previous week, with 5 of the 6 components in expansion territory.
Carson Wealth
JANUARY 19, 2024
Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they share the hot and cold sides of the markets and economy. Highlights include: The stock market and economy are still going strong while inflation continues to fall Geopolitical concerns may be causing some apprehension amongst investors Will the Fed wait too long to cut interest rates?
Advisor Perspectives
JANUARY 19, 2024
Existing home sales slid in December to their lowest level since 2010. According to the data from the National Association of Realtors (NAR), existing home sales fell 1.0% from November to reach a seasonally adjusted annual rate of 3.78 million units. This figure came in lower than the expected 3.82 million. Existing home sales are down 6.2% compared to one year ago.
Investing Caffeine
JANUARY 19, 2024
Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on The Douglas Coleman Show hosted by Douglas Coleman. Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored.
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
JANUARY 19, 2024
Bond traders are growing convinced that US Treasury yields are on the brink of returning to the way they’ve traded for most of their existence — it’s the how, why and when of the normalization that keeps financial markets bouncing around.
Truemind Capital
JANUARY 19, 2024
A falling market tempts investors to invest more in the stocks they are holding. Everyone around you tells you to invest more in a falling market to average out the buying price. It makes perfect sense to add more stocks when the prices are cheaper but averaging out is an art and needs to be done strategically, else you end up holding losers that will form a significant part of your portfolio and would never go up again.
Advisor Perspectives
JANUARY 19, 2024
Citigroup Inc.’s option volume was light on a recent Wednesday, until the session’s last 90 minutes when a wave of trades hit. These weren’t bets on the shares moving — rather, they were part of a long-dormant strategy that’s back in vogue thanks to the Federal Reserve’s interest rate hikes.
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