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Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your
Inspire Investing will pay $300,000 to settle allegations that its process did not support its claims of using a “data-driven” approach to biblically responsible investing.
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.86 million SAAR in August Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 4.2% year-over-year compared to August 2023. This was the thirty-sixth consecutive month with sales down year-over-year.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Now THAT’S a financial conference! If you are reading this on the 19th, I may be still asleep. I am writing this on my flight home, scheduled to land at midnight Wednesday; I was alcohol-free all week (ok, one Mexican lager Tuesday afternoon at my RWM-crew pool swim after the Animal Spirits Live !), and while I feel pretty good, its been a long week.
The DOL reported : In the week ending September 14, the advance figure for seasonally adjusted initial claims was 219,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,500, a decrease of 3,500 from the previous week's revised average.
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The DOL reported : In the week ending September 14, the advance figure for seasonally adjusted initial claims was 219,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,500, a decrease of 3,500 from the previous week's revised average.
“Indexing is never going to be the best strategy in the space, and it will hold a lot of dead capital and dead coins. But it’s going to get you the beta,” said Bitwise’s Matt Hougan at Future Proof.
From the NAR: Existing-Home Sales Declined 2.5% in August In August 2024, existing-home sales fell in the South, West, and Northeast, while the Midwest registered no change. Year-over-year, sales slipped in three regions but remained stable in the Northeast. emphasis added Click on graph for larger image. This graph shows existing home sales, on a Seasonally Adjusted Annual Rate (SAAR) basis since 1994.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Conference Board Leading Economic Index (LEI) decreased in August to its lowest level since October 2016. The index fell 0.2% from the previous month to 100.2, marking its sixth consecutive monthly decline.
In the frothy business of selling artificial intelligence service, Salesforce Inc. has been punching above its own weight. “Salesforce?” I hear you wonder. The folks in the dull business of selling customer relationship management software?
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
By Godofredo Batas Peteza III One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising. Financial decisions are rarely simple or impulsive.
Updated for 2024. The Simplified Employee Pension (SEP IRA) is a type of a traditional IRA adopted by self-employed small business owners (sole proprietors, partnerships, C and S corporations), and the self-employed. Unlike most types of retirement plans, the SEP IRA is funded by the employer. Here’s more on what a SEP IRA is, tax benefits, contribution limits, and important deadlines.
As the kiddos return to school, our fantasy football lineups are set, and the summer has ended, not only is the weather turning in the Northeast, but the inflation challenges are also cooling. The Federal Reserve’s (Fed) preferred inflation gauge, the PCE, was released at the end of August and came in at 2.5% month-over-month for July.
Trade across the world happens through majorly through sea routes. It helps to transport large and heavier goods passing many countries and regulations. Globalization has helped people transfer ideas, goods and services, technology, cultures, and others worldwide. However, the port is a gateway for any country to import and export. Owning a port controls a huge supply chain which many companies and people rely on daily.
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.
You may not think about it very often, but the federal funds rate (or “fed funds rate” for short) almost certainly has an impact on your life. It’s an important factor in the interest you earn on your savings as well as the rate you pay on any loans or debt. The fed funds rate […] The post How the Fed Funds Rate Impacts the Wealthfront Cash Account appeared first on Wealthfront Blog.
In the week ending September 14th, initial jobless claims were at a seasonally adjusted level of 219,000. This represents a decrease of 12,000 from the previous week's figure and is better than the 230,000 economists were expecting.
Vodafone Idea, India’s third-largest mobile network operator, faces a critical juncture as it grapples with mounting challenges in the fiercely competitive telecom sector. Following Goldman Sachs recent downgrade, investors are closely scrutinising the company’s ability to overcome its financial hurdles and reverse market share erosion. Despite serving over 210 million subscribers, Vodafone Idea contends with substantial losses and a staggering debt burden.
Just as Wall Street traders come to grips with the Federal Reserve’s interest-rate cut, Friday’s US options expiration threatens to whipsaw the market some more.
It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that are combined into a single fundamental momentum measure.
The Federal Reserve on Wednesday began its policy easing with a bang. Much of the focus was on its decision to cut interest rates by half a percentage point from a two-decade high. But the key question for the bond market is where rates will land once all is said and done. Nobody knows for sure, and Chair Jerome Powell injected enough uncertainty to ensure a choppy ride ahead.
In this episode, we dive deep into the world of options and their impact on market dynamics. We start with an “Options Dealer Flows 101” primer, explaining key concepts like delta hedging, gamma, charm, and vanna to help viewers understand how options flows can drive stock prices. We then analyze the current market situation heading into the September 2024 options expiration, one of the biggest of the year.
An ETF that just last month was dubbed the most volatile to ever hit Wall Street has already been upstaged, after the debut of a competing product that adds even more leverage.
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
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