Sun.Oct 08, 2023

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Sunday links: the doomer narrative

Abnormal Returns

Markets Good luck getting a good handle on this stock market. (theirrelevantinvestor.com) Under what conditions is the stock market more likely to crash. (morningstar.com) Rates The increase in bond yields is as impressive as the actual rise in rates. (econbrowser.com) Why higher interest rates aren't have a bigger effect on the economy. (tker.co) Why are mortgage rates are as high as they are.

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Barry interviews Michael Lewis

The Reformed Broker

My partner Barry Ritholtz speaks to Michael Lewis, whose latest book is “Going Infinite: The Rise and Fall of a New Tycoon,” on FTX founder Sam Bankman-Fried. Lewis has been the subject of a massive uproar on social media for the way his book portrays SBF and the way he’s spoken about his subject during the promotion tour, specifically on ’60 Minutes’ last Sunday.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week The stock market is coming to terms with higher interest rates (for longer). (awealthofcommonsense.com) Why simplicity in investing can help reduce errors. (mrzepczynski.blogspot.com) Why some people like to research and hold individual stocks instead of funds. (investmenttalk.co) How major asset classes performed in September 2023.

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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Fall In Love With the Month-End Close

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.

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High FII Holding Stocks Under Rs 50 – Watchlist Gems?

Trade Brains

High FII Holding Stocks Under Rs 50 : In the extremely dynamic landscape of the stock market, the hunt for a promising opportunity at affordable prices often leads us investors to explore various industries. Among these sectors and stocks, it gives us greater confidence to find out that foreign investors also believe in a stock that you might find lucrative.

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Talk Your Book: Investing in Music

The Irrelevant Investor

Today’s Talk Your Book is brought to you by MUSQ: On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss investing in the growing music industry. On today’s show, we discuss: David’s music background prior to $MUSQ The thesis behind investing in music What the $MUSQ fund is comprised of How streaming is bringing money to the music business Why music is mispriced How the music i.

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More Trending

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[cdata[ How to Capitalize on 7%+ Mortgage Rates and Secure High, Safe Yields ]]

oXYGen Financial

![CDATA[ In today's financial landscape, an extraordinary opportunity has emerged for savvy investors to harness the power of high-yield investments while maintaining safety in their portfolios. With mortgage rates soaring above 7%, the path to earning substantial returns lies in understanding how to capitalize on this favorable interest rate environment.

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Become an indispensable financial advisor

Million Dollar Round Table (MDRT)

By Elke Rubach, LL.M., CLU Being a multigenerational financial advisor has multiple advantages for advisors and their clients. For the financial advisor, you become the go-to person for clients and their families. You’re like their human resources person and chief financial officer for many aspects of your clients’ lives. You’re indispensable.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of October 8, 2023 Monday: Columbus Day Holiday : Banks will be closed in observance of Columbus Day. The stock market will be open. • At 1:30 PM: Speech, Fed Vice Chair Philip Jefferson , U.S. Economic Outlook and Monetary Policy Transmission , At the 65th National Association for Business Economics (NABE) Annual Meeting, Dallas, Texas From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 29 and DOW futures are down 199 (fair value).

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Weaponized Migration And Its Implications For Investors

Advisor Perspectives

Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

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.

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Hotels: Occupancy Rate Increased 0.8% Year-over-year

Calculated Risk

From STR: U.S. hotel results for week ending 30 September As expected, U.S. hotel performance was lower than the previous week, but year-over-year comparisons were improved, according to CoStar’s latest data through 30 September. 24-30 September 2023 (percentage change from comparable week in 2022): • Occupancy: 66.7% (+0.8%) • Average daily rate (ADR): US$157.89 (+4.6%) • Revenue per available room (RevPAR): US$105.31 (+5.4%) emphasis added The following graph shows the seasonal pattern for the

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Treasuries Tumble With US Payroll Growth Blowing Past Estimates

Advisor Perspectives

The bond market’s selloff accelerated after a surge in US hiring raised expectations that the Federal Reserve will need to raise interest rates again this year.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • No Virginia, There Really Is No Such Thing as “the Fed” “The Fed” is actually “the Federal Reserve System,” which consists of twelve private regional reserve banks and a federal government agency called the Board of Governors of the Federal Reserve System.

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Finance CEOs Who Have Stuck It Out for 11 Years Are Eyeing Exit

Advisor Perspectives

Executive search firms are anticipating an uptick in resignations as the average tenure of America’s top finance chiefs grows to the longest of any sector, and those who may have delayed leaving to provide stability through the Covid-19 pandemic look to exit.

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Profit in the Details: Rethinking Spend for Monumental Impact

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

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Global Market Outlooks—Too Hot, Too Cold or Just Right?

Advisor Perspectives

The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.

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Persistent Anomaly? High Yields on Short Bonds

Advisor Perspectives

With yield curves still inverted, a short-dated high-yield strategy continues to make sense for return-seeking investors with a defensive mindset.

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Made in Mexico: Nearshoring Is Accelerating Growth

Advisor Perspectives

Reshoring and nearshoring are key trends for investors in global markets. As geopolitical tensions escalate and more businesses shift operations away from China, investors are considering the impacts of deglobalization.

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How to Follow Up With New Contacts Post-Conference

Advisor Perspectives

A familiar situation to many advisors: You’ve just attended a big conference, such as Future Proof or Exchange. You have a stack of new contacts, partnership opportunities, and friendly faces.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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What Happens When Corporate Defaults Rise

Advisor Perspectives

Corporate defaults and bankruptcies are on the rise, but we don't believe it should be a concern for investors who hold highly rated corporate bond investments, like those with investment-grade ratings.

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Options-Linked ETFs Flourishing in 2023

Advisor Perspectives

Following last year’s calamity in the bond market, it’s not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.