Abnormal Returns

JANUARY 14, 2024

Top clicks this week Six reasons to bullish. Six reasons to be bearish. (ritholtz.com) The periodic table of commodity returns over the past decade. (visualcapitalist.com) 34 hard-earned lessons including 'People are busy, distracted, and tired. Always follow up.' (thefp.com) Stock markets around the world are at or near their highs. (downtownjoshbrown.com) Good luck trying to pick the best performing asset class on a year-by-year basis.

Valuation 294

Valuation Assets Investing Investments 294

A Wealth of Common Sense

JANUARY 14, 2024

Bonds have had a rough go at it these past few years. 2021 was a down year. 2022 was the worst year in history for bonds. 2023 was better although rates were so volatile that the ride certainty wasn’t much fun to be on. In the 10 years ending 2023, 10 year Treasury bonds had an annual return of just 1.5%. The annual inflation rate over that same time frame was 2.8%, meaning you lost money on a real basis in the benc.

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Abnormal Returns

JANUARY 14, 2024

Strategy On the importance of time when it comes to compounding. (humbledollar.com) You can only control your own behavior. (creativeplanning.com) Crypto What you need to know about the spot Bitcoin ETFs. (ft.com) The spot Bitcoin ETF is here. What comes next? (theblock.co) Should Vanguard prevent its customers from buying spot Bitcoin ETFs? (rogersplanning.blogspot.com) Finance Goldman Sachs ($GS) is expanding its lending business to the ultra-high net worth crowd.

Financial Advising 290

Financial Advising Engineering Food Economics 290

The Big Picture

JANUARY 14, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What We Lost When Twitter Became X As a former Twitter employee, I watched Elon Musk undermine one of the Internet’s most paradoxical, special places. ( New Yorker ) • Buying Home and Auto Insurance Is Becoming Impossible : Huge losses from national disasters prompt industry to jack up prices and pull back from some markets; ‘worst possible scenario’ for consumers. ( Wall Street Journal ) see also Thousan

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

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.

Accounting

The Irrelevant Investor

JANUARY 14, 2024

The consumer is the economy. I bought a coffee this morning for $3.20. Later I’ll be taking my six-year-old to the city. We’re going to spend $30 on train tickets, $50 at the Museum of Natural History, and another $30 on food. We are a nation of spenders. 68% of our GDP comes from us opening our wallets. If you think we’re going to have a recession in 2024, you have to think Americans are going to cur.

Food 101

Food Economy 101

Advisor Perspectives

JANUARY 14, 2024

Many of the commentators on my articles claim, as does Chris Christie, that Social Security is a safety net. It is not.

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89

Million Dollar Round Table (MDRT)

JANUARY 14, 2024

By John F. Nichols, MSM, CLU We start off January with a fast-paced kickoff meeting where I’ll bring the entire team together and try to accomplish a couple of things. The first is to remind them of our mission. What’s our overall objective for our firm? The second is to focus on specific attributes of our year. Maybe it’s less wastage within our business, maybe it’s new clients in specific target markets that we’re in.

Recruitment 80

Recruitment Education Clients Planning 80

The Irrelevant Investor

JANUARY 14, 2024

Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities. On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to advisors.

Portfolio 73

Portfolio Financial Advisor 73

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. He used to frame it a 90% in T-bills from around the world and 10% in very high risk or as he might have said later, asymmetric risk and what's more asymmetric than Bitcoin so let's have a little fun.

Portfolio 72

Portfolio Budgeting Assets Investing 72

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

Advisor Perspectives

JANUARY 14, 2024

Let’s look at some of the common obstacles around succession and how to overcome them.

Planning 64

Planning 64

Trade Brains

JANUARY 14, 2024

Fundamental Analysis Of KEC International: In the current global landscape, governments are placing a strong emphasis on strengthening their fundamental infrastructure, from transportation networks like roads and railways to power generation and transmission. This increased focus has put companies like KEC International Limited in the spotlight focus.

Planning 59

Planning Transportation Distribution Government 59

Calculated Risk

JANUARY 14, 2024

From STR: U.S. hotel results for week ending 6 January U.S. hotel performance decreased from the previous week, while year-over-year comparisons improved, according to CoStar’s latest data through 6 January. 31 December 2023 through 6 January 2024 (percentage change from comparable week in 2023): • Occupancy: 46.8% (-0.7%) • Average daily rate (ADR): US$152.17 (+7.2%) • Revenue per available room (RevPAR): US$71.28 (+6.4%) emphasis added The following graph shows the seasonal pattern for the hot

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Advisor Perspectives

JANUARY 14, 2024

Soaring borrowing costs and plunging prices walloped the global commercial-property market last year. Now, more clarity around values and an urgent need to address looming debt maturities are expected to spark more deals.

Marketing 59

Marketing Marketing 59

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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.

Accounting

oXYGen Financial

JANUARY 14, 2024

![CDATA[ As the new year unfolds, many individuals begin thinking about the arrival of tax season. With the proposed April 15th deadline (unless you file for an extension), many individuals decide to start tax planning early so that they can avoid any surprises. Whether you're a seasoned taxpayer or a newcomer to the process, one common question often arises: When is the soonest you can file.

Taxes 59

Taxes Tax Planning Planning 59

Advisor Perspectives

JANUARY 14, 2024

What’s the most important price in the global economy? The price of oil? The price of semiconductors? The price of a Big Mac? More important than any of these is the price of money. For more than three decades it was falling, but now it’s set to rise.

Economy 52

Economy 52

Advisor Perspectives

JANUARY 14, 2024

EU nations have compromised on paths toward fiscal balance.

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Advisor Perspectives

JANUARY 14, 2024

Corporate bonds delivered solid gains last year. And market observers expect more of the same in 2024. But it’s important to note that the consensus is leaning toward investment-grade over junk-rated corporate issues.

Investing 40

Investing Investments Marketing Marketing 40

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

JANUARY 14, 2024

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses the secondaries market in private equities with Taylor Robinson, partner of Lexington Partners.

Marketing 40

Marketing Marketing 40

Advisor Perspectives

JANUARY 14, 2024

2023 was a memorable year for AI, which also benefited the semiconductor industry. The growth trajectory of the former should also boost the latter. And that should allow traders to continue leveraging its strength in 2024.

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40

Advisor Perspectives

JANUARY 14, 2024

I have just read the best book on the environment. But like many great books, it provokes introspection: There is a deep divide among environmentalists, even among individuals – including me – that can’t be bridged solely through reasonable argument or sound data.

40

40

Advisor Perspectives

JANUARY 14, 2024

Beware of investing in cash with a plan to extend maturities when the yield curve is no longer inverted. My research shows that this decision is historically difficult to time.

Management 40

Management Planning Investing Investments 40

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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.

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