Abnormal Returns
JANUARY 27, 2024
EVs EVs may have hit a bit of a bump in the road, but they are still the future. (wsj.com) Why Americans are opting for hybrids. (bonddad.blogspot.com) Looking at new EV? Think about leasing it. (wsj.com) Auto insurance Why car insurance premiums are soaring. (bloomberg.com) Auto insurance companies having no problem pushing through higher rates. (wsj.com) Nuclear Why uranium prices are surging.
The Big Picture
JANUARY 27, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Why Walmart pays its truck drivers 6 figures : Walmart’s stores are bare-bones — but their truckers’ pay stubs aren’t. ( Freight Waves ) • How a Lucky Break Fueled Eli Lilly’s $600 Billion Weight-Loss Empire : The company’s new obesity shot, Zepbound, is expected to be the bestselling drug of all time. ( Businessweek ) • Welcome to 2034: What the world co
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Irrelevant Investor
JANUARY 27, 2024
I want to tell you about why Ritholtz Wealth Management is coming to the West Coast of Florida in the first week of March. But before I get there, let’s talk about the state of the wealth management industry. The ZIRP era of cheap money is over, but that doesn’t mean its impacts aren’t still being felt. Infinite leverage turned our world upside down and gave it a good shake.
Calculated Risk
JANUARY 27, 2024
The key reports scheduled for this week are the January employment report and November Case-Shiller house prices. Other key indicators include the January ISM manufacturing index and January vehicle sales. The FOMC meets this week, and no change to policy is expected. -- Monday, January 29th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for January.
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.
Random Roger's Retirement Planning
JANUARY 27, 2024
There was an interesting article at Seeking Alpha about how to build a portfolio that yields 9%. Those are some very big weightings. In order, PFFA is a preferred stock ETF, ET is an MLP, BXSL is a BDC, JEPI is a covered call fund, RQI is a a real estate CEF and UTF is an infrastructure CEF. A couple of them are very new so there is no great way to back test this.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JANUARY 27, 2024
KPI Green Energy: India has become the fourth largest player globally in wind and solar power, with a renewable energy capacity of 179.5 GW. India’s renewable energy sector is seeing an uptrend with green stocks soaring, fueled by ambitious government targets, falling costs, and positive investor sentiment. As the demand for green energy continues to surge, KPI’s noteworthy performance in the stock market has caught the eye of many.
Advisor Perspectives
JANUARY 27, 2024
Economic growth is barely positive in the Eurozone, and the Chinese stock market has been in freefall. But for all its doubters, the US economy and markets continue to shock the world. For a moment at least, that’s worth celebrating.
Trade Brains
JANUARY 27, 2024
Top Momentum Indicators: In the financial markets, trading success often depends on the ability to identify market strength and direction. Momentum indicators, an important tool under technical analysis, empower traders with valuable information about the strength and direction of the price movement in securities. These indicators help traders build a potential view of market momentum for a better understanding of entry and exit points.
Advisor Perspectives
JANUARY 27, 2024
The housing market, a key driver of the economy, has struggled of late. Sales of previously owned US homes just had their worst year since 1995, and affordability recently hit a record low by one measure.
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.
Trade Brains
JANUARY 27, 2024
Titagarh Rail Systems : The Indian government has made significant efforts in ‘Make in India’ ever since it was launched in September 2014. One of the most important achievements in this regard is the Vande Bharat Express. It was launched by Indian Railways as the first indigenous Semi High-Speed train. The first Vande Bharat Express train hit the track on February 15, 2019, on the New Delhi-Kanpur-Allahabad-Varanasi route.
Advisor Perspectives
JANUARY 27, 2024
When Brookline Bancorp Inc. needs to borrow short-term cash quickly — part of the regular course of business for the Boston-based lender — it has a range of options. One source of cheap money it’s loath to turn to, however, is the Federal Reserve for fear of setting off alarm bells.
Advisor Perspectives
JANUARY 27, 2024
Credit quality in the muni market likely has peaked, but we believe states' strong rainy-day funds and other attributes will lend stability in the near term.
Advisor Perspectives
JANUARY 27, 2024
For the first time ever, ESG funds suffered net global outflows amid a major exodus by US investors from environmental, social and governance strategies.
Advertisement
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.
Advisor Perspectives
JANUARY 27, 2024
Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio structure. While it’s not perfect, it has served clients well, broadly speaking.
Advisor Perspectives
JANUARY 27, 2024
The expectation of higher corporate earnings in 2024 could help prop up the actively managed NEOS S&P 500 High Income ETF (SPYI). Of course, capital markets are brimming with optimism, with the expectation of rate cuts to come.
Expert insights. Personalized for you.
276 
Let's personalize your content