Abnormal Returns
OCTOBER 18, 2024
Companies Marc Rubenstein, "PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks." (netinterest.co) Why CVS ($CVS) and Walgreen's ($WBA) are struggling. (msnbc.com) There's Netflix ($NFLX) and everyone else. (sherwood.news) Spirit Airlines kinda sucks, but you will miss it when it is gone. (slate.com) AI OpenAI's current cash isn't going to last long.
Nerd's Eye View
OCTOBER 18, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management service, and its trading platform thinkpipes, likely in an effort to keep former TD users (many of whom were accustomed to this software) o
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The Big Picture
OCTOBER 18, 2024
This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.
A Wealth of Common Sense
OCTOBER 18, 2024
It’s estimated baby boomers will pass down more than $80 trillion to their millennial and Gen X heirs over the next 20 years. This is going to be the greatest wealth transfer the world has ever seen. The timing of these transfers will be a hotly debated topic for many families. Baby boomers were born between 1946 and 1964, making them in the range of 60-78 years old.
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.
Alpha Architect
OCTOBER 18, 2024
There’s no reason to think that the use of AI should lead to persistent fund outperformance, with any advantages gained likely being short lived. Artificial Intelligence, Textual Analysis and Hedge Fund Performance was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 18, 2024
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.354 million Annual Rate in September A brief excerpt: Total housing starts in September were slightly above expectations and starts in July and August were revised up. A solid report. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).
Wealth Management
OCTOBER 18, 2024
Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.
Discipline Funds
OCTOBER 18, 2024
Here are some things I think I am thinking about. 1) The stock market boom/bust cycle. How should we think about the bull market in stocks in the context of its Covid era rollercoaster ride? Should we get the urge to chase the current bull market? Should we get more defensive in preparation for another bust? The simple answer is that the short-term movements of the stock market should be irrelevant to your financial plan assuming you have a well constructed temporally diversified portfolio.
Wealth Management
OCTOBER 18, 2024
Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.
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
OCTOBER 18, 2024
Accenture’s recent financial results and business outlook have set an intriguing benchmark for the Indian IT industry. As a global leader in consulting and technology services, Accenture’s performance often signals trends that ripple through the sector. Indian IT giants like Tata Consultancy Services (TCS) and Infosys closely watch Accenture’s results to gauge market conditions and client spending patterns.
Wealth Management
OCTOBER 18, 2024
Post-acquisition plans for Foundation Source and Vennfi include the rollout of a turnkey white-label platform for RIAs and IBDs.
Calculated Risk
OCTOBER 18, 2024
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in September were at a seasonally adjusted annual rate of 1,354,000. This is 0.5 percent below the revised August estimate of 1,361,000 and is 0.7 percent below the September 2023 rate of 1,363,000. Single-family housing starts in September were at a rate of 1,027,000; this is 2.7 percent above the revised August figure of 1,000,000.
Wealth Management
OCTOBER 18, 2024
Tidal has filed for eight new so-called pair trades — which go long and short on two opposing stocks — in the ETF wrapper and under a trademarked “Battleshares” tag.
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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.
Carson Wealth
OCTOBER 18, 2024
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss key factors such as rising inflation, the surge in small- and mid-cap stocks, and why investors remain calm despite higher CPI and PPI numbers. As we move into Q4, they also explore: Whether seasonal trends might help to alleviate inflation How hurricanes could impact the Fed’s future decisions How the election could sway the markets And more!
Wealth Management
OCTOBER 18, 2024
Tuesday, November 19, 2024 | 2:00 PM ET
Advisor Perspectives
OCTOBER 18, 2024
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.
Wealth Management
OCTOBER 18, 2024
Fossils are fetching high prices at auction, as anonymous buyers bid millions for a piece of history and a dash of celebrity. But none of that money serves science.
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
Calculated Risk
OCTOBER 18, 2024
From BofA: Since our last weekly publication, our 3Q GDP tracking estimate increased by four-tenths to 3.0% q/q saar. [Oct 18th estimate] emphasis added From Goldman: On net, we lowered our Q3 GDP tracking estimate by 0.1pp to +3.1% (quarter-over-quarter annualized). [Oct 17th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 3.4 percent on October 18, unchanged from October 17 after rounding
Advisor Perspectives
OCTOBER 18, 2024
Around 110 million years ago, a dinosaur went hunting. Stalking through ferns along a riverbank, he twitched his nose to the wind and caught scent of a plant-eater ahead. His head darted upward. His eyes locked on the target. The dinosaur drew his sickle claws upward, ready to make a lethal strike. But something wasn’t right.
Calculated Risk
OCTOBER 18, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Advisor Perspectives
OCTOBER 18, 2024
Sales of Apple Inc.’s newest iPhones in China are up 20% in their first three weeks compared with 2023’s model, a positive sign for a device that struggled this year to gain traction in the world’s largest smartphone market.
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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.
Validea
OCTOBER 18, 2024
Joel Greenblatt’s Magic Formula is an investment strategy outlined in his book “The Little Book That Beats the Market.” The formula aims to identify high-quality companies trading at attractive valuations. It focuses on two key metrics: return on capital and earnings yield. The idea is to find companies that are both profitable (high return on capital) and undervalued (high earnings yield) relative to other companies in the market.
Advisor Perspectives
OCTOBER 18, 2024
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.
Validea
OCTOBER 18, 2024
Warren Buffett and Peter Lynch are two of the most renowned investors of all time, each with their own distinct approaches to finding great companies. While their strategies differ in many ways, there are currently five stocks that manage to satisfy the criteria of both investing legends, according to Validea’s guru-based models. Let’s examine why these companies have caught the attention of both the Oracle of Omaha and the mutual fund maestro.
Advisor Perspectives
OCTOBER 18, 2024
Navigating space is hard. It’s expensive, complex, time-consuming and dangerous. And yet you have to hand it to Elon Musk: His SpaceX firm makes it look easy.
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!
Carson Wealth
OCTOBER 18, 2024
Carson Wealth’s Russ Nieland   CFP®, AIF®Managing Director, Partner and Wealth Advisor and Josh Volgarino , CFP Ⓡ , ChFC Ⓡ , WMCP Ⓡ , CExP Ⓡ Wealth Advisor discuss strategies of Exit Planning. The post Exit Planning appeared first on Carson Wealth.
Advisor Perspectives
OCTOBER 18, 2024
In China’s resurgent stock market, there’s a lesson for investors about the perils of market timing.
Trade Brains
OCTOBER 18, 2024
The Indian investment banking landscape is undergoing significant changes. From its historical roots to recent developments, the sector is evolving rapidly. Moreover, the introduction of AI and other technological advancements is reshaping the industry’s future. A Brief History and Current State Investment banking in India traces its origins to the 19th century.
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