Abnormal Returns
AUGUST 9, 2024
Markets This proposed ETF filing top ticked the market. (allstarcharts.com) Has the tech momentum trade fully unwound yet? (ft.com) Strategy Forecasting interest rates is just as hard as forecasting the stock market. (awealthofcommonsense.com) The stock market has always found a group of stocks that fit a 'new paradigm.' (alphaarchitect.com) Bitcoin A “strategic bitcoin reserve” is an absurd idea.
Nerd's Eye View
AUGUST 9, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups and downs of the economy (perhaps increasingly relevant given recent market volatility), indicating that advisors have an opportunity to frame the v
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Abnormal Returns
AUGUST 9, 2024
Business Logan Bartlett talks with Dara Khosrowshai, CEO of Uber ($UBER). (podcasts.apple.com) Shane Parrish talks with Brian Halligan, founder and former CEO of HubSpot. (fs.blog) Patrick O'Shaughnessy talks AI and more with Sarah Guo is the founder and CEO of Conviction. (joincolossus.com) Trading Ted Seides talks trading with Todd Simkin is an Associate Director at Susquehanna International Group.
The Big Picture
AUGUST 9, 2024
This week, we speak with Meir Statman , the Glenn Klimek Professor of Finance at Santa Clara University. Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Exp
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.
A Wealth of Common Sense
AUGUST 9, 2024
A lot of people are turning bearish on housing prices. Cullen Roche and Nick Maggiulli, two financial voices I respect, both predicted in recent weeks that housing will be the worst-performing asset class over the next decade. Their case makes sense. We pulled forward a decade’s worth of returns in the first part of the 2020s: Prices are high.
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Calculated Risk
AUGUST 9, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
Wealth Management
AUGUST 9, 2024
Syntax Data's Patrick Shaddow describes how direct indexing is poised to transform the investment landscape.
Alpha Architect
AUGUST 9, 2024
Abstract: “What you don’t know about investing, is the investment history you don’t know” is one of my favorite expressions. It embodies some core investment principles: market cycles tend to repeat themselves, though often with variations; understanding the past is crucial for predicting the future; and investors who study history make more informed decisions.
Wealth Management
AUGUST 9, 2024
The company will now focus on its RIA acquisition strategy in the latter part of this year.
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.
Norman Marks
AUGUST 9, 2024
This is an unusual post for me, but the topic is important. I was privileged to receive a pre-release copy of “No Address”.
Wealth Management
AUGUST 9, 2024
According to the firm’s two recent quarterly filings, Raymond James has reached “a settlement in principle” with the commission’s Enforcement Division, including a $50 million fine.
Calculated Risk
AUGUST 9, 2024
From BofA: Next week, we will launch our 3Q GDP tracker with the July retail sales print. [August 9th update] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at 2.6% (quarter-over-quarter annualized) and our Q3 domestic final sales forecast unchanged at +2.0%. [August 6th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 2.9 percen t on August 8, unchanged from Aug
Wealth Management
AUGUST 9, 2024
Christian Widen, who has years of business development experience at Schwab, Pershing and Fidelity, joins Gateway Financial Partners.
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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.
Calculated Risk
AUGUST 9, 2024
From STR: U.S. hotel results for week ending 3 August The U.S. hotel industry reported slightly positive comparisons year over year, according to CoStar’s latest data through 3 August. 28 July through 3 August 2024 (percentage change from comparable week in 2023): • Occupancy: 69.4% (+0.8%) • Average daily rate (ADR): US$159.63 (+0.6%) • Revenue per available room (RevPAR): US$110.84 (+1.3%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four
Wealth Management
AUGUST 9, 2024
The Pacific Financial Group highlighted hypothetical performance in ads in a way that violated the commission’s marketing rule mandates, according to a settlement order released Friday.
Advisor Perspectives
AUGUST 9, 2024
Warren Buffett’s sudden sale of a huge pile of Apple Inc. shares has come with a surprise silver lining for investors in the iPhone maker: Its influence in major stock indexes is set to be fully unleashed.
Truemind Capital
AUGUST 9, 2024
“ I started investing because you gave me the confidence. Thank you! “ This was told by one of my HNI clients who is a single mother of two young daughters. She is a part of senior management at an MNC and earns very well but has never invested other than in FDs and LICs. She wanted to secure her and her daughter’s future and wanted to invest for the same.
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
Trade Brains
AUGUST 9, 2024
Understanding the significance of candlestick patterns for technical analysis is crucial since they provide valuable insights into the price movements of securities. We will explore the significance, development, and trading approaches associated with the bearish breakaway candlestick pattern among the various available candlestick patterns. These patterns assist traders in predicting the direction of security, enabling them to identify optimal buying and selling opportunities and develop effect
Random Roger's Retirement Planning
AUGUST 9, 2024
Sure enough, a covered call ETF provider selling less downside. From an email sent out by Global X. I mean, how are they defining lessening downside risk ? Here's the Pandemic Crash of 2020. Here's the worst of 2022 although in the firs half of 2022 it did a little better than the S&P 500. And The Great Hiccup of August, 2024. Ok, 40 basis points is not nothing but how much solace do you think XYLD provided at the lows of The Great Hiccup of August, 2024 if indeed the lows are in?
Advisor Perspectives
AUGUST 9, 2024
This week, the S&P 500 experienced one of its worst daily performances since 2022, followed by one of its best. Despite the volatility, the index posted a slight loss of just 0.04% compared to last week. The index is currently 5.70% off its record high from July 16th, 2024 and is now up 12.68% year to date.
Validea
AUGUST 9, 2024
The Power of Dividend Growth Investing: Building Wealth Through Rising Income Dividend growth investing has long been a favorite strategy for investors seeking to build long-term wealth and generate reliable income streams. By focusing on companies that not only pay dividends but consistently increase them over time, investors can potentially benefit from both capital appreciation and growing cash flows.
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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.
Advisor Perspectives
AUGUST 9, 2024
The yield on the 10-year note ended August 9, 2024 at 3.94%, the 2-year note ended at 4.05%, and the 30-year at 4.23%.
Trade Brains
AUGUST 9, 2024
The increase in competition leads to an intense fight to stay competitive in the business world has led companies to look at different ventures. Now with globalization, companies across the world are looking for potential to set up plants in certain locations. Even with growth prospects some nations make inroads and diversify their business to limit any economic downfall.
Advisor Perspectives
AUGUST 9, 2024
The end of the Federal Reserve’s balance-sheet unwind is in sight, though its actual conclusion depends on the pace of interest-rate cuts and stresses in funding markets.
Advisor Perspectives
AUGUST 9, 2024
Back in June, a mystery investor made a record wager on long-dated Treasuries, creating waves in the ETF market where trading pros seek clues about sentiment on Wall Street. Now the firm behind that bet has revealed itself, and says its recession call is finally coming to fruition.
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!
Advisor Perspectives
AUGUST 9, 2024
A large majority of economists surveyed see only a quarter-point decrease in interest rates coming in September — a finding that’s at odds with calls from some large Wall Street banks for a jumbo cut at the next meeting.
Advisor Perspectives
AUGUST 9, 2024
When markets gyrated at the turn of the month, US and Japanese stocks had the cushion of an earlier surge to fall back on. In Europe, the rout hit share prices that had been weakening since May. An earnings season dominated by pessimism from many of the region’s bosses has vindicated investors’ caution.
Advisor Perspectives
AUGUST 9, 2024
As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.
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