Abnormal Returns

OCTOBER 12, 2024

Energy How the grid should be rebuilt in Western North Carolina. (grist.org) How Europe has weaned itself from Russian gas. (daily.jstor.org) How would beaming solar power from space work? (fastcompany.com) Environment The U.S. military takes climate change seriously. (politico.com) Nature finds a way: the weed edition. (technologyreview.com) In Europe, plastic bottles come with attached caps.

Math 274

Math Electronics Financial Advising Insurance 274

The Big Picture

OCTOBER 12, 2024

The weekend is here! Pour yourself a mug of Los Brasiles coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Mossad’s pager operation: Inside Israel’s penetration of Hezbollah : New details emerge of Israel’s elaborate plan to sabotage Hezbollah communications devices to kill or maim thousands of its operatives. ( Washington Post ) • How to win a Nobel prize : What subjects have past winners studied?

Wealth Management 157

Wealth Management Food Communication Planning 157

Discipline Funds

OCTOBER 12, 2024

Here are three things I think I am thinking about this weekend: 1) Disinflation is Still Entrenched. This week’s CPI report showed more of the same trends we’ve been seeing in the last year. The reading came in a touch higher than expected, but still showed the same persistent slowing of inflation that we’ve seen for several years now.

Management 89

Management Media Taxes Numbers 89

Calculated Risk

OCTOBER 12, 2024

The key economic reports this week are September Retail Sales and Housing Starts. For manufacturing, September Industrial Production, and the October New York and Philly Fed surveys will be released this week. -- Monday, October 14th -- Columbus Day Holiday : Banks will be closed in observance of Columbus Day. The stock market will be open. -- Tuesday, October 15th -- 8:30 AM ET: The New York Fed Empire State manufacturing survey for October.

Retail 62

Retail Manufacturing Sales Food 62

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.

Accounting

Advisor Perspectives

OCTOBER 12, 2024

JPMorgan Chase & Co.’s net interest income was the hot topic of its third-quarter results, much to the irritation of Chief Executive Officer Jamie Dimon, who grew impatient with quibbling over details of the bank’s outlook on its earnings call on Friday.

Banking 59

Banking 59

Validea

OCTOBER 12, 2024

In the ever-evolving world of finance, the adage “the more you know, the more you realize you don’t know” rings particularly true. After nearly two decades of running quant models, one of the most profound lessons learned is the importance of focusing on what remains unknown. Despite the wealth of knowledge accumulated over the years, the vastness of what’s yet to be understood in this field continues to humble even the most seasoned professionals.

Management 52

Management Portfolio Communication Education 52

Advisor Perspectives

OCTOBER 12, 2024

September was a solid month for investors, capping off a strong quarter for markets. Falling interest rates helped support stock returns, with the S&P 500 and Dow Jones Industrial Average setting new record highs during the month. Even bonds were up, marking five straight months with positive fixed income performance.

Marketing 52

Marketing Marketing 52

Validea

OCTOBER 12, 2024

Warren Buffett, the Oracle of Omaha, is renowned for his long-term value investing approach focused on high-quality companies with durable competitive advantages. While Buffett himself has traditionally avoided technology stocks, that has changed in recent years with Buffett making Apple has largest position. And more and more of the Mag 7 are meeting Buffett’s stringent fundamental tests.

Economics 52

Economics Investing Investments Management 52

Advisor Perspectives

OCTOBER 12, 2024

BlackRock Inc. reaching $450 billion in alternative assets is putting a finer point on a case it has been making all year: it’s not just an ETF powerhouse.

Assets 52

Assets 52

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

OCTOBER 12, 2024

VettaFi looks at midstream/MLPs by subsector and underlying trends driving strong performance through the first three quarters of 2024.

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Advisor Perspectives

OCTOBER 12, 2024

Our research shows that on average U.S. stocks performed well a year after the start of a Federal Reserve rate cut cycle.

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Advisor Perspectives

OCTOBER 12, 2024

Quarterly recap: Fed rate cut and Chinese stimulus take the spotlight.

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