Calculated Risk
JULY 4, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for June. The consensus is for 180,000 jobs added, and for the unemployment rate to be unchanged at 4.0%. There were 272,000 jobs added in May, and the unemployment rate was at 4.0%. From Goldman Sachs: Big Data measures. indicate a soft pace of spring hiring, and we expect an additional drag from residual seasonality in the official payroll figures this Friday.
A Wealth of Common Sense
JULY 4, 2024
Happy 4th of July! It’s one of my favorite holidays for the simple fact that summer is my favorite season. Parades, lakes, boats, beer, BBQ and fireworks — I’m in. In honor of America here is a post I wrote a couple of years ago (with some updated charts) about why I remain bullish on the old US of A. * Following the Great Financial Crisis of 2008 a number of macro doom-and-gloomers began predict.
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SEI
JULY 4, 2024
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Random Roger's Retirement Planning
JULY 4, 2024
Let's continue yesterdays discussion about uncorrelated return streams. Yesterday, we talked about Ray Dalio's investing utopia of blending together 15-20 uncorrelated return streams in pursuit of a beefed up version of his more commonly known All-Weather portfolio. I included the following matrix of various alts and a few fixed income funds that have low to negative correlations to equities and low and negative correlations to each other.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Trade Brains
JULY 4, 2024
Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Here the ultra, high net worth and esteemed institutions entrust their fortunes to select a few. Nuvama acts as the confines of the elite and navigates complex financial labyrinths.
Abnormal Returns
JULY 4, 2024
Books An excerpt from "Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War" by Raj Shah and Christopher Kirchhoff. (theatlantic.com) A Q&A with Soraya Chemaly, author of "The Resilience Myth: New Thinking on Grit, Strength, and Growth After Trauma." (annehelen.substack.com) Insights from “Holding it Together: How Women Became America’s Safety Net,” by Jessica Calarco (crr.bc.edu) Business Shareholder supremacy explains a lot of the dysfunction and grifting around u
The Big Picture
JULY 4, 2024
My July 4th reads: • Fourth of July 2024: Celebrate with History, Traditions, and Recipes : Happy Independence Day! How did our founders envision celebrating this all-important American holiday? You might be surprised. Find out what’s special about the 4th of July. ( Almanac ) • Forecasters say the long July 4 holiday will be a record-setting bash : In travel news this week: CNN unveils 10 fantastic US cities to visit that aren’t overrun with tourists (yet) as the nation prepares for a record-s
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