Abnormal Returns
JANUARY 6, 2024
EVs The EV revolution is here. (theatlantic.com) The case for short-term EV leases. (bloomberg.com) The Ford ($F) F-150 Lightning is not made for city driving. (arstechnica.com) Transport U.S. roads are designed for cars, not bikes and pedestrians. (npr.org) Ridesharing helps reduce traffic fatalities. (marginalrevolution.com) Automakers are adding a light to show other drivers when self-driving is engaged.
The Irrelevant Investor
JANUARY 6, 2024
“Buy when there’s blood in the streets” isn’t just a cute saying, it’s great investment advice.* The American Association of Individual Investors has been putting out a weekly sentiment survey every week since 1987. Something notable happened in the spring of 2022 that historically has been very bullish. Enthusiasm for stocks completely vanished.
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Calculated Risk
JANUARY 6, 2024
The key reports this week are December CPI and the November trade deficit. -- Monday, January 8th -- No major economic releases scheduled. -- Tuesday, January 9th -- 6:00 AM: NFIB Small Business Optimism Index for December. 8:30 AM: Trade Balance report for November from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.
The Irrelevant Investor
JANUARY 6, 2024
Articles We learned that we don’t have to destroy the economy in order to save it. (By Kyla Scanlon) Sometimes, what looks like a big deal amounts to nothing at all. (By Derek Thompson) The Wall Street Journal has 3.5 million digital-only customers out of a total readership of close to 4.0 million (By Marc Rubinstein, paid) Only 1 in 4 people with over $3 million in investable assets are self-made (By Nick Maggiulli) Po.
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.
Random Roger's Retirement Planning
JANUARY 6, 2024
Christine Benz from Morningstar Tweeted out an observation about "so many people," presumably advisors and other intermediaries, making investing more difficult than it needs to be. She even included the words complexity and simplicity into the Tweet which are words we use here all the time in a similar context. She's right of course that investing can be very simple and the simplest strategy can get the job done but no style of investing in flawless, no style of investing is drawback free.
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Ron A. Rhodes
JANUARY 6, 2024
The insurance lobby is against the imposition of the fiduciary standard by the DOL, as it will lower the excessive commissions often paid on the sale of Fixed Index Annuities…
Trade Brains
JANUARY 6, 2024
Jyoti CNC Automation IPO Review : The Manufacturing sector is running in full swing on the back of increased demand for automobiles and production Linked Incentives (PLI). Make in India and Export to the World is the norm. All of this is set to benefit the manufacturing sector, but at the same time, this economic scenario will surely spruce up demand for its underlying industry, the manufacturers of Computer Numerical Control (CNC) machines.
Advisor Perspectives
JANUARY 6, 2024
There’s no room for double-digit gains again. With less upside expected for global stocks this year than in 2023, Citigroup Inc. strategists say buy at times of weakness and don’t chase rallies.
The Big Picture
JANUARY 6, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • What If Money Expired? A long-forgotten German economist argued that society and the economy would be better off if money was a perishable good. Was he an anarchist crank or the prophet of a better world? ( NOEMA ) • Inside Saudi Arabia’s $3 Trillion Plan to Move Past Oil : The world’s largest oil exporter has a plan to transform its economy into a high-tech hub for globa
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.
Advisor Perspectives
JANUARY 6, 2024
Bond yields are up—that’s good news for income investors, but secular forces still pose headwinds for inflation-adjusted returns. We think an efficient way to generate income is by carefully assembling mixes of interest-rate and credit building blocks—and incorporating private-market exposure for additional diversification and return potential.
Advisor Perspectives
JANUARY 6, 2024
The long-awaited recession never materialized in 2023 as the sectors of the economy rotated from hot (i.e., travel and leisure) to cold (i.e., housing) over the last few years.
Advisor Perspectives
JANUARY 6, 2024
Apple Inc. is off to its weakest start to a year since 2019, putting its long-standing status as the world’s most valuable stock by market value in jeopardy.
Advisor Perspectives
JANUARY 6, 2024
Dueling economic reports whiplashed bond markets on Friday — for all the wrong reasons.
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Advisor Perspectives
JANUARY 6, 2024
Cryptocurrency is once again poised to be the financial story of the year. Accordingly, VettaFi will be hosting the Cryptocurrency Symposium on January 12th at 11 am ET.
Advisor Perspectives
JANUARY 6, 2024
After a year when advisors were relatively cautious about taking on credit risk, sentiment seems to be shifting.
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