Abnormal Returns
APRIL 21, 2024
Top clicks this week TIPS are on sale. Time to buy. (morningstar.com) Why everyone in finance seems to be doing deadlifts. (wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. (wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.
The Big Picture
APRIL 21, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • ‘Water is more valuable than oil’: the corporation cashing in on America’s drought : In an unprecedented deal, a private company purchased land in a tiny Arizona town – and sold its water rights to a suburb 200 miles away. Local residents fear the agreement has ‘opened Pandora’s box.’ ( The Guardian ) • Why don’t rich people eat anymore?
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Abnormal Returns
APRIL 21, 2024
Rates Allan Sloan, "Don’t fall in love with your money fund." (barrons.com) You likely don't need a long-term bond fund. (wsj.com) Strategy The market's most important lessons have to be experienced. (microcapclub.com) No portfolio strategy is perfect. (rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. (humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality.
A Wealth of Common Sense
APRIL 21, 2024
In the early-1980s, Robert Shiller set out to answer the question: Do stock prices move too much to be justified by subsequent changes in dividends? The idea was to figure out how well the stock market tracks the present value of future cash flows in the short-term. Shiller concluded that, no, stock prices do not neatly track fundamentals. He updated that data in his book Irrational Exuberance: The cash flows move very l.
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.
Calculated Risk
APRIL 21, 2024
As of December 2023, looking at the "dot plot" , most FOMC participants expected between 2 and 4 rate cuts in 2024: As of Dec 2023 Meeting 25 bp Rate Cuts FOMC Members No Change 2 One Rate Cut 1 Two Rate Cuts 5 Three Rate Cuts 6 Four Rate Cuts 4 More than Four 1 As of the March 2024 meeting , FOMC participants were down to 2 to 3 rate cuts in 2024: As of Mar 2024 Meeting 25 bp Rate Cuts FOMC Members No Change 2 One Rate Cut 2 Two Rate Cuts 5 Three Rate Cuts 9 Four Rate Cuts 1 Most market partici
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The Irrelevant Investor
APRIL 21, 2024
Articles We are saving and investing for wealth when we should be thinking about income. (By Allison Schrager) Something strange happens when we shift our attention from individual workers to households (By Derek Thomspon) Why so many people don’t believe the inflation numbers. (By Ben Carlson) This is a country that is inhospitable to those who haven’t accumulated any wealth yet.
Random Roger's Retirement Planning
APRIL 21, 2024
We've written about Ecuador quite a few times as an expat destination but over the last year or so the news seems to be getting worse. I have no idea what the reality on the ground is but it started with protests in Quito, then gang-related violence and the latest is an energy crisis that is leading to rationing. I'm pretty sure that in every post about spending part of retirement in a foreign country I say to keep your house in the US and rent it out in case you need to come back.
The Irrelevant Investor
APRIL 21, 2024
Today’s Talk Your Book is brought to you by Simplify Asset Management: On today’s show, we spoke with Anupam Ghose, Managing Partner at System Two Advisors to discuss active equity exposure in India On today’s show, we discuss: Why India is different than China Growth opportunities within India How GDP growth translates to higher stock prices Why it’s important to have local staff in India The.
Calculated Risk
APRIL 21, 2024
Weekend: • Schedule for Week of April 21, 2024 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for March. This is a composite index of other data. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 17 and DOW futures are up 100 (fair value). Oil prices were up over the last week with WTI futures at $83.26 per barrel and Brent at $86.96 per barrel.
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
APRIL 21, 2024
Educating workers about workplace benefits is vital to employee retention, according to findings from Franklin Templeton’s 2024 “Voice of the American Workplace” survey. Our Jacque Reardon shares findings from the survey related to what employees want—and how employers can meet these needs to benefit both parties.
oXYGen Financial
APRIL 21, 2024
Advisor Perspectives
APRIL 21, 2024
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
Advisor Perspectives
APRIL 21, 2024
Inflation concerns are top of mind again, with consumer prices and producer prices rising higher last week.
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Advisor Perspectives
APRIL 21, 2024
Some experts think that efforts to expand blockchain technology are being forced upon end users and investors.
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