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.

Economy 298

Economy Sales Investments Investing 298

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

Marketing 290

Marketing Marketing 290

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.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

Assets 240

Assets Management Portfolio Management Portfolio 240

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

Accounting

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.

Marketing 162

Marketing Marketing 162

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?

Accounting 162

Accounting Education Assets Management 162

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.

Numbers 92

Numbers Investments Investing 92

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.

Investments 69

Investments Investing Retirement Insurance 69

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.

Assets 67

Assets Management 67

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.

Education 52

Education 52

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Accounting

oXYGen Financial

APRIL 21, 2024

![CDATA[ "Shrinkflation" has once again become a topic of widespread discussion, particularly since its reference in the latest State of the Union address. You're probably familiar with the strategy by now: manufacturers reduce the size or quantity of a product while maintaining its price. But have you heard of its sneakier counterpart, "skimpflation"?

Manufacturing 52

Manufacturing 52

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.

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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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