Abnormal Returns
SEPTEMBER 29, 2024
Also on the site The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. (abnormalreturns.com) Top clicks this week On the strange math of stock returns. (fortunesandfrictions.com) Investors have won the war on fees. Then there's risk. (wealthmanagement.com) Supplementing with magnesium?
Calculated Risk
SEPTEMBER 29, 2024
Weekend: • Schedule for Week of September 29, 2024 Monday: • At 9:45 AM ET, Chicago Purchasing Managers Index for September. The consensus is for a reading of 46.5, up from 46.1 in August. • At 10:30 AM, Dallas Fed Survey of Manufacturing Activity for September. • At 1:55 PM, Speech, Fed Chair Jerome Powell , Economic Outlook , At the National Association for Business Economics (NABE) Annual Meeting, Nashville, Tenn From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are
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Abnormal Returns
SEPTEMBER 29, 2024
Markets The U.S. is in the midst of an 'epic bull market.' (awealthofcommonsense.com) Earnings are the most important driver of stock prices. (tker.co) Consumers American consumers have access to a lot of dry powder., i.e. home equity. (carsongroup.com) There is little sign that American consumers are pulling bak. (sherwood.news) Apple Apple ($AAPL) isn't going to invest in OpenAI.
Calculated Risk
SEPTEMBER 29, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.2% YoY. Realtor.com has monthly and weekly data on the existing home market.
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
A Wealth of Common Sense
SEPTEMBER 29, 2024
Imagine laying out the following scenario a few years ago: Inflation will hit its highest level in four decades. That will force the Fed to raise rates from 0% to 5%+ in a hurry. Inflation will eventually fall back to target but a recession isn’t the reason why. By the time the Fed is ready to start cutting rates the stock market will be back to all-time highs.
Million Dollar Round Table (MDRT)
SEPTEMBER 29, 2024
By Fred Fouad Belman, FLMI, ACS The world population is becoming increasingly global and mobile — from immigrants to expatriates to digital nomads who work anywhere with Wi-Fi. Because I live in Lebanon, a country with a relatively small population base of around 4.5 million (although census numbers vary), the expat population has allowed me to increase the number of clients I can help.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
SEPTEMBER 29, 2024
Rupert Murdoch has so far made it easy for Rightmove Plc to resist his takeover bid.
Trade Brains
SEPTEMBER 29, 2024
In today’s fast-paced world, convenience is king. Online food and grocery delivery businesses have transformed how people shop and eat. With just a few clicks, customers can enjoy their favorite meals or stock their kitchens without stepping outside. This expanding industry depends on the increased desire for quick and easy solutions. As urban lifestyles change, more consumers seek dependable services that can accommodate their hectic schedules.
Random Roger's Retirement Planning
SEPTEMBER 29, 2024
This is going to be fun thanks to a research paper by Long Tail Alpha that looks at several permutations of risk parity by reducing or replacing bonds with trend following/managed futures. Risk parity equal weights assets by their risk (more like their volatility). Where stocks are far more volatile than bonds (usually), a risk parity program would have to own far more in bonds to equal out the volatility between the two assets.
Advisor Perspectives
SEPTEMBER 29, 2024
Costco Wholesale Corp. posted higher-than-expected profit as moderating prices fueled consumer spending and store traffic climbed.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Big Picture
SEPTEMBER 29, 2024
My Sunday morning look at incompetency, corruption and policy failures: • Messing Up the Closest Thing to a Sure Thing in the Stock Market : Index funds are a great way to match the performance of the market. So why do so many investors end up falling short? ( Wall Street Journal ) • Behind the Catholic Right’s Celebrity-Conversion Industrial Complex : From Russell Brand to JD Vance to Candace Owens, what happens when the Catholic Church chases influencers—and their legions of followers—down th
Advisor Perspectives
SEPTEMBER 29, 2024
If on-field success is a measuring stick, Appaloosa Management co-founder David Tepper’s 2018 purchase of the Carolina Panthers has been a disaster.
Advisor Perspectives
SEPTEMBER 29, 2024
Chief executive officers are no longer trying to be all things to all people.
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