Abnormal Returns
APRIL 14, 2024
Also on the site Some interesting developments in the financial media space. (abnormalreturns.com) Top clicks this week These 15 stocks destroyed the most value in the past decade. (morningstar.com) It's way too easy to mislead someone with charts. (awealthofcommonsense.com) Two things you probably don't need to worry about, including index concentration.
A Wealth of Common Sense
APRIL 14, 2024
I first heard the term ‘bagger’ in One Up on Wall Street by Peter Lynch. He writes about Microsoft being a 100-bagger (the book came out in 1989). He mentions Dell as an 889-bagger. Subaru was a 156-bagger. There were a lot of other baggers as well. Lynch is credited with the term ten-bagger for a stock that’s up 10x. There are some well-known ten-baggers during the current bull run.
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The Irrelevant Investor
APRIL 14, 2024
Today’s Talk Your Book is brought to you by Direxion On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss diversifying away from the Magnificent 7. For more information, see here or email info@direxion.com On today’s show, we discuss: Flows into bullish and bearish funds Magnificent 7 concentration risk Nasdaq 100 eq.
Million Dollar Round Table (MDRT)
APRIL 14, 2024
By Thomas F. Levasseur, CLU, MS Ed Like many financial advisors, we want clients who will show behaviors that make them easy to work for and help us serve them better. We also want those clients to introduce us to more people like themselves. To do this, as part of our internal marketing plan, we create report cards with our clients in six critical areas on a scale of 1 to 5.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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 14, 2024
Weekend: • Schedule for Week of April 14, 2024 Monday: • At 8:30 AM ET, Retail sales for March is scheduled to be released. The consensus is for a 0.3% increase in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for April. The consensus is for a reading of -9.0, up from -20.9. • At 10:00 AM, The April NAHB homebuilder survey.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
APRIL 14, 2024
Over the weekend we had the Basin Ops Drill which is the annual inter-agency wildland fire training exercise in the Prescott area. The drill is an unusual thing in the wildland fire world in terms of bringing together red trucks (city fire departments) and green trucks (Forest Service) In different years we've also had participation from AZ Dept of Forestry and the Bureau of Land Management.
oXYGen Financial
APRIL 14, 2024
Advisor Perspectives
APRIL 14, 2024
Cathie Wood’s Ark Investment Management has announced that it holds a stake in Silicon Valley artificial intelligence darling OpenAI, a bet that the nascent AI industry will remake the tech landscape.
Abnormal Returns
APRIL 14, 2024
Finance Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. (wsj.com) How fast can Blackrock ($BLK) really grow earnings? (riabiz.com) How this hedge fund cleaned up on the sale of Seagen to Pfizer ($PFE). (wsj.com) Companies It's hard to overstate the importance of Alphabet's ($GOOGL) YouTube. (wapo.st) Global plastic making capacity keeps rising.
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 14, 2024
An update on Model Portfolio Number 3 to see how it’s performed against the S&P 500. The portfolio was to get maximum income out of the portfolio but still try to deal with risk at the maximum extent possible.
The Big Picture
APRIL 14, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Rise Of The Bee Bandits : Where once there was cattle and horse rustling, the American West is now confronting the theft of its bees. ( NOEMA ) • Why car insurance rates are so high : You’re paying a lot more for car insurance than you were in 2020. Here’s why. ( Vox ) see also Insurers Are Spying on Your Home From the Sky : Companies are using drones to check out roofs or to spot yard debris and unde
Advisor Perspectives
APRIL 14, 2024
Everyone says that mergers and acquisitions mostly fail. Now Bain & Co. brings a challenge to the received wisdom.
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