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.

Media 305

Media Portfolio Management Investments 305

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.

Retail 173

Retail Sales Manufacturing Numbers 173

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.

Marketing 142

Marketing Marketing 142

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.

Clients 104

Clients Financial Advisor Assets Planning 104

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

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.

Distribution 85

Distribution Sales Management 85

Advisor Perspectives

APRIL 14, 2024

A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa.

Marketing 59

Marketing Marketing 59

oXYGen Financial

APRIL 14, 2024

![CDATA[ Here's the future… you pay Social Security tax on ALL of your income? It's unfortunate that most politicians and economists don't explain our $34 trillion dollars of debt in a more simple fashion, so here's some insight on how the basic math works. If you really understand the math, it's not hard to deduce what outcomes may arise in the future.

Math 52

Math Taxes 52

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.

Management 52

Management Investments Investing 52

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.

Financial Advising 261

Financial Advising Medical Media Food 261

Advisor Perspectives

APRIL 14, 2024

Everyone says that mergers and acquisitions mostly fail. Now Bain & Co. brings a challenge to the received wisdom.

40

40

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

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

Insurance 148

Insurance Medicine Pharmaceutical Commission 148

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.

Portfolio 40

Portfolio Numbers 40