Sun.Apr 28, 2024

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week You likely don't need a long-term bond fund. (wsj.com) Allan Sloan, "Don’t fall in love with your money fund." (barrons.com) Good luck trying to dial risk up and down at the right times. (collabfund.com) At what age do we say people are 'old'? (scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps.

Valuation 307
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1958 BMW 507 Series II Roadster

The Big Picture

In the northeast, Spring has fully sprung. Temps are expected to kiss 80 today, and after a mild winter, we have been enjoying abundant sunshine. The daffodils and tulips are up, the magnolias are blooming, and the pear and cherry trees are explosions of colors! All of that blue sky beckons us to hop in a roadster to enjoy the open road. My first high HP car was a BMW convertible, but the open-top car that set the standard was the 507.

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Sunday links: return expectations

Abnormal Returns

Markets Why the stock market usually goes up. (humbledollar.com) How stocks, bonds and cash have performed over the past 30 years. (awealthofcommonsense.com) Average returns hide a lot along the way. (tker.co) Companies A look at Berkshire Hathaway ($BRK.A) stock on the eve of its first shareholder meeting without Charlie Munger. (barrons.com) The cloud computing business is so big that small shifts in market share matter a lot.

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30 Years of Financial Market Returns

A Wealth of Common Sense

A colleague recently asked me to run the 30 year annual returns for U.S. stocks, bonds and cash. He just wanted the returns. I couldn’t help but slice and dice the numbers and overanalyze the data because that’s what we do here. Let’s dig in. First the annual return numbers for the S&P 500, 10 year treasuries and 3 month T-bills over the 30 years ending in 2023: Some thoughts about these numbers: St.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Realtor.com Reports Active Inventory Up 31.7% YoY; New Listings Up 13.5% YoY

Calculated Risk

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 March, Realtor.com reported inventory was up 23.5% YoY, but still down almost 38% compared to March 2017 to 2019 levels. Now - on a weekly basis - inventory is up 31.7% YoY. Realtor.com has monthly and weekly data on the existing home market.

Sales 115

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The meaning of ‘fine’

Million Dollar Round Table (MDRT)

By Marvin H. Feldman, CLU, ChFC When talking with clients, you need to know when to ask more questions to understand how they’re truly doing in their lives. These deeper listening skills are how we build stronger relationships. If you’re asking somebody, “How are you feeling? How are you doing? How’s the business?” And they say, “Everything’s just fine.

Clients 86
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Talk Your Book: Hedging Your Portfolio with Options

The Irrelevant Investor

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors. On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent use-ca.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of April 28, 2024 Monday: • At 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 4 and DOW futures are up 60 (fair value). Oil prices were up over the last week with WTI futures at $83.85 per barrel and Brent at $89.50 per barrel. A year ago, WTI was at $77, and Brent was at $81 - so WTI oil prices are up about 8% year-over-year.

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[cdata[ Will National 529 Day Take Our Education to the Next Level ]]

oXYGen Financial

![CDATA[ Are you prepared to supercharge your child's education savings? Mark your calendars for May 29th! It's Van Pappas' birthday but also National 529 Day and it's just around the corner. This is the day dedicated to promoting awareness and understanding of 529 college savings plans and is a great opportunity to revolutionize the way you plan for your child's academic journey.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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How Free Cash Flow ETFs Introduce Factors to Portfolios

Advisor Perspectives

Free cash flow ETFs VFLO and SFLO can be used to introduce factors to a portfolio. The funds offer exposures to quality, value, and growth.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Man Who Killed Google Search : When Raghavan joined the company, Yahoo held a 30.4% market share — not far from Google’s 36.9%, and miles ahead of the 15.7% of MSN Search. By May 2012, Yahoo was down to just 13.4% and had shrunk for the previous nine consecutive months, and was being beaten even by the newly-released Bing.

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Inflation, Rates Support Case for Floating Rate Notes

Advisor Perspectives

Stubbornly high inflation and solid economic may be conspiring to force the Federal Reserve to keep interest rates higher for longer.