Abnormal Returns

OCTOBER 21, 2023

EVs The case for plug-in hybrid vehicles, i.e. PHEVs. (ritholtz.com) Tesla ($TSLA) prices are down some 25% year-over-year. (axios.com) States are taxing EVs to make up for lost gas tax revenue. (washingtonpost.com) Big cities have unique challenging providing EV charging support. (politico.com) How much do EV batteries cost? (visualcapitalist.com) Transport Fatality rates for the youngest drivers have fallen over the past 20 years.

Financial Advising 279

Financial Advising Insurance Media Transportation 279

The Big Picture

OCTOBER 21, 2023

The weekend is here! Pour yourself a mug of pumpkin spiced latte, grab a seat by the window, and get ready for our longer-form weekend reads: • Brazil Is Embracing the Crisis That Everyone Else Wants to Avoid; Offers Venezuelans Jobs in Growing Migrant Crisis : Latin America’s largest economy is linking newcomers with jobs, while its neighbors and the US struggle with a migration surge that shows no signs of slowing. ( Bloomberg ) • After The Human : The increasingly symbiotic relationship betwe

Numbers 148

Numbers Economy 148

Trade Brains

OCTOBER 21, 2023

Blue Jet Healthcare IPO Review : Blue Jet Healthcare Limited is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 25th October 2023 and closes on 27th October 2023. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Blue Jet Healthcare.

Healthcare 105

Healthcare Pharmaceutical Media Manufacturing 105

The Irrelevant Investor

OCTOBER 21, 2023

Articles Posting your view on an issue not only reveals your position, but also cements it. (By Scott Galloway) A company like Cameo could afford to lose money forever, as long as it kept getting bigger. (By Erin Griffith and Sapna Maheshwari) Whatever incentives companies deploy to get employees back into the office, they’re not working. (By Marc Rubinstein, paid) Our civilization was built on technology.

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Accounting

Trade Brains

OCTOBER 21, 2023

What is Bull Call Spread Strategy: Trading options can be highly profitable in financial markets, but it can also be challenging. Fortunately, there are numerous option strategies that can increase our chances of success. One such strategy is the Bull Call spread. In this article, we will explain what is Bull Call Spread Strategy and explore the different elements, benefits, strategies & more What is Bull Call Spread Strategy?

Risk Management 105

Risk Management Financial Market Numbers Marketing 105

Calculated Risk

OCTOBER 21, 2023

The key reports this week are the advance estimate of Q3 GDP and September New Home sales. Another key indicator is Personal Income and Outlays and PCE prices for September. For manufacturing, the Richmond and Kansas City Fed manufacturing surveys will be released this week. -- Monday, October 23rd -- 8:30 AM ET: Chicago Fed National Activity Index for September.

Manufacturing 69

Manufacturing Sales 69

Advisor Perspectives

OCTOBER 21, 2023

We have been looking at big historical/economic/political cycles for the past two months.

Economics 64

Economics 64

Calculated Risk

OCTOBER 21, 2023

At the Calculated Risk Real Estate Newsletter this week: • September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction • NAR: Existing-Home Sales Decreased to 3.96 million SAAR in September; New Cycle Low • NMHC: "Apartment Market Continues to Loosen" • Preliminary 2024 Housing Forecasts • 30-Year Mortgage Rates Hit 8.0% • Lawler: Early Read on Existing Home Sales in September This is usually published 4 to 6 times a week and provides more in-depth analysis of t

Sales 64

Sales Numbers Marketing Marketing 64

Advisor Perspectives

OCTOBER 21, 2023

While surface-level economic data appear resilient, details below the surface are mixed.

Marketing 52

Marketing Marketing Economics 52

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

The Big Picture

OCTOBER 21, 2023

This week, we speak with Bethany McLean, a writer for Vanity Fair and coauthor of The Smartest Guys in the Room. She was previously Editor-at-large of Fortune and spent three years working at Goldman Sachs. Her latest book, The Big Fail: What the Pandemic Revealed About Who America Protects and Who It Leaves Behind , was coauthored with Joe Nocera. She explains how the general state of healthcare in the United States was one giant pre-existing condition; that was a major contributor to excess de

Healthcare 291

Healthcare Financial Services Assets Management 291

Advisor Perspectives

OCTOBER 21, 2023

The muni yield curve has been inverted before, but not for any meaningful length of time—until now. With yields on short-term muni bonds still significantly higher than those on intermediate-term munis, what’s an investor to do?

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Advisor Perspectives

OCTOBER 21, 2023

Tesla Inc.’s price cuts this year show customers are no longer willing to pay a premium for its vehicles. That raises a key question on Wall Street: Does its lofty stock-market valuation make sense anymore?

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

OCTOBER 21, 2023

Airlines were one of the hardest-hit industries at the start of the pandemic, with the five-member S&P 500 Passenger Airlines Index collapsing over 31% in 2020.

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Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Advisor Perspectives

OCTOBER 21, 2023

Investor positioning in stocks has become so bearish that it’s triggered a “contrarian buy signal” in a custom Bank of America Corp. indicator, setting up the asset class for a short-term rally, according to strategist Michael Hartnett.

Banking 52

Banking Assets 52

Advisor Perspectives

OCTOBER 21, 2023

Russell Investments’ 2023 Manager ESG Survey, now in its ninth year, continues to offer valuable insights into the evolving landscape of ESG practices within the investment management industry.

Management 52

Management Investing Investments 52

Advisor Perspectives

OCTOBER 21, 2023

Active ETFs have gained in popularity in recent years. However, some pundits have prematurely taken out their shovels for some funds. Even as these products show signs of vitality.

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Advisor Perspectives

OCTOBER 21, 2023

Homeowners, drivers and other individuals in the marketplace for insurance, have a host of factors to consider to make sure they are appropriately covered in the event of a death, accident, or other untimely event, advisors shared in interviews with VettaFi.

Insurance 40

Insurance Financial Advisor 40

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.

Accounting