The Big Picture
DECEMBER 9, 2023
This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. Tillinghast launched Fidelity’s Low-Priced Stock (FLPSX) in 1989, and has trounced the averages ever since. Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%.
Meb Faber Research
DECEMBER 9, 2023
Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise and […] The post Mebisode: Combining the Best Characteristics of the Tortoise and the Hare appeared first on Meb Faber Research - Stock Mark
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Advisor Perspectives
DECEMBER 9, 2023
When it comes to commercial real estate, a lot of attention is obviously paid to offices. But it's not the only sector facing strains.
Calculated Risk
DECEMBER 9, 2023
The key economic reports this week are November CPI and Retail Sales. For manufacturing, November Industrial Production, and the December New York Fed survey will be released this week. The FOMC meets this week and no change to policy is expected. -- Monday, December 11th -- No major economic releases scheduled. -- Tuesday, December 12th -- 6:00 AM: NFIB Small Business Optimism Index for November. 8:30 AM: The Consumer Price Index for November from the BLS.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Discipline Funds
DECEMBER 9, 2023
Here are some things I think I am thinking about. 1) Another Good Labor Report. Friday’s employment report showed another solid gain in employment. The underlying data remained a bit mixed, but on the whole the job gains were broad and consistent with reasonably strong aggregate demand. Which, is great on the one hand, and not so great on the other hand.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
DECEMBER 9, 2023
Bull Put Spread Strategy : In options trading, there are various strategies that allow traders to navigate different market conditions. Among these strategies, the bull put spread stands out as a versatile tool for those seeking to benefit from moderately bullish sentiment. In this article, we shall understand bull put spread strategy with its components, working, pros and cons with a real example.
Advisor Perspectives
DECEMBER 9, 2023
Jeremy Grantham is a famous bubble hunter, quick to point out speculative excess on Wall Street and beyond.
Abnormal Returns
DECEMBER 9, 2023
EVs Elon Musk loyalists will likely buy the new Tesla ($TSLA) Cybertruck. (ritholtz.com) Why repairing an EV is so expensive compared to a traditional vehicle. (wsj.com) Chinese EV manufacturers can't hire fast enough. (nytimes.com) Autos Hybrids are having a moment. (axios.com) How options theory informs car leasing. (moontower.substack.com) Where are the robot trucks?
Advisor Perspectives
DECEMBER 9, 2023
Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.
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.
The Big Picture
DECEMBER 9, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Selling Art to the Rich, Famous, and Inebriated : Behind the scenes during Art Basel Miami Beach—a weeklong bacchanal of parties, paintings, and pills held in the name of shopping for art ( The Atlantic ) • Stop saying “there is no China decoupling.” There is!
Advisor Perspectives
DECEMBER 9, 2023
American consumers are becoming more frugal this holiday season.
Advisor Perspectives
DECEMBER 9, 2023
The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
Advisor Perspectives
DECEMBER 9, 2023
Jeremy Grantham will be a keynote speaker at Exchange, joining an exceptional roster of luminaries, thought leaders, and industry titans.
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
Advisor Perspectives
DECEMBER 9, 2023
It’s possible that a 2024 recession could be avoided, but we see recessions risks as remaining elevated in most developed markets. We believe there is limited upside for equities amid expensive valuations and recession concerns. Government bond valuations, however, look attractive in the U.S., UK, Canada, Germany and Australia.
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