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.
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.
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.
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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
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.
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
Jeremy Grantham is a famous bubble hunter, quick to point out speculative excess on Wall Street and beyond.
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.
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
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.
Advisor Perspectives
DECEMBER 9, 2023
American consumers are becoming more frugal this holiday season.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
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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