Abnormal Returns
FEBRUARY 11, 2024
Strategy ETFs are a better mousetrap, but they can't turn a bad manager into a good one. (wsj.com) Why you should diversify internationally. (humbledollar.com) A company moat is no guarantee of good performance. (flyoverstocks.com) Books A look at five new finance books including "The Trading Game" by Gary Stevenson. (axios.com) A look at Gary Sernovitz's new novel "Counting House.
A Wealth of Common Sense
FEBRUARY 11, 2024
I enjoy studying market history not because it makes it any easier to predict the future but because it can set helpful baseline assumptions. For example, there have been permabears predicting a massive financial crisis and stock market crash every single year since the Great Financial Crisis in 2008. A crash is always a possibility, of course. But there have only been five crashes in the 50% or worse range over the past.
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Abnormal Returns
FEBRUARY 11, 2024
Top clicks this week These 15 funds destroyed the most shareholder value over the past decade. (morningstar.com) Some classic investing lessons from Ed Thorp. (moontower.substack.com) Some signs of internal weakness in the stock market. (allstarcharts.com) A valuation analysis of the Magnificent Seven. (aswathdamodaran.blogspot.com) In the long run, fundamentals matter.
The Irrelevant Investor
FEBRUARY 11, 2024
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on the JPMorgan Active Bond ETF We had Kay Herr and Rick Figuly of J.P. Morgan Asset Management’s Global Fixed Income, Currency, and Commodities Group to discuss their recent active bond ETF moving to the trading floor at the New York Stock Exchange.
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.
Calculated Risk
FEBRUARY 11, 2024
Weekend: • Schedule for Week of February 11, 2024 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $76.84 per barrel and Brent at $82.19 per barrel. A year ago, WTI was at $80, and Brent was at $85 - so WTI oil prices were down slightly year-over-year.
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Random Roger's Retirement Planning
FEBRUARY 11, 2024
We are just getting out from a multi-day snow storm that left a little under two feet at our elevation which is about 6600'. The highest houses up here are probably 7300' and although there are very few that high, there are plenty in the neighborhood of 7000' and that 400 foot difference can mean much more snow. We live about 1/2 mile from the county maintained pavement so the way it works out, I need to plow from our house down to the pavement or sometimes just about 1/3 of mile to an intersect
Advisor Perspectives
FEBRUARY 11, 2024
Franklin Fixed Income CIO Sonal Desai discusses why the recent acceleration in productivity growth might prove durable, leading to higher potential returns on real investment and a higher equilibrium interest rate.
oXYGen Financial
FEBRUARY 11, 2024
Advisor Perspectives
FEBRUARY 11, 2024
United Parcel Service Inc.’s largest layoffs in its 116-year history were made possible, in part, by new technologies including artificial intelligence, CEO Carol Tomé said last week. Citing one example, she said that machine learning allows salespeople to put together proposals without having to ask pricing experts for guidance.
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.
Trade Brains
FEBRUARY 11, 2024
Torrent Power Limited, one of the leading brands in the Indian power sector, with a market cap of Rs 57,798 crore, has shown outstanding growth in recent times. From its beginnings as a textile unit in Gujarat, Torrent Power has transformed into a diversified energy conglomerate, illuminating millions of homes and powering countless industries across the country.
Advisor Perspectives
FEBRUARY 11, 2024
Mortgage rates in the US inched higher amid signals that the Federal Reserve is likely to keep its policy steady for some time.
Million Dollar Round Table (MDRT)
FEBRUARY 11, 2024
By Michael DePilla, MDRT in-language content strategist You’ll experience better client retention when you relate well with clients. Try one — or all — of these three ideas from MDRT members to connect better with your clients. The right character for the stage I spend time trying to understand the client’s personality first and then bring to the table the advisors from our team who match their needs, interests or goals.
Advisor Perspectives
FEBRUARY 11, 2024
A data-dependent Federal Reserve is keen to hold interest rates until it gets additional confirmation inflation is cooling. This could keep the window open for prospective bonds investors seeking value opportunities.
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The Big Picture
FEBRUARY 11, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Over Three Decades, Tech Obliterated Media : My front-row seat to a slow-moving catastrophe. ( New York Magazine ) • A $560 Billion Property Warning Hits Banks From NY to Tokyo : Lenders face debt maturities, lower values after thaw in deals; Multifamily also a focus following change in New York rent law ( Bloomberg ) • Anxiety, Mood Swings and Sleepless Nights: Life Near a Bitcoin Mine : Pushed by an adv
Advisor Perspectives
FEBRUARY 11, 2024
Over long horizons, dividends’ growth and reinvestment of those payouts serve as vital factors in portfolio growth. However, dividends aren’t guaranteed and with bond yields still high, some skittish investors may be inclined to embrace fixed income over equity income.
Calculated Risk
FEBRUARY 11, 2024
Note: I used to post this monthly, but I stopped during the COVID-19 pandemic. I've received a number of requests lately to post this again, so here is another update of tracking employment during Presidential terms. We frequently use Presidential terms as time markers - we could use Speaker of the House, Fed Chair, or any other marker. Important: There are many differences between these periods.
Advisor Perspectives
FEBRUARY 11, 2024
Investors face an urgent challenge in understanding, analyzing and managing biodiversity risks.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
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