Abnormal Returns
OCTOBER 22, 2023
Top clicks this week We are living through the worst bond bear market in history. (awealthofcommonsense.com) Just how expensive are the 'Magnificent Seven' stocks? (blog.validea.com) Why TIPS now merit 'serious consideration.' (morningstar.com) There is no single definitive model for the term premium. (wsj.com) Do investors really understand the return profile of options-writing funds?
A Wealth of Common Sense
OCTOBER 22, 2023
Every three years the Federal Reserve puts out a report that summarizes the changes to family finances in the United States. I know averages, aggregates, medians and such never tell the entire story but directionally this stuff can be helpful in terms of understanding where things stand. Let’s dig in. Real median net worth for U.S. households was up a stunning 37% from 2019-2022.
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Abnormal Returns
OCTOBER 22, 2023
Bonds The bond market bear market is pretty epic. (mrzepczynski.blogspot.com) Bond bear markets are different then stock bear markets. (disciplinefunds.com) Bonds are increasingly competitive with stocks. (traderfeed.blogspot.com) Equities Stop betting against America. (awealthofcommonsense.com) How time horizon affects the odds of investing in equities.
Wealth Management
OCTOBER 22, 2023
We see an opportunity for the mass affluent investors to gain more exposure to this asset space.
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Trade Brains
OCTOBER 22, 2023
Paragon Fine and Speciality Chemicals IPO Review : Paragon Fine and Speciality Chemicals is coming up with its Initial public offering. This is an SME (small and medium-sized enterprise) which is going to be listed on NSE SME. The IPO will be open for subscription on 26th October 2023 and closes on 30th October 2023. This article about Paragon Fine and Speciality Chemicals IPO Review, includes an in-depth analysis of the company’s financials and the strengths and weaknesses of Paragon Fine and S
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Trade Brains
OCTOBER 22, 2023
Best Small Cap Stocks With High ROE: In the dynamic world of investing, small-cap stocks have long been the hidden gems that catch the eye of investors. These are lesser-known companies that offer significant growth potential. But, at the same time, these stocks come with huge risks. One of the ways to judge the potential of these stocks is by seeing how much return these stocks have given to their shareholders.
The Irrelevant Investor
OCTOBER 22, 2023
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on JPMorgan Hedged Equity Laddered Overlay ETF and here for JPMorgan Equity Premium Income ETF. We had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management on the show to discuss their latest hedged equity strategy.
Advisor Perspectives
OCTOBER 22, 2023
With next week’s 3Q GDP report shaping up to be a blockbuster number (the Atlanta Fed GDPNow is tracking a +5.4% growth rate), it is worthwhile to reiterate our thoughts on the economy and how we expect growth to unfold over the next year.
Calculated Risk
OCTOBER 22, 2023
Every year I track seasonal retail hiring for hints about holiday retail sales. At the bottom of this post is a graph showing the correlation between October seasonal hiring and holiday retail sales. Here is a graph of retail hiring for previous years based on the BLS employment report: Click on graph for larger image. This graph shows the historical net retail jobs added for October, November and December by year.
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.
Wealth Management
OCTOBER 22, 2023
New digital securities-based lending program is "a game changer" for clients who need liquidity, one advisor said. Expect more banking services for wealthier clients to follow, according to Schwab executives.
oXYGen Financial
OCTOBER 22, 2023
SEI
OCTOBER 22, 2023
MSSPs come in all shapes and sizes. Which one is the best fit for your organization?
Advisor Perspectives
OCTOBER 22, 2023
The latest inflation report raises the odds of further Federal Reserve action.
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
Calculated Risk
OCTOBER 22, 2023
Weekend: • Schedule for Week of October 22, 2023 Monday: • At 8:30 AM ET, Chicago Fed National Activity Index for September. This is a composite index of other data. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $88.08 per barrel and Brent at $92.16 per barrel.
Advisor Perspectives
OCTOBER 22, 2023
Investors who snapped up shares of Nvidia Corp. at the bottom of last month’s swoon got a harsh reminder of the multiple forces pushing and pulling on the chipmaker’s business prospects.
The Big Picture
OCTOBER 22, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Stress is weathering our bodies from the inside out : Physicians and public health experts have pointed to one culprit time and again when asked why Americans live shorter lives than peers in nations with similar resources, especially people felled by chronic diseases in the prime of life: stress. ( Washington Post ) • How the Palestinian Authority Failed Its People : Make Palestinian governance better in
Advisor Perspectives
OCTOBER 22, 2023
Bitcoin topped $30,000 for the second time this week on growing expectations that another favorable court action raises the likelihood that an exchange-traded fund holding the cryptocurrency will finally be approved.
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.
Advisor Perspectives
OCTOBER 22, 2023
Drugmakers don’t have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.
Advisor Perspectives
OCTOBER 22, 2023
The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over passive.
Advisor Perspectives
OCTOBER 22, 2023
ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to the proliferation of related ETFs.
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