Abnormal Returns
MARCH 2, 2024
Autos Consumer Reports' top ten list for 2024 is filled with hybrids. (cnbc.com) Ford ($F) owners now have access to the Tesla ($TSLA) supercharger network. (arstechnica.com) The 'greenest' new car may surprise you. (axios.com) Transport Given rising auto-related fatalities, self-driving cars should not be controversial. (newcomer.co) A chemical tanker with wind-assisted propulsion has launched.
Discipline Funds
MARCH 2, 2024
Here are some things I think I am thinking about this weekend: 1) The Passive Decisions of Active Index Funds. Super Micro Computer is being added to the S&P 500. This probably won’t impact the overall returns much (if at all), but it raises some interesting questions about the passive decisions of active index funds like the S&P 500. Yes, I said “active index funds” like the S&P 500.
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The Irrelevant Investor
MARCH 2, 2024
Articles The best kind of writing opens a portal. (By Frederick Gieschen) Richard Lewis wasn’t the first neurotic stand-up comic, but he was one of the best (By Alan Siegel) Private Equity and Private Credit may have “solved” the problem of eliminating Volatility from published returns, but they have most definitely not eliminated Risk of Permanent Capital Impairment (By Michael Kao) When it comes to wealth manageme.
Calculated Risk
MARCH 2, 2024
The key report scheduled for this week is the February employment report. Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Wednesday and Thursday. -- Monday, March 4th -- No major economic releases scheduled. -- Tuesday, March 5th -- 10:00 AM: the ISM Services Index for February. -- Wednesday, March 6th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:15 AM: The ADP Employment Report f
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.
Trade Brains
MARCH 2, 2024
Black Crows Pattern Candlestick patterns are the key technical tool for traders to understand the price movement of securities. The candlestick charts are most used by traders and candlesticks are formed by the open, close, high, and low prices of a security over a given time frame. Among various candlestick patterns present, one of the most valuable candlestick pattern is “Three Black Crows”.
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Advisor Perspectives
MARCH 2, 2024
China’s equity investors will be watching for trading cues from policy priorities and signals about fiscal stimulus at a meeting of the country’s top officials next week.
The Big Picture
MARCH 2, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Federal Reserve Just Leashed The S&P 500 And Raised The Bar For Rate Cuts : Yet the formal shift in the Fed’s bias from tightening to easing overshadowed other messaging that seemed to strike a less-dovish posture.
Advisor Perspectives
MARCH 2, 2024
Pacific Investment Management Co. is warning that US fiscal profligacy threatens to drag the Treasury market back to 1980s, a time when bond vigilantes demanded far higher compensation to own longer-dated bonds.
Advisor Perspectives
MARCH 2, 2024
An investment program with dedicated but limited internal resources can extend its staff through a strategic partnership with an external investment solutions provider.
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.
Advisor Perspectives
MARCH 2, 2024
Today, we have a different kind of letter. I’ve been in California for some rather innovative and hopefully life/health span-extending medical treatment.
Advisor Perspectives
MARCH 2, 2024
Bitcoin and gold were both top of mind at this past week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at.
Advisor Perspectives
MARCH 2, 2024
Multi-asset income strategies are becoming more popular, but some may bake in more risk than expected. The key is designing complementary exposures.
Advisor Perspectives
MARCH 2, 2024
This week bitcoin prices reached over $60,000 — the highest level since November 2021. Since the launch of spot bitcoin ETFs in early January, demand continues to pile on. So far the nine new spot ETFs (ex-GBTC) have seen over $7 billion in net inflows.
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Advisor Perspectives
MARCH 2, 2024
Bitcoin has long been referred to as “digital gold.” In what would likely amount to good news for the cryptocurrency and related spot ETFs launched in January, at least one expert believes bitcoin could eventually wrest market share from the yellow metal.
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