Validea
NOVEMBER 2, 2024
David Dreman made his name and fortune by going against the crowd. As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. Let’s explore how Dreman developed his contrarian approach and break down the key elements of his quantitative strategy.
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol
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Abnormal Returns
NOVEMBER 6, 2024
Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. (ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller. (podcasts.apple.com) Taxes A year-end tax planning checklist. (kindnessfp.com) How to think about taxes in early retirement.
The Big Picture
NOVEMBER 8, 2024
This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief. He has since reported from over 36 countries, holds two Gerald Loeb awards and eight prizes from the Society of American Business Editors and Writers.
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.
A Wealth of Common Sense
NOVEMBER 5, 2024
As Charlie Munger liked to say, “Invert, always invert.” Here are some things about investing that I don’t believe: I don’t believe there is a sole way to invest. Everyone has a different emotional make-up and lesser version of themself. Plus, experiences and circumstances can shape your attitudes towards risk and return. There are a lot of strategies that can work.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
NOVEMBER 3, 2024
Top clicks this week Why rates are bucking the Fed. (sherwood.news) How major asset classes performed, or didn't, in October 2024. (capitalspectator.com) What's behind weakness in the long end of the curve? (apolloacademy.com) Why mortgage rates are rising. (axios.com) This device is the equivalent of an 'EV gas can.' (newatlas.com) Institutional investor ownership of single-family homes is concentrated in certain geographies.
The Big Picture
NOVEMBER 6, 2024
ATM: Title At the Money: What Never Changes with Money (November 6, 2024) As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. Full transcript coming soon. ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.
Wealth Management
NOVEMBER 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
A Wealth of Common Sense
NOVEMBER 3, 2024
It’s been a good year in the stock market. Through the close on Friday, the U.S. stock market is up 20% in 2024. The Russell 3000 Index is a good approximation of the total U.S. stock market. The index now has a little less than 2,700 stocks. Out of 2,670 stocks, 101 are up 100% or more this year (3.8% of the total). Thirteen stocks are up 300% or more, five are up 500% or greater and there is one stock in the one c.
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
Abnormal Returns
NOVEMBER 8, 2024
Listening Streaming services are filled with pirated songs under sound-alike names. (arstechnica.com) Why you shouldn't get your economic insights from VC podcasts. (passingtime.substack.com) Economy Barry Ritholtz talks with Peter Goodman author of "How the World Ran Out of Everything: Inside the Global Supply Chain." (ritholtz.com) Matt Reustle talks demographics and real estate with Fernando De Leon who is the founder of Leon Capital.
Calculated Risk
NOVEMBER 7, 2024
From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. The Manheim Used Vehicle Value Index (MUVVI) fell to 202.8, a decline of 3.2% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.
Wealth Management
NOVEMBER 4, 2024
The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.
Advisor Perspectives
NOVEMBER 4, 2024
Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.
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.
Abnormal Returns
NOVEMBER 4, 2024
Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). (podcasts.apple.com) Ben Carlson and Michael Batnick talk with Nate Conrad of Stone Ridge about how LifeX ETFs operate. (awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon.
Calculated Risk
NOVEMBER 6, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 10.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending November 1, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 10.8 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
Trade Brains
NOVEMBER 6, 2024
The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. What are REITs? Real Estate Investment Trusts (REITs) have revolutionised property investment in India. These companies manage profitable real estate portfolios across various sectors.
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.
Abnormal Returns
NOVEMBER 6, 2024
Prediction markets Prediction markets got things right this go round. (coindesk.com) When election prediction markets pay out. (axios.com) One thing prediction markets got wrong. (axios.com) Finance Now is a good time to be selling a private credit manager. (ft.com) More ETFs, means a need for more tickers. It's getting cutthroat out there. (finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities.
Calculated Risk
NOVEMBER 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Decreased Slightly in Q3 2024 A brief excerpt: From the MBA: Mortgage Delinquencies Decrease Slightly in the Third Quarter of 2024, Up on Annual Basis The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased slightly to a seasonally adjusted rate of 3.92 percent of all loans outstanding at the end of the third quarter of 2024 compared to one year ago, according to the Mortgage Ba
Wealth Management
NOVEMBER 4, 2024
A single-minded strategy of tax avoidance is often not in a client’s best interest.
Advisor Perspectives
NOVEMBER 6, 2024
Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Abnormal Returns
NOVEMBER 5, 2024
ETFs Passive investing continues to take share. Where is the evidence that it is fundamentally changing the stock market? (on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas. (klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. (caia.org) How to use trading volume to optimize portfolio construction.
Calculated Risk
NOVEMBER 4, 2024
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" Brief excerpt: One of the key metrics to watch for mortgage stress is early-stage delinquencies. These are borrowers that are delinquent within 6 months of origination. This was one of the obvious warning signs during the housing bubble.
Wealth Management
NOVEMBER 7, 2024
Private markets are where the public markets were 30 years ago when investment choices were abundant and information sporadic.
Trade Brains
NOVEMBER 6, 2024
The Nifty 50 index has experienced a significant correction, falling from a high of 26,277 to a low of 24,400, representing a decline of approximately 7.14%. This sharp pullback has led to broader market volatility, but it has also created opportunities for investors. Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, s
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Advisor Perspectives
NOVEMBER 8, 2024
With the Q3 GDP first estimate and the October close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 194.7%, down from 196.9% the previous quarter.
Calculated Risk
NOVEMBER 5, 2024
Notes: This CoreLogic House Price Index report is for September. The recent Case-Shiller index release was for August. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual Home Price Slowdown Continues in September • On an annual basis, home prices rose by 3.4% in September, the slowest growth rate in over a year, and are projected to slow to 2.3% by the same time next year. • Miami continued to post the highest gain of track
Wealth Management
NOVEMBER 6, 2024
The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.
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