The Reformed Broker
AUGUST 8, 2022
Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.
The Big Picture
AUGUST 10, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and inversion of the 2-year/10-year curve. US Economy Facing Growth Recession. ?. Source: Bloomberg , August 9th, 2022. See also : Blame Election Deniers for Faltering Consumer Sentiment. by Matthew A. Winkler. Bloomberg, August 8, 2022.
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Abnormal Returns
AUGUST 10, 2022
Aging Five lessons from getting older including 'Change gets old.' (humbledollar.com) The pursuit of the 'new things' eventually loses its glow. (gothamgal.com) Don't let inertia keep you from learning something new (and useful). (abnormalreturns.com) Investing Why avoiding investment fads is so difficult. (bestinterest.blog) Making the case for Series I Savings Bonds.
Nerd's Eye View
AUGUST 8, 2022
Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm.
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.
The Reformed Broker
AUGUST 10, 2022
The Federal Reserve’s recent attempt to check inflation has been somewhat successful and some macro factors have also gone its way. This morning’s CPI bolsters the case that falling gas prices are helping to ease the overall situation. The inflation rate for housing, rent and employment, however, remains stubbornly high. U.S. inflation was 8.5% in July, the Labor Department said Wednesday, holding close to it.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
AUGUST 7, 2022
Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF. (ft.com) Four big trends in the asset management have been in place for a decade. (morningstar.com) Corporate governance only works if shares actually get voted. (etftrends.com) Coinbase How Coinbase ($COIN) lost its big lead to FTX and Binance. (nytimes.com) Why the Coinbase ($COIN)-Blackrock ($BLK) agreement is a big deal.
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S. Senate has passed the Inflation Reduction Act, which while being light on individual tax changes, nevertheless includes some important financial planning provisions such as prescription drug price relief for Medicare enrollees, continuation of expanded Affordable Care Act healthcare premium subsidies, and tax credits for energy efficiency upgrade
Pragmatic Capitalism
AUGUST 10, 2022
Here are some things I think I am thinking about: 1) Inflation has peaked. This morning’s CPI report is more evidence that disinflation is going to become a more prolonged [ … ].
The Big Picture
AUGUST 11, 2022
My morning train WFH reads: • Private Equity Doesn’t Want You to Read This : Not only do private equity partners make money even if their companies blow up; they also get a pretty good deal from the government on what they earn. Private equity funds generally charge their investors two different fees: a management fee of 2 percent of invested assets per year (funds are held for an average of about six years), and a “carried interest” fee that is 20 percent of any investment gains realized in the
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
AUGUST 9, 2022
Cryptocurrencies A study of the personality traits of cryptocurrency buyers. (evidenceinvestor.com) On the flaws of the Bitcoin model, at scale. (papers.ssrn.com) Research Is it possible to identify when momentum crashes are more likely to happen? (alphaarchitect.com) Why does trend following work better in a high inflation regime? (mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance.
Nerd's Eye View
AUGUST 9, 2022
Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.
The Reformed Broker
AUGUST 12, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Alex Morris, and Downtown Josh Brown discuss earnings, the jobs recovery, Netflix and the streaming wars, the bull case for Meta, the worst investing advice ever, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
The Big Picture
AUGUST 6, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the pool, and get ready for our longer-form weekend reads: • Is Scott Galloway the Howard Stern of the Business World? The professor and podcaster aspires to be an influential thought leader. But his appeal to a mostly male fan base is about more than just his prognostications. ( New York Times ). • Venture capital’s silent crash: when the tech boom met reality Investors of all stripes have crashed the clubby world of V
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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.
Abnormal Returns
AUGUST 7, 2022
Top clicks this week Was the June bottom THE bottom? (awealthofcommonsense.com) An excerpt from "Buy This, Not That: How to Spend Your Way to Wealth and Freedom" by Sam Dogen. (getrichslowly.org) How some wealthy families avoid the trappings of wealth. (humbledollar.com) What 'The Bear' gets right about restaurants. (esquire.com) Why everyone is miserable, even though we are not in a recession.
Nerd's Eye View
AUGUST 10, 2022
When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. What they’re probably not considering is their own death, even though everyone’s time remaining on Earth is finite (even if the number of years they have left is unknowable). And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired ou
The Reformed Broker
AUGUST 10, 2022
Ritholtz’s Josh Brown warns investors Fed quantitative tightening is coming along with rate hikes from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
The Big Picture
AUGUST 6, 2022
?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. She specializes in corporate governance and regulations. In addition to being a senior fellow at the Stanford Institute for Economic Policy Research and a director at the Corporations and Society Initiative, Admati is co-author of “ The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It with Martin Hellwig.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Abnormal Returns
AUGUST 11, 2022
Markets The stock market cares about better or worse, not good or bad. (theirrelevantinvestor.com) A notable sign that markets are moving higher. (allstarcharts.com) Companies Tomasz Tunguz, "Profitability has surged as the most significant correlate & predictor of a public software company’s value." (tomtunguz.com) Amazon ($AMZN) is ladling stock on its employees.
Nerd's Eye View
AUGUST 8, 2022
Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm.
The Reformed Broker
AUGUST 9, 2022
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Was that it? – Epic bounce. Stopped at Vix 20 and reversed. Pattern still holds. ?Expecting worse – “S&P 500 – Average stock price % change to earnings misses*” ?
The Big Picture
AUGUST 8, 2022
?. Transcript: Anat Admati. The transcript from this week’s, MiB: Anat Admati on Regulations and Techlash , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. VOICE-OVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
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
Abnormal Returns
AUGUST 12, 2022
Markets A 20% rally doth not a bull market make. (marketwatch.com) High yield bonds are bouncing. (allstarcharts.com) Companies The New York Times ($NYT) has attracted an activist investor in ValueAct. (cnbc.com) Why time isn't on Elon Musk's side when it comes to Twitter ($TWTR). (theverge.com) Which companies might get hit by a global minimum tax.
Nerd's Eye View
AUGUST 11, 2022
Many clients seek financial advisors for their expertise and their abilities to guide them through financial decisions. However, for some clients, the ambiguity that inevitably arises from uncertain outcomes can be very distressing, especially when it comes to investments during volatile times. While these clients may have general concerns about their financial future, their concerns may also be in reaction to messaging from other sources that guarantee (unrealistically) low or even ‘no-ri
The Reformed Broker
AUGUST 11, 2022
Final Trades: Adobe, defense stocks, Pinnacle West & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Calculated Risk
AUGUST 11, 2022
From the MBA: Mortgage Delinquencies Decrease in the Second Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.64 percent of all loans outstanding at the end of the second quarter of 2022, according to the Mortgage Bankers Association’s (MBA) National Delinquency Survey.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Abnormal Returns
AUGUST 12, 2022
The biz Apple ($AAPL) is funding podcasts in search of new TV shows. (theverge.com) Economics 30 economics-related podcasts that Cardiff Garcia recommends. (twitter.com) Barry Ritholtz talks with Prof. Anat Admati co-author of "The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It." (ritholtz.com) Virginia Heffernan talks housing affordability with Aaron Glantz.
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S. Senate has passed the Inflation Reduction Act, which while being light on individual tax changes, nevertheless includes some important financial planning provisions such as prescription drug price relief for Medicare enrollees, continuation of expanded Affordable Care Act healthcare premium subsidies, and tax credits for energy efficiency upgrade
The Reformed Broker
AUGUST 9, 2022
Final Trades: Goldman Sachs, Intl. Flavors & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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