Abnormal Returns

JUNE 8, 2024

Autos Bi-directional charging would be a big boost to EV sales. wsj.com) TSA numbers show continued strong travel demand. thecooldown.com) Dr. Pepper has passed Pepsi for number two on the U.S. soda sales list. nytimes.com) Waymo is proving out the concept of autonomous cars in the Phoenix area. gq.com) Got sleep apnea?

Financial Advising 265

Financial Advising Transportation Startup Numbers 265

The Big Picture

SEPTEMBER 9, 2022

American magazine Sports Car International named it number 9 on its list of Top Sports Cars of the 1960s. These range in price ( this one has remained modest so far), but values have climbed recently, and at BAT, you can see the range of recent sales from 100k to high 6 figures. You can see the Spyder version of the Ghibli here.

Manufacturing 299

Manufacturing Numbers Sales 299

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. There are many sources of “Shrinkage” of inventory, and while there is some debate as to the largest sources, they look something like this: Employee theft : It’s the number one source of shrinkage.

Retail 353

Retail Accounting Sales Numbers 353

Mish Talk

NOVEMBER 25, 2022

The PMI numbers are diffusion indexes. With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009. November even saw increasing numbers of suppliers, factories and service providers offering discounts to help boost flagging sales. October: 47.8). 3-month low.

Economy 290

Economy Manufacturing Numbers Sales 290

Abnormal Returns

JANUARY 31, 2024

theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? (vox.com) Elon Musk and Tesla ($TSLA) have a pay problem as a Delaware judge strikes down an earlier agreement.

Financial Advising 263

Financial Advising Media Economy Accounting 263

Abnormal Returns

SEPTEMBER 25, 2024

sherwood.news) The number of existing homes for sales keeps rising. (fa-mag.com) A lot of active ETFs have launched, not many will survive. morningstar.com) Economy Mortgage refinancing applications are on the rise. bonddad.blogspot.com) The American consumer is still bummed out.

Math 268

Math Financial Advising Government Media 268

The Big Picture

OCTOBER 18, 2022

We have discussed in the past why the actual purchase price of a home matters less than the monthly carrying costs: The sale price is somewhat abstract while homeowners must pay their monthly mortgage, utilities, HOA, and taxes. The post Collapse in Prospective Home Buyer Traffic appeared first on The Big Picture.

Budgeting 363

Budgeting Economy Taxes Economics 363

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Abnormal Returns

MAY 8, 2023

riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. thomaskopelman.com) An increasing number of states are introducing auto-IRAs. investmentnews.com)

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Nerd's Eye View

SEPTEMBER 19, 2023

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. My guest on today's podcast is Jessica Polito.

Financial Advisor 237

Financial Advisor Fee Only Sales Wealth Management 237

Abnormal Returns

MAY 21, 2023

tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas. Then check out our weekly e-mail newsletter.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Calculated Risk

MAY 16, 2024

Here is their weekly report: Weekly Housing Trends View—Data for Week Ending May 11, 2024 • Active inventory increased, with for-sale homes 35.0% For the 27th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options. above year-ago levels. from one year ago. from one year ago.

Sales 114

Sales Numbers Marketing Marketing 114

Abnormal Returns

AUGUST 20, 2024

cnn.com) Romance book sales are booming. nytimes.com) The number of real estate brokers is in decline. (biopharmadive.com) Pfizer ($PFE) is betting big on its acquisition of Seagen. wsj.com) Media Could rising sports media fees force consolidation? johnwallstreet.com) All-news radio stations, like WCBS, are a dying breed. axios.com)

Financial Advising 256

Financial Advising Media Economy Banking 256

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. Rather than accept their fate, Americans used free money offered by the private unregulated banking system in the form of Home Sales, HELOCs, and Refinancings. Consider the chart up top (it’s from an RWM client-only quarterly call).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

AUGUST 1, 2022

I searched for the exact product number “CR2450 Lithium” and bought the first result, a Duracell. Thirds party sales : the proliferation of third-party sales as opposed to Amazon as your retailer has led to a general degradation of quality. That was where signs of a shift began to show.

Advertising 361

Advertising Retail Electronics Insurance 361

Million Dollar Round Table (MDRT)

AUGUST 4, 2024

By Matt Pais, MDRT Senior Content Specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers are your calls per hour and the ratio of prospecting offers to calls.

Sales 80

Sales CFP Numbers Clients 80

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. wsj.com) Sketchy products keep showing up for sale on Amazon ($AMZN). theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet."

Ethics 243

Ethics License Financial Advising Startup 243

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

The Big Picture

JUNE 27, 2024

For most of us who are not regularly crunching the numbers in spreadsheets, it may not feel that way. The first thing I do when I look at any listed home for sale is to click more information and see how long the house has been listed. These houses aren’t really for sale. But so too have wages.

Economics 321

Economics Budgeting Sales Media 321

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

MAY 22, 2024

This latter exemption means that financial advisors with an ownership interest in their company (even a very small one) could still be subject to a non-compete as a term of the sale of their stake (which could impact how they value receiving an ownership interest in their firm).

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

The Big Picture

FEBRUARY 2, 2023

Let’s assume this Ponzi scheme was more akin to MBS – a legitimate investment whose risk was discounted by aggressive sales, but one that eventually went bust. As a comparison, the sales pitch from Lehman Brothers and Bear Stearns were that their MBS were “as safe as treasuries but yielding 250-300 bps more” or about double the 10-Year yield.

Math 64

Math Investing Investments Sales 64

Nerd's Eye View

MAY 31, 2024

Also in industry news this week: Legislation that has passed through the U.S.

Financial Planner 238

Financial Planner Ethics Taxes Financial Advisor 238

The Big Picture

SEPTEMBER 19, 2022

Four reasons why GDP is a useful number : The critics have overstated their case. thru the company’s sale to Yahoo; angel investor Etsy + Tumblr. . • Inside the World’s First No-Coiner Conference The Crypto Policy Symposium in London was a historic gathering of crypto skeptics—and nobody tried to sell me anything. Noahpinion ).

Management 299

Management Numbers Sales Marketing 299

The Big Picture

OCTOBER 13, 2023

By my crude estimates, a substantial number of U.S. November 3, 2006) Tracking NAR Spin (April 23rd, 2008) Realtors Get Real (March 2007) Pending Home Sales Index, NAR Housing Market “Bottoms” (January 2008) How Counter-Productive is Realtor Association Spin? real estate agents and brokers will drop out of NAR membership.

Numbers 298

Numbers Sales Management Marketing 298

Calculated Risk

JUNE 22, 2023

Here is their weekly report from economist Danielle Hale: Weekly Housing Trends View — Data Week Ending June 17, 2023 • Active inventory growth slowed again, with for-sale homes up just 5% above one year ago. New listings–a measure of sellers putting homes up for sale–were down again this week, by 26% from one year ago. . •

Numbers 136

Numbers Sales Planning Marketing 136

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

The Big Picture

OCTOBER 17, 2022

“Tesla’s strategic use of semiconductors has lowered the number of chips required to produce vehicles” has cut lead times , and allowed the firm to make more cars with fewer chips. They also have an advantage over traditional automakers: An ability to quickly reprogram the firmware of chips.

Valuation 317

Valuation Numbers Sales Marketing 317

Abnormal Returns

DECEMBER 29, 2023

wsj.com) Manatee numbers in Florida are stabilizing. mindsetvalue.substack.com) Drink Beer sales in the U.S. (arstechnica.com) Energy 40% of U.S. electricity production is now emissions-free. arstechnica.com) This fracker is injecting CO2 back into used wells. wsj.com) Animals Bedbugs are a growing problem around the world.

Food 259

Food Financial Advising Media Numbers 259

Calculated Risk

MARCH 30, 2023

Here is their weekly report released today from chief economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Mar 25, 2023 • Active inventory growth continued to climb with for-sale homes up 57% above one year ago. New listings–a measure of sellers putting homes up for sale–were again down, this week by 20% from one year ago.

Numbers 133

Numbers Sales Marketing Marketing 133

The Big Picture

SEPTEMBER 19, 2022

Watch Rapport (link omitted on purpose) has every Rollie for sale up for pre-order at MSRP. I find it hard to believe something that obvious is the play, so I call the number listed at their Facebook account: (800) 571-7765. Sounds pretty good right? Maybe, a little too good? . Of note: Delivery within 180 Days.

Retail 332

Retail Economy Accounting Economics 332

Abnormal Returns

OCTOBER 19, 2024

bakadesuyo.com) Numbers are persuasive up to a point. economist.com) Drink Wine sales dropped 8% in the past year. (wired.com) What happens when a connected device is no longer supported. arstechnica.com) In praise of taking photos without the help of AI. newyorker.com) Behavior Four ways to get smarter including 'Use base rates.'

Food 279

Food Math Financial Advising Startup 279

Mish Talk

DECEMBER 16, 2022

But overall employment (the total number of people working is stagnant. Existing home sales from the National Association of Realtors via St. Please note Existing Home Sales Decline 9th Month, Down Another 5.9 Retail Sales Evidence Food Service: +0.9 Q&A What's Going On? Q: Hey Mish, What's Going On? But hooray!

Food 361

Food Sales Economics Retail 361

Abnormal Returns

MARCH 7, 2024

marginalrevolution.com) How rap music affects liquor sales. sportico.com) Caitlin Clark drives ticket sales. nytimes.com) College A growing number of small colleges are in financial distress. (wsj.com) Ibogaine is in use around the world to help treat opioid addiction, but not in the U.S. npr.org) College is worth it.

Food 249

Food Financial Advising Sales Education 249