Tue.May 09, 2023

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The Case For International Diversification

A Wealth of Common Sense

The United States makes up nearly 60% of the global stock market by market capitalization: The dominance of American stocks over the rest of the world wasn’t just a 20th-century phenomenon either. The performance over the past decade and change shows U.S. stocks winning hands down over our foreign counterparts: Many investors look at these numbers and wonder: What’s the point of owning international stocks i.

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Earnings Beats Everywhere You Look

The Reformed Broker

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: ►Berkshire Hathaway Highlights – “Warren Buffett’s Berkshire Hathaway dumps billions of dollars of US stocks” ►IPOs – “Kenvue Stock Jumps in IPO of Former J&J Consumer-Health Busi.

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Trending Sources

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3 ideas for finding more clients

Million Dollar Round Table (MDRT)

By Michael DePilla, MDRT in-language content strategist Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn. In addition to finding and engaging leads through automated email requests, it invites prospects to my page and sends them a link to my calendar if they would like to schedule a meeting.

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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Berkshire, Devon Energy & CRISPR Therapeutics from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Exploring the Size (Small Cap) Factor

Ron A. Rhodes

In a previous blog post, I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

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Activision Blizzard hires legal heavyweight to fight UK’s block of Microsoft deal

Financial Times M&A

David Pannick KC, whose recent cases include Boris Johnson’s partygate probe, will lead the gaming group’s legal challenge

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More Trending

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SoftBank nears deal to sell Fortress to Mubadala for up to $3bn

Financial Times M&A

Japanese group in late-stage talks with Abu Dhabi sovereign wealth fund as it seeks to pare debt

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Trending This Tuesday – May 9, 2023

FMG

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. 16 Ways to Build a Better Social Media Presence via SproutSocial If you aren’t showing up in your customers’ social feeds, then you are not going to be top of mind. And to create a social media marketing plan that works, you need to be strategic.

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Tempur: restless manufacturer hops bravely into bed with Mattress Firm

Financial Times M&A

Deal comes as industry contends with sagging sales and supply chain disruptions

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Intertape Polymer Group named Energy Star® Partner of the Year for eighth consecutive year

Clearlake Capital Group

INTERTAPE POLYMER GROUP NAMED ENERGY STAR® PARTNER OF THE YEAR FOR EIGHTH CONSECUTIVE YEAR IPG’s long-term commitment to sustainability recognized by the U.S. Environmental Protection Agency with a distinction for its corporate energy management programs Sarasota, FL – May 9th, 2023 — Intertape Polymer Group (“IPG”), a global provider of packaging and protective solutions, is proud to announce that it has received the 2023 ENERGY STAR® Partner of the Year – Sustained Excellence A

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Deconstructing the brewing US real estate crisis

Financial Times M&A

Plus, the gloomy back-story to Tempur Sealy’s deal to buy Mattress Firm and the trouble with pricing intra-private equity deals

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LMM Deal Digest: April 2023

Axial

The post LMM Deal Digest: April 2023 appeared first on Axial.

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Canadian-led consortium to bid for Teck’s coal business

Financial Times M&A

Move would thwart Glencore’s $23bn offer to purchase entire company

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Transcript: Julian Salisbury, GS

The Big Picture

 The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Trending This Tuesday – May 9, 2023

FMG

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. 5 Design Tips for Creating Stunning Social Media Graphics via Social Media Today You’ve heard the old phrase “a picture is worth 1,000 words,” right? Well, that rings true for your social media presence, as well!

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Canada's Pensions Testify on Investing in China

Pension Pulse

On Monday evening at Parliament there was a Special Committee on the Canada–People’s Republic of China Relations where senior executives from Canada's large pensions testified: Witnesses From 6:30 p.m. to 8:00 p.m.: Canada Pension Plan Investment Board • Michel Leduc, Senior Managing Director and Global Head, Public and Corporate Affairs Caisse de dépôt et placement du Québec • Vincent Delisle, Senior Vice-President and Head, Liquid Markets • Philippe Batani, Vice-President, Communications and P

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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • What would U.S. default actually look like? ‘Financial Armageddon.’ The global financial system is like an upside-down pyramid, and the tip of that pyramid is the U.S. Treasury market. “Everything else rests upon it.” ( Washington Post ) but see also Can Biden Call the G.O.P.’s Bluff on Debt and Protect the Economy?