The Reformed Broker
MAY 16, 2023
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: ►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1. ►Positive Surprises – “This will upset a lot of gloom and doomers, but oh well” ►Wealth Transfer .
A Wealth of Common Sense
MAY 16, 2023
The economic recovery following the Covid-induced recession in early-2020 has climbed the proverbial wall of worry. We’ve experienced the strongest labor market in a generation but the vibes have been off for a while now. Last summer the University of Michigan index of consumer sentiment hit its lowest level on record: That’s lower than it was during the 2008 financial crisis, lower than it was in the early-1.
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The Big Picture
MAY 16, 2023
My Two-for-Tuesday morning train WFH reads: • Miami’s Love Affair With Crypto Is Souring as Bitcoin Faithful Flock to the City : On the eve of the annual bitcoin conference, the city and its mayor have mostly moved on from crypto. ( Wall Street Journal ) but see Crypto’s Most Influential Companies Often Follow Their Own Rules — Even After FTX’s Collapse : A review of practices at 60 of the sector’s most influential companies found many lack basic guardrails. ( Bloomberg ) • The audacious plan to
Million Dollar Round Table (MDRT)
MAY 16, 2023
By Alan C. Kifer, CFP, LUTCF It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices. Part of our job, though, is to make it relatable for them. This is one of my favorite ideas for simply explaining to clients how I can help them.
Integrity Financial Planning
MAY 16, 2023
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old. [1] This is called a required minimum distribution (often shortened to RMD). More specifically, you must start taking RMDs by April 1st following the year you turn 73. [2] The amount you are required to withdraw is calculated by dividing the value of the accoun
Steve Sanduski
MAY 16, 2023
In a simple way, AI is speeding us toward an even deeper rut of the left-brain society that we’ve been marinating in since The Enlightenment of the 17 th and 18 th centuries. This has led to an overemphasis on logic and analysis, efficiency and standardization, higher rates of mental health issues, and a loss of connection with each other and with nature.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times M&A
MAY 16, 2023
Leonard Schleifer supportive of FTC’s lawsuit against takeover of Horizon Therapeutics
The Reformed Broker
MAY 16, 2023
Bullish call on GE Healthcare from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Vistra
MAY 16, 2023
The UK and European loan markets are adapting to a new, rapidly evolving inflationary and interest rate environment.
Financial Times M&A
MAY 16, 2023
Top executives at CMA argue that scrutiny of deals does not create ‘hostile’ environment for tech groups
JMI Equity
MAY 16, 2023
Led by Sapphire Ventures, latest investment round brings total equity funding to $118 million ELLICOTT CITY, Md., May 16, 2023 (GLOBE NEWSWIRE) — Huntress , the leading managed security platform for small and mid-sized businesses (SMBs), today announced the closing of a $60 million Series C investment round led by Sapphire Ventures , with participation from existing investors Forgepoint Capital and JMI Equity.
Financial Times M&A
MAY 16, 2023
Swiss group’s board is poorly placed to demand better terms and UK bidder is unlikely to offer much more
Anzu Partners
MAY 16, 2023
Moku Version 3.0 brings software consistency across hardware devices, demonstrating the company’s commitment to strengthen their products with new features over time SAN DIEGO and CANBERRA, Australia , May 16, 2023 /PRNewswire/ — Liquid Instruments , a leading innovator in software-defined instrumentation, today announced the release of Moku Version 3.0 for its flexible, FPGA-based Moku:Pro, Moku:Lab, and Moku:Go products.
Financial Times M&A
MAY 16, 2023
Plus, boutique investment bank Raine pockets a huge fee and Deutsche Bank’s chair makes his mark
Anzu Partners
MAY 16, 2023
PALO ALTO, Calif. – May 16, 2023 – XGS Energy , a leader in geothermal energy technology, today announced that several of its executives will present at the 2023 Geothermal Transition Summit (GTS) North America , taking place May 23-24, 2023 in Houston, Texas. XGS Energy provides access to affordable, carbon-free 24/7 power generation by dramatically increasing the scalability of geothermal energy through its closed loop heat harvesting technology, virtually eliminating the need f
Financial Times M&A
MAY 16, 2023
US investment bank, which is leading sale of Manchester United, is set for one of its biggest ever paydays
Pension Pulse
MAY 16, 2023
Divya Rajagopal of Reuters reports Glencore's bid for Teck spurs call for Canada pensions to up domestic equity stake: Glencore's hostile bid for Teck Resources has galvanized some Canadian institutional investors, who have lobbied the federal government to push the nation's biggest pension funds to lift their exposure to domestic companies, according to a presentation seen by Reuters.
Financial Times M&A
MAY 16, 2023
Federal Trade Commission has taken an increasingly aggressive approach to transactions
Indigo Marketing Agency
MAY 16, 2023
Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Because SEO is complex, many advisors ignore the potential benefits completely. But after working with over 400 advisors to optimize their websites, we have seen some powerful results with a few specific updates and changes. Especially for advisors with a specific niche, it pays to focus on showing up for specific keyword searches.
Cobalt
MAY 16, 2023
Software for investment portfolio management eliminates busy work. Here’s how. An overhaul for private capital firms The phrase “investment portfolio management” calls to mind sleek offices with gleaming monitors and sophisticated professionals. Indeed, private equity and venture capital are elite fields, populated by some of the most agile minds.
FMG
MAY 16, 2023
We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. How to Create a Client-Attracting LinkedIn Profile via RedZone Marketing LinkedIn is an incredible play to connect with your audience. You can digest amazing content while also sharing your own thought-leadership pieces.
The Big Picture
MAY 16, 2023
The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , 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. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest.
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