The Reformed Broker
FEBRUARY 7, 2023
“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.
A Wealth of Common Sense
FEBRUARY 7, 2023
One of my favorite things about financial media is the profiles of individual investors in the Wall Street Journal. I don’t know how they do it but somehow the Journal gets regular people to spill their guts about thoughts on the markets or how they’re positioning their portfolios. This week’s piece on the rise and fall of amateur investors didn’t disappoint.
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The Big Picture
FEBRUARY 9, 2023
I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research I was doing centered on Dunning Kruger, Vanguard’s Tim Buckley, my partner Josh’s AI/ChatGPT post, and the general state of the market. It’s like a real-time version of “ The Blind Men and the Elephant ,” by John Godfrey Saxe.
Indigo Marketing Agency
FEBRUARY 7, 2023
Do your marketing strategies need a second look? It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.
The Reformed Broker
FEBRUARY 4, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
A Wealth of Common Sense
FEBRUARY 10, 2023
John Burns shared a great chart recently that shows how new homes priced below $200,000 have gone from more than 40% of the market in 2010 to 0% today: At the same time, sales of homes going for half a million dollars or more has shot up from less than 10% to nearly 40% of the new homes market. I understand why first-time homebuyers are so angry. This isn’t great for all of the millennials out there looking to buy.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Steve Sanduski
FEBRUARY 6, 2023
Pam Perskie is the Founder and CEO of Seven Mile Advisory , a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, wh
The Reformed Broker
FEBRUARY 8, 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: ►Bear Market Rallies – Another bear market rally or a new bull market? ►AI Bubble of 2023 – ChatGPT had over 100 million users in January.
A Wealth of Common Sense
FEBRUARY 5, 2023
Facebook was one of the worst-performing stocks in the S&P 500 in 2022, falling 64% on the year. Who knew pouring billions into the metaverse during a time of Fed tightening and 9% inflation would be a bad idea? Well last year’s loser has turned into their year’s darling. Facebook shares are up more than 55% in the first month and change of 2023, including a one-day jump of more than 20% this week after th.
The Big Picture
FEBRUARY 6, 2023
I am in Florida for the big ETF Exchange event. It’s a giant annual conference with 2000+ people attending in Miami to network, talk ETF’s, and discuss the future of the industry. It’s always a worthwhile hang. (Full agenda here ) My contribution to the event is a live Masters-in-Business with the Vanguard Group’s CEO Tim Buckley. We will be recording it for broadcast next week; even if you cannot make it to Miami tomorrow, you will be able to hear what the CEO of Vanguard Grou
Integrity Financial Planning
FEBRUARY 10, 2023
When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and considering strategies to maintain your wealth within your family can be very beneficial. [1] However, wealth transfer is not just for the wealthy; it’s for everyone with something to l
The Reformed Broker
FEBRUARY 10, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Brian Belski, and Downtown Josh Brown discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
A Wealth of Common Sense
FEBRUARY 9, 2023
A reader asks: I’ve just come across your blog post from 2016, “Deconstructing 30-Year Stock Market Returns.” Thank you for that! It was just about exactly what I was looking for. I wonder if you have updated your finding since then? Also, have you run the analysis for other time periods? 10-year and 20-year rolling averages would also be interesting.
Million Dollar Round Table (MDRT)
FEBRUARY 5, 2023
By Sandy Schussel At the end of a two-hour fact-finding meeting, financial advisor Marianne told her seemingly enthusiastic prospects that she would research a few things and then create a plan for them. After that, she would schedule a follow-up appointment with them. They were a professional couple with young children. Their plan would specifically include some crucial life insurance that needed to be priced.
Integrity Financial Planning
FEBRUARY 10, 2023
We’re already into 2023, which means there will be many new television series and seasons to keep us occupied in the new year. But before we all get fixated on something shiny and new, you might want to catch up on these wonderful shows. Netflix’s Dead to Me It’s no secret that streaming services are taking over, so it seems fitting that Netflix’s original series Dead to Me is at the top of the list.
The Reformed Broker
FEBRUARY 9, 2023
Final Trades: Danaher, AbbVie, Paramount & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Covisum
FEBRUARY 7, 2023
Retirement income planning is a niche market, and to provide strategic advice for your clients, you need a tech stack built with retirees in mind.
XY Planning Network
FEBRUARY 6, 2023
6.5 MIN READ Admit it: Do you have a shoebox full of “important” papers that you *think* might be needed for your taxes? Do you know what’s in there? Are they in your junk drawer? The kitchen counter? The dining room table? In some online account that you don’t have the password for? Some combination of the above? We get it. “Preparing” for tax preparation can be daunting.
The Big Picture
FEBRUARY 4, 2023
This week, we speak with financial journalist William D. Cohan, who is the bestselling author of Money and Power: How Goldman Sachs Came to Rule the World, House of Cards: A Tale of Hubris and Wretched Excess on Wall Street, and The Last Tycoons: The Secret History of Lazard Frères & Co., among other books. A former Wall Street M&A investment banker for 17 years, Cohan is also a founding partner at the media company Puck.
The Reformed Broker
FEBRUARY 7, 2023
UBS says buy Berkshire Hathaway from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A VC: Musings of a VC in NYC
FEBRUARY 7, 2023
I’d guess that upwards of half of USV’s portfolio companies have changed the name of their company during their lifetime. It is not hard to understand why. Founders start out with an idea and not much more. By the time they have built a product, built a team, and found product market fit, they might be doing something a bit different or a lot different than where they started out.
A Wealth of Common Sense
FEBRUARY 6, 2023
Today’s show is brought to you by ASYMmetric ETFs: We had Darren Schuringa, Founder and CEO of ASYMmetric ETFs on the show to discuss Asymetric’s latest Smart Income and Smart Alpha ETFs. On today’s show, we discuss: Darren’s background prior to ASYMmetric ETFs How ASYMmetric structures their strategies Looking at market volatility Rules-based strategies v emotions What makes Smart ETFs smart How ASYMmet.
Financial Times M&A
FEBRUARY 4, 2023
The once marginal bourse has been transformed by a conglomerate whose growth bankers and analysts say is hard to explain
Financial Times: Moral Money
FEBRUARY 9, 2023
ArcelorMittal’s finance chief also calls on Brussels to match level of US environmental subsidies
The Big Picture
FEBRUARY 10, 2023
My end-of-week morning train WFH reads: • Inside Wall Street’s gloom-and-doom racket: If an ‘expert’ is warning you that the market is about to crash, check their math : Admittedly, stocks haven’t done well over the last year, but instead of providing clients and the general public with clear-eyed views, a new ecosystem of hackneyed, alarmist analysts is relying on low-quality data to push people away from steady investments into an alternative ecosystem of products of du
Diamond Consultants
FEBRUARY 8, 2023
Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration. Going to the doctor. Flight delays. Strategic due diligence. What do these things have in common? People vehemently dislike all of them! Yet each are also necessary evils to get from here to there. And in the case of due diligence, it’s a process that gets your business where you want it to be.
Financial Times M&A
FEBRUARY 5, 2023
Consolidation in prospect as US-listed Newmont seeks to bring Australian group back into fold
Financial Times: Moral Money
FEBRUARY 6, 2023
The FT’s Gillian Tett explains that while much of this criticism has come from the American right, it’s not just conservative politicians criticising the ESG agenda
Million Dollar Round Table (MDRT)
FEBRUARY 9, 2023
By Alessandro M. Forte, FCII, FPFS I was working with some clients where English was the second language. They were from Greece, and they’d moved to the U.K. not long ago. Although their command of the English language was OK, they were clearly very uncomfortable when I was introduced to them by the lawyer speaking English. We got through the meeting, and I wrote my meeting summary report afterward.
Advent International
FEBRUARY 9, 2023
Tampa, FL – February 9, 2023 – Boasso Global, Inc. (“Boasso”) and Q Super Holdings, Inc. (“Quala”) today announced the signing of a definitive agreement under which the companies will merge their complementary businesses to create one of the leading infrastructure services solution providers for the liquid bulk logistics industry. The transaction is supported by a new investment from Boasso’s majority shareholder, KKR, through its KKR Global Infrastructure Investors IV fund.
Financial Times M&A
FEBRUARY 7, 2023
Bobby Kotick appeals to ‘fragile’ government as video game maker awaits decision on $75bn sale
Cobalt
FEBRUARY 9, 2023
Halftime Adjustments: T aking S tock of Alternative Markets Returns in Q1 & Q2 , 2022 Cobalt, a FactSet Company, recently published its Q2 2022 Fund-Level Benchmark and assess ed how fund returns compared to past trends in the alternative markets. W e used our Distribution Pace analysis, which calculates distributions as a percent of net asset value ( NAV ) , to indicate the proportion of a fund’s assets being realized.
The Big Picture
FEBRUARY 9, 2023
We are back from the ETF Exchange event and ready to rumble! (Or at least read). With no further adieu, the morning train WFH reads: • The AI Bubble of 2023 : The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future. The crowd gets swept away on a wave of madness, fueled by the recent gains they’ve seen for themselves (or for others) and all other considerations go out the window.
Integrity Financial Planning
FEBRUARY 8, 2023
Real estate can be a very lucrative investment but it can also be a complicated piece of the portfolio to manage. Real estate has highs and lows, but like everything else in the financial planning world, it may or may not be a good tool for you. In this episode, we have two great questions to answer about managing real estate investments and the taxes associated with them.
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