A Wealth of Common Sense
DECEMBER 20, 2022
Think back to 2010. After you got done signing up for some new app called Instagram and finished 17 shows and movies about vampires, maybe you finished reading The Girl With the Dragon Tattoo trilogy. Once all that pop culture consumption was done, you would have needed some non-fiction to keep up with the intellectual crowd so you moved on to The Big Short by Michael Lewis.
Investment Writing
DECEMBER 19, 2022
Have you resolved to exercise more? With that in mind, I’ve updated this list of free and low-cost online exercise classes that I originally created during the early months of the COVID-19 pandemic. I am grateful to my writer friends who suggested these resources to me. My current exercise favorites. My go-to website for low-impact cardio exercise is Team Body Project.
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Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. With so much going on, it can be challenging to keep track of everything. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023.
The Big Picture
DECEMBER 17, 2022
This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. We discuss how he first found his way into Emerging Markets Debt back in the 1980s, working in a small EM boutique.
A Wealth of Common Sense
DECEMBER 22, 2022
A reader asks: I know no one can predict the future…yada, yada, yada, but just between us – what’s going to happen with the stock market next year? I’m not sure I can handle another year like 2022. Life would be a lot easier if I knew the answer to this question. I guess the good news is there really isn’t much connective tissue from one year to the next in terms of one year’s price action impacting the next y.
Investment Writing
DECEMBER 18, 2022
If you’ve ever tried to proofread the gazillionth draft of an article, you know it’s painful to reread a familiar piece. Plus, you naturally fill in missing words and correct other mistakes in your mind, not on the page. The Speak feature in Microsoft Word is helping me overcome this challenge. (Note: I initially used—and blogged about using—Adobe Acrobat for this purpose.).
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Big Picture
DECEMBER 17, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Atlantic ). • Bored Ape Yacht Club Conquered NFTs. Can It Master the Metaverse Next? Two founders of the Bored Ape Yacht Club talk to CNET about how BAYC became the poster child for NFTs — and what comes next. ( CNET ). • History is i
Integrity Financial Planning
DECEMBER 22, 2022
Art collecting has been a part of human life since early African and Asian civilizations collected and stored art in temples, tombs, and sanctuaries. [1] In more recent times, art collections have been mostly associated with royals and the ultra-wealthy. However, anyone can participate and become an art collector, and doing so can sometimes end up becoming an asset!
Million Dollar Round Table (MDRT)
DECEMBER 20, 2022
By Matt Pais, MDRT Content Specialist After Clay Gillespie, CFP, CIM, got married, the 22-year MDRT member and his wife identified that his “workaholic tendencies” weren’t going to work for their family. Part of their safeguard for work-life balance involves scheduling annual trips during spring break and late December, with a floating vacation during the summer.
A Wealth of Common Sense
DECEMBER 23, 2022
There were a lot of surprises for the U.S. economy in 2022. Maybe the most surprising is the fact that it was so resilient in the face of 9% inflation while the Fed went on one of the most aggressive interest rate tightening cycles in history. A lot of people thought it was a foregone conclusion that we were either (a) already in a recession in 2022 or (b) destined to go into one in short order.
Mish Talk
DECEMBER 22, 2022
Amazon AMZN Market Cap. Amazon is down from a peak of $1.88 trillion to $854.8 billion making it the first company to lose over $1 trillion in market cap. Who's next? Tesla TSLA Market Cap. Tesla has lost about $727 billion in market cap but it likely will not be next. Facebook META Market Cap. This is an impressive effort by Meta, down $759 billion in market cap from its peak.
Integrity Financial Planning
DECEMBER 19, 2022
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety net in bonds. [1] The assumption was that stock and bond markets would not dip at the same time, mitigating risk and enabling long-term growth of investment account
Financial Times M&A
DECEMBER 20, 2022
Mortgage billionaire Mat Ishbia and brother Justin set to purchase Suns and WNBA’s Mercury from Robert Sarver
A Wealth of Common Sense
DECEMBER 18, 2022
Inflation is finally slowing down. We’ve gone from an annual run rate of more than 9% to around 7%. This is not yet mission accomplished but the fact that we’ve gotten a handful of inflation prints going in the right direction is a good start. Even though the past 3 months of inflation have come in at an annualized rate of 3.7%, the Fed is not impressed.
Mish Talk
DECEMBER 22, 2022
Noose Tightens Around Sam Bankman-Fried The Rats Rat on SBF The Wall Street Journal reports Caroline Ellison, Associate of FTX Founder Sam Bankman-Fried, Pleads Guilty to Criminal Charges Caroline Ellison, the former chief executive of Alameda Research, a trading firm tied to FTX, and Gary Wang, FTX’s former chief technology officer, both pleaded guilty to criminal offenses similar to those Mr.
XY Planning Network
DECEMBER 19, 2022
5 MIN READ. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year. From designing a website that will convert to implementing processes to scale your firm, this list is loaded with one helpful resource after another to send you into the new year.
Financial Times M&A
DECEMBER 18, 2022
Deal comes after regulators blocked Lockheed Martin’s takeover of rocket maker associated with Himars systems used in Ukraine
A Wealth of Common Sense
DECEMBER 19, 2022
Today’s Talk Your Book is brought to you by Constrained Capital: See here to learn more about investing in companies with capital constraints and here for further disclosures and information regarding Constrained Capital On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss investing in ESG orphaned companies.
Mish Talk
DECEMBER 20, 2022
US dollar index monthly chart courtesy of StockCharts.com annotations by Mish. Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 percent to 0.50 percent. Japan 10-year bond yield courtesy of Trading Economics. The BOJ lifted the ceiling to stop an unwelcome slide in the yen. In response, bond yields also jumped in the US.
The Big Picture
DECEMBER 21, 2022
Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses the Fed’s rate hikes and market reaction. Powell Should Declare Victory: Ritholtz. Source: Bloomberg , December 20th, 2022. The post Powell Should Declare Victory & Go Home appeared first on The Big Picture.
Financial Times M&A
DECEMBER 21, 2022
Carmaker’s €75bn IPO was rare hurrah for Frankfurt exchange short on dynamism and innovation
Financial Times: Moral Money
DECEMBER 18, 2022
Collab SOS is focused on fashion materials, energy and supply chain start-ups
Mish Talk
DECEMBER 19, 2022
8Chart courtesy of StockCharts.Com, annotations by Mish. A long-term chart suggests the real driver for gold is not inflation, not the dollar, not conspiracies, not China, and not oil, but rather faith in central banks. Timeline Synopsis Nixon closed the gold redemption window on August 15, 1971. The price of gold was $35 an ounce. Faith in the dollar and central banks collapsed.
The Big Picture
DECEMBER 19, 2022
My back-to-work morning train WFH reads: • Why Hot Wheels are one of the most inflation-proof toys in American history : Hot Wheels are a retail oddity. They remain one of the most affordable toys in the country at a time when inflation is chipping away at savings accounts and compounding credit card debt for many Americans. ( NPR ). • The Fed Is Making a Mistake—and the Stock Market Will Pay the Price : The central bank raised interest rates by half a point and promised to hold rates higher for
Financial Times M&A
DECEMBER 23, 2022
Big Four firm explores whether to force partners to reinvest their cash windfalls following the break-up
Advent International
DECEMBER 22, 2022
SAN JOSE | BOSTON | BANGALORE | MUMBAI – December 22, 2022 – Tredence , the Data Science and AI Solutions company, today announced it has raised USD 175 million in Series B funding from Advent International (“Advent”) to accelerate data-fueled growth and AI value realization for industries. Advent is one of the largest and most experienced global private equity investors.
Mish Talk
DECEMBER 18, 2022
Tesla TSLA weekly chart courtesy of StockCharts.Com. Tesla bounced off weekly support at the 220 level then quickly crashed strong support at the 180 level with nary a bounce. Next support is the 140 level, then 100, then 60, then 23. Tesla Monthly Support Levels. Tesla TSLA monthly chart courtesy of StockCharts.Com. At the monthly level, things look grim.
Fortune Financial
DECEMBER 23, 2022
Retirement benefits are a key component of a benefits package that attracts and retains top talent. Offering the right 401(k) plan gives you an advantage in competitive job markets while also helping your employees save for retirement. According to the Principal Financial Group’s Retirement Security Survey , 62% of workers view 401(k) employer match as a key to reaching their retirement goals. .
Financial Times M&A
DECEMBER 20, 2022
Deal to help fund satellite operator’s takeover edged out a competing loan offer from Wall Street banks
Steve Sanduski
DECEMBER 22, 2022
In a Nutshell: How well do you really know your clients? Not just their kids’ names, their hobbies, and whether they like red or white wine. I’m talking about how well do you know what makes them tick? Do you understand what’s driving them to react the way they do when the markets are soaring or tanking? Do you know what and who is influencing their financial decision-making?
Mish Talk
DECEMBER 22, 2022
Reservation wage data from the New York Fed. The Reservation Wage is the minimum wage a person working would accept for switching jobs or a non-working person would accept for taking a job. Please consider the New York Fed report SCE Labor Market Survey Shows Average Reservation Wage Continues Upward Trend The Federal Reserve Bank of New York’s November 2022 SCE Labor Market Survey shows a rise in the average reservation wage—the lowest wage respondents would be willing to accept for a new job—t
The Reformed Broker
DECEMBER 21, 2022
Investors should be positioning on expectations, not shocking news, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Financial Times M&A
DECEMBER 19, 2022
US group’s purchase of missile engine maker fits with its goal of becoming alternative to Big Five defence contractors
FMG
DECEMBER 21, 2022
This article will go over ways to improve and track your SEO using specific tools. The following tools were selected to help financial advisors and, in our experience, offer the best benefits without adding additional costs. The Best SEO Tool for the Job. From working with advisors over the years, we’ve found that Google Search Console is the best tool for helping improve SEO.
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