A Wealth of Common Sense
MARCH 28, 2023
The last new all-time high for the S&P 500 was on January 3, 2022. That means it’s been almost 450 days since we’ve experienced new highs in the stock market. That feels like a long time. But based on the history of bear markets, it’s really not all that long. It might be a while until we hit new highs again if we use history as a guide.
The Reformed Broker
MARCH 27, 2023
This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing. If they roll over hard, we have a hard landing. It’s not complicated, the only thing that’s up in the air is the tim.
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The Big Picture
MARCH 28, 2023
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today : The post All You Need to Know to Build Generational Wealth appeared first on The Big Picture.
Investment Writing
MARCH 27, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this one is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for March 27: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
A Wealth of Common Sense
MARCH 31, 2023
There are many different ways to succeed as an investor. If there were only one approach that worked, everyone would do that.1 I know plenty of investors with completely different styles that have found success in the markets over the years. But there are only a handful of ways investors fail in the markets: Allowing your emotions to get the best of you.
The Reformed Broker
MARCH 25, 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.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
XY Planning Network
MARCH 27, 2023
4 MIN READ Are you still hiring or already onboarding? And no, onboarding is not referring to boarding the plane to your next vacation adventure you certainly earned. The term onboarding refers to the full integration of a new employee into the workplace. Subsequently, the onboarding experience of a new hire should not be limited to completing the required documentation of an I-9, W-4, and benefits enrollment.
A Wealth of Common Sense
MARCH 30, 2023
A reader asks: Technology has made investing easier (indexing, direct indexing, robo advisors, etc.). With AI in vogue right now, what does the RIA space/ financial planning look like in another 20-30 years? Will there still be a human need to hold hands/talk you off a ledge, or will the only human interactions be those maintaining the tech behind the scenes?
The Reformed Broker
MARCH 30, 2023
Michael and I join Guy and Dan for a special episode of On The Tape! We discuss engaging with internet trolls, the culture at Ritholtz Wealth Management, financial TV punditry, what’s happening in the markets, stock picking strategies, and navigating market panic. The post The Compound x On The Tape appeared first on The Reformed Broker.
The Big Picture
MARCH 28, 2023
My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. the economic turmoil created by the collapse of three banks this month and the impairment of a fourth gave it a bit of breathing room in its increasingly unpopular campaign to subdue inflation with a series of sharp interest rate hikes. ( Los Angeles Times ) • Schwab’s $7 Trillion Empire Built on Low Rates Is Showing Cracks : Company faces pressure from bond losses
Million Dollar Round Table (MDRT)
MARCH 30, 2023
By Bryce Sanders Many agents and financial advisors give back to their community. They do it because it is the right thing to do and they’re grateful they can help others. They also realize joining the right organizations can provide an entry into the high-net-worth community.
Integrity Financial Planning
MARCH 28, 2023
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in to help with the economic downturn.
The Reformed Broker
MARCH 31, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jurrien Timmer, and Downtown Josh Brown discuss what’s going on with banks, what’s changed since Jurrien’s 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, 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
MARCH 26, 2023
Dustin Hoffman is one of the finest actors of his generation. He is also notorious for going all out to get into character. In one movie where Hoffman’s character gets held underwater by a group of killers, he rehearsed by holding his own head underwater until he almost drowned himself. It put him in the hospital on an oxygen tank. In Marathon Man, Hoffman played an obsessive runner.
Million Dollar Round Table (MDRT)
MARCH 26, 2023
By Thomas F. Levasseur, CLU, MS Ed. One year, I heard something at an MDRT Annual Meeting that I really needed to hear at the time, and it stuck with me. I was in a Focus Session where the great 54-year MDRT member Bruce W. Etherington, CLU, CH.F.C. , of Mississauga, Ontario, Canada, was speaking. He said that to be successful in our business, we must see the people, love the people and ask the people for their business.
Financial Times M&A
MARCH 26, 2023
Family-owned company’s acquisition of tech-focused lender’s deposits and loans follows sale of collapsed Signature Bank
The Reformed Broker
MARCH 28, 2023
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A VC: Musings of a VC in NYC
MARCH 29, 2023
USV is an investor in Bolster , a marketplace for fractional and full-time executive talent for startups and growth companies. This week Bolster launched a daily short (5min) podcast and email with actionable insights and advice from founders, operators, and investors. It is called The Daily Bolster. I did a Daily Bolster episode and it is featured today.
Million Dollar Round Table (MDRT)
MARCH 28, 2023
By Jake Lim Wei Lun, AEPP When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people I called would quickly cut me off and end the call before I could finish the script. To overcome this challenge, I made my script more dynamic with the password idea.
Financial Times M&A
MARCH 29, 2023
Shares in Atos plummet after plane maker bows to demand from hedge fund boss to end interest in Evidian
The Reformed Broker
MARCH 28, 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: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions. ►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic.
The Big Picture
MARCH 30, 2023
My morning train WFH reads: • Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both? In 140 years, American policymakers have never faced a banking crisis quite like this. ( Bloomberg ) • A Tale of Two Housing Markets: Prices Fall in the West : While the East Booms In an unusual pattern, the 12 major housing markets west of Texas, plus Austin, saw home prices fall in January, while the opposite happened in the rest of the country. ( Wall Street Journal ) see also How Wall Street
A Wealth of Common Sense
MARCH 27, 2023
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers. On today’s segment with Brandon, we discuss: What Meow does for businesses What’s changed about cash management in the past month Who the counterparty is when buying T-Bills Who Meow works with On today’s s.
Financial Times M&A
MARCH 30, 2023
Family group supplied its first amps to young musicians such as guitarist Pete Townshend
The Reformed Broker
MARCH 30, 2023
Final Trades: SLB, Micron, CVS & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Big Picture
MARCH 25, 2023
This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She currently serves on the boards of four publicly traded firms and one private company.
Financial Times: Moral Money
MARCH 29, 2023
Also in today’s newsletter, first results are in for the ECB’s effort to green its bond holdings
Financial Times M&A
MARCH 31, 2023
Move expected to attract private equity interest as Germany seeks to boosts its military capacity
Motley Fool Asset Management
MARCH 31, 2023
When most people shop for a big-ticket item—like a car, tv, or even a vacation—they fall along a buyer spectrum. At one end are shoppers looking for the least expensive goods irrespective of quality. And at the opposite end, shoppers seek the highest-quality good regardless of price. But many shoppers fall in the middle—searching for high quality at a reasonable price.
The Big Picture
MARCH 31, 2023
My end-of-week — indictment-free — morning reads: • Twitter is dying : It’s five months since Elon Musk overpaid for a relatively small microblogging platform called Twitter. The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available.
SuperAngel.Fund
MARCH 31, 2023
Founder Friday is a content series from SuperAngel.Fund that highlights companies across our portfolio and the inspiring founders behind them. In our 40th edition we are featuring Kyle Bertin & Evan Stalter , Co-Founders of Two Boxes , a SaaS platform that enables brands to process customer returns faster, minimizing waste, and enabling merchants to resell more of their returned inventory.
Financial Times M&A
MARCH 31, 2023
Media group received disappointing offers near $1bn for catalogue of film soundtracks including ‘Batman’
Motley Fool Asset Management
MARCH 31, 2023
Everyone's looking for the sure thing. Investors are no different. Unfortunately, there are very few things in life that are sureties. (Well, maybe if you were a Buffalo Bills fan in the early 1990s, making it to the Super Bowl…and losing felt like it was written in stone! Sorry Bills Mafia ?) However, life offers no guarantees, especially in investing.
The Big Picture
MARCH 31, 2023
I had some fun last week chatting with Howard Lindzon, whom I previously had on MiB. And he is part of my conversation about my worst trades. Here is Howard: “I’m excited to have my good friend Barry Ritholtz back on the show. Barry is the Chairman and CIO of Rithotz Wealth Management, an author, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Business.
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