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.

Stock Market 145

Stock Market Stock Market 145

Mish Talk

DECEMBER 17, 2022

Collapse In Prices Can You Take Advantage? Why Not Lower Retail Prices? Deflation is a B h Clever Lease Extension There you go. Some excellent comments from @guydealership and others. The lead chart suggests Carvana is headed for bankruptcy. Not to worry, I am sure the owners got out at the top with stock options and sales. This post originated at MishTalk.Com.

26

26

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.

Investing 119

Investing 119

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.

Education 116

Education Consulting Consultants Financial Services 116

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.

Financing 145

Financing Finance 145

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.

Funds 112

Funds Consulting Consultants Debt 112

Financial Times: Moral Money

DECEMBER 18, 2022

Collab SOS is focused on fashion materials, energy and supply chain start-ups

Venture Capital 101

Venture Capital Capital Funds 101

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.

124

124

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

Debt 105

Debt Accounting Funds Returns 105

Financial Times M&A

DECEMBER 23, 2022

Big Four firm explores whether to force partners to reinvest their cash windfalls following the break-up

98

98

BlueMind

DECEMBER 23, 2022

Category: Resources. Hollywood movies provide more than just entertainment. They give great insight into the human mind about crime, greed, love, or hate. Moreover, watching movies is a great way to relieve the stress of the week and pass the time, pandemic or not! Movies related to the financial world predominantly reveal the greedy and corrupt nature of specific individuals.

Hedge Funds 98

Hedge Funds Due Diligence Financing Finance 98

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.

116

116

Financial Times: Moral Money

DECEMBER 21, 2022

Plus, the transatlantic rift over climate plans

Financing 98

Financing Finance 98

Financial Times M&A

DECEMBER 22, 2022

Plus, the FT digs into Adidas’ internal issues

98

98

BlueMind

DECEMBER 21, 2022

Category: Productivity Tips. Financial advisors, like most people, like to make last-minute New Year’s resolution. That’s because the New Year is seen as a chance to start fresh with strategies that will spur growth in their practice. But New Year’s resolutions are often infamous for being broken. Before the end of the first quarter, many resolutions fizzle and are forgotten and life returns to what it was.

Prospects 98

Prospects Assets Returns 98

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.

Capital 104

Capital Companies Investing 104

Financial Times: Moral Money

DECEMBER 23, 2022

Older dramas and comedies are the most environmental option

97

97

Financial Times M&A

DECEMBER 21, 2022

Carmaker’s €75bn IPO was rare hurrah for Frankfurt exchange short on dynamism and innovation

Stock Market 98

Stock Market Stock Market 98

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!

Consulting 96

Consulting Consultants Financing Finance 96

Mish Talk

DECEMBER 20, 2022

Housing starts, permits, completions data from Census Department, chart by Mish. The Commerce Department's New Residential Construction Report shows housing starts were flat but single-family starts and permits were down hard in November. Building Permits Privately‐owned housing units authorized by building permits in November were at a seasonally adjusted annual rate of 1,342,000.

Taxes 91

Taxes 91

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.

86

86

Financial Times M&A

DECEMBER 21, 2022

Stricken gas importer will have to sell off its most modern power plant

98

98

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

Portfolios 91

Portfolios Stock Market Stock Market Accounting 91

Mish Talk

DECEMBER 19, 2022

National Association of Homebuilders data, chart by Mish. Please consider the NAHB/Wells Fargo Housing Market Index (HMI) for December 2022. The NAHB/Wells Fargo Housing Market Index (HMI) is based on a monthly survey of NAHB members designed to take the pulse of the single-family housing market. The survey asks respondents to rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes.

Prospects 90

Prospects 90

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.

Asset Management 77

Asset Management Assets 77

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

98

98

Financial Times: Moral Money

DECEMBER 18, 2022

Shareholder resolutions filed calling on companies to cut emissions more aggressively

Shareholders 76

Shareholders Companies 76

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.

Companies 84

Companies Returns 84

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.

69

69

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

Buyout 98

Buyout Debt Banks Funds 98

Financial Times: Moral Money

DECEMBER 17, 2022

Financial risks and opportunities in placing an economic value on plants and animals draw money managers

Investors 75

Investors 75

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.

Securities and Exchange Commission (SEC) 81

Securities and Exchange Commission (SEC) Collateral Liabilities Assets 81

Diamond Consultants

DECEMBER 20, 2022

By Mindy Diamond and Louis Diamond. A look back – and forward – on the forces behind an evolving wealth management industry. It goes without saying that 2022 will be recalled as one of the most interesting and contradictory years in history. The stock market dropped precipitously, and inflation peaked at its highest in decades. Yet through it all, advisors thrived in ways like never before—with the benefit of an ultra-robust seller’s market, plus transition deals and M&A multiples off the ch

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59

Financial Times M&A

DECEMBER 19, 2022

A more generous exchange ratio is needed

98

98