A Wealth of Common Sense
AUGUST 9, 2022
Consumer debt is on the rise. This comes from a recent report by the New York Fed: Total household debt rose $312 billion, or 2 percent, in the second quarter of 2022 to reach $16.15 billion, according to the latest?Quarterly Report on Household Debt and Credit. Mortgage balances—the largest component of household debt—climbed $207 billion and stood at $11.39 trillion as of June 30.
The Reformed Broker
AUGUST 8, 2022
Why did the stock market bounce this summer? Everyone has their explanation: The Fed might pivot! Inflation readings have now peaked! Oil prices are down 25%! China is ending the lockdowns! The labor market is staying strong! Earnings are still coming in better than expected! All true. But there’s an even better reason that doesn’t invalidate any of the ones I’ve posted above.
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The Big Picture
AUGUST 10, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and inversion of the 2-year/10-year curve. US Economy Facing Growth Recession. ?. Source: Bloomberg , August 9th, 2022. See also : Blame Election Deniers for Faltering Consumer Sentiment. by Matthew A. Winkler. Bloomberg, August 8, 2022.
Fortune Financial
AUGUST 8, 2022
A recurring theme in my articles has been the importance of industry-level economics to the success of an investment; it is not uncommon for all participants in an industry with favorable dynamics to outperform, and, similarly, it is all too common for even the best operators in a poor industry to underperform. However, industry importance is not limited to economics; competitive structure is crucial as well.
A Wealth of Common Sense
AUGUST 11, 2022
A reader asks: So I know you guys have talked a lot about are we in a recession now and being in a bear market (equities declining 20%). When is a bear market by definition over? For instance if we just trade flat for the next year and then do enter a recession does this correction still count as part of that? The short answer is, yes, if we don’t reach all-time highs and rollover again at some point in the coming m.
A VC: Musings of a VC in NYC
AUGUST 8, 2022
When fundraising gets tougher for startups, the existing investors (insiders) will often provide a bridge loan to the company to extend the runway for getting another round done. There is more of this sort of thing happening in today’s fundraising market and I thought I’d share some of the things I have learned about setting up bridge loans.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Don Connelly & Associates
AUGUST 8, 2022
I don't think any financial advisor wakes up in the morning and intentionally sets out to fail. But I can think of many examples of advisors who unwittingly find ways to sabotage their efforts to build a successful practice. It's often the little things they are either unaware of or don't recognize as problems. But they're big enough to turn prospects and clients away from you.
A Wealth of Common Sense
AUGUST 7, 2022
Paul Samuelson is credited with the quip that, “The stock market has predicted 9 out of the last 5 recessions.” You can credit Ben Carlson with a new variation on this quote: The stock market has predicted 1 out of the last 0 recessions. No one ever truly knows what the stock market is pricing in at any moment but it sure felt like it was pricing in an imminent recession in June when the market was down more t.
The Reformed Broker
AUGUST 10, 2022
The Federal Reserve’s recent attempt to check inflation has been somewhat successful and some macro factors have also gone its way. This morning’s CPI bolsters the case that falling gas prices are helping to ease the overall situation. The inflation rate for housing, rent and employment, however, remains stubbornly high. U.S. inflation was 8.5% in July, the Labor Department said Wednesday, holding close to it.
The Big Picture
AUGUST 11, 2022
My morning train WFH reads: • Private Equity Doesn’t Want You to Read This : Not only do private equity partners make money even if their companies blow up; they also get a pretty good deal from the government on what they earn. Private equity funds generally charge their investors two different fees: a management fee of 2 percent of invested assets per year (funds are held for an average of about six years), and a “carried interest” fee that is 20 percent of any investment gains realized in the
Financial Times M&A
AUGUST 11, 2022
Activist investor says news publisher should promote higher-priced bundles to subscribers
A Wealth of Common Sense
AUGUST 12, 2022
When my wife got pregnant for the second time she said something felt off. It was just a different feeling than the first time. On the way to her first ultrasound, she had an uneasy feeling. “I feel like it’s multiples.” I said no way that’s possible. We had infertility problems for years. Having one child felt like a miracle.
Financial Symmetry
AUGUST 8, 2022
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of … Continued. The post Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170 appeared first on Financial Symmetry, Inc.
The Big Picture
AUGUST 6, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the pool, and get ready for our longer-form weekend reads: • Is Scott Galloway the Howard Stern of the Business World? The professor and podcaster aspires to be an influential thought leader. But his appeal to a mostly male fan base is about more than just his prognostications. ( New York Times ). • Venture capital’s silent crash: when the tech boom met reality Investors of all stripes have crashed the clubby world of V
Financial Times M&A
AUGUST 9, 2022
Billionaire seeks to avoid ‘emergency sale’ of shares if social media company forces $44bn deal to close
A Wealth of Common Sense
AUGUST 10, 2022
Today’s Animal Spirits is brought to you by Masterworks: See here to learn more about investing in contemporary art. On today’s show we discuss: Does this look like a recession to you? H1 was not a recession Uptick in home searches and tours Home listings are stale Softbank taking major losses HOOD earnings Z earnings OPEN earnings UBER earnings AMC earnings NVDA earnings Robinhood laying off 23% of workfo.
Integrity Financial Planning
AUGUST 11, 2022
A recent survey found that 85% of Americans said their personal finances were causing them stress. One of the most common concerns was having enough saved for retirement. There’s no better time than now to review your current situation and get your finances on track. #1 Establish a List of Goals. As the year goes by, significant events can impact your outlook on life and retirement.
Wealthfront
AUGUST 11, 2022
When you think about your financial future, you probably have two kinds of goals: short-term goals, like a vacation you plan to take later this year, and long-term goals, like sending a child to college or retiring. In order to give yourself the best chance of comfortably reaching those goals, you should approach your short-term […]. The post How Should I Save for Short-Term vs.
Financial Times M&A
AUGUST 8, 2022
The industry was founded by mercenary dealmakers who bludgeoned opponents.
A Wealth of Common Sense
AUGUST 8, 2022
Today’s show is brought to you by Composer. See here for an easy way to invest using rules-based strategies. On today’s show, we spoke with Benjamin Rollert, CEO of Composer about investing using rules-based strategies and algorithms and how they fit within a portfolio. On today’s show we discuss: How Composer got started Examples of strategies on Composer How to invest using Composer Having a good strateg.
The Big Picture
AUGUST 6, 2022
?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. She specializes in corporate governance and regulations. In addition to being a senior fellow at the Stanford Institute for Economic Policy Research and a director at the Corporations and Society Initiative, Admati is co-author of “ The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It with Martin Hellwig.
Million Dollar Round Table (MDRT)
AUGUST 11, 2022
By Bryce Sanders Have you ever come across a person with the potential to be a great prospect? There’s just one problem: You don’t know them. How can you change that? Let’s look deeper. This person might be a high-profile person mentioned in the news. They might be a local philanthropist you do not know or a senior executive who recently relocated to the area.
Financial Times M&A
AUGUST 7, 2022
Government to use new powers to scrutinise sale of critical energy infrastructure by National Grid to Macquarie-led group
Financial Times: Moral Money
AUGUST 9, 2022
‘Recency bias’ is scaring some investors off, experts say, despite shortage of materials for energy transition
The Big Picture
AUGUST 8, 2022
?. Transcript: Anat Admati. The transcript from this week’s, MiB: Anat Admati on Regulations and Techlash , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. VOICE-OVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Million Dollar Round Table (MDRT)
AUGUST 9, 2022
By Antoinette Tuscano, MDRT Content Specialist In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. When researching online, your “About us” webpage is often one of the first places people visit. Have you looked at your “About us” page lately?
Financial Times M&A
AUGUST 11, 2022
Sudden reversal comes just three days after president approves sale of the oil company’s Niger Delta business
XY Planning Network
AUGUST 8, 2022
7 MIN READ. This article is a whole new format for RIA marketing education. “How to grow your RIA” is a big, dynamic topic to tackle in 5 steps and a single blog post, but I believe there’s power in simplicity. If you Google “how to grow an RIA” today, you’re met with more than 25 million results. Marketing your firm is an intimidating task as is, and with millions of articles you could read, it’s no wonder independent advisors are stressed.
Financial Times: Moral Money
AUGUST 10, 2022
Plus, big wins for solar and carbon capture tech in US climate bill
Million Dollar Round Table (MDRT)
AUGUST 7, 2022
By Jim Ruta, B.A., CFU It happens to us all. You’ve worked very hard for a long time, and you’ve made outstanding progress. All of a sudden, though, putting in more effort doesn’t mean more money anymore. Your case count levels out. Your revenue stagnates. You lose your enthusiasm. You might even slide backward. You’ve plateaued. The popular advice was “work your way through it,” as if banging your head against the wall helped your head or made a dent in the wall.
Financial Times M&A
AUGUST 8, 2022
Seplat Energy will acquire the four oilfields as big international groups withdraw from the area
Diamond Consultants
AUGUST 9, 2022
With so many options to choose from, how does an advisor decide which path to independence to take? Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. And the path to independence used to be simple—for most breakaway advisors, it was a straight line from an employer to an independent broker dealer (“IBD”).
Financial Times: Moral Money
AUGUST 8, 2022
Plus, your reaction to the UN secretary-general’s call for windfall taxes on the oil and gas sector
ModernAdvisor
AUGUST 12, 2022
July was strong month for both equity and fixed income investors alike. July 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. July was strong month for both equity and fixed income investors alike.
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