A Wealth of Common Sense
JULY 31, 2022
Derek Thompson posted this incredible chart from Our World in Data on who Americans spend their time with, by age: These are average numbers but based on this chart the time spent with: Your family peaks at around 15 years old. Your friends peaks at around 18 years old. Your co-workers peaks at around 30 years old. Your kids peaks at around 40 years old.
The Big Picture
AUGUST 1, 2022
“I constantly remind our employees to be afraid, to wake up every morning terrified. Not of our competition — but of our customers.” -Jeff Bezos, 1998 Amazon shareholder letter. We all know how much FAANMG stocks have faltered this year, but there is a bigger story brewing: The companies themselves seem to have…lost their way. What once made them great has slipped into their historical legacy, with less innovation and far less delight to its end users.
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Financial Times M&A
AUGUST 1, 2022
World’s biggest oil producer says deal will help it expand its downstream activities
A VC: Musings of a VC in NYC
AUGUST 1, 2022
Tech:NYC is the industry association for NY’s tech sector. They play a number of important roles and one of them is to educate and inform about the impact of the tech sector in NY. To that end, they launched a valuable resource last month called Innovation Indicators. Innovation Indicators is a dashboard that shows the latest data on the impact of the tech sector on the NY economy.
A Wealth of Common Sense
AUGUST 4, 2022
A reader asks: For all these new home buyers who bought at massive house prices due to ultra-low rates…will they then get screwed when house prices normalize with ~6% rates being the norm? So like when they sell their home to move, they may be selling at a loss? Is this not a bubble waiting to pop? This is always a possibility. There was a massive pull forward in housing returns these past couple of years.
The Big Picture
JULY 30, 2022
?. This week, we speak with Bloomberg Businessweek staff writer Hannah Elliott , who reports on the automotive industry with a special focus on hyper-cars, motorcycles, and electric and luxury vehicles. She lives in Los Angeles, where car culture is enjoying a renaissance. NOTE : During the broadcast portion, we had the usual Q&A but in the podcast portion, this turned into a conversation; Hannah made the mistake of asking me a question and we were off to the races of me babbling about cars
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Reformed Broker
AUGUST 2, 2022
When you’re the size that Amazon is and you’re looking for growth, the only thing that could really move the needle for you is to attack a massive market opportunity. How does $4 trillion sound? That’s about what Americans spend directly on healthcare each year. Consider this past week’s acquisition as the solidifying piece of the story.
A Wealth of Common Sense
AUGUST 5, 2022
Three random thoughts on personal finance, stock-picking and financial mistakes: Banks are the worst. Got this in the mail this week: In a word — ridiculous. Inflation is over 9%. The Fed Funds Rate is now 2.5% and going higher. You can earn 3% on a 6 month T-bill these days. Yet banks are still paying pennies on the dollar to hold your money.
The Big Picture
AUGUST 5, 2022
Source: Visual Capitalist. It’s light summer posting season! I am heading out of town for a wedding, and then on to the “ Shadow Kansas City Federal Reserve Board ” next week, then some family gatherings. Meanwhile, mull over this chart of the 20 fastest growing jobs over the next decade. Enjoy what’s left of the Summer! The post What Employment Sectors Are Growing the Fastest?
Financial Times M&A
AUGUST 5, 2022
Big Pharma group is using cash pile from sales of Covid-19 vaccines to replenish drug pipeline
Dear Mr. Market
AUGUST 5, 2022
Dear Mr. Market: Dividends! Journalists write about you daily. Investors constantly think and talk about you. Analysts and economists spend their entire careers trying to figure you out. You’re a complex yet simple character, Mr. Market! All that said, today we want to share with our readers a substantial part of you that doesn’t get enough appreciation (pun intended).
A Wealth of Common Sense
AUGUST 2, 2022
These are the monthly returns in the S&P 500 this year so far: January -5.2% February -3.0% March +3.7% April -8.7% May +0.2% June -8.3% July +9.2% There have been 3 months already this year when the market fell 5% or more. That didn’t happen once last year. It only happened twice in 20201. There were no down 5% or worse months in all of 2017, 2016, 2014 or 2013.
The Big Picture
AUGUST 5, 2022
My end-of-week morning train WFH reads: • The stock market can be an emotional roller coaster. It shouldn’t be. There’s how you think about investment risk — and then how you feel about it. ( Vox ). • Gen Z Knows What It Wants From Employers. And Employers Want Them. To tap into the creativity of younger workers, and to offset a labor shortage, companies are offering four-day weeks, club memberships and work-from-anywhere flexibility. ( New York Times ) see also You’re Back at the Office.
Investment Writing
AUGUST 2, 2022
Did you know that “OK,” not “okay” is the correct spelling of that familiar expression? If you didn’t know how to spell OK, you have plenty of company, as I discovered when I ran a LinkedIn poll. Origins of OK. The term OK is an initialism. It comes from the misspelling “oll korrect” for “all correct.” Apparently such misspellings were popular in the 1830s, when this term originated, according to “ The Hilarious History of ‘OK’: The English language’s most successful export is a jok
Financial Times M&A
AUGUST 5, 2022
Ecommerce group expands home technology portfolio but acquisition likely to attract regulatory attention
Walkner Condon Financial Advisors
AUGUST 5, 2022
If we think back to the outset of 2021 – which feels more like 10 years ago than a year and a half – it was easy to overlook inflation, while we focused on rolling out COVID-19 vaccines and the start of a new presidency. But the problems we’re currently facing with the rise in inflation were percolating under the surface. . Back in Dec. 2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%
The Big Picture
AUGUST 3, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses risk-reward and the less liquid aspects of the market: “I’m reminded of the words of the great investor, Groucho Marx, who said ‘ I don’t want to be a member of any club that would have me.”. When we look at alternatives and that’s everything from venture to hedge fund to private equity, the ones you can get into tend to not to be the top performing funds.
Covisum
AUGUST 5, 2022
In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction. Certain charitable gift deductions moved from 50% to 60%. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.
Financial Times M&A
AUGUST 5, 2022
A who’s who of cultural annexation and capital flight
Financial Times: Moral Money
AUGUST 3, 2022
Plus, how many high-polluting companies slide by in the bond market
The Big Picture
AUGUST 5, 2022
VinFast established in 2017 out of Hanoi, Vietnam, was founded by serial entrepreneur Pham Nhat Vuong — he’s Vietnam’s first billionaire and got his start in business selling instant ramen in the Ukrainian market. They plan to sell two all-electric sport-utility vehicles in the U.S. to start: a midsize SUV, called the VF 8, that starts at $40,700, and a larger VF 9, starting at $55,500.
FMG
AUGUST 3, 2022
Social media involves interacting with clients, potential prospects and other financial advisors. This means that it’s essential to do everything possible to increase engagement and get your name out there. After all, the whole point of being on social media is to grow your audience, which is where images come in. However, it’s not as simple as just creating or looking up random images to use.
Financial Times M&A
AUGUST 3, 2022
Avast shares rise more than 40% after CMA provisionally agrees $8bn merger with US rival
Financial Times: Moral Money
AUGUST 1, 2022
Plus, the world reacts to the ISSB’s draft standards
The Big Picture
AUGUST 4, 2022
My morning train WFH reads: • Could This Little European Fund Be the Spark for a ‘Vanguard of Hedge Funds’? Hedge fund replication — which can be thought of as a slightly more complicated version of a stock index fund — just got a big boost from a small fund. Seven years after its launch, an SEI fund is beating all its illustrious peers. That could be enough to finally make this hedge fund replication’s moment.( Institutional Investor ). • Things Are Clear as Mud : This year has been all about i
FMG
AUGUST 4, 2022
For today’s Advisor Website Showcase, we are joined by Michael Allison of New Lantern Advisors. We sent Michael some of our most in-depth questions so far to see how he handled his website, transitioning into virtual work, and fighting against his kryptonite. Modernize Your Website. The second you open the New Lantern Advisors website, you’re instantly drawn in with a unique and interesting animated set of videos along with a CTA.
Financial Times M&A
AUGUST 3, 2022
US and Luxembourg groups exploring tie-up as challengers like Elon Musk push into space industry
Financial Symmetry
AUGUST 1, 2022
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach … Continued. The post FSI Promotes Sam Knighton to Client Service Associate appeared first on Financial Symmetry, Inc.
The Big Picture
JULY 30, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat on the beach, and get ready for our longer-form weekend reads: • SEC Enriches Fraudsters, Lawyers as Secrecy Shrouds Tips Program : SEC whistleblower decisions are inconsistent, cloaked in secrecy, often go to clients of agency ex-officials/ Program increasingly busy but has drawn ire of federal courts at times ( Bloomberg Law ). • How colours affect the way you think Our world is awash with a rainbow of colours, but certa
Financial Times: Moral Money
AUGUST 2, 2022
Decline in sustainable fund investment hits country harder than elsewhere in the region
Financial Times M&A
AUGUST 1, 2022
Deal to take over Warburg Pincus’s majority holding reflects heightened interest in specialist data services
A Wealth of Common Sense
AUGUST 1, 2022
Today’s listener mailbag is brought to you by Rocket Dollar: Click here to get the Rocket Dollar Guide to Self-Directed Retirement Plans for free. We discuss: Maxing 401ks and covering income with pensions Indexed insurance products The best investment accounts to open for kids How much to allocate to alternatives Freeing up liquidity from a house Timing the housing market Advice on.
The Big Picture
AUGUST 4, 2022
“With over 71% of S&P 500 companies finished reporting revenues and earnings for Q2-2021, the revenue and earnings surprises are at their lowest levels since the pandemic recovery began. Revenues are beating the consensus forecast by 2.5%, and earnings have exceeded estimates by 5.6%.” – Ed Yardeni. We enter the dog days of summer with markets coming off of their best July in years.
Financial Times: Moral Money
JULY 30, 2022
When workers like their employer, the organisation’s shares usually show a marked improvement
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