France to pay €9.7bn for nationalisation of EDF
Financial Times M&A
JULY 19, 2022
Government to offer €12 per share to investors to take full control of power group
Sat.Jul 16, 2022 - Fri.Jul 22, 2022
145 
Shift Your Perspective
The Big Picture
JULY 22, 2022
After yesterday’s discussion on the uncertainty monster , a friend who “loves perspective changers” reached out with a challenge: “Most people rarely question their own basic ideas,” he said, He challenged me to find 10 concepts to do just that. I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain.
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Anticipated Joy vs. Anticipated Regret
A Wealth of Common Sense
JULY 22, 2022
Frank Rabinovich was a portfolio manager and technology specialist at bond giant PIMCO in the 1990s. The way his colleagues treated him was a microcosm of the culture at the firm in its heyday. Co-workers would douse him with bug spray, claiming he smelled bad. They cut off the bottom of his ties when they didn’t like the look of them. They tackled him relentlessly in games of touch football since he wasn’t as.
This Week on TRB
The Reformed Broker
JULY 16, 2022
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.
Judge grants Twitter fast-track trial to decide fate of $44bn Musk deal
Financial Times M&A
JULY 19, 2022
Social media platform wins early victory in fight to force billionaire to complete acquisition
Risk & Reward: Two Sides of Same Coin
The Big Picture
JULY 20, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).
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Energy crisis prompts ESG rethink on oil and gas
Financial Times: Moral Money
JULY 17, 2022
Investors are starting to look more favourably on energy companies because of their role in the transition to a decarbonised economy
Use a comma between consecutive adjectives?
Investment Writing
JULY 19, 2022
When two consecutive adjectives modify the same noun, you’re supposed to put a comma between them. I sometimes struggle to decide if that’s appropriate. After all, there are cases when the first adjective modifies the second, as in “pale blue paper.” So I was delighted to find this advice from Jan Venolia in Write Right! : One way to determine consecutive whether adjectives modify the same noun ( a young, energetic student ) is to insert the word and between the adjectives.
Coming Shift in Global Economic Power?
The Big Picture
JULY 17, 2022
Visualizing the Coming Shift in Global Economic Power (2006-2036p). Source: Visual Capitalist. I never know what to make of these grand extrapolations but submitted for your approval… The post Coming Shift in Global Economic Power? appeared first on The Big Picture.
The Longest & Shortest Bear Markets
A Wealth of Common Sense
JULY 19, 2022
My latest piece for Fortune compiles a lot of the work I’ve been putting together here on the blog — how long bear markets tend to last, the two types of bear markets, bear markets vs. recessions and how investors should approach down markets depending on where they are in their investing lifecycle. * The technical definition of a bear market in stocks is a drawdown of 20% or worse from peak to trough.
Investors grapple with complexities of biodiversity
Financial Times: Moral Money
JULY 17, 2022
Businesses’ impact on nature poses risks that are both severe and hard to quantify
5 unconventional ways to ask for referrals
Million Dollar Round Table (MDRT)
JULY 17, 2022
By Bryce Sanders Financial advisors are trained to ask clients for referrals, and so from time to time we ask, “Do you know anyone I can help?” Put on the spot, though, sometimes our clients’ minds go blank. Yet, happy clients can be your best advocates. How can we do a better job at asking for referrals? Who wants an extra slice of pie? Your client asked about a specific product.
1965 Jaguar XKE Series I 4.2 Roadster
The Big Picture
JULY 22, 2022
Has there ever been a sexier, more lovely roadster than the Jaguar E-Type? It is perhaps the most beautiful convertible — ever. Even Enzo Ferrari called the E-Type ‘ The most beautiful car ever made.” And a 150-mph top speed didn’t hurt either. The E-Type was continually upgraded from 1961 through 1975 while retaining its spectacular styling. The original 3.8-liter XK straight-six made 265bhp from the factory; the engine grew to 4.2 liters. and produced the same 265 horsepower as the 3.8-l
The Last Time Inflation Was This High
A Wealth of Common Sense
JULY 17, 2022
The last time inflation was this high was November of 1981. I was 3 months old at the time. There are some similarities between now and then. There was an energy crisis back then just like there is today. The Fed was tightening monetary policy to fight inflation in the early-1980s as well. And people were increasingly unhappy about the economic state of affairs.
FTX in joint offer to buy Voyager Digital’s assets
Financial Times M&A
JULY 22, 2022
Proposal by Sam Bankman-Fried’s affiliates would offer accounts to customers of failed crypto group
The antitrust threat to climate action
Financial Times: Moral Money
JULY 22, 2022
Plus, is China’s emissions trading scheme working?
10 Friday AM Reads
The Big Picture
JULY 22, 2022
My end-of-week morning offsite reads: • A New Bull Market Can’t Start Until Investors Give Up For a new cycle to begin, people who bet on the market need to capitulate. Problem is, they’ve forgotten what that feels like. ( Wall Street Journal ). • What’s Going On…With Jobs The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don’t favor a soft-landing outcome for the economy. ( Charles Schwab ) see al
Emotional Investing
Integrity Financial Planning
JULY 20, 2022
What are the risks of making emotional decisions when it comes to your money? Brian shares what he tells clients about investing and retirement planning. During the football draft, so many decisions are based on emotions. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.
Amazon to acquire One Medical for $3.9bn
Financial Times M&A
JULY 21, 2022
Ecommerce group announces all-cash deal as it continues expansion into healthcare sector
Animal Spirits: Extreme Cost Cutting
A Wealth of Common Sense
JULY 20, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts Highlights, Lowlights, and insights from 1H 2022 On today’s show we discuss: Inflation isn’t getting better yet Inflation has outpaced wage growth The deflation risk How would investors react if we got some inflation (June 2020) Fed officials preparing to raise rates by another 75bps Average car payments hit a record high Investors h.
Rally??, Multiple Compression??, Earnings¯_(?)_/¯ Recession??, Double Bottom??
The Big Picture
JULY 18, 2022
Ignore the emojis in the headline long enough to ask yourself this question: What might the rest of 2022 look like ? I did that exercise last week in response to a client inquiry about the second half of the year. The context was excess cash looking for a good long-term home (not a trade). The question was not so much where to put the capital, but rather when to deploy it.
Inside the messy world of ESG indices
Financial Times: Moral Money
JULY 20, 2022
Plus, what does inflation mean for sustainable shopping?
In Twitter vs Musk, the just outcome would be out of court
Financial Times M&A
JULY 20, 2022
The seller-friendly contract contains a nuclear option to force a purchase
Canary in the Coal Mine
The Reformed Broker
JULY 22, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
10 Thursday AM Reads
The Big Picture
JULY 21, 2022
My morning train WFH reads: • Interest-Rate Pain From Higher Inflation Has Barely Begun : Stocks, houses, corporate borrowers and the federal Treasury may not be ready for a world of much higher real interest rates ( Wall Street Journal ). • A Warren Buffett Protégée Strikes Out on Her Own : Tracy Britt Cool spent a decade working closely with the renowned investor.
Why Ukraine is condemning global banks over ‘war crimes’
Financial Times: Moral Money
JULY 18, 2022
Plus, carbon offsets and lobbying pose greenwashing risks
Mergers destroy value. Without reform, nothing will change
Financial Times M&A
JULY 20, 2022
The M&A playbook of warped incentives, rent extraction and creative accounting is overdue a rewrite
How to use LinkedIn – for Financial Advisors – Part 1
Conneqtor
JULY 20, 2022
Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand.
Valuing a Venture Capital Portfolio
A VC: Musings of a VC in NYC
JULY 18, 2022
Every quarter our firm goes through a process to value our entire portfolio. Those values, on a schedule of investments we publish to our investors every quarter, flow through to our financial statements and capital accounts and establish how much an interest in our partnerships are worth at that time. We have always taken this process very seriously and approach it with a lot of rigor.
UK aims to set the pace for corporate net zero plans
Financial Times: Moral Money
JULY 17, 2022
Policymakers want to make the country a world leader in green finance, but without scaring businesses away
‘Alexa, get me a doctor’: Amazon’s push into healthcare
Financial Times M&A
JULY 21, 2022
Plus, HSBC installs Communist party committee and an interview with Shell boss Ben van Beurden
Is ESG Investing Right For Me?
Financial Symmetry
JULY 18, 2022
Increasingly, we as investors want to incorporate sustainable companies and business practices into our lives. Fortunately, there are many areas of our lives where we can intentionally spend and direct our dollars to facilitate the change we want to see … Continued. The post Is ESG Investing Right For Me? appeared first on Financial Symmetry, Inc.
Find all the leads you want through magnetic marketing
Million Dollar Round Table (MDRT)
JULY 19, 2022
By Bryan J. Sweet, CLU, ChFC, and Brittany Anderson In the financial services world, we are faced with issues of not being trusted and then of prospects receiving an avalanche of indistinguishable blurry marketing messages. How do you overcome this and stand out from the marketing noise? And how do you avoid making your marketing all about you? First of all, understand this harsh reality check: No one cares about you.
Time to destigmatise ‘khaki finance’
Financial Times: Moral Money
JULY 17, 2022
Investors and policymakers should focus more on the greening of the grey industries
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