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Jose Luis Ezcurra
Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome
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Ashish Chandra
During 1920s, Traders like Richard Wyckoff and Jesse Livermore achieved success despite the fact that brokerages were extremely high compared to today's standards. Here are some specific commission rates from notable brokerage firms of the time: - Merrill Lynch: 1/2% to 3/4% of the trade value (minimum $5 to $10 per trade) - E.F. Hutton: 1/2% to 3/4% of the trade value (minimum $5 to $10 per trade) - Charles Schwab (founded in 1920): 1/4% to 1/2% of the trade value (minimum $2 to $5 per trade) These commissions were much higher than today's standards They still generated profits and attained success , it's also within your reach to do so! Plan accordingly!
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Kerri Quinn
Discover the power of direct indexing through real-world success stories. Case studies from Verity Wealth Partners and Alphathena showcase how this innovative approach delivers personalized, tax-efficient portfolios that outperform benchmarks. By leveraging cutting-edge technology, advisors can efficiently manage custom portfolios, optimize taxes, and scale their business while providing exceptional client value. As demand for tailored investment solutions grows, direct indexing is set to revolutionize wealth management. Learn more at https://lnkd.in/gxdT3Jnf https://lnkd.in/gxdT3Jn #fintech #DirectIndexing #taxlossharvesting #RIA #financialadvisors #invest
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Chas Waring
New Post: Navellier Top 5 Stocks for May - https://lnkd.in/gmqzvKEe Investments Eli Lilly & Company Eli Lilly & Company (LLY) continues to experience unrelenting demand for its diabetes and weight-loss treatments. In fact, demand is so high that the FDA recently revealed that most doses of Mounjaro and Zepbound could be in limited supply through the end of the current quarter. In order to keep up with continuing demand, Eli Lilly plans to invest heavily in manufacturing and supply capacity for its injectable medicines like Mounjaro and Zepbound. Just this week, the pharmaceutical company announced plans to purchase a manufacturing facility from Nexus Pharmaceuticals. In the meantime, we’ll see exactly how robust demand has been for the company’s treatments next week. Eli Lilly is scheduled to release results for its first quarter in fiscal year 2024 before the stock market opens on Tuesday, April 30. First-quarter earnings are forecast to increase 52.5% year-over-year to $2.47 per share, up from $1.62 per share in the same quarter a year ago. Analysts have increased earnings estimates by nearly 8% in the past month, so a fourth-straight quarterly earnings surprise is likely. First-quarter sales are expected to rise 28.2% year-over-year to $8.92 billion. LLY is a Conservative buy below $801. SOM Technicals: 10-07-23: Closed at 567.87. Trade pressures are up. Volumes are now bullish. The next target up is 575.41. 10-14-23: closed at 609.20. Trade pressures are up and trending. Volumes are now bearish. The next target up is 636.00. There is the large gap near 460 to fill. 10-27-23: Closed at 560.23. Trade pressures are down. Volumes are bearish. The next target down is 559.00. 11-3-23: Closed at 567.81. Trade pressures are up but turning down. Volumes are neutral. The next target down is 535.00. 11-10-23: Closed at 597.50. Trade pressures are down. Volumes are neutral. Rolling over after the rally, the next target down is 544.70. 11-17-23: Closed at 591.74. Trade pressures are down but rising. Volumes are neutral. The next target up is 629.97. 11-26-23: Closed at 601.10. Trade pressures are up Volumes are neutral. In consolidation. The next target up is 619.40. 12-1-23: Closed at 584.04. Trade pressures are down. Volumes are bearish. The next target down is 573.69. 12-9-23: Closed at 598.05. Trade pressures are up. Volumes are bullish. The next target up is 611.72. 12-15-23: Closed at 571.22. Trade pressures are down. Volumes are down. The next target down is 55.74 then 529.00. 12-30-23: Closed at 581.60. Trade pressures are up. Volumes are bullish. The next target down is 560.26. 1-6-24: Closed at 618.55. Trade pressures are up. Volumes are neutral. The next target up is a retest of the 636.15 target. 1-12-24: Closed at 642.92. Trade pressures are up. Volumes are bullish. The next target up is 664.52. 1-20-24: Closed at 628.58. Trade p
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Jim Caron
New Whitepaper from Caron's Corner: In this paper we discuss new management techniques required to capture higher returns in a higher inflation regime. A new market regime is upon us catalyzed by rising inflation risks. This presents a challenge to investors seeking to compound returns at target levels with stability because it increases correlation risks. Effectively, it pushes the efficient frontier inwards and reduces risk-adjusted return potential. In this paper, we explain how we counter this adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns. https://mgstn.ly/3QNuw0f
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Jesse Redmond
MSO earnings season starts this week, with eight of the top ten US operators reporting. Consensus analyst expectations are for the top ten MSOs to show a Q/Q 2.62% contraction in revenue and adjusted EBITDA to decline 6.18%. (1/3) The top ten MSOs' Y/Y revenue is expected to grow by 3.20%, and AEBITDA is expected to expand by 17.30%. Analysts predict the highest Y/Y revenue growth for Ascend Wellness Holdings (CSE: AAWH.U / OTCQX:AAWH) at +22.40%, and Cresco Labs is predicted to have the best Y/Y improvement in AEBITDA at +62.00%. Finally, here are some of the companies reporting this week: May 7: Ascend Wellness Holdings (CSE: AAWH.U / OTCQX:AAWH) May 8: Green Thumb Industries (GTI), Verano, MariMed, Inc. May 9: Curaleaf, Trulieve, TerrAscend, Cannabist, Jushi Holdings Inc. Source: FactSet
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Vincent León, AAMS®
Why short duration high yield? In recent years, record-high new issuance and refinancing activity pushed down coupons and interest expense – and pushed out maturities. Today, this adds up to an even more compelling yield-to-duration trade-off. https://lnkd.in/ehuHgXAS The linked content is intended for qualified institutional investors and/or financial professionals only.
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Poh-Heng Tan, CFA
Monitor: US BSL CLO New Issue Arb Trend Since 2017 The median arbitrage metric YTD at 195 bps is actually lower than in both 2022 and 2023, but this year’s new issue volume has already far exceeded the past two years’ volume on an annualized basis. Similarly, 2018-vintage deals had the lowest median arbitrage metric at 191 bps, but 2018 was a record-breaking year for new issue #CLO volume at the time. On the other hand, 2020-vintage deals had the best median arbitrage metric at 243 bps, but their new issue volume was the lowest. If you’re interested in learning more about the premium content or would like a walkthrough of the website via Zoom, please don’t hesitate to email me at info@clopremium.co.uk. https://lnkd.in/e6sUTfjw
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Benjamin Felix
Most financial advisors can't outperform a low-cost ETF portfolio that costs 10-20 bps to own. In many ways, index funds have effectively "solved" investing. Yet many people continue to delegate their investment management to financial advisors. Why? The answer is simple: people don't hire financial advisors to maximize their investment returns. They hire them to satisfy a broader set of needs that cannot be met by simply owning index funds. This fact emerges from three survey-based studies. A 2020 study on a broad survey of ~3,000 individuals finds evidence that people hire financial advisors to satisfy needs including: -purchasing “peace of mind” -having access to the opinions of an expert -and delegating financial decisions The authors classify investor needs into five categories: -knowledge -trust -personal improvement -delegation -and investment performance They find that the most important need is trust, followed by personal-improvement. The least important is investment performance. https://lnkd.in/entQkMQA This finding aligns with a highly cited theoretical paper - Money Doctors. The authors argue that trust in an investment manager enables investors to take risks, and earn returns, that they might otherwise not obtain. https://lnkd.in/e5vbBWdc In a Morningstar study, 312 responses to the question “Please list some reasons why you hired your advisor...” were analyzed. The top motivations were to alleviate discomfort in handling financial issues, the desire to achieve a specific goal, and behavioral coaching. A similar study from Morningstar analyzed 620 responses to the question “please list some reasons why you continue to have an advisor”. “Discomfort handling finances” - with specific reasons like “peace of mind” and “money makes me nervous” - was the top overall response. Index funds may have "solved" investing, but solved doesn't mean easy. Investing is inherently uncomfortable, emotional, and makes many people nervous. The needs for trust-based peace of mind, expert opinion, and delegation cannot be solved by a financial product.
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Dan Richardson
Data management continued to be a top theme in this year's 2024 private markets outlook. Two takeaways for me: 1. Timeliness and accuracy of valuations now the top challenge, likely driven by increased regulation and investor scrutiny. 2. Gathering unstructured data remains a massive challenge. Read the full report here: https://lnkd.in/e2q-Meru
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📈 ALEX SPIROGLOU, CFTe, DipTA(ATAA)
An interesting study especially for those claiming that "high stock concentration invalidates rallies" Never, ever forget the SP500 is cap-weighted... In Technical Analysis jargon - a relative strength strategy =============================================== WHERE TO FROM HERE ? =============================================== "Knowledge is the only Treasure that increases by sharing"... ..that is why I share Charts & Stats about: 💻 Trading / 📈 Technical Analysis / 🌍 Macros If you are interested in these topics, you can receive: 1. NEWSLETTER 📰 Join 2,000 others for my FREE "S.M.A.R.T. Trader Systems" Newsletter https://lnkd.in/eHcz-4Cd 2. NOTIFICATIONS 🔔 Join 8,200 others and click on Alex Spiroglou 🌍 + follow + 🔔 https://lnkd.in/efwd22Cz 3. EMAIL LIST 📩 Join 6,000 others in our email list https://lnkd.in/e2EK2r8S ===============================================
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Gary Christie
As the Bulls retreat, TC Options Insight helps tame the bear. Options offer versatile strategies that can profit from both upward and downward market movements. TC Options Insight was designed to show retail stock traders that have never considered trading options, the benefits of options strategies that replicate being long or short stock with less risk while learning the importance of volatility and expected price movement in the strike price selection process. Here's how it works. https://lnkd.in/g73CPRmK
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Michael Ashley Schulman, CFA
"I believe I heard a collective sigh of relief across Wall Street as many investors and analysts were nervous about NVIDIA and the entire #tech center ahead of this announcement," said Michael Schulman, chief investment officer at Running Point Capital. 📰We were quoted by Reuters this afternoon—following #Nvidia's release of first quarter #earnings and #future projections—in an article by Caroline Valetkevitch and Arsheeya Bajwa. 🦅SUMMARY: Nvidia's #AI ambitions continue to soar, but restrictions on sales to #China and ‘in-house” chip competition from its own customers hangs over its future. 📈After four consecutive quarters of earnings that blew past Wall Street analyst estimates, Nvidia just flexed its muscles again, delivering solid Q1 sales and Q2 projections that outpaced expectations. From fiscal 2020 to 2024, Nvidia nearly 6x revenues to $61B while nearly 9x earnings to nearly $13 per share. That frantic growth does not have to be maintained, but investors still want to see market leading growth from this $2.3 trillion behemoth. 🪓Their announced ten-for-one stock split and increased dividend should also be a huge positive rally catalyst for the stock in afterhours trading and over the next several days. 🐂#AI_chip_demand_begets_more_AI_chip_demand: Management’s second quarter revenue projections bested estimates by an incredible $1.2 billion. This bullish performance indicates longevity of demand for chips that can process large language models (#LLMs) and #generativeAI. The forecast indicates that we are still early in the cycle, that AI chip demand begets more AI chip demand, and that their chips that help data-centers, chatbots, crypto-miners, AI, and other cutting-edge tools are a hot commodity; the main risk would be if for some reason #TSMC is not able to meet Nvidia’s production demand. 🏏The generative AI and LLM rally that has propelled the tech center may continue a while longer, especially since we are in the early innings of utilization across industries and corporations across the globe. It is interesting that cloud customers have fallen to less than 50% of revenues which may indicate that #chip demand is broadening across customers. ⚖Nvidia's recent GTC 2024 conference showcased their ambition to become a one-stop shop for building AI infrastructure. Their new #Blackwell platform and expanding software offerings strengthen their position, and improved switch performance could keep their networking business humming. However, recent restrictions by the US on sales of certain chips to China, while not a major short-term blow, dampens their long-term prospects in this critical market, and ‘in-house” chip competition from current customers like Alphabet Inc. and Apple hangs over its future. https://lnkd.in/gEBvwf57
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3 Comments -
Tom Brakke
The Fortnightly explores issues of importance for investment professionals. This time it includes interesting research on hedge fund performance, a look a data governance in organizations, perspectives on company guidance practices, managing limited partners, Fidelity's controversial new fee, the costs of an internal investment office, and much more. Among the sources: Scott Treloar, Kai Wu, Michael Mauboussin, John-Austin Saviano, Larry Swedroe, Dave Nadig, and Ashby Monk.
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