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By Paul Zukowski
 I can sense continuing excitement brewing among those, including me, who watch economic statistics like they were some sort of Olympic event. Why are the numbers creating excitement, you may ask? Because — hold onto your hats — the monthly new-jobs-created figure hit 255,000 for July! What, no cheering? Well, every new job that is added to the national economy means two important things for small businesses to capitalize on.
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CFA Chicago
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. Some examples of Special Situations are spinoffs, liquidations, tender offers, restructurings, bankruptcy exits etc. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance. Every participant in the Forum is expected to research the topic before attending the meeting.
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CFA Chicago
The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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CFA Chicago
The Investment Exchange Forum is a stock-picking meeting of 10-15 CFA Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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CFA Institute's Enterprising Investor
Read any further and chocolate might not taste so good.
Same with shrimp. And I guess I should also mention there’s a decent chance your new t-shirt or skirt won’t look as nice either.
Because especially if you’re buying the cheap stuff, the odds are excellent that a slave is somewhere in the economies of scale that brought it to you. And I mean the strong form of slave: A human who is bought and sold. Depressingly, this holds for almost any kind of “cheap stuff” you might care to discuss.
And that brings me to the part of the story that’s uniquely applicable to investors: Where we have risk, opportunity, and indeed a chance to deslave the world.
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The Associated Press via Peoria Journal Star
A stopgap spending plan that lawmakers approved to address Illinois' lack of a state budget for a second straight year is quickly draining the state's "rainy day" fund, focusing more attention on the state's unique and long-running financial management problems.
An account that experts say should have $1.5 to $3 billion to help weather an economic downturn was down to about $180 million as of Friday.
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Bloomberg
From last week’s confluence of record highs to rebounding growth stocks, there’s a lot to like in a market as hated as this one.
No longer are low-volatility stocks the leaders. Nor are utilities, or companies that sell toothpaste and hand soap. Nary a defensive share is rallying as leadership in the S&P 500 Index switches from the dividend-paying bond surrogates that ruled 2015 to technology, banks and commodity firms that benefit from an expanding economy.
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Crain's Chicago Business
Think a $111 billion pension funding shortfall is huge? Wait until reality takes another bite out of Illinois public employee retirement plans.
Shrinking investment returns, historically low interest rates and general volatility in capital markets are forcing state plan administrators to reconsider their assumptions about how much their portfolios will grow over the long term.
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Chicago Tribune
According to a national poll released by Bankrate in June, just 28 percent of Americans have the recommended six months' worth of emergency savings in the bank. Meanwhile, the very same percentage of respondents has no savings at all.
We'd all be better off with a little something in the bank, but getting there can be tough when there always seem to be more pressing matters vying for our attention and resources. But what if I told you that in only an hour you could be on your way to a sounder financial footing?
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Crain's Chicago Business
To stay on its heady growth path, Chicago investment bank Lincoln International may need more than just its partners' money. The mergers-and-acquisitions adviser is positioning itself for a potential initial public offering in the next few years as rivals get bigger.
“There's consolidation going on in our industry, and there's an opportunity for those who are aggressive,” says Lincoln Chairman Jim Lawson. “We're focused on being one of the winners.”
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Barron's
Thoughtful investment decisions across asset classes may benefit from multiple approaches to analyzing and comparing them. For example, to compare the value of fixed income and equities, we typically use measures of yield: We calculate an equity risk premium and compare it to a fixed income yield. But suppose instead of looking at equities through the lens of yield, we look at fixed income through the lens of price-to-earnings ratios?
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Crain's Chicago Business
As mayor, Richard M. Daley sure threw one hell of a bash. Turns out, though, that what we thought was an open bar was actually a cash bar. Now his successor is handing Chicago residents the latest — and what he promises will be the last — tab for the party.
No one wants to pay higher taxes. But Mayor Rahm Emanuel is doing the right thing by raising revenue to fill the shortfalls Chicago has run up in its public employee pension plans.
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Chicago Business Journal
Children are a blessing. They are heirs who extend the family into future generations.
In earlier times people would sire large families as a retirement planning strategy. All this comes at a cost.
If you are in the financial advisory business, it’s likely you are helping clients plan. If you are a parent with grown children, you may be teaching the next generation this lesson yourself.
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