Calculated Risk

JANUARY 13, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Residential investment has also peaked. Here is a table of the annual change in real GDP since 2005.

Economy 278

Economy Sales Economics Investing 278

Calculated Risk

JANUARY 3, 2023

Today, in the Real Estate Newsletter: Question #8 for 2023: How much will Residential investment change in 2023? 8) Residential Investment: Residential investment (RI) was a drag on growth in 2022 as the housing market slowed sharply. Here is a table showing housing starts and new home sales since 2005.

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Sales Investing Investments Commission 130

The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important. Time named Amazon.com Inc.

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Marketing Marketing Media Investing 336

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. The firm focuses on mortgage and securitized products, as well as a real estate investment, management and operating platform. They manage $16.8

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Portfolio Management Management Portfolio Investing 182

The Big Picture

FEBRUARY 25, 2023

Layton , who joined Partners Group in 2005, leads the firm’s executive team and global executive board and is also a member of the global investment committee. The firm has invested $195 billion since 1996. He was previously the head of Partners Group’s private equity business department.

Assets 37

Assets Consulting Management Investing 37

Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024? Question #9 for 2024: What will happen with house prices in 2024? Question #10 for 2024: Will inventory increase further in 2024?

Economy 298

Economy Manufacturing Economics Sales 298

A Wealth of Common Sense

MARCH 10, 2024

I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk.

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Management Investing Investments Wealth Management 145

The Big Picture

JANUARY 20, 2023

Breakaway : For only the 25 th time since World War II (an average of once every 3 1/2 years), the Dow Jones Industrials registered what technician Walter Deemer calls “breakaway momentum” (or “breadth thrust”).

Retail 298

Retail Banking Marketing Marketing 298

Calculated Risk

JANUARY 10, 2024

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Here is a table of the annual change in real GDP since 2005. For 2023, I used a 2.6% this gives 2.4%

Economy 200

Economy Sales Economics Investing 200

Fortune Financial

JANUARY 28, 2025

Additionally, the baby boomer generation continues to prefer aging in place and investing in their homes, while millennials and other first-time homebuyers are purchasing homes in need of upgrades due to limited available inventory and affordability concerns. These demographic trends are all supportive of repair and remodel.”

Financial Advisor 96

Financial Advisor Retirement Clients Marketing 96

Validea

APRIL 8, 2025

The G-Score framework, developed by Professor Partha Mohanram in 2005, offers investors a systematic approach to evaluating growth stocks. At its core, the G-Score measures how effectively companies invest in future growth through research and development, capital expenditures, and advertising. Start a Free Trial!

Advertising 52

Advertising Investing Investments Sales 52

Calculated Risk

AUGUST 27, 2024

Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger.

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Medical Sales Accounting Portfolio 182

Random Roger's Retirement Planning

JULY 22, 2022

The best investment we ever made was buying our first cabin in Walker in 1998. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since.

Investing 75

Investing Investments Taxes Retirement 75

Validea

JANUARY 8, 2025

The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created for value stocks. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

Advertising 52

Advertising Assets Investing Investments 52

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? But, what’s the problem with investing in popular narratives? Most probably not! Why is that so?

Investing 52

Investing Investments Valuation Government 52

The Chicago Financial Planner

OCTOBER 21, 2021

The estimate was $190,000 in their 2005 survey. Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Not sure if your investments are right for your situation?

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Nerd's Eye View

DECEMBER 19, 2022

Yet the irony of FPA's new initiative for Title Protection is that "Financial Planner" actually did have protected status as a title all the way back in 2005, when the SEC issued a rule that would allow broker-dealers to offer fee-based brokerage accounts without being required to register as investment advisers and be a fiduciary… and as a part (..)

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Financial Planner CFP Certified Financial Planner Financial Planning 243

Validea

FEBRUARY 7, 2025

The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. The system looks at how consistently a company invests in its future through R&D, capital investments, and advertising.

Advertising 52

Advertising Investing Investments Sales 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Validea

JANUARY 12, 2023

We interviewed Andy Berkin, the co-author of the book “The Complete Guide to Factor Investing” for our podcast this week and we discussed the topic of multi-factor investing. The magic of multi-factor investing comes in when you look at the P1 through P3 rows. The Two Major Approaches to Multi-Factor Investing.

Investing 59

Investing Investments Portfolio CFP 59

Validea

MARCH 5, 2025

The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. This analytical system evaluates how consistently companies invest in their future through research and development, capital expenditures, and advertising initiatives. Start a Free Trial! 8 AVY AVERY DENNISON CORP $187.97 $14,849 21.5

Advertising 52

Advertising Sales Assets Investing 52

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investing 246

Investing Investments Startup Accounting 246

Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

Assets 119

Assets Investing Investments Numbers 119

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations.

Advertising 52

Advertising Investing Investments Manufacturing 52

The Big Picture

AUGUST 17, 2023

It’s like a bad syllogism : Observe a Single Data Point; Reach a broad conclusion about it; Express this in a trade or investment idea The problem with any single data point is that the real world is complicated, messy, and filled with randomness and noise. This includes the monthly employment situation report and quarterly GDP releases.

Economics 130

Economics Government Media Investing 130

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005.

Numbers 81

Numbers Taxes Investments Investing 81

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Assets 162

Assets Investing Investments Valuation 162

Trade Brains

AUGUST 18, 2023

India has multiple investors with crores of personal wealth invested in the stocks. Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? EPS ₹2 Stock P/E 357.18 Price to Book Value 10.20

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Productivity gains help create a virtuous cycle in which real wages grow without adding pressure to inflation, helping to keep interest rates low, which in turn spurs further investment. So, what now?

Marketing 97

Marketing Marketing Economy Investments 97

Carson Wealth

JANUARY 29, 2024

This time is different” are the four most dangerous words in the investment business, but I think the current situation warrants it. Investment remains relatively solid, with a sharp pickup in investments related to technology, equipment, and structures. average between 2005 and 2019 and closer to the late 1990s.

Marketing 97

Marketing Marketing Economy Government 97

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. Welcome to Bloomberg. ANTTI ILMANEN. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

Trade Brains

OCTOBER 13, 2023

High FII holding Stocks Under Rs 100 : When it comes to investing in the stock market, we always try to find the most intricate balance between affordability & sustainability. The Company already invested Rs. GMR later ventured into Airports in the year 2005. The Company has CAPEX plans for FY23-24 worth Rs. Market Cap (Cr.)

Banking 105

Banking Financial Services License Retail 105

The Irrelevant Investor

JULY 31, 2019

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Valuation 52

Valuation Portfolio Investing Investments 52

Carson Wealth

SEPTEMBER 30, 2024

That’s obviously backward-looking data, but as of now, the Atlanta Fed is projecting Q3 GDP growth at 3.1%, on the back of strong consumption and investment spending. We’ve written extensively about productivity, and how tight labor markets and investment are key to its growth, including in our 2024 Outlook. The momentum continues.

Marketing 95

Marketing Marketing Manufacturing Economics 95

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017). Source: Goldman Sachs. .

Marketing 52

Marketing Marketing Clients Assets 52

The Irrelevant Investor

JULY 31, 2017

On July 31, 2008, investors were reminded of the fact that investing is a relative game, not governed by absolute laws. on the same day) The chart below is a great example of how markets act like a discounting machine.From 2005 to its peak in 2007, as Exxon became the greatest cash generating company of all-time, its stock rose 85%.

Marketing 52

Marketing Marketing Government Investing 52