The Big Picture

JANUARY 5, 2023

The post Stocks That Lost the Most Market Cap in 2022 appeared first on The Big Picture. Source: Reddit.

Marketing 313

Marketing Marketing Investing Investments 313

Pragmatic Capitalism

JANUARY 2, 2023

Here are some of my favorite posts from 2022. It was a busy year with my young kids so I didn’t write as much as I had hoped, but one [ … ]

188

188

Calculated Risk

SEPTEMBER 26, 2024

Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. below the recent peak in 2022. Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.5% The second graph shows the same two indexes in real terms (adjusted for inflation using CPI). Both indexes increased in July in real terms.

Numbers 109

Numbers 109

Calculated Risk

NOVEMBER 1, 2024

Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. below the recent peak in 2022. Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.5% The second graph shows the same two indexes in real terms (adjusted for inflation using CPI). Both indexes increased in August in real terms.

Numbers 80

Numbers 80

Calculated Risk

AUGUST 1, 2024

Below 2022 Peak Excerpt: It has been 18 years since the bubble peak. below the recent peak in 2022. Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.9% The second graph shows the same two indexes in real terms (adjusted for inflation using CPI). In real terms (using CPI), the National index is 1.9%

116

116

The Reformed Broker

FEBRUARY 26, 2023

The post Berkshire Hathaway 2022 annual report appeared first on The Reformed Broker. Berkshire is not always a port in the storm, but it has always made it out of the storm by focusing on the most important things: Free cash flow, profitability, diversification and quality of management.

Management 130

Management Investing Investments 130

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Commission 242

Commission Financial Planning Ethics Planning 242

Advisor Perspectives

APRIL 30, 2024

The Conference Board's Consumer Confidence Index® fell to its lowest level since July 2022. The index retreated to 97.0 this month from March's downwardly revised 103.1. This month's reading was lower than expected, falling short of the 104.0 forecast.

114

114

Calculated Risk

JANUARY 31, 2023

The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2022. National vacancy rates in the fourth quarter 2022 were 5.8 percent) and not statistically different from the rate in the third quarter 2022 (6.0 percent) and not statistically different from the rate in the third quarter 2022 (0.9

Numbers 131

Numbers Media 131

Calculated Risk

DECEMBER 26, 2022

At the end of each year, I post Ten Economic Questions for the following year (2022). 10) Question #10 for 2022: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2022? Here is a graph from Realtor.com showing active inventory through November 2022. This was correct. year-over-year.

Economics 111

Economics Sales Economy Banking 111

Calculated Risk

SEPTEMBER 8, 2024

Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. below the recent peak in 2022. Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.9% The second graph shows the same two indexes in real terms (adjusted for inflation using CPI).

70

70

Calculated Risk

JUNE 1, 2023

From the National Center for Health Statistics: Births: Provisional Data for 2022. The NCHS reports: The provisional number of births for the United States in 2022 was 3,661,220, a nonsignificant decline from 2021. births per 1,000 women in 2022, essentially unchanged from 2021. births through 2022.

Numbers 96

Numbers 96

Calculated Risk

FEBRUARY 8, 2023

31, 2022, continuing a fall that coincided with the start of the COVID-19 pandemic. Annual bankruptcy filings in calendar year 2022 totaled 387,721, compared with 413,616 cases in 2021, according to statistics released by the Administrative Office of the U.S. Courts: Bankruptcy Filings Drop 6.3 Percent Bankruptcy filings fell 6.3

138

138

A Wealth of Common Sense

JANUARY 8, 2023

Here’s the updated quilt with 2022 data: I have A LOT of tho. We get Chinese takeout for lunch every year on Christmas day. And we update my asset allocation quilt once a year when the calendar turns (OK that’s just me). Let’s do this.

Asset Allocation 144

Asset Allocation Assets Marketing Marketing 144

Alpha Architect

OCTOBER 7, 2022

Global Factor Performance: October 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 116

Asset Allocation Assets Investing Investments 116

Calculated Risk

NOVEMBER 2, 2022

The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2022. National vacancy rates in the third quarter 2022 were 6.0 percentage points higher than the rate in the second quarter 2022 (5.6 percent) and not statistically different from the rate in the second quarter 2022 (0.8 percent) and 0.4

Numbers 116

Numbers Media 116

Calculated Risk

APRIL 13, 2023

Earliler the Census Bureau released the population estimates for July 2022 by age, and I've updated the table from the previous post. The table below shows the top 10 cohorts by size for 2010, 2022 (released recently), and the most recent Census Bureau projections for 2030. population by age in July 2022 according to the Census Bureau.

Economy 145

Economy Numbers 145

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Calculated Risk

OCTOBER 17, 2022

Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +5.0K Inventory bottomed seasonally at the beginning of March 2022 and is now up 135% since then. The seasonal bottom (happened on March 4, 2022, for Altos) ? Altos reports inventory is up 33.7%

145

145

Alpha Architect

DECEMBER 1, 2022

DIY Trend-Following Allocations: December 2022 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. Full exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 113

Asset Allocation Assets 113

Calculated Risk

AUGUST 2, 2022

The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2022. National vacancy rates in the second quarter 2022 were 5.6 percent) and not statistically different from the rate in the first quarter 2022 (5.8 percent) and virtually the same as the rate in the first quarter 2022 (0.8

Numbers 117

Numbers Media 117

Alpha Architect

SEPTEMBER 8, 2022

Global Factor Performance: September 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Alpha Architect

NOVEMBER 8, 2022

Global Factor Performance: November 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

AUGUST 9, 2022

Global Factor Performance: August 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Advisor Perspectives

OCTOBER 16, 2024

The latest debt level is at $813.211 billion, the highest level since February 2022. FINRA has released new data for margin debt, now available through September. Margin debt is up 2.0% month-over-month (MoM) and up 19.4% year-over-year (YoY). However, after adjusting for inflation, debt level is up 1.9% MoM and up 16.6%

52

52

Calculated Risk

FEBRUARY 28, 2023

The FDIC released the Quarterly Banking Profile for Q4 2022: Reports from 4,706 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $68.4 billion in fourth quarter 2022, a decrease of $3.3 billion (4.6 percent) from the third quarter.

Banking 144

Banking Insurance Numbers Assets 144

Calculated Risk

SEPTEMBER 9, 2022

The FDIC released the Quarterly Banking Profile for Q2 2022 this morning: Quarterly net income totaled $64.4 billion in second quarter 2022 , a reduction of $6.0 The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. billion (8.5 percent) from the same quarter a year ago. billion, or 25.0

Banking 139

Banking Insurance Numbers Assets 139

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Below are my five favorite book club picks from 2022. Not only did I enjoy the book, but a highlight of my year was talking with the author during a 2022 MDRT EDGE session. Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. I hope you will find them as insightful as I did.

CFP 87

CFP Financial Advisor Communication 87

Calculated Risk

OCTOBER 31, 2022

Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +5.2K (still increasing!) Inventory bottomed seasonally at the beginning of March 2022 and is now up 139% since then. The seasonal bottom (happened on March 4, 2022, for Altos) ? week-over-week.

129

129

Cornerstone Financial Advisory

OCTOBER 31, 2022

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022.

Marketing 105

Marketing Marketing Economics Taxes 105

A Wealth of Common Sense

JANUARY 4, 2023

However, there was also an Occum’s razor answer for the losses in financial markets in 2022. There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors.

Marketing 101

Marketing Marketing Financial Market Numbers 101

Alpha Architect

SEPTEMBER 2, 2022

DIY Trend-Following Allocations: September 2022 was originally published at Alpha Architect. Current Exposures: No exposure to domestic equities.No exposure to international equities.No exposure to REITs.Full exposure to commodities.No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets 104

Calculated Risk

AUGUST 11, 2022

From the MBA: Mortgage Delinquencies Decrease in the Second Quarter of 2022 The delinquency rate for mortgage loans on one-to-four-unit residential properties decreased to a seasonally adjusted rate of 3.64 The delinquency rate was down 47 basis points from the first quarter of 2022 and down 183 basis points from one year ago. “At

Economics 145

Economics Sales Marketing Marketing 145