Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. In 2022, both new home sales and single-family starts turned down in response to higher mortgage rates.

Sales 309

Sales Investing Investments Taxes 309

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 285

Economics Sales Banking Economy 285

Wealth Management

DECEMBER 27, 2022

A strong start to 2022 marked by robust fundamentals and record levels of investment sales activity transitioned into a second half marked by uncertainty, leaving commercial real estate on unsteady footing heading into 2023.

Sales 303

Sales Investing Investments 303

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 317

Marketing Marketing Investing Investments 317

Wealth Management

OCTOBER 31, 2022

With stubborn inflation, investment triggers feel harder to pull in 2022. Multifamily real estate is a strong option.

Investing 306

Investing Investments 306

The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

Management 306

Management Investing Investments Financial Market 306

Wealth Management

APRIL 17, 2023

Driven by private equity activity, entity-level transactions accounted for more than half of investment sales volume in the data center space in 2022.

Investments 272

Investments Investing Accounting Sales 272

Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

Investments 261

Investments Investing Wealth Advisor Portfolio 261

The Big Picture

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

Investing 246

Investing Investments Asset Allocation Healthcare 246

Wealth Management

JULY 31, 2023

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

Investments 223

Investments Investing 223

Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. billion in 2022 in the U.S.` Markets European natural gas prices are back down to Q4 2021 levels. ft.com) Zero day options are growing in popularity. rationalwalk.com) Share buybacks aren't good or bad, they just are.

Investing 245

Investing Investments Financial Advising Media 245

Abnormal Returns

JANUARY 20, 2023

ritholtz.com) India's stock market held up well in 2022. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Markets What a 'breakaway momentum thrust' means for investors. wsj.com) Don't let your portfolio be driven by strategist forecasts. Those stakes are set to change hands.

Investing 246

Investing Investments Startup Financial Advising 246

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investing 296

Investing Investments Valuation Portfolio 296

Wealth Management

AUGUST 4, 2022

GeekWire looks at the role online investment platforms have played in the U.S. Las Vegas’ hospitality and casino industries are booming, reports The Wall Street Journal. housing market. These are among today’s must reads from around the commercial real estate industry.

Investing 289

Investing Investments Marketing Marketing 289

Wealth Management

OCTOBER 4, 2022

Asset managers continue to own large office portfolios, according to Pensions & Investments. As more homebuyers step away from the market due to rising mortgage rates, home builders are selling new homes to SFR investors in bulk, reports The Wall Street Journal.

Portfolio 279

Portfolio Assets Management Investing 279

Calculated Risk

DECEMBER 28, 2022

Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). 1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slowed following the economic rebound in 2021. 2) Employment: Through November 2022, the economy added 4.3

Economics 347

Economics Economy Sales Commission 347

Calculated Risk

JULY 28, 2022

From the BEA: Gross Domestic Product, Second Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis. rate, and residential investment decreased at a 14.0%

Government 333

Government Economics Investing Investments 333

Abnormal Returns

DECEMBER 14, 2022

thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (robkhenderson.substack.com) The ultra-rich are now buying their own submarines. ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization."

Investments 245

Investments Investing Retirement Planning Banking 245

Wealth Management

AUGUST 10, 2022

Investment sales volume was up 10 percent in the second quarter, according to CBRE data. Fitch Ratings warned about the danger stagflation posts to commercial real estate values. These are among today’s must reads from around the commercial real estate industry.

Sales 263

Sales Investing Investments 263

Abnormal Returns

NOVEMBER 12, 2024

alphaarchitect.com) Why 2022 was so unusual in markets. aeaweb.org) How memories affect how we invest. (papers.ssrn.com) Research The 'index effect' seems to be waning. morningstar.com) How trend following works in high-rate regimes. mrzepczynski.blogspot.com) Can investors simply ignore benchmarks?

Financial Advisor 173

Financial Advisor Investing Investments Marketing 173

Wealth Management

NOVEMBER 17, 2022

National Mortgage News looks at what 2023 might bring in the world of real estate investment financing. Bisnow looks at the challenges diversity officers face when it comes to CRE firms. These are among today’s must reads from around the commercial real estate industry.

Investing 261

Investing Investments 261

The Big Picture

AUGUST 10, 2022

Source: Bloomberg , August 9th, 2022. Bloomberg, August 8, 2022. August 9, 2022). The Trouble with Consumer Sentiment (July 8, 2022). Sentiment LOL (May 17, 2022). Too Many Bears (May 3, 2022). Politics & Investing. See also : Blame Election Deniers for Faltering Consumer Sentiment.

Wealth Management 306

Wealth Management Economy Management Investing 306

Wealth Management

SEPTEMBER 29, 2023

The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, include Interactive Brokers, Nuveen Securities and Baird, among others, and are similar to 2022 charges against Wall Street firms resulting in $1.1 billion in collective penalties.

Communication 335

Communication Investment Advisor Investing Investments 335

Calculated Risk

AUGUST 25, 2022

From the BEA: Gross Domestic Product (Second Estimate) and Corporate Profits (Preliminary), Second Quarter 2022 Real gross domestic product (GDP) decreased at an annual rate of 0.6 percent in the second quarter of 2022 , according to the "second" estimate released by the Bureau of Economic Analysis. percent in the first quarter.

Economics 324

Economics Investing Investments 324

Wealth Management

DECEMBER 15, 2022

Investment News looks at the difficulty of valuing non-traded REITs. Colliers published its latest seaport outlook report. These are among today’s must reads from around the commercial real estate industry.

Investments 244

Investments Investing 244

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. Source: Bloomberg , July 19th, 2022. Previously : Rally , Multiple Compression , Earnings¯_(?)_/¯ Recession , Double Bottom (July 18, 2022).

Wealth Management 303

Wealth Management Management Investments Investing 303

Wealth Management

NOVEMBER 21, 2022

Investors continue to view commercial real estate favorably in the current market environment, reports Chief Investment Officer. JLL would like to become an SFR landlords, according to The Real Deal. These are among today’s must reads from around the commercial real estate industry.

Investing 243

Investing Investments Marketing Marketing 243

Wealth Management

DECEMBER 19, 2022

GlobeSt.com looks at whether investment sales are likely to recover in the new year. Small and midsize businesses in the U.S. are increasingly relying on nearshoring to deal with supply chain issues, reports Chain Store Age. These are among today’s must reads from around the commercial real estate industry.

Sales 239

Sales Investing Investments 239

The Big Picture

AUGUST 24, 2022

When it comes to integrating data with investing insights, no one is better than Ben Carlson. I direct you to today’s “ Exceptions to the Rule, ” where Ben dives into the nitty gritty of the conflicting data between market action and inflation data: BULL : The S&P 500 has recovered half of its 2022 bear market losses. Countertrend?

Marketing 327

Marketing Marketing Investing Investments 327

Wealth Management

OCTOBER 30, 2024

In 2022, Crescent Bay received a minority investment from Merchant Investment Management. The combined firm will be based in Los Angeles.

Management 259

Management Investments Investing 259

Calculated Risk

MARCH 22, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a pickup in CRE investment in early 2023, but a slowdown in CRE investment later in 2023.

Economy 361

Economy Investments Investing Planning 361

Abnormal Returns

JANUARY 1, 2023

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022. safalniveshak.com) The markets were bad in 2022, but things could always be worse. ritholtz.com) 11 ideas that stuck from 2022 including the 'power of quitting.'

Financial Market 278

Financial Market Portfolio Investing Investments 278

The Big Picture

AUGUST 17, 2022

Say what you will about the advantages of passive investing, but Eric argues that if a shop like Vanguard had introduced only low-cost active investing (and never focused on passive), it would have grown to become a trillion-dollar colossus regardless. Passive investing is: Marxist. Lobotomized investing. Reached a mania.

Taxes 334

Taxes Portfolio Management Investing 334

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., Read More.

Education 49

Education Investing Investments CFP 49

The Big Picture

NOVEMBER 6, 2022

Elon Musk interviewed by Ron Baron at the 29th Annual Baron Investment Conference on 4 November 2022. Ron Baron and Elon Musk CEO, Tesla Motors & CEO / CTO, SpaceX are also discussing about Twitter and Tesla Stock. Elon recently finalized Twitter deal. Also Elon Musk motivation and what motivates Elon are being discussed.

Investing 316

Investing Investments 316

Calculated Risk

DECEMBER 27, 2024

YoY in March 2022 and was at 4.0% The Atlanta Fed Wage tracker showed nominal wage growth increased sharply in 2021 and for most of 2022. in July 2022. Here are the Ten Economic Questions for 2025 and a few predictions: Question #8 for 2025: How much will Residential investment change in 2025? YoY in November 2024.

Economics 147

Economics Sales Retirement Investing 147

The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolio 334

Portfolio Risk Tolerance Investing Investments 334