Sat.Jun 01, 2024

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Real Estate Newsletter Articles this Week: House Price Index Up 6.5% year-over-year in March

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Case-Shiller: National House Price Index Up 6.5% year-over-year in March • Inflation Adjusted House Prices 2.2% Below Peak • Fannie and Freddie: Single Family Serious Delinquency Rate Decreased in April, Multi-family Increased Slightly • Final Look at Local Housing Markets in April and a Look Ahead to May Sales This is usually published 4 to 6 times a week and provides more in-depth analysis of the housin

Sales 292
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Saturday links: what’s working

Abnormal Returns

Solar power If solar energy keeps getting cheaper, what opportunities does it open up? (caseyhandmer.wordpress.com) How Dominion Energy largely shut down new solar projects in Virginia. (wapo.st) Energy The U.S. forgot how to build nuclear power. (theatlantic.com) Better technology is making for cheaper geothermal energy. (thecooldown.com) Red tape is the biggest obstacle to building more offshore wind power.

Food 214
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Schedule for Week of June 2, 2024

Calculated Risk

The key report scheduled for this week is the May employment report. Other key reports include the May ISM Manufacturing, Vehicle Sales and April trade balance. -- Monday, June 3rd -- 10:00 AM: ISM Manufacturing Index for May. The consensus is for the ISM to be at 49.7, up from 49.2 in April. 10:00 AM: Construction Spending for April. The consensus is for a 0.2% increase in construction spending.

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3 Reasons to Get Back to Bonds After the Cash Craze

Advisor Perspectives

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits. If you still have a pile of cash on the sidelines, there are strong reasons to consider putting some of it back to work in bonds.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Don't Get Inflation Wrong

Random Roger's Retirement Planning

Barron's had a short article about replacing 60/40 with 60/30/10 due to inflation. I'm always going to want to dig into an article like that. In this case the the idea was 60% in equities, 30% in bonds and 10% in TIPS. TIPS or treasury inflation protected securities are conceptually straight forward. In addition to an interest payment, the price gets adjusted higher at the rate of reported headline inflation.

Taxes 94
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Private Credit Outlook 2024: Navigating Through Credit Opportunities

Advisor Perspectives

Three key reasons why investors should consider allocating capital to private credit for substantial and differentiated returns.

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Inflation Takes Three Years to Fall to 2% in Cleveland Fed Model

Advisor Perspectives

Inflation may not return to the US central bank’s 2% target until mid-2027, according to research from Federal Reserve Bank of Cleveland.

Banking 59
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AI Might Just Save the Middle Class

Advisor Perspectives

If all the tasks that made ancient Greece tick were automated — from churning out chariots to crafting ceramic vases — it wouldn’t transform the place into Singapore.

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Weakest Parts of the Economy Are Hindering Rate Cuts, Too

Advisor Perspectives

When people think about the Federal Reserve and interest rates in 2024, one common view is that economic growth and inflation remain too hot to justify rate cuts. Another is that the labor market and inflation continue to cool, and it will soon be time for rate cuts.

Economy 52
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UBS Completes Historic Takeover as Credit Suisse Ceases to Exist

Advisor Perspectives

UBS Group AG completed the historic acquisition of its former rival Credit Suisse, marking a new chapter for the Swiss financial sector as the defunct bank has formally ceased to exist.

Banking 52
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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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China’s Policy Inflection Point Arrives

Advisor Perspectives

Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.

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Renewable Energy ETFs Ride Wave of AI Optimism

Advisor Perspectives

Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year, fueled by the rising tide of bullishness over artificial intelligence.

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Blockchain, AI Could Be Dynamic Duo

Advisor Perspectives

One pairing of disruptive technologies that could ascend to an enviable status is artificial intelligence (AI) and blockchain.

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