Sun.Dec 22, 2024

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Ten Economic Questions for 2025

Calculated Risk

Here is a review of the Ten Economic Questions for 2024. Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). These are just questions; I'll follow up with some thoughts on each of these questions. The purpose of these questions is to provide a framework of how the U.S. economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking.

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Set But Don't Forget

Random Roger's Retirement Planning

We're going to cover a lot of ground with this post. We'll start with a paper from Cambria with the amazing title of The Bear Market In Diversification. The TLDR is that the basic building blocks for how to build a diversified have lagged badly behind the S&P 500 for a long time causing frustration for some investors. Here's a great chart to illustrate the point.

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S&P 500 Snapshot: Down Two Consecutive Weeks

Advisor Perspectives

The S&P 500 finished the week ending December 20 with a loss, down 1.99% from last Friday. The index is now up 25.05% year-to-date.

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Top 5 MDRT Podcast episodes of 2024

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Senior Content Specialist Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2024, these were the most-listened episodes. Enjoy, and thanks for listening!

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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The Big Four Recession Indicators: Real Personal Income Up 0.2% in November

Advisor Perspectives

Personal income ( excluding transfer receipts ) rose 0.4% in November and is up 4.6% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.2% month-over-month and up 2.1% year-over-year.

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The Big Four Recession Indicators

Advisor Perspectives

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.

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Sunday links: a storytelling machine

Abnormal Returns

Markets Markets are always filled with contradictory data. (tker.co) Why are mortgage rates higher than when the Fed started lowering interest rates? (wsj.com) No one can consistently call market tops and bottoms. (awealthofcommonsense.com) Crypto Revolution be damned, Bitcoin is now just another asset class. (theatlantic.com) Microstrategy ($MSTR) fans have turned Michael Saylor into a celebrity/savior.

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Michigan Consumer Sentiment Edges Higher

Advisor Perspectives

Consumer sentiment continued to rise, according to the final December report for the Michigan Consumer Sentiment Index. The index rose 2.2 points (2.2%) from November's final reading to 74.0. The latest reading was in line with the forecast.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site No one is looking out for you when it comes to sports gambling. (abnormalreturns.com) You can now follow us on Bluesky. (bsky.app) Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com) Top clicks this week Five things to consider when reviewing your portfolio, including 'asset location.' (humbledollar.com) Valuation is a terrible stock market timing tool.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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A View to 2025: Enough With the Central Bank Hawks and Doves

Advisor Perspectives

Delivering the first cuts in interest rates since the early days of the pandemic was the easy part.

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The Most Hated Stocks in the World

A Wealth of Common Sense

In 20 years of managing money I have never witnessed more dismal sentiment for international stocks, value stocks and really valuations in general. Investors I come into contact with have all but given up on this stuff. I know you could have said the same thing the past 5-7 years or so but it feels like the dam truly broke this year. Investors are throwing in the towel.

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Notes From the Desk: Fixed Income Year in Review

Advisor Perspectives

As the year comes to a close, we revisit some of the key market themes and moves for 2024 and the year ahead.

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Billions of Dollars, Bold Action: EMs Battle a Surging Greenback

Advisor Perspectives

From Brazil to South Korea, emerging-market central banks are forming a line of defense as a rising dollar pushes their currencies to multi-year lows.

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Confronting the Change Challenge

Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.