Sat.Jan 13, 2024

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Saturday links: constructing the future

Abnormal Returns

Transport Electric school buses have a number of advantages. (grist.org) Waymo is beginning to test self-driving taxis on the highway. (forbes.com) Comparing the cost of charging an EV vs. gasoline. (grist.org) Energy Despite growth in renewables, fossil fuel consumption is not going down. (coldeye.earth) Students don't want to major in oil and gas engineering.

Food 279
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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Two centuries of vibecessions : When recessions were just part of the weather, people shrugged them off more easily, but nowadays every one is cause for existential national angst. Perhaps we’ve all just become economic snowflakes?

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These Are the Goods

The Irrelevant Investor

Articles Firms with undervalued brand portfolios have outperformed the stock market (By Kai Wu) The arrival of the bitcoin ETFs doesn’t actually change anything in the crypto space (By Dave Nadig) This year will be crazier than last year. (By Packy McCormick) I am not a big fan of unstructured free time. (By Jared Dillian) Frequent flyer programs are big business.

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Paternalistic Overreach

Random Roger's Retirement Planning

Bill Ackman has been in the news lately for all sorts of things he has opinions about, including the Harvard Management Company's (that the endowment) returns lately. Bloomberg noted that the HMC has only annualized at 8.2% over the last ten years which was almost at the bottom of the Ivy endowment "league tables." Meb Faber has an ongoing bit poking fun at CalPERS and CalSTERS for how much harder they make managing their respective funds for themselves by allocating a large percentage to very e

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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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Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What?

Meb Faber Research

 Guest: Bruno Caratori is the co-founder & COO of Hashdex, a global crypto asset manager that launched the first crypto index ETF in the world. Hashdex also runs the spot Bitcoin ETF, DEFI. Recorded: 1/10/2024 | Run-Time: 38:43 Summary: In today’s episode, we’re talking all about the SEC’s recent spot Bitcoin ETF approval with someone […] The post Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved.

Assets 70

More Trending

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Understanding Renko Charts – Calculation, Strategies & More

Trade Brains

Understanding Renko Charts: Most of the market participants use candlestick charts to analyze the securities for a better view of price movements. Trading platforms provide various other types of Charting tools and the most famous amongst them is Renko Charts. Renko charts are among the other charts that have the advantage of simplicity and effectiveness.

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Real Estate Newsletter Articles this Week: 2023 Annual Sales Likely Lowest Since 1995

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • 2nd Look at Local Housing Markets in December It appears annual sales for 2023 will be at the lowest level since 1995 • Moody's: Apartment Vacancy Rate increased in Q4; Office Vacancy Rate in "Uncharted Territory" at Record High • Part 1: Current State of the Housing Market; Overview for mid-January 2024 • Part 2: Current State of the Housing Market; Overview for mid-January 2024 • 1st Look at Local Housing Markets in December This is us

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The Diminishing Impact of the January Effect

Advisor Perspectives

The January effect, named for the market anomaly where stock returns in January are typically higher than in other months, has been a subject of interest since it was first documented in 1942.

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No Way Out

Advisor Perspectives

Having now spent almost six months describing the historical cycles and massive debt that surround us, I find myself looking for an “easy” exit.

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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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Countries Pledge to Triple Nuclear Energy by 2050

Advisor Perspectives

The demand for nuclear energy is continuing at a rapid pace, and more countries are becoming receptive to its use. This is evident in a declaration to triple nuclear energy by the year 2050.

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Low Quality Growth

Advisor Perspectives

Last Friday’s jobs report showed nonfarm payrolls up 216,000 in December, beating the consensus expected 175,000. Many are arguing that this was a huge number proving that the economy is not going into recession.

Economy 52
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JPMorgan Sees a Record $30 Billion Private Debt Changing Hands

Advisor Perspectives

Investors seeking liquidity are set to exit their stakes in private credit funds at a record pace this year, according to JPMorgan Asset Management.

Assets 52
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Vanguard Spurns Bitcoin ETF, Schwab Dives Right In, While Merrill Evaluates

Advisor Perspectives

When it comes to Bitcoin exchange-traded funds, many investors are discovering that approved does not mean available.

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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Navigating Macro Currents in 2024

Advisor Perspectives

Risk assets surged to end 2023 as the Federal Reserve blessed market hopes for rate cuts. That momentum could persist for some time as inflation cools.

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Midcaps Poised to Outperform Large-Caps

Advisor Perspectives

Large-caps are getting a lot of attention and making a lot of headlines these days. And why wouldn’t they?

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