Calculated Risk

FEBRUARY 2, 2025

From STR: U.S. hotel results for week ending 25 January As expected with the MLK Day holiday, the U.S. hotel industry reported mixed year-over-year comparisons, according to CoStars latest data through 25 January. 119-25 January 2025 (percentage change from comparable week in 2024): Occupancy: 54.3% (-3.4%) Average daily rate (ADR): US$154.21 (+3.4%) Revenue per available room (RevPAR): US$83.74 (-0.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate

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Abnormal Returns

FEBRUARY 2, 2025

Also on the site Why 'critical ignoring' is a crucial skill these days. (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 A DeepSeek FAQ. (stratechery.com) Timing the market requires getting two decisions right. (awealthofcommonsense.com) The Endowment Effect is sneaky.

Marketing 173

Marketing Marketing 173

Calculated Risk

FEBRUARY 2, 2025

Weekend: Schedule for Week of February 2, 2025 Monday: At 10:00 AM ET, ISM Manufacturing Index for January. The consensus is for the ISM to be at 49.5, up from 49.3 in December. Also at 10:00 AM, Construction Spending for December. The consensus is for a 0.1% increase in construction spending. All day, Light vehicle sales for January. Sales were at 16.8 million in December (Seasonally Adjusted Annual Rate).

Manufacturing 162

Manufacturing Sales Banking Marketing 162

Wealth Management

FEBRUARY 2, 2025

Jump's $20 million Series A funding raise includes Battery Ventures, Citi Ventures, Sorenson Capital and Pelion Ventures Partners.

Startup 209

Startup 209

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

Accounting

Million Dollar Round Table (MDRT)

FEBRUARY 2, 2025

By Carla Brown, FPFS, CFP For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients. Some types of social media content, however, could work against the image you want to portray to attract and keep clients. So, its important to understand what you shouldnt post on social media.

Media 62

Media Financial Advisor CFP Clients 62

Validea

FEBRUARY 2, 2025

Drawing from Mary Buffett’s insights in Buffettology , Validea’s Warren Buffett model captures Warren Buffett’s methodical, long-term investment strategy. At its core, the strategy seeks companies that demonstrate sustained excellence through strong earnings, prudent financial management, and exceptional returns for shareholders. The strategy identifies companies that have proven their worth through consistent performance across several key metrics.

Debt Management 52

Debt Management Management Investments Investing 52

Advisor Perspectives

FEBRUARY 2, 2025

After cutting rates at the past three meetings, it looks like the Federal Reserve has reached a plateau.

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A Wealth of Common Sense

FEBRUARY 2, 2025

During the Gilded Age, the place to summer if you were a member of the elite class was Newport, Rhode Island. Rich people back then lovedto party. And those parties cost a lot of money. A newspaper at the time wrote of the wealthy class in Newport that they “devoted themselves to pleasure regardless of expense.” A member of the elite class corrected the story by pointing out that, no, what they did was&#8221.

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Random Roger's Retirement Planning

FEBRUARY 2, 2025

I'm writing this post mid-day Sunday before the futures open. Bitcoin is the only thing that gives any indication of the reaction to the tariff news or just threats, who knows but at a minimum, the tariff news is dominating the conversation this weekend. It seems like markets will react swiftly and negatively, great if that turns out to be wrong. I certainly don't know what will happen in terms of a reaction.

Marketing 40

Marketing Marketing 40

The Big Picture

FEBRUARY 2, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: Did a Private Equity Fire Truck Roll-Up Worsen the L.A. Fires? During the LA fires, dozens of fire trucks sat in the boneyard, waiting for repairs the city couldn’t afford. Why? A private equity roll-up made replacing and repairing those trucks much pricier. ( BIG by Matt Stoller ) Elmo Watch : Elon Musk rose to the top of video game charts.

Food 147

Food Banking Planning Management 147

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Accounting

Abnormal Returns

FEBRUARY 2, 2025

Markets Markets are now at the mercy of Trump's whims. (paulpodolsky.substack.com) Technology revolutions are often accompanied by a market bubble. (awealthofcommonsense.com) Earnings estimates are a brew of companies, analysts, and the economy. (tker.co) Strategy Cullen Roche, "No one knows what stocks will do in the short-term because you cannot make a long-term instrument behave like a short-term instrument no matter how much you trade it.

Government 162

Government Distribution Economy Economics 162

Discipline Funds

FEBRUARY 2, 2025

So. Tariff Man is back and apparently more serious than ever. At least for now. Let’s talk about the good, the bad and the ugly. I hope this doesn’t sound political, but that’s probably unavoidable. So if you have hate mail please send it to Jerome Powell at jpow@moneyprinter.net. He had nothing to do with writing this, but he’s a logical scapegoat for all things finance.

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Manufacturing Economy Government Taxes 128