Sat.Apr 06, 2024

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Saturday links: an unattainable goal

Abnormal Returns

Autos Hyundai and Kia are crushing it in the U.S. (axios.com) LED highlights are way too bright for many drivers. (wsj.com) Why solar-powered cars are not a thing. (theconversation.com) Transport Why EV chargers are turning up at gas stations and truck stops. (politico.com) Autonomous semi-trucks are coming closer to reality. (wapo.st) Cargo ships are only getting bigger over time.

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Real Estate Newsletter Articles this Week: Office Vacancy Rate at Record High

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Moody's: Apartment Vacancy Rate Unchanged in Q1; Office Vacancy Rate at Record High • Freddie Mac House Price Index Increased in February; Up 5.9% Year-over-year • ICE Mortgage Monitor: The Impact of "Golden-Handcuffs" on Mortgage Payments • Asking Rents Mostly Unchanged Year-over-year • Immigration and Household Formation This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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These Are the Goods

The Irrelevant Investor

Articles Bitcoin, like Gold, is fundamentally a psychological commodity. (By Dave Nadig) Daniel Kahneman explained investors to themselves. (By Jason Zweig) There is perhaps no fallacy more prevalent than the idea that the government sector can go bankrupt like a household does (By Cullen Roche) Both Iger and Peltz agree that Disney’s direct-to-consumer unit is fundamental to the company’s long-term success.

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Schedule for Week of April 7, 2024

Calculated Risk

The key economic report this week is March CPI. -- Monday, April 8th -- No major economic releases scheduled. -- Tuesday, April 9th -- 6:00 AM ET: NFIB Small Business Optimism Index for March. -- Wednesday, April 10th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: The Consumer Price Index for March from the BLS.

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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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Bullish Counterattack Candlestick Pattern – Trading Strategies And More

Trade Brains

Bullish Counterattack Candlestick Pattern: Candlestick patterns are a part of technical analysis preferred by traders to understand and predict the future price movement in securities. Among various patterns, the Bullish Counterattack Pattern is a two-candlestick formation that helps traders spot potential reversals in the security. In this article, we will discuss the bullish counterattack candlestick pattern with its meaning, types, and how to set up a trade with this pattern.

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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: • Covid changed how we spend: More YOLO splurging but less saving : Doom spending. Soft saving. YOLOing. Whatever you call it, it’s clear covid has changed the way Americans think about spending. ( Washington Post ) • BMW Is a Surprise Winner in Electric Vehicles : Once considered a laggard, the German luxury carmaker is one of only a few established automakers that has

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Crisis Cycle Investing

Advisor Perspectives

A critical question is how do we get as much buying power as possible from the beginning of the crisis through to the other side? Part of the answer is Warren Buffett’s admonition to never bet against America. Better to do as he does, investing in specific parts of America.

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Responsible Investing: Four Themes to Follow in 2024

Advisor Perspectives

From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.

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Wall Street Just Doesn’t Get Retirement

Advisor Perspectives

As a retirement economist — not to be confused with a retired economist, which are rare — I often find myself talking to Wall Street types who happen to be in charge of a lot of other people’s money.

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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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American Exceptionalism Is on Display in the Bond Market

Advisor Perspectives

Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from the television channels geared toward finance and markets and yet can provide important insights. One of my favorites - the divergence between key US and German fixed-income benchmarks - is at a notable level.

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The Struggle for Currency Supremacy

Advisor Perspectives

The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.

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Summers Says Hot Jobs Data Show Neutral Fed Rate ‘Much Higher’

Advisor Perspectives

Former Treasury Secretary Lawrence Summers said that the surge in US payrolls in March illustrates that the Federal Reserve is well off in its estimate of where the neutral interest rate is, and cautioned against any move to lower rates in June.

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