Abnormal Returns
MARCH 30, 2024
Autos What it takes to add an EV charger in your garage. (wsj.com) Formula E is still finding its footing, especially in America. (politico.com) Shipping Cargo ships are only getting bigger. Ports need to accommodate them. (ft.com) A history of bridge collisions. (theconversation.com) Swapping trucks for barges to transport goods. (nytimes.com) Energy The U.S. economy continues to get more energy efficient.
The Big Picture
MARCH 30, 2024
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: • Are Yor Rich? Billionaires know they are. Low-wage workers are very well aware that they aren’t. But vast swaths of America’s “regular rich” don’t feel that way, and it’s keeping everybody down. ( Bloomberg ) • Famously Obstinate, Bill Ackman Is Now Real-Life Famous.
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Calculated Risk
MARCH 30, 2024
At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Up 6.0% year-over-year in January • New Home Sales at 662,000 Annual Rate in February • Inflation Adjusted House Prices 2.4% Below Peak • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Fannie and Freddie: Single Family Serious Delinquency Rate Decreased, Multi-family Decreased in February • Final Look at Local Housing Markets in February This is usually publ
Random Roger's Retirement Planning
MARCH 30, 2024
I stumbled into some content about model ETF portfolios including one interesting portfolio that was comprised of ETFs that I'd mostly never heard of. It was impressive that the portfolio was not just a collection of the largest Vanguard, iShares or Schwab ETFs. I'm not going to try to dissect the portfolio for a couple of reasons. There's no need to create the impression of bagging on the portfolio, they are trying something innovative.
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.
Calculated Risk
MARCH 30, 2024
The key report scheduled for this week is the March employment report on Friday. Other key reports include the February Trade Deficit and March Auto Sales. For manufacturing, the March ISM Manufacturing survey will be released. -- Monday, April 1st -- 10:00 AM: ISM Manufacturing Index for March. The consensus is for the ISM to be at 48.5, up from 47.8 in February. 10:00 AM: Construction Spending for February.
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Validea
MARCH 30, 2024
Peter Lynch is considered one of the greatest investors of all time. As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% annual return, nearly doubling the S&P 500’s 15.8% yearly return over that time. His track record of success has left him as one of the most well-known and frequently quoted investors even over 30 years after his retirement.
Advisor Perspectives
MARCH 30, 2024
With India's development continuing to gain steam, one of the biggest challenges will be to avoid the mistake that others have made when they failed to recognize their newly acquired global systemic influence and adapt accordingly. Both China and Big Tech show that it is never too early to start managing one's own rise.
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