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S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September and October closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 3.6% Annual Gain in October 2024 The S&P CoreLogic Case-Shiller U.S.
Markets The U.S. stock market is set for its best two-year performance since 1997-98. (wsj.com) After a good start, energy sector performance has faded. (axios.com) Intel ($INTC) had its worst year as a public company. (cnbc.com) Gold had its best year since 2010. (msn.com) Finance Can Treasury primary dealers handle the ongoing funding calendar? (bloomberg.com) Traditional actively managed equity mutual funds saw record outflows in 2024.
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in November Excerpt: Happy New Year! Best wishes for 2025, Bill Single-family and multi-family serious delinquencies increased in November. Here are the multi-family 60+ day delinquency rate since 2006. Freddie Mac (blue) reports that the multi-family delinquencies rate increased to 0.40% in November, up from 0.40% in October, and down from the recent peak
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
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 3.6% year-over-year in October Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September and October closing prices). October closing prices include some contracts signed in June, so there is a significant lag to this data.
Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. But not this year. Not for you. Why? Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. So, grab that pen and let’s get to work.
One critical, yet often overlooked, choice is how stocks are weighted in the objective function during training, with equally weighted (EW) approaches being the norm. This paper investigates how such choices impact cross-sectional return predictability and the performance of trading strategies derived from these predictions, focusing on the interplay between objective function design and model outcomes.
One critical, yet often overlooked, choice is how stocks are weighted in the objective function during training, with equally weighted (EW) approaches being the norm. This paper investigates how such choices impact cross-sectional return predictability and the performance of trading strategies derived from these predictions, focusing on the interplay between objective function design and model outcomes.
As someone with a significant estate to leave, deciding who you leave it to and how you leave it are clearly important. Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. So is fairness especially if you have several children or other loved ones to consider. What Is Estate Equalization?
It’s now half a decade since anything in the US housing market could be considered normal. The pandemic boom was followed by a transaction bust, induced by the central bank, that did little to lower sky-high prices.
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts and predictions for each question.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were
We’ve published the most widely read articles for 2024 in the investing and practice management categories, but that leaves out quite a few memorable pieces we've shared this year. You may want to check them out!
I dug up this post from Cashin’s Comments dated December 31, 2014 ‘Tis the day before New Years and despite what youre hopin The folks in the Boardroom say the full day were open So we’ll buy and we’ll sell as the tape crawls along And though “Bubbly’s” verboten we may still sing a song Two Thousand Fourteen was okay, not really a wow Till a Santa Claus rally took us through Eighteen Thou We lost special people as we seem to each year It just makes us tr
The Federal Reserve has begun one of its reviews of “monetary policy strategy, tools and communications.” This month’s cut in interest rates and investors’ reaction to it underline just why such a review is needed.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Research Market relationships work, until they don't. (quantifiableedges.com) Evidence that sell-side analysts often say buy, while whispering sell. (alphaarchitect.com) How the evergreen interval structure works for alternative assets. (morningstar.com) How LLMs can be used to better identify core company earnings. (alphaarchitect.com) A round-up of research white papers including 'Direct Lending's Wall of Worry.
Matthew Tuttle runs Tuttle Capital and T-Rex, both ETF providers that offer some interesting thematic and leveraged products. You might have heard about him or his company when he listed an ETF that shorted Jim Cramer's picks and one that went long Cramer's picks. Either way, he sends out a daily email and while his focus is shorter them than we talk about here, there are some longer term ideas thrown in too.
While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
European stocks fell in the penultimate trading session of 2024, a year of modest gains for the region that contrasted with the bullish Wall Street rally.
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