Abnormal Returns
SEPTEMBER 8, 2024
Top clicks this week High yields come with risk. Don't let anyone tell you otherwise. (wsj.com) Three reasons why the stock market declines. (awealthofcommonsense.com) Early in retirement is the time to do some tax planning. (whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." (ritholtz.com) How pour-over coffee got so good.
A Wealth of Common Sense
SEPTEMBER 8, 2024
Each year since 2011, Gallup has asked people what they think is the best long-term investment: After a brief love affair with gold, real estate has been in the top spot every year since 2013. Stocks are a distant second. So why do we Americans love the housing market so much from an investment perspective? There is something about the American Dream of homeownership combined with the size of the price tag involved for s.
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Abnormal Returns
SEPTEMBER 8, 2024
Rates The yield curve inversion is over. (mrzepczynski.blogspot.com) Mortgage rates have come down in anticipation of a Fed rate cut. (thebasispoint.com) Why you can't just talk about 'bonds' as a single market. (humbledollar.com) Finance The CBOE ($CBOE) has launched a platform to trade shares in private companies. (finance.yahoo.com) Vanguard is now a 'no' on ESG shareholder votes.
Million Dollar Round Table (MDRT)
SEPTEMBER 8, 2024
By Antoinette Tuscano, MDRT senior content specialist You hope you never get them, but misunderstandings and client complaints can happen. There’s an important business process, though, that can stop them from escalating into ethics complaints. About 95% of problems can be solved with good recordkeeping and notetaking, said 13-year MDRT member Elizabeth M.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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
SEPTEMBER 8, 2024
Weekend: • Schedule for Week of September 8, 2024 • House Price Weekend: Case-Shiller: National House Price Index Up 5.4% year-over-year in June • Inflation Adjusted House Prices 1.6% Below 2022 Peak • Freddie Mac House Price Index Increased Slightly in July; Up 4.4% Year-over-year Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 4 and DOW futures are down 32 (fair value).
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Calculated Risk
SEPTEMBER 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.9% Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. In the June Case-Shiller house price index released last week, the seasonally adjusted National Index (SA), was reported as being 73% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Trade Brains
SEPTEMBER 8, 2024
India’s bustling bazaars are evolving. The retail landscape is rapidly transforming, blending tradition with modernity. Consequently, the Indian retail sector is booming. Both local and international brands are flocking to capture market share. Meanwhile, e-commerce platforms are expanding their reach. Furthermore, consumers are embracing new shopping experiences.
Calculated Risk
SEPTEMBER 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in July; Up 4.4% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.05% month-over-month on a seasonally adjusted (SA) basis in June. On a year-over-year basis, the National FMHPI was up 4.4% in July, down from up 5.2% YoY in June.
Random Roger's Retirement Planning
SEPTEMBER 8, 2024
What a great day. I got a good bit of outside work done this morning and it's the first day of NFL Redzone so why not dive into some portfolio theory on the blog? Following up on yesterday's look at the Dragon and Sloth portfolios, I had a thought about what to do with Dragon's 21% weighting to long volatility and how trying to use a long VIX product creates a huge drag on the result, so huge that replicating the portfolio really isn't valid.
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.
Trade Brains
SEPTEMBER 8, 2024
India’s economy, with a nominal GDP of $3.385 trillion, stands as the world’s 5th largest by GDP, set for further growth. The World Bank projects a 6.7% growth rate until 2026, while the IMF estimates 7% for the current year. This robust economic landscape is supported by two primary stock exchanges: the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE).
Advisor Perspectives
SEPTEMBER 8, 2024
Nvidia Corp. has wiped out more than $400 billion in value this week, weighing on key equity benchmarks as jitters spread over the health of the US economy and an AI trade that may have gotten ahead of itself.
The Big Picture
SEPTEMBER 8, 2024
My Sunday morning look at incompetency, corruption and policy failures: • Eleven Predictions: Here’s What AI Does Next : Are you ready? Is anybody ready? ( Honest Broker ) • Why the art of collecting has lost its lustre : From vintage cars to watches and paintings — the amateur connoisseur driven by a passion for their pastime has been replaced by those looking for an investment opportunity.
Advisor Perspectives
SEPTEMBER 8, 2024
Amundi SA and First Eagle Investment Management are looking to raise as much as $5 billion for a new private credit strategy that will offer wealthy individuals in Europe, the Middle East and Asia access to private loans made to mid-size US companies.
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Advisor Perspectives
SEPTEMBER 8, 2024
Former Treasury Secretary Lawrence Summers said that while the August employment report wasn’t particularly poor, it did make predicting the size of the Federal Reserve’s likely interest-rate cut this month a tougher call.
Advisor Perspectives
SEPTEMBER 8, 2024
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to talk about how to approach dividend growth stocks-focusing on the health of the dividend, the growth of the dividend. Smart investing with research-driven principles.
Advisor Perspectives
SEPTEMBER 8, 2024
As market sensitivity to economic data continues, investors would do well to consider active strategies amidst ongoing volatility.
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