Sun.Sep 08, 2024

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Top clicks this week on Abnormal Returns

Abnormal Returns

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.

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Sunday Night Futures

Calculated Risk

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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Sunday links: a market conundrum

Abnormal Returns

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.

Marketing 278
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Inflation Adjusted House Prices 1.6% Below 2022 Peak; Price-to-rent index is 7.7% below 2022 peak

Calculated Risk

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).

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Why Housing is Everyone’s Favorite Investment

A Wealth of Common Sense

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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Freddie Mac House Price Index Increased Slightly in July; Up 4.4% Year-over-year

Calculated Risk

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.

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Financial Emergency Preparedness: 4 Key Steps to Secure Your Future

Truemind Capital

Zingadi ke saath bhi, Zindagi ke baad bhi… Let’s specifically talk about, JUST Aane waali Zindagi – Securing our family life for the next 6-12 months That’s your Financial EMERGENCY Preparedness. Four very critical things to consider: #1 Contingency Fund Establish a separate fund to cover at least 6 months of essential living expenses (should ideally go higher to 12-15 months).

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Will Trent be able to sustain its 70% CAGR with the help of ZUDIO?

Trade Brains

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.

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AQR Uses Leverage, Should You?

Random Roger's Retirement Planning

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.

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How many stocks are listed on NSE and BSE?

Trade Brains

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).

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Book of Secrets on the Month-End Close

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.

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Nvidia’s $400 Billion Tumble This Week Makes Bitcoin Look Calm

Advisor Perspectives

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.

Economy 52
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10 Sunday Reads

The Big Picture

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.

Ethics 162
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Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

Advisor Perspectives

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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Summers Says Jobs Weakness Makes It Closer Call on Fed Going 50

Advisor Perspectives

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.

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?

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Smart Investing with Dividend Growth Stocks: Research-Driven Principles

Advisor Perspectives

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.

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August’s PMI Underscores Need for Active Management

Advisor Perspectives

As market sensitivity to economic data continues, investors would do well to consider active strategies amidst ongoing volatility.