Sat.Mar 16, 2024

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Saturday links: four-light traffic signals

Abnormal Returns

Autos Not every car (or SUV) has the same impact on cities. (reasonstobecheerful.world) 12 volt batteries are the Achilles heel of EVs. (wsj.com) High pollen levels are associated with more auto accidents. (nber.org) Some problems that Tesla ($TSLA) Cybertruck owners are having. (slate.com) Hank Green on why so many new cars look like 'wet putty.' (youtube.com) How four-light traffic signals work.

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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: • How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophes : John Seo used his scientific knowledge to develop a winning formula for trading catastrophe bonds — a market that’s booming thanks to climate change and inflation. ( Bloomberg Green ) • How neuroscience can help you make tough decisions – with no regrets : Most people are too risk-averse when it

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Schedule for Week of March 17, 2024

Calculated Risk

The key reports this week are February Housing Starts and Existing Home Sales. The FOMC meets this week, and no change to policy is expected. -- Monday, March 18th -- 10:00 AM: The March NAHB homebuilder survey. The consensus is for a reading of 48, unchanged from 48. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, March 19th -- 8:30 AM: Housing Starts for February.

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Blackstone Says Time to Buy Real Estate as Prices at Bottom

Advisor Perspectives

Real estate prices have bottomed and there’s a great opportunity to move fast and buy assets at beaten-down prices, according to Blackstone Inc. President Jon Gray.

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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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Real Estate Newsletter Articles this Week: Current State of the Housing Market

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Part 1: Current State of the Housing Market; Overview for mid-March 2024 • Part 2: Current State of the Housing Market; Overview for mid-March 2024 • Q4 Update: Delinquencies, Foreclosures and REO • 3rd Look at Local Housing Markets in February • Lawler: Rent Trends at some Large Holders of Multifamily Properties • 2nd Look at Local Housing Markets in February This is usually published 4 to 6 times a week and provides more in-depth analy

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Immersion2025 – join the Transparent Advisor Movement

Sara Grillo

The Transparent Advisor Movement is taking Kansas City! Will you join us? Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. When : Wednesday, March 12th – Thursday, March 13th, 2025 Where : Kansas City, Missouri. Hotel details to be announced later. Transparency is the single most powerful force that exists in realm of human communication.

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Governance Matters: The Proof Is in the Proxy

Advisor Perspectives

Our research shows a correlation between strong governance and higher stock returns.

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S&P Would Need to Rise 20% to Look Like 90s Bubble, SocGen Says

Advisor Perspectives

If a bubble is forming in US stocks, it has plenty of room to expand before it bursts, according to strategists at Societe Generale SA.

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U.S. Equities Remain Valuable Options, Goldman Says

Advisor Perspectives

With the future of the economic environment remaining uncertain, investors are reevaluating what factors to prioritize when seeking large-cap opportunities.

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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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Dynamic Decade for Women in ETFs Group

Advisor Perspectives

This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.

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