Calculated Risk
MARCH 23, 2025
Weekend: Schedule for Week of March 23, 2025 Monday: At 8:30 AM ET, Chicago Fed National Activity Index for February. This is a composite index of other data. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 25 and DOW futures are up 160 (fair value). Oil prices were up over the last week with WTI futures at $68.28 per barrel and Brent at $72.16 per barrel.
Million Dollar Round Table (MDRT)
MARCH 23, 2025
By Antoinette Tuscano, MDRT senior content specialist Significant life experiences such as the death of a loved one, marriage, divorce and the birth of a child impact your clients lives and finances. Financial advisors often have a front-row seat to many of these seasons in their clients lives. While cards and flowers are kind and thoughtful gestures for these life changes, some advisors go the extra mile and offer referrals and connections to additional services as a next level of client serv
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Random Roger's Retirement Planning
MARCH 23, 2025
A frequent point we make is about certain fixed income exposures having equity-like volatility and comparing what they look like versus alternatives that behave the way investors hope fixed income will behave. Based on the opening paragraph, you can probably guess which line tracks the traditional fixed income bond fund. Two of the other four lines are alternative fixed income products and the other two are not fixed income strategies but they behave in the way I believe investors hope fixed inc
oXYGen Financial
MARCH 23, 2025
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
Abnormal Returns
MARCH 23, 2025
Top clicks this week Sam Ro, "The stock market does not price in whats going on today. Its pricing in whats expected in the weeks, months, and years ahead." (tker.co) Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (ritholtz.com) Ben Carlson, "The stock market doesnt care what you say or how you feel.
Calculated Risk
MARCH 23, 2025
Last week, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Increased to 4.26 million SAAR in February; Down 1.2% YoY , I noted: On a month-over-month basis, median prices increased 1.3% from January and are now down 6.7% from the June 2024 peak. This is about the normal seasonal increase in the median price.
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The Big Picture
MARCH 23, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: ‘Shameful’: AARP’s partnership with healthcare giant faces backlash amid recent controversies : AARP has no fiduciary duty to seniors or retirees. They are up for sale to the highest bidder. Numerous transactions with various corporate entities confirms this.( Fox Business ) Its a Heist: Real Federal Auditors Are Horrified by DOGE : WIRED talked to actual federal auditors about how govern
Abnormal Returns
MARCH 23, 2025
Markets Sometimes you end up buying the top. (tker.co) The stock market is always changing. (awealthofcommonsense.com) Markets hate geopolitical risks. (mrzepczynski.blogspot.com) Strategy Options are expensive form of insurance. (disciplinefunds.com) How to build an indexed portfolio. (humbledollar.com) Companies Robinhood ($HOOD) is pressing their advantage with a push into sports betting.
The Big Picture
MARCH 23, 2025
You’ve got to be willing to question the system. That was what Napster was about. That powered all the change at the turn of the century until a little over a decade ago when the tech companies solidified their power. This is why Trump won and is winning. He questioned orthodoxy. Meanwhile, the Democrats have put their faith in the system to save them, I wouldn’t be so sure.
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