Abnormal Returns
JANUARY 5, 2025
Markets The 2020s has seen nothing but big market moves. (awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. (axios.com) Strategy Don't let dividends take the wheel of your portfolio. (downtownjoshbrown.com) Or your expectations for the Fed. (tker.co) Companies Good luck making a positive case for an Intel ($INTC) turnaround. (wsj.com) Crowdstrike ($CRWD) stock has bounced back from its July outage.
Wealth Management
JANUARY 5, 2025
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Abnormal Returns
JANUARY 5, 2025
Top clicks this week The growth in the Microstrategy ETF ecosystem is unprecedented. (on.ft.com) What's behind the slowdown in Chinese productivity? (noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. (etf.com) 2025 is setting up to be a consequential year for the Vanguard Group. (riabiz.com) Portfolio simplicity keeps paying off.
The Big Picture
JANUARY 5, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: The Truth About Musk, From His Biographer : A viral Bluesky thread introduced tens of thousands around the world to a first glimpse of a forthcoming biography of Elon Musk. Herein a single essayis some of what the world just learned. ( Proof ) The California Job-Killer That Wasnt : The state raised the minimum wage for fast-food workersand employment kept rising.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Calculated Risk
JANUARY 5, 2025
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.
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Random Roger's Retirement Planning
JANUARY 5, 2025
A couple of fun odds and ends today starting with a post by Josh Brown about dividends. The TLDR is buying stocks just for their dividends is a bad idea. He's not against dividends, he is saying that buying just for the dividend is a losing strategy. I would say, and I think he was on a similar page, that in a diversified portfolio that goes narrower than a very broad based index fund will probably have a couple of "good" dividend stocks in it.
Calculated Risk
JANUARY 5, 2025
Weekend: Schedule for Week of January 5, 2025 Question #2 for 2025: How much will job growth slow in 2025? Or will the economy lose jobs? Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025? Monday: No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value).
The Big Picture
JANUARY 5, 2025
A hit record is something that someone hears once, maybe twice, and can’t get out of their head. Or as Ahmet Ertegun said… A hit record is something you hear on late-night radio that causes you to get out of bed, get dressed, and go to the all-night record shop to buy. A hit record can be a chart success, but not necessarily. The Dave Matthews Band’s first hit record was “Ants Marching,” which showed up nowhere on the hit parade, but when you played it for someone,
A Wealth of Common Sense
JANUARY 5, 2025
The 2020s are already halfway over. Crazy right?! That’s what I’m supposed to say as a middle-aged person, even with the knowledge that father time is undefeated. It’s hard to believe we’re five years removed from the start of the pandemic. We’ve lived througha wild half-decade in the markets in that time. Every year in the 2020s has seen a big move.
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.
oXYGen Financial
JANUARY 5, 2025
Calculated Risk
JANUARY 5, 2025
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.
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