Abnormal Returns
NOVEMBER 2, 2024
Autos GM ($GM) and Ford ($F) have taken different approaches to EVs. (nytimes.com) How to eliminate the stigma, and salvage the minivan. (whyisthisinteresting.substack.com) Transport This device is the equivalent of an 'EV gas can.' (newatlas.com) It seems inevitable that electric boats will become a thing. (thecooldown.com) Energy Infrastructure investors are building data centers and associated energy projects.
Calculated Risk
NOVEMBER 2, 2024
The FOMC meets this week and is expected to cut rates. -- Monday, November 4th -- No major economic releases scheduled. -- Tuesday, November 5th -- All day: U.S. Election 8:30 AM: Trade Balance report for September from the Census Bureau. The consensus is for the deficit to be $73.5 billion in September, from $70.4 billion in August. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.
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Trade Brains
NOVEMBER 2, 2024
The Indian stock market features a diverse array of companies, each excelling in different sectors. Investors often analyze key financial metrics, including profit margins, to gauge a company’s performance and operational efficiency. Here, we explore several noteworthy stocks, detailing their business activities along with their current market prices and profit margins.
Calculated Risk
NOVEMBER 2, 2024
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Case-Shiller: National House Price Index Up 4.2% year-over-year in August • Fannie and Freddie: Single Family and Multi-Family Serious Delinquency Rates Increased in September • Inflation Adjusted House Prices 1.5% Below 2022 Peak • Freddie Mac House Price Index Increased in September; Up 3.6% Year-over-year • Lawler: Mortgage Rates Have Surged Since the Federal Reserve Cut Interest Rates Last Month • A P
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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.
Trade Brains
NOVEMBER 2, 2024
Foreign investors are rapidly exiting Indian markets due to three primary factors. First, China’s recent monetary and fiscal stimulus measures have made their market more attractive to investors. Second, Indian stocks’ high valuations compared to other emerging markets have prompted profit-taking. Finally, escalating geopolitical tensions in the Middle East have pushed investors toward safer havens.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Validea
NOVEMBER 2, 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing. The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash flows and reasonable valuations.
Advisor Perspectives
NOVEMBER 2, 2024
Amazon.com Inc. reported strong results that showed a company humming on all cylinders, a testament to its efforts to cut and reallocate costs and put the cloud computing and e-commerce giant on sounder footing.
Validea
NOVEMBER 2, 2024
David Dreman made his name and fortune by going against the crowd. As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. Let’s explore how Dreman developed his contrarian approach and break down the key elements of his quantitative strategy.
Trade Brains
NOVEMBER 2, 2024
In an era of market volatility, several Indian blue-chip companies have emerged as dividend powerhouses, offering yields above 5%. These enterprises, spanning mining, energy, and oil sectors, showcase the potential for substantial passive income. 1. Vedanta Limited 9.03% Dividend Yield As India’s prominent multinational mining powerhouse, Vedanta Limited commands significant operations across multiple states.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Validea
NOVEMBER 2, 2024
A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns” , written by Andrew Chen of the Federal Reserve Board, Alejandro Lopez-Lira of the University of Florida, and Tom Zimmermann of the University of Cologne, asks a provocative question: Does peer-reviewed academic research actually help predict stock returns better than simply mining data for patterns?
Advisor Perspectives
NOVEMBER 2, 2024
Intel Corp. and Samsung Electronics Co. have shed a total of $227 billion in market value this year on their lack of leadership in artificial intelligence.
Validea
NOVEMBER 2, 2024
In a wide-ranging conversation on the Excess Returns podcast, renowned investor Guy Spier shared valuable insights about investing, personal growth, and learning from mistakes. Here are five key lessons from his discussion that can benefit both professional and individual investors. 1. Learn Early from Your Mistakes One of Spier’s most emphatic points is that making mistakes early in your career can be beneficial – if you learn from them.
The Big Picture
NOVEMBER 2, 2024
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • ‘ Three New York Cities’ Worth of Power: AI Is Stressing the Grid. Across the nation, utilities are worried about expanding the overburdened power grid, citing high costs and concerns about commitment from data center projects ( Wall Street Journal ) • RIP John ‘Mac’ McQuown, the OG quant The father of passive investing has passed away.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Validea
NOVEMBER 2, 2024
Earnings can be easy to manipulate. But cash flow can provide a better indication of the health of an underlying business. Combining high free cash flow yield stocks with the fundamental criteria of Validea’s guru models, which are based on the strategies of Wall Street legends like Warren Buffett, Peter Lynch and Martin Zweig can help find fundamentally sound stocks that trade at discounted valuations.
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