Sat.Nov 02, 2024

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Schedule for Week of November 3, 2024

Calculated Risk

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.

Economics 272
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2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets

Darrow Wealth Management

The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed. Also updated: health savings accounts, flexible spending accounts, estate and gifting limits, qualified charitable distributions and other cost-of-living adjustments.

Taxes 93
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Real Estate Newsletter Articles this Week: Case-Shiller: National House Price Index Up 4.2% year-over-year in August

Calculated Risk

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

Marketing 264
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The Contrarian’s Guide: Inside David Dreman’s Value Investment Strategy

Validea

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.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Amazon Reassures Investors With Cloud Growth, Cost-Cutting

Advisor Perspectives

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.

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Academic Research Summary: Does It Matter Why Factors Work?

Validea

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?

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Five Lessons from Guy Spier

Validea

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.

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Saturday links: meaningful work

Abnormal Returns

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.

Medical 173
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Validea’s Top Ten Warren Buffett Stocks – November 2024

Validea

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.

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10 Weekend Reads

The Big Picture

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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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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Five High Free Cash Flow Yield Stocks That Pass the Strategies of Legends

Validea

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.

Banking 52