Sat.Oct 19, 2024

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Saturday links: communities coming together

Abnormal Returns

EVs EV charging as a loss-leader. (msn.com) 5 minute EV charging is the holy grail. (ft.com) Electric school buses are a win-win. (scientificamerican.com) Autos Why buying a car still sucks. (vox.com) Parallel parking will soon be an obsolete skill. (theatlantic.com) Why so many wrecked cars end up in the small South Caucasus nation of Georgia. (bbc.com) Energy How solar power can help in disaster zones.

Food 180
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Should Portfolios Be Rebalanced?

Random Roger's Retirement Planning

Barron's had an article about rebalancing portfolios noting that the run in stocks was a good time to rebalance the equity allocation back down closer to target, whatever that might be and also rebalance down some of the relative winners. Regardless of anything to do with rebalancing, if you use a broad technology sector ETF for that exposure, it is probably close to doubling up on the S&P 500's return in that time and if you use individual stocks and were lucky (or skilled) with your picks

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Schedule for Week of October 20, 2024

Calculated Risk

The key economic reports this week are September New and Existing Home sales. For manufacturing, the Richmond and Kansas City Fed manufacturing surveys will be released this week. -- Monday, October 21st -- No major economic releases scheduled. -- Tuesday, October 22nd -- 10:00 AM: Richmond Fed Survey of Manufacturing Activity for October. 10:00 AM: State Employment and Unemployment (Monthly) for September 2024 -- Wednesday, October 23rd -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will

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529 Plans: Custodial Versus Individual Accounts

Advisor Perspectives

Opening a 529 college savings account can be a smart move if you’d like to save for college on a tax-advantaged basis. One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.

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Confronting the Change Challenge

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.

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Real Estate Newsletter Articles this Week: Housing Starts Decreased to 1.354 million Annual Rate in September

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Housing Starts Decreased to 1.354 million Annual Rate in September • Part 2: Current State of the Housing Market; Overview for mid-October 2024 • 3rd Look at Local Housing Markets in September • Lawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points • 2nd Look at Local Housing Markets in September This is usually published 4 to 6 times a week and provides

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Notes From the Desk: Inflation Expectations Rising But Shouldn't Derail Fed Cuts

Advisor Perspectives

Economic data releases have surprised to the upside in recent weeks, but inflation does not remain a threat right now.

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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: • The FBI secretly created a coin to investigate crypto pump-and-dump schemes :NexFundAI, the FBI’s Ethereum-based token, was used to investigate price manipulation in crypto markets. ( The Verge ) • Are We Too Impatient to Be Intelligent?

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Volatility Could Bring AI Opportunity

Advisor Perspectives

The Nasdaq-100 Index (NDX), which is half composed of tech stocks, including a slew of AI names, is usually more volatile in October.

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A Steady Ship

Advisor Perspectives

Asia-Pacific economies will benefit from soft landings and easier monetary conditions.

Economy 45
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4 Things Great Companies Do to Improve Cash Flow

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor