Calculated Risk

APRIL 12, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. Part 1: Current State of the Housing Market; Overview for mid-April 2025 Part 2: Current State of the Housing Market; Overview for mid-April 2025 2nd Look at Local Housing Markets in March ICE Mortgage Monitor: Home Prices Continue to Cool 1st Look at Local Housing Markets in March This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Marketing 165

Marketing Marketing 165

The Big Picture

APRIL 12, 2025

Chuck Jaffe: “How NOT to Invest — which is about 375 pages of cautionary tales and 75 pages of the right things to do — notes that it’s easier to invest well than most people think.” I come in around the 4:40 mark… [link] The post Money Life: How NOT to Invest appeared first on The Big Picture.

Investments 222

Investments Investing 222

Random Roger's Retirement Planning

APRIL 12, 2025

Morningstar wrote an article asking Did Liquid Alternatives Pass The Stress Test , with the context being the current, tariff induced event. The first point that I try to be consistent with is that if you don't believe in using alternatives, don't use them, this is not a pitch, more on that at the end. Should gold be considered an alt? They don't list it but other than one day, it has really worked well through this event.

Portfolio 52

Portfolio Management Clients Accounting 52

Advisor Perspectives

APRIL 12, 2025

Bonds have gained as investors sought shelter amid growing fears around a tariff-driven global economic slowdown.

Economics 40

Economics 40

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Calculated Risk

APRIL 12, 2025

The key reports this week are March Retail Sales and Housing Starts. For manufacturing, the March Industrial Production report, and NY and Philly Fed surveys will be released this week. Fed Chair Jerome Powell speaks on Wednesday. -- Monday, April 14th -- No major economic releases scheduled. -- Tuesday, April 15th -- 8:30 AM: The New York Fed Empire State manufacturing survey for April.

Retail 179

Retail Manufacturing Sales Economics 179

Abnormal Returns

APRIL 12, 2025

Autonomous vehicles What it's like to ride in a Waymo. (axios.com) Are robo-taxis going to displace Uber ($UBER) drivers? (axios.com) Autos There's no upside from tariffs for domestic car makers. (wsj.com) Tariffs are the nail in the coffin of the entry-level vehicle. (insidehook.com) With tariffs the costs of maintaining a vehicle are going to go up.

License 167

License Transportation Food Media 167