Calculated Risk
FEBRUARY 16, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For January, Realtor.com reported inventory was up 24.6% YoY, but still down 24.8% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 27.5% YoY.
Abnormal Returns
FEBRUARY 16, 2025
Top clicks this week The big multi-decade trends driving the U.S. stock market. (awealthofcommonsense.com) Want to hedge inflation? Buy stocks. (axios.com) The Tesla ($TSLA) backlash is real. (wired.com) Too many people confuse speculation for investing. (ritholtz.com) Why investors need to consult primary sources. (newsletter.rationalwalk.com) Ben Carlson, "The pandemic turned us all into a bunch of degenerate gamblers.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
A Wealth of Common Sense
FEBRUARY 16, 2025
My family took its first and only Disney trip in the summer of 1990. We rode some rollercoasters. Went to one of the waterparks. Decently fun trip from what I can remember as a 4th grader. The strange part was that my older brother Jon was lethargic the whole trip. I still remember a picture of him taking a nap on a bench in the middle of the day. Something was off.
Million Dollar Round Table (MDRT)
FEBRUARY 16, 2025
By Cynthia Kane As a financial advisor, youre constantly communicating with your clients. And while many conversations may be easy, there are plenty of difficult, yet necessary, discussions with clients about death, divorce, job loss, medical needs and the list of stressful topics goes on. For clients to feel confident in your guidance and plans, you must calmly navigate these challenging conversations.
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
Meb Faber Research
FEBRUARY 16, 2025
What about an investment that pays you to invest? That sounds like something you’d see advertised on Instagram, right? Nope “Thirty-four ETFs earned a higher securities-lending return than their annual fee in 2024.” ETFs That Pay You to Invest The post Funds That Pay You To Invest appeared first on Meb Faber Research - Stock Market and Investing Blog.
Million Dollar Round Table (MDRT)
FEBRUARY 16, 2025
By Bryce Sanders We have all heard the sayings, You get what you pay for and Free advice is worth what you paid for it. My guess is your clients wouldnt keep shopping with or going to a business where they didnt like the products or how theyre treated, no matter how low the prices are. The same holds true in their selection of a financial advisor. Dont use low costs to set yourself apart from other advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
oXYGen Financial
FEBRUARY 16, 2025
Calculated Risk
FEBRUARY 16, 2025
From STR: U.S. hotel results for week ending 8 February The U.S. hotel industry reported negative year-over-year comparisons, according to CoStars latest data through 8 February. 2-8 February 2025 (percentage change from comparable week in 2024): Occupancy: 55.9% (-0.5%) Average daily rate (ADR): US$156.03 (-2.2%) Revenue per available room (RevPAR): US$87.22 (-2.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Random Roger's Retirement Planning
FEBRUARY 16, 2025
The Wall Street Journal took an interesting look at the current migration and demographic problems the state of Vermont is dealing with. The state benefitted from something of a get me out of the city bid during Covid but that has started to reverse due some winding down of the WFH movement, high real estate prices and very high property taxes. If you think about those three reasons, you see they have more impact on younger people which contributes to the state skewing older.
Abnormal Returns
FEBRUARY 16, 2025
Markets Beware analysts waving away complications. (tker.co) Thinking about the Mag Seven stocks as one big conglomerate. (brklyninvestor.com) Why it's harder to stay the course with a individual company vs. the market index. (newsletter.rationalwalk.com) Why bubbles may repeat. (acadian-asset.com) Finance The private equity industry is increasingly dominated by the 'big six.
Advertisement
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Big Picture
FEBRUARY 16, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: The False Gospel of Stuff and Status : We have become disciples of a flawed creed. To chase passion and value people is a much wiser way to live; or Ikigai, Detectorists, and the real meaning of life. ( Forking Paths ) The crypto industrys debanking smokescreen : Cryptocurrency companies have co-opted legitimate concerns about banking discrimination to fight regulation and Congress is buying it.( Citation
Expert insights. Personalized for you.
261 
Let's personalize your content