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At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. FHFAs National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores Moody's: Q1 2025 Apartment Vacancy Rate Highest Since 2010; Office Vacancy Rate at Record High Freddie Mac House Price Index Increased in February; Up 3.4% Year-over-year Asking Rents Mostly Unchanged Year-over-year This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
We’d like to discuss our three worst-performing securities in the US portfolio to help our investors understand why we are sitting on our hands and allowing our discipline to proceed.
In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great time to get Ricks practical wisdom on navigating market volatility, maintaining simplicity in investing, and making informed portfolio decisions amidst economic uncertainty. With his disciplined approach and decades of experience, Rick shares actionable advice for investors looking to stay the course through todays challen
To most people, black gold means oil, the substance that helped build the modern world while causing the climate crisis. But a new treasure on the market is getting prospectors excited, not least for the role it could play in fixing the problem fossil fuels created.
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.
The key economic report this week is March CPI. -- Monday, April 7th -- No major economic releases scheduled. -- Tuesday, April 8th -- 6:00 AM ET: NFIB Small Business Optimism Index for March. -- Wednesday, April 9th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 2:00 PM: FOMC Minutes , Meeting of March 18-19 -- Thursday, April 10th -- 8:30 AM: The initial weekly unemployment claims report will be released.
The Nasdaq-100 Index (NDX) slipped nearly 2.5% last week. That sparked fresh fears that current geopolitical and macroeconomic climates remain headwinds to growth stocks.
I am going on "recession watch" for only the 4th time in the 20+ years that I've been writing this blog. In December 2022 I went on "recession watch", but I noted "My sense is growth will stay sluggish in 2023, but the economy will avoid recession." And the economy did avoid recession! The other two times were in early 2007 (housing bust / financial crisis), and in March 2020 (pandemic).
I am going on "recession watch" for only the 4th time in the 20+ years that I've been writing this blog. In December 2022 I went on "recession watch", but I noted "My sense is growth will stay sluggish in 2023, but the economy will avoid recession." And the economy did avoid recession! The other two times were in early 2007 (housing bust / financial crisis), and in March 2020 (pandemic).
First, this. I'm not sure that Jim is calling for a repeat of 1987 or not but what if that is what ends up happening? What would you do? There's no reason not think this out a little bit. I hadn't thought about this sort of scenario happening specifically on Monday. At this point, I don't really need to plan it out cold, I already know. When I retweeted Unusual Whales, I said, " If he turns out to be right, sell the hedges, get more long and then be ready to sell what you buy very quickly.
By sparing Mexico and Canada from his reciprocal tariffs on Wednesday, US President Donald Trump has kept the pact known as USMCA on life support. That’s no small feat given the animosity shown by the US government toward its neighbors in the past weeks.
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: How to Think About the Tariffs : This is bad policy, executed thoughtlessly. But it is worth thinking through exactly *why* it is bad. ( The Overshoot ) How Trump Could Make Larry Ellison the Next Media Mogul : The co-founder of Oracle and friend of President Trump, who was a flamboyant fixture in the 1990s, has returned to the
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.
U.S. indexes suffered their worst day since the pandemic, hurt by Trump's massive tariffs that sparked recession fears. Almost every sector fell, with retailers and tech hard hit.
Autos Auto supply chains are hopelessly globalized. (bloomberg.com) EVs still have a long way to go to gain mindshare in the U.S. (papers.ssrn.com) How to deter serial speeders. (bloomberg.com) Energy How Helsinki ditched coal for good. (fastcompany.com) Why we should power data centers with geothermal energy. (theatlantic.com) Environment Arctic sea ice keeps shrinking.
We examine the April 2 tariff announcement from President Trump, outlining key proposals and the potential implications for trade and market sentiment.
U.S. stocks underperformed in the first quarter of 2025, hit by a double whammy from intensifying policy uncertainty and a U-turn in select mega cap stocks.
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
In the report, Fixed Income Portfolio Managers John Lloyd and Greg Wilensky discuss how fixed income markets are responding to Trump’s sweeping tariffs and the implications for investors.
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