Calculated Risk

FEBRUARY 15, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. Q4 NY Fed Report: Mortgage Originations by Credit Score, Delinquencies Increase, Foreclosures Remain Low Part 1: Current State of the Housing Market; Overview for mid-February 2025 Part 2: Current State of the Housing Market; Overview for mid-February 2025 3rd Look at Local Housing Markets in January Lawler: More Ruminations on the Neutral Rate of Interest 2nd Look at Local Housing Markets in January

Marketing 147

Marketing Marketing 147

Validea

FEBRUARY 15, 2025

The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led some market participants to dismiss the entire index as overvalued. However, such a blanket assessment overlooks the nuanced reality that individual companies within the index still offer compelling value propositions when examined through sophisticated analytical

Valuation 52

Valuation Investments Investing Marketing 52

Advisor Perspectives

FEBRUARY 15, 2025

Meta Platforms Inc., after pushing into augmented reality and artificial intelligence, has identified its next big bet: AI-powered humanoid robots.

Planning 72

Planning Investing Investments 72

SEI

FEBRUARY 15, 2025

Explore the role of digital innovation in alternative investments

Marketing 40

Marketing Marketing Investments Investing 40

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

Accounting

Advisor Perspectives

FEBRUARY 15, 2025

US retail sales slumped in January by the most in nearly two years, indicating an abrupt pullback by consumers after a spending spree in the closing months of 2024.

Retail 52

Retail Sales 52

Calculated Risk

FEBRUARY 15, 2025

The key reports this week are January Housing Starts and Existing Home sales. For manufacturing, the February New York and Philly Fed manufacturing surveys will be released. -- Monday, February 17th -- All US markets will be closed in observance of Washington's Birthday. -- Tuesday, February 18th -- 8:30 AM: The New York Fed Empire State manufacturing survey for February.

Manufacturing 162

Manufacturing Sales Numbers Marketing 162

Abnormal Returns

FEBRUARY 15, 2025

Autos The Tesla ($TSLA) backlash is real. (wired.com) Some factors behind the spike in pedestrian deaths. (arstechnica.com) Gas Natural gas could get a leg up connecting to the grid. (nytimes.com) Engine No. 1 is teaming up with Chevron ($CVX) to use gas to power data centers. (institutionalinvestor.com) Weather In an age of accelerating weather volatility we need the NOAA more than ever.

Medicine 162

Medicine Transportation Startup Engineering 162

The Big Picture

FEBRUARY 15, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: A Visit to Dog College : From disaster response to disease detection, these canines choose their own career paths. ( Popular Science ) 50 Surprising Facts About Saturday Night Live Saturday Night Live made its television debut on October 11, 1975.

Portfolio Management 191

Portfolio Management Economy Food Management 191