Calculated Risk

MARCH 29, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. New Home Sales Increase to 676,000 Annual Rate in February Case-Shiller: National House Price Index Up 4.1% year-over-year in January Policy and 2025 Housing Outlook Fannie and Freddie: Single Family Serious Delinquency Rates Unchanged in February Final Look at Local Housing Markets in February and a Look Ahead to March Sales Inflation Adjusted House Prices 0.8% Below 2022 Peak This is usually publish

Sales 162

Sales Marketing Marketing 162

Random Roger's Retirement Planning

MARCH 29, 2025

When there is a fifth Saturday in a month, I have the day off from fire department stuff (unless there is a call for service) which means time for a lot of reading, March Madness but don't sleep on cawlidge hawkey (IYKYK), what think will be a very fun blog post and I already got some exercise in early today. First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to

Portfolio 59

Portfolio Management Risk Management Distribution 59

oXYGen Financial

MARCH 29, 2025

![CDATA[ There has been a lot of chatter about the administration's use of tariffs in the past few weeks. But what exactly are Tariffs? Why can they be beneficial and how can they be detrimental? Basically, Tariffs are a tax on any products that come from an outside country. Additionally, tariffs can be used as a way to protect the production inside the home country or to disincentivize.

Taxes 59

Taxes 59

Advisor Perspectives

MARCH 29, 2025

Czech chemicals company Draslovka AS is expanding into the growing US battery industry to mitigate risks from trade tensions and volatile prices for energy and materials.

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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

The Big Picture

MARCH 29, 2025

I had a super fun conversation with Liz Ann Sonders about HNTI (starting at 5:00 in). In this conversation, Liz Ann Sonders interviews Barry Ritholtz.He’s the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management. And he’s the author of a new book titled How Not to Invest. Barry and Liz Ann discuss the evolution of financial media, the current market cycle, and the psychological aspects of investing.

Investments 219

Investments Investing Wealth Management Media 219

Advisor Perspectives

MARCH 29, 2025

With the pause button pressed on this year’s huge AI rally in Chinese tech stocks, clarity on global economic policies and concrete signs of core business improvement may be required to get things rolling again.

Economics 52

Economics 52

Advisor Perspectives

MARCH 29, 2025

The world’s largest asset manager is betting big on a growing breed of derivatives-powered ETFs that’s shaking up the art of active portfolio management.

Portfolio Management 45

Portfolio Management Portfolio Assets Management 45

Calculated Risk

MARCH 29, 2025

The key report scheduled for this week is the March employment report on Friday. Other key reports include the February Trade Deficit and March Auto Sales. For manufacturing, the March ISM Manufacturing and Dallas Fed surveys will be released. Fed Chair Powell speaks on Friday. -- Monday, March 31st -- 9:45 AM: Chicago Purchasing Managers Index for March.

Manufacturing 147

Manufacturing Sales Government Numbers 147

Advisor Perspectives

MARCH 29, 2025

Longtime Investor Alert readers have often seen me say that government policy is a precursor to change. What this means is that, when policymakers act—whether through subsidies, sanctions, tariffs or regulations—markets can sometimes respond swiftly and dramatically. We’re seeing that play out right now in real time, especially in the copper market.

Marketing 52

Marketing Marketing Government 52

The Big Picture

MARCH 29, 2025

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: Jeremy Clarkson:Seventeen years after that nice Mr Musk sued me, victory is mine : The Tesla boss is so touchy he filed a lawsuit when I gave him a bad review. So how will he cope now that the eco hippies who used to idolise him have turned on his cars?

Manufacturing 268

Manufacturing Government Sales Planning 268

Speaker: David Worrell, CFO, Author & Speaker

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.

Numbers

Advisor Perspectives

MARCH 29, 2025

As shares of Elon Musk’s Tesla Inc. rally on Thursday, the jump in the size of the company dwarfed the decline in the value of its US rivals as the stocks responded to President Donald Trump’s latest tariff announcements.

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Advisor Perspectives

MARCH 29, 2025

EQT AB has raised €21.5 billion ($23.2 billion) for its latest infrastructure fund — a sum a top executive for the Swedish investment firm says underscores how the energy sector’s funding needs trump an uncertain market for deals.

Investments 52

Investments Investing Marketing Marketing 52