Sat.Nov 09, 2024

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Saturday links: why we love sports

Abnormal Returns

EVs What its like to drive a Rolls Royce EV. (theverge.com) Heavy equipment is going electric. (thecooldown.com) Autos Technology can't necessarily save us from problematic beahviors like distracted driving. (fastcompany.com) Toyota's ($TM) big bet on hybrids looks to pay off. (wsj.com) How car colors got so boring. (glennmercer.substack.com) Energy China's solar sector is booming, but profits are few and far between.

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AI Takeoff Turns Data Centers Into America’s New Building Boom

Advisor Perspectives

US companies are plowing money into building data centers as they race to get ahead in artificial intelligence.

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Real Estate Newsletter Articles this Week: First Year-over-year Existing Home Sales Gain Since August 2021

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • In Q2, almost 20% of Units Started Built-for-Rent were Single Family • MBA: Mortgage Delinquencies Decreased Slightly in Q3 2024 • 1st Look at Local Housing Markets in October First Year-over-year Sales Gain Since August 2021 • Asking Rents Mostly Unchanged Year-over-year • ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" This is usually published 4 to 6 times a we

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What Is Shareholder Yield & Should You Invest In It?

Random Roger's Retirement Planning

Barron's interviewed Meb Faber of Cambria Investments. The main focus was the Cambria Shareholder Yield ETF (SYLD). Shareholder yield refers to " companies that are returning their cash to investors through three attributes - dividends, buybacks and debt paydown. " Investors of course love dividends but share buybacks and debt reduction are more tax efficient than dividends which are taxed at ordinary income rates.

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Confronting the Change Challenge

Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

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Schedule for Week of November 10, 2024

Calculated Risk

The key economic reports this week are October CPI and Retail Sales. For manufacturing, October industrial production and the November New York Fed survey will be released this week. -- Monday, November 11th -- Veterans Day Holiday : Most banks will be closed in observance of Veterans Day. The stock market will be open. -- Tuesday, November 12th -- 6:00 AM: NFIB Small Business Optimism Index for October. 2:00 PM: Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October. -

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Martin Zweig: The Conservative Growth Master Who Built a Fortune Through Disciplined Investing

Validea

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. Let’s examine how this legendary investor developed and executed his “conservative growth” strategy that produced market-beating returns for decades. Early Days of a Market Maven Zweig’s fascination with the stock market started early, when his uncle gifted him six shares of General Motors sto

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Secular Market Trends: Bull and Bear Markets

Advisor Perspectives

The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.

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The Critical Importance of Process Over Outcomes in Investing

Validea

Investors always focus on outcomes when evaluating their success. But that approach has a major flaw. If that outcome wasn’t generated by a sound process, then it is likely the result of luck and also likely won’t be repeatable. Consider two contrasting scenarios that perfectly illustrate a crucial lesson for investors. The first involves a day trader who experienced remarkable success during the cryptocurrency boom of 2017.

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Banks’ New Trick Could Mean Trouble for Everyone

Advisor Perspectives

If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.

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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

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Validea’s Market Valuation Report: November 2024

Validea

Here is the latest update for November from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. Despite the recent strong run in the market, the median stock in our database got less expensive in October as earnings have been coming in strong.

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How Active and Passive Funds Work Differently

Advisor Perspectives

Explore how these two investment types compare.

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Five Lessons from Meb Faber

Validea

In a recent episode of the Excess Returns podcast, investment manager and researcher Meb Faber shared several thought-provoking insights about investing and wealth building. Here are five key takeaways from his discussion: 1. Rethinking Dividends Faber challenges the conventional wisdom around dividend investing, arguing that while dividends aren’t inherently bad, they shouldn’t be the primary focus of an investment strategy.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Donald Trump Won Everywhere : This was the second COVID election. ( The Atlantic ) • A timeline of two years of chaos at Elon Musk’s X : The company has shed a jawdropping $35 billion in value in just two years.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.