Nerd's Eye View

NOVEMBER 11, 2024

Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well. From there, advisors may need to consider whom to outsource to.

Marketing 246

Marketing Marketing Communication Engineering 246

Calculated Risk

FEBRUARY 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2025 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale !

Marketing 214

Marketing Marketing Numbers Sales 214

Calculated Risk

MARCH 11, 2025

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). Im tracking over 40 local housing markets in the US.

Marketing 165

Marketing Marketing Sales 165

Calculated Risk

MARCH 6, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). Im tracking over 40 local housing markets in the US.

Marketing 147

Marketing Marketing Sales 147

Calculated Risk

NOVEMBER 12, 2024

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the second look at local markets in October.

Sales 248

Sales Marketing Marketing 248

Calculated Risk

MARCH 3, 2025

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in January and a Look Ahead to February Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR.

Sales 162

Sales Marketing Marketing 162

Calculated Risk

JANUARY 8, 2025

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). Im tracking over 40 local housing markets in the US.

Marketing 162

Marketing Marketing Sales 162

A Wealth of Common Sense

DECEMBER 3, 2024

The United States is the envy of the world in terms of financial markets and economic performance. Ruchir Sharma at The Financial Times outlines how this is impacting capital flows: Global investors are committing more capital to a single country than ever before in modern history.

Marketing 145

Marketing Marketing Financial Market Economics 145

Calculated Risk

MARCH 26, 2025

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in February and a Look Ahead to March Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR.

Sales 147

Sales Marketing Marketing 147

A Wealth of Common Sense

MARCH 14, 2025

Then I read the latest Eye on the Market fromMichael Cembalest who said what I said only much more eloquently: Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; i. That’s the point of social media sometimes.

Marketing 134

Marketing Marketing Media 134

Abnormal Returns

FEBRUARY 12, 2025

Markets The big multi-decade trends driving the U.S. stock market. awealthofcommonsense.com) The stock market is getting pricey, but that doesn't necessarily mean sell. markets are becoming less transparent and liquid. brklyninvestor.com) Crypto Bitcoin strategic reserve, or not, Bitcoin has gone mainstream.

Marketing 147

Marketing Marketing Media Economy 147

Calculated Risk

JANUARY 13, 2025

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). Im tracking over 40 local housing markets in the US.

Marketing 162

Marketing Marketing Sales 162

Calculated Risk

FEBRUARY 14, 2025

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January A brief excerpt: The NAR is scheduled to release January Existing Home sales on Friday, February 21st at 10:00 AM. This is the third look at local markets in January. Im tracking over 40 local housing markets in the US.

Marketing 124

Marketing Marketing Sales 124

The Big Picture

MARCH 15, 2025

Jack Hough walks through ways to hedge market downside from foolish to sensible, and we talk to Barry Ritholtz about strategies from his new book, How Not To Invest. Jack Hough : “I am intrigued by the title of your book and I’ll tell you why. How Not to React appeared first on The Big Picture.

Marketing 130

Marketing Marketing Investing Investments 130

Calculated Risk

FEBRUARY 13, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-February 2025 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-February 2025 I reviewed home inventory, housing starts and sales.

Marketing 162

Marketing Marketing Sales 162

Abnormal Returns

NOVEMBER 20, 2024

Podcasts Sam Dogen talks the 4% rule with Bill Bengen. sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher. 50fires.com) Retirement Gray divorce can have a huge effect on your retirement.

Estate Planning 162

Estate Planning Retirement Marketing Marketing 162

Calculated Risk

DECEMBER 30, 2024

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in November and a Look Ahead to December Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR.

Sales 147

Sales Marketing Marketing 147

Wealth Management

FEBRUARY 28, 2025

Advisors overall optimism in the current and future state of the stock market and the economy remained high during the first month of 2025, dampened by a growing expectation of volatility over the next six months.

Economy 252

Economy Marketing Marketing 252

Carson Wealth

MARCH 17, 2025

Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.

Marketing 78

Marketing Marketing Economy Portfolio 78

A Wealth of Common Sense

JANUARY 17, 2025

Derek Thompson wrote the story of the year so far at The Atlantic about how anti-social we’ve become as a society: Some facts and figures from Derek’s excellent piece: 74% of all restaurant traffic is takeout or delivery (up from 61% pre-Covid) The share of people have dinner or drinks with friends on any given night has declined by more (..)

Marketing 143

Marketing Marketing 143

Calculated Risk

MARCH 20, 2025

Realtor.com has monthly and weekly data on the existing home market. annually, suggesting there are more smaller homes on the market compared with last year. this week, pointing to more seller adjustments in light of growing inventory and a slowing market pace. For February, Realtor.com reported inventory was up 27.5%

Sales 276

Sales Numbers Marketing Marketing 276

The Big Picture

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. He created the first Bull Market, and optimism spread across the Exchange. ” And it was so.

Startup 230

Startup Portfolio Marketing Marketing 230

A Wealth of Common Sense

MARCH 2, 2025

Coming out of the election over the course of anywhere from a few weeks to a few months: Tesla was up nearly 100% Bitcoin rose 60% Microstrategy increased 112% Palantir blasted 200% higher Hims & Hers rocketed up 230% The gains were immense as animal spirits took over and investors got overly excited. The other side of greed is fear.

Marketing 122

Marketing Marketing 122

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Banking 345

Banking Planning Economics Investing 345

Wealth Management

NOVEMBER 4, 2024

Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.

Wealth Management 348

Wealth Management Marketing Marketing Management 348

Calculated Risk

FEBRUARY 20, 2025

YoY in January; 4th Look at Local Housing Markets A brief excerpt: Here a few more local markets prior to the NAR release tomorrow. Several local markets - like Illinois, Miami, New Jersey and New York - will report after the NAR release. Today, in the Calculated Risk Real Estate Newsletter: California Home Sales Down 1.9%

Sales 113

Sales Marketing Marketing 113

A Wealth of Common Sense

JANUARY 21, 2025

One of my favorite ongoing economic stats is the fact that the U.S. economy has been in a recession for just two months out of the past 15-and-a-half years. We’ve been in a recession just 1% of the time since the end of the Great Financial Crisis in the summer of 2009. Sure, there have been some bumps along the way but the U.S.

Economy 130

Economy Marketing Marketing Economics 130

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investing 317

Investing Investments Math Media 317

Calculated Risk

MARCH 19, 2025

The unemployment rate has stabilized at a low level in recent months, and labor market conditions remain solid. The Committee's assessments will take into account a wide range of information, including readings on labor market conditions, inflation pressures and inflation expectations, and financial and international developments.

Economics 262

Economics Accounting Marketing Marketing 262

Calculated Risk

FEBRUARY 16, 2025

Realtor.com has monthly and weekly data on the existing home market. This week also marked the fifth straight week where the growth rate has increased, fueled by the entrance of many new listings on the market. Fresh inventory increased year over year for the fifth week in a row, as sellers trickled back into the market.

Sales 261

Sales Numbers Marketing Marketing 261