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Leading Index for Commercial Real Estate Decreased 5% in October; Up Sharply YoY

Calculated Risk

In addition to data center planning normalizing, a moderate pullback in the number of planning projects for several other nonresidential sectors also contributed to the decline in the Dodge Momentum Index for October,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in October to 197.2 the previous month.

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Did Capital Efficiency Malfunction In This Decline?

Random Roger's Retirement Planning

My first introduction to the concept was from my time at Fisher Investments in 2002. The concept of barbell strategies, which are a form of capital efficiency, in this context is sort of borrowed from Nassim Taleb who years ago talked about putting 10% of a portfolio in very risky stuff and the other 90% in very safe things like T-bills.

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Transcript: Jonathan Clements

The Big Picture

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

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Everybody Needs Accountability

The Better Letter

The NBA followed suit in 2002. miles per hour over the last 20 years, and the number of pitches over 100 miles per hour increased from 214 in 2008 to more than 3,300 in 2024. The NFL began experimenting with the use of replay to enhance officiating in 1976 and began implementing it a decade later. The NHL instituted its usage in 1991.

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Facts About the 72t Early Distribution

Getting Your Financial Ducks In A Row

Ruling 2002-62 using the age you have reached (or will reach) for that year, coupled with a rate of interest of your choice that is not more than 120% of the federal mid-term rate published by regularly the IRS in an Internal Revenue Bulletin (IRB).

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Bracketology (2025 Edition)

The Better Letter

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 76
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New Year's Day Retirement Spectacular!

Random Roger's Retirement Planning

If we go back to 2002 with this second back test using ProFunds Ultra S&P 500 (ULPIX) which is the mutual fund predecessor of SSO it looks bad because of how big of a hole any 2x fund would have had to dig out from after 2008 so there's some good context about the risk of any leverage strategy.