Calculated Risk

JUNE 1, 2024

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Case-Shiller: National House Price Index Up 6.5% year-over-year in March • Inflation Adjusted House Prices 2.2% Below Peak • Fannie and Freddie: Single Family Serious Delinquency Rate Decreased in April, Multi-family Increased Slightly • Final Look at Local Housing Markets in April and a Look Ahead to May Sales This is usually published 4 to 6 times a week and provides more in-depth analysis of the housin

Sales 292

Sales Marketing Marketing 292

The Big Picture

JUNE 1, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders : WallStreetBets, the bizarre and often offensive message board that Rogozinski started on Reddit, would eventually come to occupy a key position at the center of a movement that turned millions of young Americans into investors and traders.

Asset Allocation 182

Asset Allocation Portfolio Management Management Assets 182

Calculated Risk

JUNE 1, 2024

The key report scheduled for this week is the May employment report. Other key reports include the May ISM Manufacturing, Vehicle Sales and April trade balance. -- Monday, June 3rd -- 10:00 AM: ISM Manufacturing Index for May. The consensus is for the ISM to be at 49.7, up from 49.2 in April. 10:00 AM: Construction Spending for April. The consensus is for a 0.2% increase in construction spending.

Manufacturing 195

Manufacturing Sales Government Numbers 195

Advisor Perspectives

JUNE 1, 2024

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits. If you still have a pile of cash on the sidelines, there are strong reasons to consider putting some of it back to work in bonds.

Portfolio 97

Portfolio 97

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Accounting

Random Roger's Retirement Planning

JUNE 1, 2024

Barron's had a short article about replacing 60/40 with 60/30/10 due to inflation. I'm always going to want to dig into an article like that. In this case the the idea was 60% in equities, 30% in bonds and 10% in TIPS. TIPS or treasury inflation protected securities are conceptually straight forward. In addition to an interest payment, the price gets adjusted higher at the rate of reported headline inflation.

Taxes 94

Taxes Management Accounting Numbers 94

Advisor Perspectives

JUNE 1, 2024

Three key reasons why investors should consider allocating capital to private credit for substantial and differentiated returns.

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Advisor Perspectives

JUNE 1, 2024

Inflation may not return to the US central bank’s 2% target until mid-2027, according to research from Federal Reserve Bank of Cleveland.

Banking 59

Banking 59

Advisor Perspectives

JUNE 1, 2024

If all the tasks that made ancient Greece tick were automated — from churning out chariots to crafting ceramic vases — it wouldn’t transform the place into Singapore.

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Advisor Perspectives

JUNE 1, 2024

When people think about the Federal Reserve and interest rates in 2024, one common view is that economic growth and inflation remain too hot to justify rate cuts. Another is that the labor market and inflation continue to cool, and it will soon be time for rate cuts.

Economy 52

Economy Economics Marketing Marketing 52

Advisor Perspectives

JUNE 1, 2024

UBS Group AG completed the historic acquisition of its former rival Credit Suisse, marking a new chapter for the Swiss financial sector as the defunct bank has formally ceased to exist.

Banking 52

Banking 52

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Clients

Advisor Perspectives

JUNE 1, 2024

Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.

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Advisor Perspectives

JUNE 1, 2024

Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year, fueled by the rising tide of bullishness over artificial intelligence.

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Advisor Perspectives

JUNE 1, 2024

One pairing of disruptive technologies that could ascend to an enviable status is artificial intelligence (AI) and blockchain.

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