Calculated Risk
JANUARY 22, 2023
Earlier, in the CalculatedRisk Real Estate Newsletter on December existing home sales, NAR: Existing-Home Sales Decreased to 4.02 million SAAR in December , I mentioned that the median price was down more than normal seasonally. Below is a table of the seasonal pattern over the last several years. Seasonally prices typically peak in June (closed sales for contracts signed mostly in April and May).
Abnormal Returns
JANUARY 22, 2023
Top clicks this week What investment beliefs do you hold that a majority of investment pros would disagree with? (mebfaber.com) Is this a new bull market? Hold on. (theirrelevantinvestor.com) The stock market typically bottoms before earnings. (tker.co) Nick Maggiulli, "Being rich is a feeling." (ofdollarsanddata.com) Time and patience play a big role in wealth building.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
JANUARY 22, 2023
Weekend: • Schedule for Week of January 22, 2023 Monday: • No major economic releases are scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were up over the last week with WTI futures at $81.64 per barrel and Brent at $87.63 per barrel. A year ago, WTI was at $85, and Brent was at $90 - so WTI oil prices are DOWN 5% year-over-year.
A Wealth of Common Sense
JANUARY 22, 2023
This continues to be one of the more confusing economic environments in history. Every other day the narrative switches between an imminent recession and a soft landing. Neither outcome would surprise me at this point. Some economic indicators are screaming slowdown while others are giving an all-clear. This state of limbo is making it difficult to know what’s going to happen.
Advertisement
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Abnormal Returns
JANUARY 22, 2023
Markets The Nasdaq 100 is up every week this year. (allstarcharts.com) Market narratives shift all the time. Don't get caught up in it all. (theirrelevantinvestor.com) Why higher interest rates won't cause a big shift from stocks into bonds. (awealthofcommonsense.com) Crypto How does Genesis' bankruptcy filing affect the Grayscale Bitcoin Trust ($GBTC)?
Clever Girl Finance
JANUARY 22, 2023
Have you ever bought something to make yourself feel better? If so, you're not alone. Many people turn to shopping to relieve stress and help boost their mood. Yet sometimes, stress shopping or retail therapy can develop into a habit. Since shopping when stressed can improve your mood, what happens when it goes too far? Overspending to make yourself feel better can easily cause more stress.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
JANUARY 22, 2023
Whether you're asking "How much should you have saved by 25?" or "How much should you have saved by 40?" you know that saving for your future is always critical. So, learning about the average savings by age can help you size up your finances to see if you are on the right track. Recently, over half of Americans in a survey said that they are changing their priorities to save more money for their future.
The Irrelevant Investor
JANUARY 22, 2023
Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss Kraneshares suite of climate ETFs. On today’s show, we discuss: How emissions are financialized Voluntary vs compliant carbon markets How emissions are related to political risk How the ETF is constructed What drives carbon price H.
Random Roger's Retirement Planning
JANUARY 22, 2023
The Schwab US Dividend ETF (SCHD) got a lot of positive attention for how well it did in 2022 versus market cap weighted (MCW) S&P 500. According to Portfoliovisualizer, SCHD dropped 3.23% while MCW dropped 18.17%, essentially 1500 basis points of outperformance which is outstanding. From 2012 through 2022, SCHD had a CAGR of 13.51% versus 12.78% for MCW and a standard deviation that was lower by 59 basis points.
oXYGen Financial
JANUARY 22, 2023
Speaker: Claire Grosjean, Global Finance & Operations Executive
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.
Random Roger's Retirement Planning
JANUARY 22, 2023
Simplify ETFs Tweeted a link to their year end summary of how their funds performed in 2022. We've looked at some of their funds over the last year or so, awhile back I test drove one in my account for possible client use, and each time I circle back, I am left with the same conclusion, they don't seem to work the way I as a prospective user would want them to.
James Hendries
JANUARY 22, 2023
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may need to file taxes may contain information from your prior year’s return, including: Your Social Security Number (SSN), a
Trade Brains
JANUARY 22, 2023
Fundamental Analysis of Gujarat Fluorochemicals: They say corporate events such as buyouts, demergers, etc. can create valuable opportunities for investors. Perhaps, Gujarat Fluorochemicals have been one such case. Over the last three years, the chemicals stock has advanced by 385%. Or is it because of the China Plus One strategy? Or the company was always undervalued?
Clever Girl Finance
JANUARY 22, 2023
Capsule wardrobes are already super popular for obvious reasons. But the main reason is that they make life easier! When your closet has limited items full of capsule wardrobe basics, you save time. Not to mention you can avoid overthinking about your outfit early in the morning. You can also save money by creating multiple outfit combinations with fewer items so you avoid buying more things.
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.
The Big Picture
JANUARY 22, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Just How Common Is Corporate Fraud? A new study estimates that on average 10 percent of public companies commit securities fraud each year. ( New York Times ) • Skipped Showers, Paper Plates: An Arizona Suburb’s Water Is Cut Off : Hundreds of homes outside the boundaries of Scottsdale can no longer get water from the city, now their owners are living a worst-case scenario of drought in the West. ( New York
Expert insights. Personalized for you.
363 
Let's personalize your content