Calculated Risk

JULY 6, 2024

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Moody's: Apartment Vacancy Rate Unchanged in Q2; Office Vacancy Rate at New Record High • ICE Mortgage Monitor: Existing Home Inventory Surges in Florida and Texas • Asking Rents Mostly Unchanged Year-over-year • Final Look at Local Housing Markets in May and a Look Ahead to June Sales This is usually published 4 to 6 t

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Sales Marketing Marketing 297

The Big Picture

JULY 6, 2024

Source: New York Times The NYT: The final votes in Britain’s parliamentary elections are still being counted, but one thing is crystal clear: After 14 years in power, the Conservative Party is out. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history. Several prominent figures — including former Prime Minister Liz Truss — lost their seats.

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Calculated Risk

JULY 6, 2024

The key report this week is June CPI. Fed Chair Powell testifies on the Semiannual Monetary Policy Report to Congress. -- Monday, July 8th -- No major economic releases scheduled. -- Tuesday, July 9th -- 6:00 AM ET: NFIB Small Business Optimism Index for June. 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

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Financial Services Banking Economics 195

A Wealth of Common Sense

JULY 6, 2024

We are joined by Coby Lefkowitz, Partner at Backyard to discuss the Real Estate Development Market, and dive into why housing has become a crisis. See here for more thoughts from Coby! On today’s show, we discuss: Why homebuilders have built less homes coming out of the GFC Why building houses has become harder and harder How Minneapolis and Austin got housing development right Using Paris as an urban planning exam.

Planning 102

Planning Marketing Marketing 102

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Trade Brains

JULY 6, 2024

Bearish Tri-Star Candlestick Pattern: In the world of technical analysis, candlestick patterns play a pivotal role in helping traders predict future price movements of securities. Each pattern contains significant information about the market’s direction. Among different candlestick patterns present, one such significant triple candlestick pattern is the “Bearish Tri-Star” candlestick pattern.

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Marketing Marketing Portfolio Investments 98

Advisor Perspectives

JULY 6, 2024

An extended period of calm means investors must be vigilant and not become complacent. However, it's not necessarily a harbinger of an impending volatility event.

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Marketing Marketing 52

Advisor Perspectives

JULY 6, 2024

US Treasuries gained, pushing yields lower, after a mixed report on the US labor market left traders holding tight to bets that Federal Reserve officials will lower interest rates this year.

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Marketing Marketing 52

The Big Picture

JULY 6, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • These people still believe in democracy (little d) and are working to keep it. On this July 4th holiday, America’s system of democracy is under threat. These people are working to keep it alive and well. ( USA Today ) • The Fried Chicken Sandwich Wars Are More Cutthroat Than Ever Before : Here’s why everyone from fast-casual chains to chefs at Michelin-starred resta

Startup 195

Startup Assets Economy Investments 195

Advisor Perspectives

JULY 6, 2024

Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to an election year ever, driven by mega-cap tech stocks and artificial intelligence (AI) tailwinds.

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Abnormal Returns

JULY 6, 2024

Autos How 'electric trees' could allow for charging on city streets. (thecooldown.com) Where an EV saves you money, by state. (axios.com) Why choose a self-driving taxi? (fastcompany.com) Energy Clean energy is being transported over even longer distances. (wsj.com) What's the ideal temperature to set your AC? (vox.com) Solar panels need regular maintenance.

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Financial Advising Transportation Food Insurance 290

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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

Clients

Advisor Perspectives

JULY 6, 2024

Tesla Inc. shares are set to extend gains for an eighth consecutive session on Friday, putting the stock of the world’s most valuable automaker on track to turn positive for the year.

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Advisor Perspectives

JULY 6, 2024

MegazoneCloud Corp. has selected firms including a unit of JPMorgan Chase & Co. to help it kickstart an initial public offering that could value one of Asia’s biggest cloud and AI services companies at several billion dollars.

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Banking 45

Advisor Perspectives

JULY 6, 2024

Between McDonald’s $5 value meal, Taco Bell’s $7 cravings box and budget breakfasts from Starbucks and Wendy’s Co., fast food chains are fighting hard to win over hungry Americans this summer. Why now? It comes down to price-sensitive customers voting with their wallets and forcing companies to chase traffic to grow revenue and profits.

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Advisor Perspectives

JULY 6, 2024

In trying to block China’s climb up the ladder of technological sophistication, the US may inadvertently be giving its rival a hand up.

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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.

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