The Big Picture
JANUARY 18, 2025
I wanted to share a quick update as to what’s been keeping me occupied during the run up to the release of the new book. The past few weeks have been pretty busy and full of surprises. We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. But the biggest surprise has been the booksAudible version.
Calculated Risk
JANUARY 18, 2025
The key report this week is December Existing Home Sales. -- Monday, January 20th -- All US markets will be closed in observance of Martin Luther King Jr. Day "Our lives begin to end the day we become silent about things that matter." Martin Luther King Jr. -- Tuesday, January 21st -- No major economic releases scheduled. -- Wednesday, January 22nd -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the mortgage purchase applications index.
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Random Roger's Retirement Planning
JANUARY 18, 2025
Bloomberg and Barron's each had similar articles about straying off the beaten path toward ETFs that are not the plainest of vanilla. According to the Bloomberg article , only 62% of the 1080 "newly launched quant-powered investing styles" showed a positive return going into the end of 2024. That's pretty vague. How many of those funds are inverse? Many of the derivative income funds have positive total returns but can't keep up with the distributions on a price return basis and the article does
Validea
JANUARY 18, 2025
The Graham-Inspired Value Strategy systematically identifies undervalued stocks by focusing on established companies with proven track records rather than speculative opportunities. This approach, developed by Validea based on Benjamin Graham’s investment principles, uses specific criteria: A company must first meet basic operational requirements: annual revenue exceeding $340 million and five consecutive profitable years.
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Advisor Perspectives
JANUARY 18, 2025
At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications.
Validea
JANUARY 18, 2025
Finding stocks that satisfy both Warren Buffett’s quality-focused investment approach and Peter Lynch’s growth-at-a-reasonable-price strategy can help identify exceptionally strong companies. Based on Validea’s analysis, several companies currently pass both legendary investors’ stringent criteria with high scores. The Buffett Strategy: Focus on Quality and Predictability Warren Buffett looks for companies with: Consistent and predictable earnings growth High returns on e
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The Big Picture
JANUARY 18, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: Is There a Problem with Passive Investing? Passive investing has absolutely revolutionized the investment landscape for individual investors. Not only has it dramatically lowered the costs of asset ownership, but it has done so while delivering strong returns.
Advisor Perspectives
JANUARY 18, 2025
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
Calculated Risk
JANUARY 18, 2025
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. Housing Starts Increased to 1.499 million Annual Rate in December Housing Discussion with Altos Research's Mike Simonsen Lawler: Early Read on Existing Home Sales in December Part 1: Current State of the Housing Market; Overview for mid-January 2025 Part 2: Current State of the Housing Market; Overview for mid-January 2025 2nd Look at Local Housing Markets in December This is usually published 4 to 6
Advisor Perspectives
JANUARY 18, 2025
Surging long-term interest rates and stubborn inflation are inflaming divisions among congressional Republicans over paying for the sweeping tax cuts Donald Trump promised, complicating the path to passage with the party’s already tenuous majority.
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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
Abnormal Returns
JANUARY 18, 2025
EVs Toyota Motors ($TM) pushed off EV decisions as long as they could. (bloomberg.com) EV progress keeps happening, haters be damned. (vox.com) The number of high-speed charging stations surged in 2024. (axios.com) Transport NYC congestion pricing is coming at the expense of passenger vehicles trips. (bloomberg.com) Are drones really the future of delivery?
Advisor Perspectives
JANUARY 18, 2025
Advisers to President-elect Donald Trump are crafting a wide-ranging sanctions strategy to facilitate a Russia-Ukraine diplomatic accord in the coming months while at the same time squeezing Iran and Venezuela, people familiar with the matter said.
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