Random Roger's Retirement Planning

JANUARY 25, 2025

We have a lot of ground to cover today involving volatility and portfolio construction. The starting point is a podcast featuring Jeff Park from Bitwise. Jeff has some interesting takes on some topics but there is also a fair bit of sifting required to get to the good stuff. Where the utility came in was taking a second order effect from what he was saying.

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Portfolio Accounting Taxes Investments 52

Advisor Perspectives

JANUARY 25, 2025

The Northern Trust Economics team shares its outlook for key APAC markets.

Economics 59

Economics Marketing Marketing 59

Calculated Risk

JANUARY 25, 2025

The key reports scheduled for this week are the advance estimate of Q4 GDP, December New Home sales, December Personal Income and Outlays and November Case-Shiller house prices. The FOMC meets this week, and no change to policy is expected. -- Monday, January 27th -- 8:30 AM: Chicago Fed National Activity Index for December. This is a composite index of other data. 10:00 AM: New Home Sales for December from the Census Bureau.

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Manufacturing Sales Management 264

Advisor Perspectives

JANUARY 25, 2025

A seemingly unstoppable flood of money has Vanguard Group Inc. on the brink of claiming a crown that State Street Corp. has held for decades.

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Accounting

Calculated Risk

JANUARY 25, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. NAR: Existing-Home Sales Increased to 4.24 million SAAR in December NMHC on Apartments: "Looser market conditions for the tenth consecutive quarter 1.73 million Total Housing Completions in 2024 including Manufactured Homes; Most Since 2006 4th Look at Local Housing Markets in December 3rd Look at Local Housing Markets in December This is usually published 4 to 6 times a week and provides more in-depth

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Sales Manufacturing Marketing Marketing 213

Advisor Perspectives

JANUARY 25, 2025

Apple Inc.’s stock has had a rough start to the year and is now flirting with a key level that could signal more downside ahead if breached.

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Advisor Perspectives

JANUARY 25, 2025

Investor appetite for growth really is something to behold.

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Indigo Marketing Agency

JANUARY 25, 2025

The financial advisory world is evolving faster than ever. To thrive, advisors must learn from todays top influencersleaders who push boundaries, share insights, and spark innovation. Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. 1. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

Advisor Perspectives

JANUARY 25, 2025

For stocks, Christmas came with a 'Santa Clause' rally soon after the election. Since then, there's been a correction in US markets.

Marketing 40

Marketing Marketing 40

Validea

JANUARY 25, 2025

In an era where market volatility and economic uncertainty can quickly expose corporate weaknesses, high-quality stocks have proven to be resilient cornerstones of successful investment portfolios. These exceptional companies typically demonstrate consistent earnings growth, strong balance sheets, and durable competitive advantages that allow them to maintain high returns on capital even during challenging times.

Portfolio 52

Portfolio Communication Economics Investments 52

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Management

Advisor Perspectives

JANUARY 25, 2025

In a small Texas city nearly 200 miles west of Dallas, the first data center associated with the $100 billion Stargate venture from OpenAI, SoftBank Group Corp. and Oracle Corp. is taking shape.

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Calculated Risk

JANUARY 25, 2025

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. SPECIAL NOTE: The CDC has stopped releasing health data (hopefully temporarily). For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So I'm no longer tracking hospitalizations.

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Numbers 147

Discipline Funds

JANUARY 25, 2025

Here are some things I think I am thinking about this weekend. 1) There’s Still a Strong Disinflationary Bias at Work. One of the most important pieces of news this week was the New Tenants Rent Index. The NTRI leads the actual CPI rental data and came in at a the lowest rate of change this cycle at -2.4%. This has been and continues to be the main reason why I am not really worried about inflation flaring up again.

Engineering 114

Engineering Economics Marketing Marketing 114

Abnormal Returns

JANUARY 25, 2025

Autos Car makers have a lot of data about your driving patterns. (wired.com) Drivers don't like them, but speed cameras help reduce crashes. (amny.com) NYC congestion pricing has helped reduce crashes. (nyc.streetsblog.org) Energy The energy transition is happening because of solar's falling costs. (klementoninvesting.substack.com) Pulling out of the Paris Accord complicates life for oil companies.

Food 144

Food Medicine Media Retirement 144

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