Mish Talk
DECEMBER 17, 2022
Collapse In Prices Can You Take Advantage? Why Not Lower Retail Prices? Deflation is a B h Clever Lease Extension There you go. Some excellent comments from @guydealership and others. The lead chart suggests Carvana is headed for bankruptcy. Not to worry, I am sure the owners got out at the top with stock options and sales. This post originated at MishTalk.Com.
The Big Picture
DECEMBER 17, 2022
This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. We discuss how he first found his way into Emerging Markets Debt back in the 1980s, working in a small EM boutique.
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Calculated Risk
DECEMBER 17, 2022
The key economic reports this week are Housing Starts, New Home Sales, Existing Home Sales, the 3rd estimate of Q3 GDP, and November Personal income and outlays. -- Monday, December 19th -- 10:00 AM: The December NAHB homebuilder survey. The consensus is for a reading of 33, unchanged from 33. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, December 20th -- 8:30 AM: Housing Starts for November.
The Big Picture
DECEMBER 17, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Atlantic ). • Bored Ape Yacht Club Conquered NFTs. Can It Master the Metaverse Next? Two founders of the Bored Ape Yacht Club talk to CNET about how BAYC became the poster child for NFTs — and what comes next. ( CNET ). • History is i
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Calculated Risk
DECEMBER 17, 2022
At the Calculated Risk Real Estate Newsletter this week: • Lawler: Early Read on Existing Home Sales in November • 3rd Look at Local Housing Markets in November • Current State of the Housing Market; Overview for mid-December • Housing, Inflation and Why the Fed Should Consider a Pause • 2nd Look at Local Housing Markets in November This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
The Reformed Broker
DECEMBER 17, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their predictions for 2023! This episode was recorded in front of a live audience at the Nasdaq MarketSite on 12/16/2022.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
DECEMBER 17, 2022
Bulls reeling from the Federal Reserve’s still-hawkish tilt are about to lose a major force that helped tamp down turbulence in US stocks during this week’s macroeconomic drama.
Abnormal Returns
DECEMBER 17, 2022
EVs The more EVs are driven the better they are for the environment. (nytimes.com) School buses are a great use for EV technology. (thecooldown.com) Some EV manufacturers are dropping AM radios from their vehicles. (nytimes.com) Energy It takes way too long to build a nuclear power plant. (jackdevanney.substack.com) How Germany is replacing Russian gas.
Advisor Perspectives
DECEMBER 17, 2022
Federal Reserve officials, hammering home an unapologetically hawkish message, said that they won’t relent on tighter policy until inflation is under control.
Advisor Perspectives
DECEMBER 17, 2022
Just two months ago, Elon Musk speculated that Tesla Inc. would eventually be worth twice as much as Saudi Arabian Oil Co. — AKA Saudi Aramco, AKA the biggest listed company in the world with a market capitalization (then) of $2.1 trillion.
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.
Advisor Perspectives
DECEMBER 17, 2022
The red-hot labor market is cooling. Monthly US job growth has slowed to around 270,000 from more than 500,000 at the start of the year.
Advisor Perspectives
DECEMBER 17, 2022
This will be my last letter of 2022. I want to use this letter as a set-up for my annual forecast issue the first week of January. That means we will touch on a variety of topics, kind of a snapshot into where my mind is today. Get ready to travel the world but let’s start at home with the Federal Reserve meeting this week.
Advisor Perspectives
DECEMBER 17, 2022
This important milestone is the culmination of decades’ worth of research and lots of trial and error, and it makes good on the hope that humanity will one day enjoy 100% clean and plentiful energy.
Advisor Perspectives
DECEMBER 17, 2022
Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.
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.
Advisor Perspectives
DECEMBER 17, 2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
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