Calculated Risk

MAY 7, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from chief economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Apr 29, 2023 • Active inventory was up at a slower pace, with for-sale homes up just 35% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing. • New listings–a measure of sellers putting homes up for sale–were down again this week, by 22% from one year ago

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Sales Numbers Marketing Marketing 245

Abnormal Returns

MAY 7, 2023

Strategy The case for international diversification is still solid. (humbledollar.com) Concentrated portfolios come with a lot of psychological stress. (awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. (fortunesandfrictions.com) Berkshire Hathaway Everything that went down at the Berkshire Hathaway ($BRK.A) annual meeting.

Financial Advising 241

Financial Advising Economy Banking Media 241

Calculated Risk

MAY 7, 2023

Weekend: • Schedule for Week of May 7, 2023 Monday: • At 2:00 PM ET Senior Loan Officer Opinion Survey on Bank Lending Practices for April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were down over the last week with WTI futures at $71.34 per barrel and Brent at $75.30 per barrel.

Banking 147

Banking Marketing Marketing 147

Abnormal Returns

MAY 7, 2023

In the news A list of the best investing blogs of 2023, including Abnormal Returns. (thecollegeinvestor.com) Top clicks this week Why copying great investors, like Buffett and Munger, usually doesn't work. (whatsimportant.substack.com) Some all-time great quotes from the Berkshire Hathaway ($BRK.A) annual meeting. (neckar.substack.com) A review of "The Little Book of Picking Top Stocks: How to Spot the Hidden Gems" by Martin S.

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Retirement Investing Investments Marketing 157

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Clients

A Wealth of Common Sense

MAY 7, 2023

The Federal Reserve has a dual mandate — price stability and maximum employment. Prices haven’t exactly been very stable these past few years so it’s no surprise inflation has been the main focus for Jerome Powell and team. I’m sure the Fed wishes they could wave a magic wand that would keep the inflation rate and unemployment rate at their target levels.

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Million Dollar Round Table (MDRT)

MAY 7, 2023

By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. We found that our desire was to move up the market and serve higher-net-worth clients. Obviously, there is a limited number of hours in the day, and you can only replicate yourself so much. But we are passionate about our business, and we think that everybody needs good financial planning.

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CFP Financial Planner Retirement Planning Retirement 98

oXYGen Financial

MAY 7, 2023

![CDATA[ As the temperature rises and summer approaches, many of us start to plan our vacations and travel arrangements. However, one thing that often surprises travelers is the significant increase in airfare prices during the summer months. High demand and fuel prices contribute to the rise in airfare, but there are ways that you can save money on flights during peak season.

Planning 59

Planning 59

Trade Brains

MAY 7, 2023

Top Housing Finance Companies in India: It is every Indian’s dream to one day be able to live in his own house. Making this possible are several housing finance companies or mortgage providers throughout the country. In this article, we take a look at the top-listed housing finance companies in India. Keep Reading to find out. Top Housing Finance Companies in India There are currently more than 80 players in the Indian housing finance markets.

Banking 52

Banking Government Financial Services Assets 52

Advisor Perspectives

MAY 7, 2023

Learn why women are ideally suited to thrive in today's wealth management environment.

Wealth Management 52

Wealth Management Management 52

Trade Brains

MAY 7, 2023

Best Mid Cap Stocks Under Rs 100: Mid-cap stocks have characteristics somewhere in between large and small-cap stocks. They are safer and have more consistent earnings growth than small companies while growing faster than their larger counterparts at the same time. They have established clients or customers because of their proven track record and brand name.

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Banking Manufacturing Government Engineering 52

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.

Management

Advisor Perspectives

MAY 7, 2023

Declining markets can make active management skill more valuable, and our 2022 scorecard identifies several fund categories in which a majority of active managers outperformed. However, in the largest and most closely watched category, U.S. large-cap equities, a slim majority underperformed. On the positive side, this was the lowest underperformance rate since 2009 and the fourth best across more than two decades of our annual SPIVA Scorecards.

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Management Marketing Marketing 52

The Big Picture

MAY 7, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside the Delirious Rise of ‘Superfake’ Handbags : Can you tell the difference between a $10,000 Chanel bag and a $200 knockoff? Almost nobody can, and it’s turning luxury fashion upside down. ( New York Times ) • ‘We’re All Worse Off ’ Britain is now paying the price for its decision to leave the European Union. ( The Atlantic ) • Straw Ban Arguments : How the overhyped environmental dangers of single-u

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Ethics Food Wealth Management Medical 279

Advisor Perspectives

MAY 7, 2023

Portfolio Manager John Paul Lech explores the defining changes of the last three years and how they have informed his approach to the years ahead.

Portfolio Management 40

Portfolio Management Marketing Marketing Portfolio 40