The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets un

Clients 147

Clients Investments Investing Wealth Advisor 147

Random Roger's Retirement Planning

MAY 3, 2025

You've probably heard or read predictions calling for a lost decade. Barron's just this weekend talked about lower returns coming. Torsten Slok from Apollo says that stagflation is coming. Will we have a lost decade? Is Slok correct about stagflation? I have no idea whether stagflation is coming but as usual, I am more interested in if he is right, then what?

Portfolio 59

Portfolio Management Taxes Investments 59

Calculated Risk

MAY 3, 2025

The key report scheduled for this week is the March trade balance. The FOMC meets this week and no change to the Fed funds rate is expected. -- Monday, May 5th -- 10:00 AM: the ISM Services Index for April. The consensus is for a reading of 50.6, down from 50.8. -- Tuesday, May 6th -- 8:30 AM: Trade Balance report for March from the Census Bureau. This graph shows the U.S. trade deficit, with and without petroleum, through the most recent report.

Economics 179

Economics 179

Validea

MAY 3, 2025

Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This group currently includes fewer than 70 companies from various economic sectors. This long-term dividend growth pattern indicates consistent financial performance. These companies have maintained and increased shareholder payments across different market cycles, demonstrating reliable profit generation and effective cash flow management.

Economics 52

Economics Sales Investments Investing 52

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Calculated Risk

MAY 3, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. Case-Shiller: National House Price Index Up 3.9% year-over-year in February Freddie Mac House Price Index Mostly Unchanged in March; Up 3.0% Year-over-year Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in March Inflation Adjusted House Prices 0.8% Below 2022 Peak Final Look at Local Housing Markets in March and a Look Ahead to April Sales This is usually published 4 to 6 times a

Sales 162

Sales Marketing Marketing 162

Abnormal Returns

MAY 3, 2025

Autos Montana has become a haven for auto-related tax dodges. (news.bloombergtax.com) Shockingly, Tesla ($TSLA) is the big winner in revised auto tariffs. (sherwood.news) Toyota ($TM) and Waymo are collaborating. (engadget.com) Environment Rapid temperature swings are on the rise. (nytimes.com) Why the market for carbon removal credits hasn't taken off.

Food 144

Food Consulting Education Manufacturing 144

The Big Picture

MAY 3, 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: The CEO Who Says an Asteroid Is Coming to Destroy Americas Businesses : Hes a supply-chain logistics geek with a huge followingand a dire warning about tariffs. ( Wall Street Journal ) North Korea Stole Your Job : For years, North Korea has been secretly placing young IT workers inside Western companies.

Ethics 174

Ethics Media Retail Portfolio 174