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“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Declines for 7th Consecutive Month in December A brief excerpt: Freddie Mac recently reported that its “National” Home Price Index (FMHPI) declined for the seventh consecutive month on a seasonally adjusted basis in December, putting the National FNHPI down 2.5% from its May 2022 peak, and down 5.0% Not Seasonally Adjusted (NSA) from the peak.
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
Notes: This CoreLogic House Price Index report is for December. The recent Case-Shiller index release was for November. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Peak Fall Mortgage Rates Further Cooled Home Price Growth in December, CoreLogic Reports CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for December 2022.
Notes: This CoreLogic House Price Index report is for December. The recent Case-Shiller index release was for November. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Peak Fall Mortgage Rates Further Cooled Home Price Growth in December, CoreLogic Reports CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for December 2022.
GlobeSt.com looks at where the multifamily sector might be showing distress. Leasing momentum is improving at trophy office buildings in Washington, D.C. These are among today’s must reads from around the commercial real estate industry.
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 2.5% in January compared to December. The Manheim Used Vehicle Value Index (MUVVI) rose to 224.8, down 12.8% from a year ago. January’s increase was driven in part by the seasonal adjustment.
From the Department of Commerce reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $67.4 billion in December , up $6.4 billion from $61.0 billion in November, revised. December exports were $250.2 billion, $2.2 billion less than November exports. December imports were $317.6 billion, $4.2 billion more than November imports. emphasis added Click on graph for larger image.
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.
From Dodge Data Analytics: Dodge Momentum Index Dips in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 8.4% in January to 201.5 (2000=100) from the revised December reading of 220.0. In January, the commercial component of the DMI fell 10.0%, and the institutional component receded 4.7%. “The Dodge Momentum Index weakened in January, after 10 consecutive months of gains.
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.
The commission claims Joshua Coleman raised more than $200 million in loans, opening multiple lines of credit and using clients’ funds without permission.
One of my favorite things about financial media is the profiles of individual investors in the Wall Street Journal. I don’t know how they do it but somehow the Journal gets regular people to spill their guts about thoughts on the markets or how they’re positioning their portfolios. This week’s piece on the rise and fall of amateur investors didn’t disappoint.
The Commercial Property Assessed Clean Energy program loans offer fixed-rate long-term financing at reasonable rates for projects that meet water and energy use improvement requirements.
Strategy How should investors guard against 'unknown unknowns'? (morningstar.com) Social media finance gurus gloss over a lot of the tough stuff. (thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. (theinformation.com) How the SEC's proposals would effectively eliminate payment for order flow. (wsj.com) AI The pieces are coming together for an AI bubble.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Hudson Bay, a New York-based multi-strategy hedge fund, comprised the largest order among several institutional investors that helped Bed Bath & Beyond enter into the transaction Tuesday, said the people, who asked not to be named discussing private company information.
Quant stuff The problem with most factor investing research. (mathinvestor.org) Markets evolve after anomalies are identified. (priceactionlab.com) A review of January's best white papers including 'Should quantitative investors embrace machine learning techniques?' (bpsandpieces.com) Resources A unconventional guide to the best quant websites. (blog.quantinsti.com) The best free (and paid) stock research tools.
Welcome back to the 319th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What's unique about Jim, though, is how he and his partner have successfully built a 'small’ boutique firm that effectively competes with big wirehouses to attract and retain ultra-hi
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. As professionals in the financial services industry, we know that financial wellness and resiliency play an integral role in the overall well-being of clients and their perception of security.
U.S. stocks closed sharply higher Tuesday in a wild day for traders after Federal Reserve Jerome Powell warned that the central bank may need to keep raising interest rates to keep inflation heading lower. The Dow Jones Industrial Average rose about 265 points, or 0.8%, ending near 34,156, after sinking as low as 33,634.10 earlier in the session. That ended three sessions in a row of declines, according to Dow Jones Market Data.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
This article examines the research on gender bias and fund management. Specifically, we will focus on the gender-based attention bias. Do Investors Pay Less Attention to Women (Fund Managers)? YES was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Do your marketing strategies need a second look? It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.
Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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