Calculated Risk

DECEMBER 24, 2022

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.09 million SAAR in November • November Housing Starts: Record Number of Housing Units Under Construction • New Home Sales Increased in November; Previous 3 Months Revised Down Sharply • Lawler: Update on Rent Trends • 4th Look at Local Housing Markets in November; California Sales off 48% YoY This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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The Reformed Broker

DECEMBER 24, 2022

Wishing you all a happy holiday season and a bright new year. Merry Christmas, Happy Hanukkah, and don’t forget to take some time away from the screen. Especially this year! I’ll be headed down to South Florida as I usually do for the last week of the year. It’s one of the few family traditions we have that the kids are still excited about now that they’re both teenagers.

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Calculated Risk

DECEMBER 24, 2022

Happy Holidays and Merry Christmas! The key indicator this week is Case-Shiller House Prices for October. -- Monday, December 26th -- All US markets will be closed in observance of the Christmas Holiday. -- Tuesday, December 27th -- 9:00 AM: FHFA House Price Index for October. This was originally a GSE only repeat sales, however there is also an expanded index. 9:00 AM ET: S&P/Case-Shiller House Price Index for October.

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The Irrelevant Investor

DECEMBER 24, 2022

A week ago I was in a room with a hundred people and asked the following question: How many of you think the S&P 500 takes out its October low? At least 80% of the people raised their hands. I then asked, how many of you think we’re in a recession or will be in 2023? Everyone who had their hand raised for the first question kept it in the air for the second.

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Random Roger's Retirement Planning

DECEMBER 24, 2022

Not a real testimonial. We are all predisposed to certain beliefs and over time those beliefs evolve to become either more entrenched or hopefully we can change beliefs when for whatever reason, the thing we thought we believed was not true or not applicable or not ideal. If you read Barron's, do you see the occasional columns from Neal Templin? He's semi-retired and he writes every so often about his experience of his retirement, things he goes through and things he learns.

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The Irrelevant Investor

DECEMBER 24, 2022

Articles It is painful to be wrong in public. (By Mario Gabriele) Wisdom is knowing the right thing to do at the right time. (By Dave Nadig) If a bubble is a good idea gone too far, the $10tn global market for private investing in everything from debt to companies to real estate may be one. (By Ruchir Sharma) There are three realistic scenarios for the U.S. economy from here (By Ben Carlson) Podcasts We hold 95% of the th.

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Norman Marks

DECEMBER 24, 2022

I recently debated with Richard Chambers (thank you to Jon Taber) the value of an audit opinion. You can find it here: [link] Please share your thoughts.

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Advisor Perspectives

DECEMBER 24, 2022

In a year when soaring inflation and sinking growth rocked corporate boardrooms and Wall Street trading floors, some nooks of the stock market gave investors shelter to hide out.

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Abnormal Returns

DECEMBER 24, 2022

EVs Americans are learning there are EVs not made by Tesla ($TSLA). (nytimes.com) Is demand for EVs a lot less than automakers think? (wsj.com) Why pursuing ever increasing EV range may be the wrong strategy. (wsj.com) Is Toyota ($TM) making a mistake not going all-in on EVs? (insidehook.com) How California plans to build out more charging stations.

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Advisor Perspectives

DECEMBER 24, 2022

Technology stocks are headed for their worst December since the bursting of the dotcom bubble two decades ago as optimism about potential relief from Federal Reserve interest-rate hikes fades on signs of labor-market strength.

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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

DECEMBER 24, 2022

The Federal Reserve’s preferred inflation measures eased in November while consumer spending stagnated, suggesting the central bank’s interest-rate hikes are helping to cool both price pressures and broader demand — with more tightening on the way.

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Advisor Perspectives

DECEMBER 24, 2022

Bank of America Corp. clients bought $2.8 billion of US stocks last week, marking a sixth straight week of equity inflows at the bank, as they made heavy purchases of exchange-traded funds and sold tech shares, BofA strategists led by Jill Carey Hall wrote in a note Tuesday.

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