Sat.Dec 24, 2022

article thumbnail

This Week on TRB

The Reformed Broker

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.

169
169
article thumbnail

Saturday links: making it in the world

Abnormal Returns

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.

Food 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Consensus

The Irrelevant Investor

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.

127
127
article thumbnail

Real Estate Newsletter Articles this Week: Existing-Home Sales Decreased to 4.09 million SAAR in November

Calculated Risk

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.

Sales 88
article thumbnail

Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

article thumbnail

These Are the Goods

The Irrelevant Investor

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.

Economy 119

More Trending

article thumbnail

These Were the Best Trades in 2022

Advisor Perspectives

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.

article thumbnail

Schedule for Week of December 25, 2022

Calculated Risk

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.

article thumbnail

Tech Stocks Head for Worst December Since 2002 as Fed Optimism Fades

Advisor Perspectives

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.

article thumbnail

My Duel with Richard Chambers on Audit Opinions

Norman Marks

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.

56
article thumbnail

2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

article thumbnail

US Inflation Gauges Cool, Consumer Spending Stalls as Fed Nears Rate Peak

Advisor Perspectives

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.

Banking 52
article thumbnail

Thanks to FTX, Regulating Crypto Should Be Easy

Advisor Perspectives

Lawmakers and regulators are grappling with a question: What, if anything, should they do to civilize a market so rife with abuse?

article thumbnail

Bank of America Clients Pour the Most Cash Into ETFs Since 2017

Advisor Perspectives

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.

Banking 52