Sat.Jun 28, 2025

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10 Weekend Reads

The Big Picture

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: • What’s Better Than U.S. Bonds for Downside Protection? If you want return, you have to take risk. There is no avoiding this universal truth of investing. So while you may employ one (or more) of the strategies discussed here to limit your future downside, keep in mind that the possibility of downside is how we earn our long-term

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Schedule for Week of June 29, 2025

Calculated Risk

The key report scheduled for this week is the June employment report to be released on Thursday. Other key reports include the June ISM Manufacturing survey, June Vehicle Sales and the Trade Deficit for May. -- Monday, June 30th -- 9:45 AM: Chicago Purchasing Managers Index for June. 10:30 AM: Dallas Fed Survey of Manufacturing Activity for June. -- Tuesday, July 1st -- 9:30 AM: Discussion, Fed Chair Jerome Powell , Policy Panel Discussion , At the European Central Bank Forum on Central Banking

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Avoiding Common Mistakes and Dangerous Financial Advice

The Big Picture

After a few month run, I took a break from talking about the book. Going forward, I’ll be speaking about HNTI occasionally. This was a fun pod worthy sharing: Peter Lazaroff hosts The Long Term Investor , and asks very thoughtful questions: In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions.

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5 Financially strong stocks under ₹25 to add to your watchlist

Trade Brains

Penny stocks priced under Rs. 25 often catch the eye of investors looking for big returns with small investments. While many come with risks, some stand out with strong financials and solid business models. In this article, we highlight a few financially strong penny stocks under Rs. 25 that could be worth watching in 2025. Do you already hold any of them?

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Real Estate Newsletter Articles this Week: New Home Sales Decrease to 623,000 Annual Rate in May

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • New Home Sales Decrease to 623,000 Annual Rate in May • NAR: Existing-Home Sales Increased to 4.03 million SAAR in May; Down 0.7% YoY • Case-Shiller: National House Price Index Up 2.7% year-over-year in April • Inflation Adjusted House Prices 1.7% Below 2022 Peak • Final Look at Local Housing Markets in May and a Look Ahead to June Sales This is usually published 4 to 6 times a week and provides more in-d

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₹72.7 Lakh Cr CAPEX: Stocks to watch as India gears up for massive investment boom

Trade Brains

India’s corporate landscape is entering its most significant phase of capital investment in over ten years, with companies preparing to nearly double their spending over the next five years, according to S&P Global Ratings. India Inc is expected to double its capex to Rs. 72,72,600 crore (~$850 billion) during this period. Key drivers of this investment surge include sectors such as power transmission, aviation, and green hydrogen.

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Reliance Ind, SBI and 3 other stocks with strong net profit of up to ₹81,309 Cr in FY25 to keep an eye on

Trade Brains

In FY25, India’s corporate landscape was led by a diverse mix of companies across sectors like energy, banking, and technology. This list highlights the top five most profitable companies of the year, based on net profit, showcasing their financial strength, growth trajectory, and contributions to the economy. 1. Reliance Industries Reliance Industries Limited (RIL) is one of India’s largest conglomerates, with interests spanning across energy, petrochemicals, retail, telecommunications, a

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Haven’t We Seen This Movie Before?

Inside Information

Here we go again. I’ve been watching iCapital and CAIS for some years now, wondering whether these alternative investment platforms were going to become strict gatekeepers who would impose high standards on the opaque, illiquid investment products they’re conduiting to advisors, or if they would become ‘agnostic’ and promote everybody who wants to stick a hand in consumers’ wallets.

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Ashish Kacholia and other ace investor’s stocks with low PE to add to your watchlist

Trade Brains

One of the effective methods for assessing whether a stock is undervalued or overvalued is by analysing key metrics such as the Price-to-Earnings (P/E) ratio and the industry P/E average. The P/E ratio or Price-to-Earnings ratio compares the current share price to the earnings per share (EPS) of a company, serving as a widely recognised indicator for determining the value of a stock.

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US Consumer Sentiment Climbs as Inflation Expectations Improve

Advisor Perspectives

US consumer sentiment rose sharply in June to a four-month high and inflation expectations improved notably as concerns eased about the economic outlook and personal finances.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Stocks to Watch: Tech Mahindra and 4 Other Stocks That Will Trade Ex-Dividend Next Week

Trade Brains

Dividends represent a portion of a company’s profits distributed to its shareholders as a reward for their investment. These regular payments provide investors with a steady income stream and signal a company’s financial health and stability. Understanding dividend policies and trends is crucial for investors seeking income and long-term wealth accumulation.

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Is It Time To Salvage Underwater Fixed Income?

Random Roger's Retirement Planning

A couple of quick hits from this weekend's Barron's. There was a write up about how well equity momentum funds are doing this year. At one point during the April carnage, momentum funds were reportedly doing poorly but have turned it around? JP Morgan has a momentum ETF with symbol JMOM. I hadn't heard of it but it has been trading since 2017. One line is JMOM, the other is Vanguard S&P 500.

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Smallcap stock to buy now for an upside of 46%; Recommend by Motilal Oswal

Trade Brains

The shares of this leading piping solution provider is in focus after Motilal Oswal sees a staggering 46 percent upside from its previous close. In this article, we will disclose more about this in detail. With a market capitalisation of Rs 3,963 crores, the shares of Prince Pipes & Fittings Ltd are currently trading at Rs 358 per share, down by 50 percent from its 52-week high of Rs 713.55 per share.

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Despite Mainstream Pessimism, Gold Still Shines: Why the Bull Market Isn’t Over

Advisor Perspectives

Money Metals Midweek Memo host Mike Maharrey isn’t buying the recent bearish turn in gold forecasts from Wall Street.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Best American Express Credit Cards Compared: Which One Is Right for You?

Trade Brains

American Express has always had a charm of its own. For many, owning an Amex card is a sign of trust and status. But beyond the brand, Amex offers a solid set of credit cards in India, each meant for different kinds of spenders—whether you’re just starting your career, someone who travels often, or someone who simply enjoys a touch of luxury. Here’s a simple and honest look at six of their most popular cards and what they bring to the table. 1.

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How Small Apartments in Big Buildings Became the US Norm

Advisor Perspectives

The US apartment-building boom that began about a decade ago appears to have ended last year, but it did so with a bang. It was the biggest year for apartment completions since 1986 and the biggest year ever for apartments in large buildings — that is, those with 30 to 49 and 50 or more units.

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Messi vs Ronaldo: Who’s the Real GOAT? Full Career Stats, Goals, Trophies & Records Compared

Trade Brains

For more than 15 years, Lionel Messi and Cristiano Ronaldo have ruled the world of football. Their rivalry has been one of the most exciting in sports history, filled with goals, records, trophies, and unforgettable moments. Fans across the globe continue to debate who is better, Messi or Ronaldo. Basic Information Detail Lionel Messi Cristianio Ronaldo Full Name Lionel Andrés Messi Cristiano Ronaldo dos Santos Aveiro Date of Birth June 24, 1987 February 5, 1985 Nationality Argentine Portuguese

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India’s Banks Will Lend. Will Tycoons Borrow?

Advisor Perspectives

There’s plenty of talk about how India’s 600-million-strong workforce gives it a unique edge in the US-China spat over trade and technology.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Realty stock with ₹22,000 Cr presales guidance for FY26 to keep on your radar

Trade Brains

India’s residential and commercial real estate sector is experiencing robust growth: in Q1 2025, about 65,000 residential units were launched and sold, reflecting balanced demand and supply. Commercial leasing is set to expand, with net absorption across top cities projected to rise 3-4% in FY26, reaching 60-61 million sq. ft., driven by strong office demand and urban expansion.

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Tesla’s $800 Billion Robotaxi Dream Is Finally Facing Reality

Advisor Perspectives

Unlike us mere mortals, time is usually on Tesla Inc.’s side. The launch of its robotaxi service this week has inverted that, and at a moment of particular weakness for the company.

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Stock under ₹30 with revenue growth guidance of ₹1,100 Cr for FY26 to add to your watchlist

Trade Brains

This Penny Stock, engaged in manufacturing and marketing decorative laminate sheets, MDF boards, and related products, serving domestic and international markets, is in focus after the management expected revenue growth of 24 percent, and the promoter also increased their stake by around 2 percent. With a market capitalization of Rs. 828.90 crore, the shares of Rushil Decor Limited closed at Rs. 28.90 per equity share, down nearly 0.17 percent from its previous day’s close price of Rs. 28.95.

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China’s AI Dragons Risk Choking Each Other

Advisor Perspectives

It’s a story that has played out many times in the history of China’s tech sector. Notoriously fierce competition means that whenever a new craze comes along, scores of rivals emerge ready to pounce.

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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

Speaker: Cheryl J. Muldrew-McMurtry

Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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Defence stock with ₹10,000 Cr revenue guidance for FY26 to keep on your radar

Trade Brains

This Defence stock, engaged in manufacturing explosives, propellants, and defence systems, and expanding its presence in India and globally, is in focus after management expects Rs. 10,000 crore revenue guidance for FY26. With a market capitalization of Rs. 1,58,586.54 crore, the shares of Solar Industries India Limited closed at Rs. 17,525.30 per equity share, up nearly 1.50 percent from its previous day’s close price of Rs. 17,267.15.

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Core Inflation Rose in May, Indexes Near High

Advisor Perspectives

Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.

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Saturday links: uniquely destructive technologies

Abnormal Returns

EVs How China came to dominate EVs. (bbc.com) The U.S. is ceding the market for EVs to the Chinese. (ft.com) AVs How much is Waymo worth to Google ($GOOGL)? (wsj.com) Autonomous vehicles now seem closer to reality. (fasterplease.substack.com) Waymo has launched in Atlanta. (sherwood.news) Solar energy 24/365 solar generation is an increasingly economic option.

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How to Avoid Bank Safety’s Death by Many Cuts

Advisor Perspectives

The Federal Reserve is aiming to lessen the costly fluctuations in bank capital demands created by its annual stress tests. But big lenders are pushing for more relief while the central bank is politically weakened and some board members seem keen to please the White House.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Top 10 Cricketers from Karnataka Who Have Played for India – Check Full List

Trade Brains

Karnataka has been one of the strongest cricketing states in India, producing several legends who have represented the country with pride. Known for its rich domestic structure and world-class talent, the state has consistently contributed to Indian cricket across generations. 1. Rahul Dravid Role : Batsman (Right-hand, middle order) Career : International Runs : 13,288 in Tests, 10,889 in ODIs Nicknamed “The Wall”, Dravid is known as one of India’s best Test batsmen for his strong defence, pati

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Property Prices Soaring in These 4 Gurugram Areas – Are You In Yet?

Trade Brains

If there’s any city in India that is reaching incredible heights in real estate, it has to be Gurugram/ Gurgaon. What was once a sleepy suburb with a name quandary that most struggled to pronounce the way the locals do, has now become a high-rise haven where glass towers reach new levels and property rates transcend even the skyscrapers. Gurgaon is growing faster than analysts have predicted.

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