The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.

Management 228

Management Investments Investing Portfolio Management 228

Calculated Risk

OCTOBER 22, 2022

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.71 million SAAR in September • September Housing Starts: Record Number of Housing Units Under Construction • Monthly Mortgage Payments Up Record Year-over-year • 3rd Look at Local Housing Markets in September, California Sales off 30% YoY • Lawler: Early Read on Existing Home Sales in September; CAR Predicts Home Prices to Decline 8.8% in 2023!

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Numbers Sales Marketing Marketing 196

The Irrelevant Investor

OCTOBER 22, 2022

Articles By recognizing its mistakes, the Fed might provide some reassurance that it won’t repeat them (By Bill Dudley) The Fed is still full steam ahead on raising rates (By Kyla Scanlon) Why am I in business school? (By Jack Raines) The housing market makes up roughly one-fifth of the U.S. economy (By Ben Carlson) When to take a lump sum over an annuity (By Nick Maggiulli) Podcasts Netflix is now legacy media (With Ma.

Media 80

Media Economy Marketing Marketing 80

Calculated Risk

OCTOBER 22, 2022

The key reports this week are the advance estimate of Q3 GDP and September New Home sales. Other key indicators include Personal Income and Outlays for September and Case-Shiller house prices for August. For manufacturing, the Richmond and Kansas City Fed manufacturing surveys will be released this week. -- Monday, Oct 24th -- 8:30 AM ET: Chicago Fed National Activity Index for September.

Manufacturing 100

Manufacturing Sales 100

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The Big Picture

OCTOBER 22, 2022

The weekend is here! Pour yourself a mug of BeanBox coffee, grab a seat in the lobby, and get ready for our longer-form weekend reads: • Rent Going Up? One Company’s Algorithm Could Be Why. Texas-based RealPage’s YieldStar software helps landlords set prices for apartments across the U.S. With rents soaring, critics are concerned that the company’s proprietary algorithm is hurting competition.

Management 202

Management Economics Investing Investments 202

Abnormal Returns

OCTOBER 22, 2022

Transport Toyota ($TM) has dominated hybrids, but has been slow to embrace EVs. (ft.com) What it's like to travel by luxury bus provider, Napaway. (nytimes.com) RV recalls are on the rise. (indystar.com) Energy Carbon capture and storage is an economic issue, not a technical one. (ft.com) How recycling batteries could help alleviate material shortages.

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Food Financial Advising Transportation Media 100