Calculated Risk

JANUARY 28, 2023

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply • Final Look at Local Housing Markets in December • 1.51 million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007 • Has Housing "Bottomed"? This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Sales 264

Sales Manufacturing Marketing Marketing 264

The Reformed Broker

JANUARY 28, 2023

We had a great time learning from Nathan Vardi this week. Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever. It’s also the story of some very interesting characters who were involved, including the hedge fund manager Joe Edelman, who is the best performing hedge fund manager from 1999 to 2020.

Management 258

Management Marketing Marketing 258

Calculated Risk

JANUARY 28, 2023

The key reports scheduled for this week are the January employment report and November Case-Shiller house prices. Other key indicators include January ISM manufacturing and services surveys, and January vehicle sales. The FOMC meets this week, and the FOMC is expected to announce a 25 bp hike in the Fed Funds rate. -- Monday, January 30th -- 10:30 AM: Dallas Fed Survey of Manufacturing Activity for January.

Manufacturing 263

Manufacturing Sales Government Numbers 263

The Reformed Broker

JANUARY 28, 2023

Somehow, incredibly, January is already pretty much in the books. That’s how fast 2023 is going. We got through the first wave of Q4 earnings reports from the likes of Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express – so far, not terrible. Some bad reactions but some genuinely good ones. Just adds to the existing confusion.

Banking 258

Banking Marketing Marketing 258

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Clients

The Big Picture

JANUARY 28, 2023

The weekend is here! Pour yourself a mug of Guatemala Quetzaltenango coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Who Owns the Generative AI Platform? Many hot technology trends get over-hyped far before the market catches up. But the generative AI boom has been accompanied by real gains in real markets, and real traction from real companies.

Banking 251

Banking Economics Planning Management 251

Trade Brains

JANUARY 28, 2023

Among the wolves of the Dalal-street, there is this she-wolf who has got so much attention by investing in the lesser-known companies which later turnouts to be multi-bagger stocks. Before we take a look at Dolly Khanna Portfolio let’s have a view into who she is. Dolly Khanna is a Chennai based investor. Her net worth has crossed 500 crores. Her stock portfolio is managed by her husband Rajiv Khanna , who is a graduate of IIT Chennai in chemical engineering.

Portfolio 83

Portfolio Food Engineering Investments 83

Advisor Perspectives

JANUARY 28, 2023

Investors are chasing European stocks at the fastest pace in nearly a year, while US equity inflows remain muted amid concerns of a recession, according to Bank of America Corp.

Banking 69

Banking 69

Meb Faber Research

JANUARY 28, 2023

Episode #464: Radio Show: The Gates Are Going Up! PLUS: The Set Up For Value & Trend-Following in 2023 Guests: Meb Faber & Colby Donovan Date Recorded: 1/20/2023 | Run-Time: 43:12 Summary: Episode 464 has a radio show format. We cover: Global valuations update: where does the US rank? Is it too […] The post Episode #464: Radio Show: The Gates Are Going Up!

Valuation 52

Valuation Investments Investing Marketing 52

Advisor Perspectives

JANUARY 28, 2023

In stock investing there’s a management style called “growth at a reasonable price” or GARP. It seeks to achieve steadier results by avoiding both expensive growth stocks and beaten-down value stocks.

Management 59

Management Investments Investing 59

Clever Girl Finance

JANUARY 28, 2023

Whether it’s the beginning of a new year or another milestone point in your life, life planning is a crucial part of reaching your goals. Think of it as planning to succeed. It’s pretty tough to achieve your goals without thinking through what those goals are first. If you expect every detail to go according to plan, you will be disappointed. But that doesn’t mean it's a good idea to skip the process of creating a life plan.

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Planning Budgeting Education Retirement 52

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

JANUARY 28, 2023

The US Treasury’s quarterly financing estimates due next week will be closely watched to gauge the department’s view on how the debt-ceiling drama will unfold.

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Abnormal Returns

JANUARY 28, 2023

Autos How pickup trucks got so darn big. (axios.com) The longer an EV is driven the better the carbon impact. (hannahritchie.substack.com) Bike lanes are good for local businesses. (kottke.org) Energy Why solar panel prices are falling. (bnnbloomberg.ca) Why not turn parking lots into solar power hubs? (wired.com) What's holding up major renewable projects?

Food 242

Food Financial Advising Media Insurance 242

Advisor Perspectives

JANUARY 28, 2023

Slowly but surely, investment bankers from New York to London are chipping away at the tens of billions of dollars in leveraged buyout debt that remains famously stuck on their balance sheets.

Marketing 52

Marketing Marketing Investments Investing 52

The Big Picture

JANUARY 28, 2023

This week, we speak with Neil Dutta , partner and head of economic research at Renaissance Macro Research , where he analyzes global trends and cross-market investment themes. He was previously a senior economist at Merrill Lynch, and an analyst at Barron’s. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press, and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment, and co

Manufacturing 193

Manufacturing Economics Clients Investments 193

Speaker: David Worrell, CFO, Author & Speaker

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.

Numbers

Advisor Perspectives

JANUARY 28, 2023

The Federal Reserve’s preferred inflation measures eased in December to the slowest annual paces in over a year while consumer spending fell, helping pave the way for policymakers to further scale back the pace of interest-rate hikes.

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Advisor Perspectives

JANUARY 28, 2023

Since its launch in November, ChatGPT has been a smash hit. To explore the benefits of airline deregulation in the U.S., we sought the help of the AI content generator.

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Advisor Perspectives

JANUARY 28, 2023

Elon Musk’s response to wavering demand and recession risk is pretty clear: slash prices, keep increasing capacity and try to continue growing even if it means sacrificing profit margin in the short term.

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Advisor Perspectives

JANUARY 28, 2023

BuzzFeed Inc. shares surged by a record on news that the digital-media company plans to use OpenAI to bolster some of its content creation.

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Digital Media Planning Media 40

Speaker: Erroll Amacker

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.

Accounting