Calculated Risk
APRIL 9, 2023
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through March 2023, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Abnormal Returns
APRIL 9, 2023
Strategy Risk comes in many shapes and forms. (humbledollar.com) Rich people can take flyers on risky investments that you can't. (contessacapitaladvisors.com) Finance Take note - Reg D filings are not reviewed by the SEC. (wsj.com) Why so many financial services companies introduce friction into the system. (bestinterest.blog) Banking The pandemic did not kill off the credit card rewards business.
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Calculated Risk
APRIL 9, 2023
Weekend: • Schedule for Week of April 9, 2023 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are up 8 and DOW futures are up 50 (fair value). Oil prices were up over the last week with WTI futures at $81.02 per barrel and Brent at $85.45 per barrel. A year ago, WTI was at $98, and Brent was at $101 - so WTI oil prices are down about 17% year-over-year.
Abnormal Returns
APRIL 9, 2023
Top clicks this week Your investment strategy needs to work in all markets. (awealthofcommonsense.com) Interrupt compounding as little as possible. (bestinterest.blog) Index funds don't call you in the middle of the night saying the roof is leaking. (businessinsider.com) How to dole out risk in your portfolio. (humbledollar.com) It's hard to get past the difference in valuation between European and U.S. stocks.
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Calculated Risk
APRIL 9, 2023
From BofA: On net, since the last weekly publication, our 1Q US GDP growth tracking estimate rose from 0.8% q/q saar to 1.6% q/q saar [Apr 7th estimate] emphasis added From Goldman: [W]e lowered our Q1 GDP tracking estimate by 0.3pp to +2.3% (qoq ar)). [Apr 5th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2023 is 1.5 percent on April 5, down from 1.7 percent on April 3.
A Wealth of Common Sense
APRIL 9, 2023
The stock market crashed more than 85% from 1929-1932 during The Great Depression. Millions saw their finances get decimated in that period but for most people it was from the economy getting crushed, not their portfolios. Back then the stock market was a place reserved only for the wealthy and bucket shop speculators. In fact, less than 1% of the population was even invested in the stock market heading into the great c.
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Million Dollar Round Table (MDRT)
APRIL 9, 2023
By Susan Robertson As a financial advisor, you can learn the nitty gritty of every financial product in the book and memorize a plethora of scripts about referrals, and you will likely do well in your career. Yet, will you create a career that’s the best fit for you and achieve your most audacious goals? You might not. Instead, you may end up watching the innovators in your profession achieve what you wish you could.
Advisor Perspectives
APRIL 9, 2023
The number-one reason prospects evade us is…
Random Roger's Retirement Planning
APRIL 9, 2023
In my day job email junk folder was an email with the subject asking if you were ready for the next black swan. Black swans are a fascinating topic and a lot of people do not understand what the term means. A list of the "10 likeliest black swans" is the type of headline you see every so often and of course they are not listing potential black swans, they are listing potential, kind of widely known risk factors.
The Irrelevant Investor
APRIL 9, 2023
Today’s Talk Your Book is brought to you by Innovator ETFs: On today’s show, we had Co-Founder and CEO Bruce Bond back on the show to give us an intro to Innovator’s latest fixed-income focused ETFs. On today’s show, we discuss: Differences between the barrier ETFs and the buffer ETFs The range of fixed-income barriers The fixed-income risk-reward tradeoff How fixed-income volatility affects incom.
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.
oXYGen Financial
APRIL 9, 2023
Trade Brains
APRIL 9, 2023
Fundamental Analysis of Affle India: Since its listing in August 2019, the stock of Affle India has surged 470%. What’s more? This company has kept many investors due away to its difficult-to-understand business: IT services around ad tech and consumer analytics. Thus, in this article, we’ll perform a fundamental analysis of Affle India simplifying the company and see what makes this small-cap ITeS stock so interesting.
Validea
APRIL 9, 2023
Ben Hunt explains the biggest lesson he has learned building his personal portfolio. See Full Interview with Ben Hunt The post The Most Important Investing Lesson: Ben Hunt appeared first on Validea's Guru Investor Blog.
The Big Picture
APRIL 9, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Tackling the biggest fraud in US history – pandemic relief : With estimates indicating that as much as $560 billion, or nearly 20%, was stolen out of more than $3 trillion distributed through the three main pandemic aid programs, Mr. Jaklitsch’s case illustrates the twin challenges now facing states and the federal government as they grapple with what is likely the biggest fraud in U.S. history. ( Christi
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.
Validea
APRIL 9, 2023
Jack Schwager discusses why active investors who don’t have an edge are doomed to failure. See Full Interview With Jack Schwager The post Investing Shorts: The Importance of Edge in Investing appeared first on Validea's Guru Investor Blog.
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