Calculated Risk

FEBRUARY 22, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. NAR: Existing-Home Sales Decreased to 4.08 million SAAR in January Housing Starts Decreased to 1.366 million Annual Rate in January The "Neutral" Rate and Implications for 30-year Mortgage Rates California Home Sales Down 1.9% YoY in January; 4th Look at Local Housing Markets Lawler: Early Read on Existing Home Sales in January This is usually published 4 to 6 times a week and provides more in-depth an

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The Big Picture

FEBRUARY 22, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: Trust in a Black Hat World : Investors and Advisors, on the state of markets, and the state of ETFs: You are on your own. There are few left to trust. ( Echo Beach ) Why Japan Succeeds Despite Stagnation : For more than three decades, Japan has endured near-complete economic stagnation.

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Calculated Risk

FEBRUARY 22, 2025

The key reports this week are January New Home sales, the second estimate of Q4 GDP, Personal Income and Outlays for January, and Case-Shiller house prices. For manufacturing, the February Dallas, Kansas City, and Richmond Fed manufacturing surveys will be released. -- Monday, February 24th -- 8:30 AM ET: Chicago Fed National Activity Index for January.

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Validea

FEBRUARY 22, 2025

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. Larry dives deep into the concept of “self-healing mechanisms” in markets, explaining how periods of poor performance often set the stage for strong future

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Valuation Economics Portfolio Investments 52

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Meb Faber Research

FEBRUARY 22, 2025

via Bank of America… The post Buybacks appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Advisor Perspectives

FEBRUARY 22, 2025

At least three of Bytedance Ltd.’s major investors have marked up the TikTok-owner’s valuation to more than $400 billion, a sharp rebound for a Chinese social video leader that has been threatened with a US shutdown.

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Valuation 52

Advisor Perspectives

FEBRUARY 22, 2025

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

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Healthcare 52

Random Roger's Retirement Planning

FEBRUARY 22, 2025

Today's post is a continuation from a couple of weeks ago when we looked at model portfolios and talked about differentiation. I found model portfolios from WisdomTree via a Tweet and models from Fidelity via a Bloomberg article. WisdomTree has a lot of models, this is just one that leans very growthy. Fidelity's model included a couple of very new funds so I tweaked it a little keeping the same type of exposure like large cap but the changes allow for a longer backtest.

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Advisor Perspectives

FEBRUARY 22, 2025

Banks have pulled a handful of US leveraged loans from the market this month, as investors are pushing back on aggressive pricing and credits with less favorable ratings, even though demand is outweighing the overall supply of deals.

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Banking Marketing Marketing 45

Discipline Funds

FEBRUARY 22, 2025

Here are some things I think I am thinking about. 1) The WalMart Warning. Markets fell over -1.5% on Friday as global PMIs disappointed on the downside and WalMart warned about their earnings for the year. How worrisome is this? I think Chris Williams of S&P summed it up best when he said: The upbeat mood seen among US businesses at the start of the year has evaporated, replaced with a darkening picture of heightened uncertainty, stalling business activity and rising prices.

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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.

Management

Advisor Perspectives

FEBRUARY 22, 2025

Long maturity treasuries can provide downside protection to offset equity risk, in our view.

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Advisor Perspectives

FEBRUARY 22, 2025

For two years in a row now, the smallest endowments have significantly outperformed their much larger peers. This is causing some to question if the typical endowment model is still working.

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Advisor Perspectives

FEBRUARY 22, 2025

Robinhood Markets Inc. shares are heading for their worst week since August as they pull back from the crypto-fueled surge that followed the election of President Donald Trump.

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Marketing Marketing 52

Advisor Perspectives

FEBRUARY 22, 2025

Trump Media & Technology Group Corp. is creating a new fund to invest in “America First” companies, a move that could further co-mingle the business and policy interests of President Donald Trump.

Investments 59

Investments Investing Media 59

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