Sat.Apr 15, 2023

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This Week on TRB

The Reformed Broker

I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.

Food 339
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MiB: Joe Barratta, Blackstone’s Global Head of Private Equity

The Big Picture

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.

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Schedule for Week of April 16, 2023

Calculated Risk

The key reports this week are March Housing Starts and Existing Home Sales. -- Monday, April 17th -- 8:30 AM: The New York Fed Empire State manufacturing survey for April. The consensus is for a reading of -18.0, up from -24.6. 10:00 AM: The April NAHB homebuilder survey. The consensus is for a reading of 45, up from 44. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Tuesday, April 18th -- 8:30 AM ET: Housing Starts for March.

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10% Rule: Is Saving 10% Enough?

Clever Girl Finance

Let's talk about the 10% rule! It's a popular idea that saving 10% of your income is a smart way to start building a healthy savings account. No matter where you are in your savings journey, trying to save is always important. Regardless of how much or little that is. However, following the 10% rule and saving just 10% might not be enough for the long term, especially given the high cost of retirement in some states.

Budgeting 105
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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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Real Estate Newsletter Articles this Week: "Early Read on Existing Home Sales in March"

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Lawler: Early Read on Existing Home Sales in March • Current State of the Housing Market; Overview for mid-April • Remote Work and Household Formation • A Few Comments on Commercial Real Estate • 2nd Look at Local Housing Markets in March This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Sales 255
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The Transition To Electric Vehicles And Renewables Will Test Global Commodity Supply

Advisor Perspectives

It’s believed that to meet this goal, two out of every three passenger vehicles manufactured in the U.S. would need to be electric models.

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Inflationary Choices

Advisor Perspectives

Spotting trend changes is the key to economic forecasting. They don’t happen often. Most of the time, this year will be similar to last year. The pace varies but the overall trend continues… until it doesn’t.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Make Something Wonderful : Steve Jobs in his own words ( Steve Jobs Archive ) • Inside Rupert Murdoch’s Succession Drama : With the $1.6 billion Dominion lawsuit threatening to hobble Fox News, the ink on his divorce to Jerry Hall still wet, and his broken engagement to Ann Lesley Smith even fresher, it’s been a chaotic 12 months for the 92-year-old conservative media baro

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Saturday links: plates full of work

Abnormal Returns

Autos How trucks, including SUVs, have overtaken U.S. roads. (washingtonpost.com) U.S. school buses are next up for the electrification wave. (bloomberg.com) Does it make more sense to lease a new EV? (axios.com) The Chevy Bolt is a deal. (barrons.com) Energy A Q&A with Robert Zubrin author of "The Case for Nukes: How We Can Beat Global Warming and Create a Free, Open, and Magnificent Future.

Food 246