Random Roger's Retirement Planning

MARCH 15, 2025

For today's post, I want to take on what I think are a couple of commonly held beliefs about investing. The first one is whether or not we need to worry about outperforming the market from year to year. Do we even need to try? I know plenty of advisors and do-it-yourselfers do focus on this but I would tell you it doesn't matter. To clarify, this thought excludes certain pools of capital like hedge funds and stock picking mutual funds.

Portfolio

Calculated Risk

MARCH 15, 2025

The key reports this week are February Retail sales, Housing Starts and Existing Home Sales. The FOMC meets this week, and no change to policy is expected. For manufacturing, the February Industrial Production report and the March NY and Philly Fed manufacturing surveys will be released. -- Monday, March 17th -- 8:30 AM: Retail sales for February is scheduled to be released.

Retail

The Big Picture

MARCH 15, 2025

I did a fun interview with Jack Hough of Barron’s — we were scheduled to discuss How Not to Invest , and he used our convo as a leaping off point to discuss what we should be doing in 10% downturns. Jack Hough walks through ways to hedge market downside from foolish to sensible, and we talk to Barry Ritholtz about strategies from his new book, How Not To Invest.

Marketing

Abnormal Returns

MARCH 15, 2025

Autos The auto technology backlash is here. (wsj.com) Why Detroit may regret giving up on sedans. (fastcompany.com) Waymo is extending service in Silicon Valley. (theverge.com) Getting Ford ($F) NACS adapters has been a journey. (wired.com) Congestion pricing makes for less honking. (flowingdata.com) Boom Will Boom succeed? (construction-physics.com) Want to see a cool picture of the XB-1 breaking the sound barrier?

Medicine

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Accounting

The Big Picture

MARCH 15, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: The Economic Excuse Industry is Booming. While talk of recession is premature, theres already a palpable sense of disappointment in the Trump economy. The New York Feds consumer survey is the latest to find a serious deterioration in consumer confidence; And then theres that plunging stock market.( Paul Krugman ) Blackstone vs.

Economics

Calculated Risk

MARCH 15, 2025

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. The "Home ATM" Mostly Closed in Q4 Q4 Update: Delinquencies, Foreclosures and REO Part 1: Current State of the Housing Market; Overview for mid-March 2025 Part 2: Current State of the Housing Market; Overview for mid-March 2025 2nd Look at Local Housing Markets in February This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Marketing