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.
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.
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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.
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.
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A Wealth of Common Sense
MARCH 15, 2025
On today’s Talk Your Book, we are joined by Charles Duhigg, Author of Supercommunicators: See here for a copy of Supercommunicators On today’s show, we discuss: What it means to be a Supercommunicator Charles’ inspiration for the book Reader’s largest lightbulb moment Can AI communicate as well as humans? How to be a good listener Bernie Madoff as a communicator Listen here: Follow us on I.
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.
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