Calculated Risk
JULY 31, 2022
After reaching 6.28% on June 14th, 30-year mortgage rates decreased to 5.13% on Friday according to Mortgagenewsdaily.com. The 10-year Treasury yield has fallen to 2.66%, likely due to the weaker economy. Here is a graph from Mortgagenewsdaily.com that shows the 30-year mortgage rate since 2017. Although mortgage rates have fallen sharply over the last 6 weeks, rates are still much higher than earlier this year.
Abnormal Returns
JULY 31, 2022
Top clicks this week Why wealthy investors love real estate so much. (klementoninvesting.substack.com) Six things to do with your money in your 30's. (peterlazaroff.com) Money lessons learned from the Vanderbilts. (humbledollar.com) It's hard to imagine a severe recession at this point. (ritholtz.com) What new lows tell us about the state of the bear market.
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Wealth Management
JULY 31, 2022
Amid uncertainty in a rising rate and inflationary environment, the real estate investment giant sees opportunity for income in debt strategies.
A Wealth of Common Sense
JULY 31, 2022
Derek Thompson posted this incredible chart from Our World in Data on who Americans spend their time with, by age: These are average numbers but based on this chart the time spent with: Your family peaks at around 15 years old. Your friends peaks at around 18 years old. Your co-workers peaks at around 30 years old. Your kids peaks at around 40 years old.
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Calculated Risk
JULY 31, 2022
Weekend: • Schedule for Week of July 31, 2022 Monday: • (likely, might be Tuesday) At 8:00 AM ET, Corelogic House Price index for June • 10:00 AM, ISM Manufacturing Index for July. The consensus is for the ISM to be at 52.0, down from 53.0 in June. • 10:00 AM, Construction Spending for June. The consensus is for a 0.2% increase in construction spending. • 2:00 PM, Senior Loan Officer Opinion Survey on Bank Lending Practices for July.
Abnormal Returns
JULY 31, 2022
Markets Forward earnings estimates are coming down. (tker.co) Was the June bottom THE bottom? (awealthofcommonsense.com) Companies What is Amazon's ($AMZN) best acquisition to-date? (trungphan.substack.com) A big leadership transition at Charles Schwab ($SCHW) is underway. (riabiz.com) Trading CItadel has lost a battle with IEX over an order type. (bloomberg.com) FTX US is planning to launch stock options trading.
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oXYGen Financial
JULY 31, 2022
Random Roger's Retirement Planning
JULY 31, 2022
Yesterday's post, my first foray into portfoliovisualizer, was a ton of fun. It tied into the idea of capital efficiency which I have been writing about for a good 15 years, long before I ever the term and leveraging down which is a phrase I think I can claim originality for. I want to continue the conversation with what I think turns out to be a different take on the traditional 60/40 portfolio with an assist from portfoliovisualizer.
The Irrelevant Investor
JULY 31, 2022
Today’s listener mailbag is brought to you by Rocket Dollar: Click here to get the Rocket Dollar Guide to Self-Directed Retirement Plans for free. We discuss: Maxing 401ks and covering income with pensions Indexed insurance products The best investment accounts to open for kids How much to allocate to alternatives Freeing up liquidity from a house Timing the housing market Advice on.
Norman Marks
JULY 31, 2022
Every so often, we hear about a military mission where something went wrong. The intelligence might have said, for example, that a targeted individual was thought to be in a certain location – so the military attacked that location but did not find the sought-after person. In the same way, business leaders make decisions based […].
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.
Trade Brains
JULY 31, 2022
List of Sensex 30 Companies: Sensex, the benchmark index of the Bombay Stock Exchange (BSE), consists of the top 30 companies listed on BSE. That’s why Sensex is also known as BSE 30. In this post, we are going to look into the Sensex 30 companies’ constituents, along with their weightage in the index. Let’s get started. What is Sensex?
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Many of them were creating financial plans, using computer programs where they would carefully enter a client’s detailed financial information, and no matter what client data was typed into those fields, the output, in the form of a v
Trade Brains
JULY 31, 2022
Kotak Mahindra vs IndusInd Bank vs Axis Bank: When we talk about banks in India there are a few names that pop up instantly. But as an investor, which bank could be your best investment option? For that, you need to know how well the bank is performing. And this article is about just that. So far we have covered the comparison of any two stocks from the same industry which are giving neck-to-neck competition to each other.
The Big Picture
JULY 31, 2022
Evolve or die. Every time a tech company capitulates to its audience and rolls back the future it’s a mistake. The best example being Netflix saying it was going to become a streaming company and the hoi polloi b g that they still needed to rent DVDs by mail. Who’d want to stream movies? Well, despite Netflix backtracking, saying it was going to split into two companies, the streaming giant was right all along.
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.
The Big Picture
JULY 31, 2022
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Corporate Landlords ‘Aggressively’ Evicted Tenants During Pandemic, House Report Says : A new report from a House subcommittee alleges that four companies, including Invitation Homes and Pretium Partners, used harsh tactics to push out thousands of renters. ( Bloomberg ). • The audacious PR plot that seeded doubt about climate change : Thirty years ago, a bold plan was cooked up to spread doubt and persua
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