The Big Picture

DECEMBER 2, 2023

This week, we speak with Michael Fisch , CEO and co-founder of American Securities , a $27-billion dollar private equity firm. He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., and worked in the mergers and acquisitions department of Goldman Sachs.

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Calculated Risk

DECEMBER 2, 2023

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales decrease to 679,000 Annual Rate in October • Case-Shiller: National House Price Index Up 3.9% year-over-year in September; New all-time High • Freddie Mac House Price Index Increased in October to New High; Up 6.0% Year-over-year • Fannie and Freddie Serious Delinquencies in October: Single Family Declined, Multi-Family Increased • Final Look at Local Housing Markets in October • Inflation Adjusted House Prices 3.0% Below

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market.

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Calculated Risk

DECEMBER 2, 2023

The key report this week is the November employment report on Friday. -- Monday, December 4th -- No major economic releases scheduled. -- Tuesday, December 5th -- 8:00 AM: Corelogic House Price index for October. 10:00 AM ET: Job Openings and Labor Turnover Survey for October from the BLS. This graph shows job openings (black line), hires (purple), Layoff, Discharges and other (red column), and Quits (light blue column) from the JOLTS.

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Clients

Advisor Perspectives

DECEMBER 2, 2023

Recent labor agreements in the auto and airline industries spotlight the profitability conundrum facing US companies—and equity investors.

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Abnormal Returns

DECEMBER 2, 2023

Tesla Who is the audience for the Tesla ($TSLA) Cybertruck? (ritholtz.com) The Tesla ($TSLA) Cybertruck is no favor to the environment. (wired.com) EVs Now is a good time to buy an EV. (bloomberg.com) Why do EV range estimates vary so much? (wsj.com) Which EVs charge the fastest? (arstechnica.com) A look at the growing Formula E circuit. (wsj.com) Transport How e-bikes and scooters reduce carbon emissions more effectively than EVs.

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The Big Picture

DECEMBER 2, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • America’s undying empire: why the decline of US power has been greatly exaggerated : For more than a decade, people have been saying that the era of US dominance is coming to an end. But in reality there are still no other global players to rival it. ( The Guardian ) • The Inside Story of Microsoft’s Partnership with OpenAI : The companies had honed a protocol for releasin

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Advisor Perspectives

DECEMBER 2, 2023

Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments.

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Advisor Perspectives

DECEMBER 2, 2023

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.

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Advisor Perspectives

DECEMBER 2, 2023

After the underperformance of stocks and bonds last year, it’s no surprise that diversification strategies are a significant focus this year. Alternatives continue to garner advisor and investor interest as market dispersion grows, including managed futures and long/short strategies.

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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.

Management

Advisor Perspectives

DECEMBER 2, 2023

Money managers including Invesco Ltd. and Loop Capital Asset Management are bullish on regional-bank bonds, wagering that the debt will perform better than the broader market as fears about funding costs settle down.

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