Sat.Jul 29, 2023

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Real Estate Newsletter Articles this Week: Case-Shiller House Prices Decreased 0.5% year-over-year

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Decreased 0.5% year-over-year in May • New Home Sales decrease to 697,000 Annual Rate in June • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in June • Inflation Adjusted House Prices 4.4% Below Peak This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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Schedule for Week of July 30, 2023

Calculated Risk

The key report this week is the July employment report. Other key reports include ISM manufacturing and services indexes and July vehicle sales. -- Monday, July 31st -- 9:45 AM ET: Chicago Purchasing Managers Index for July. 10:30 AM: Dallas Fed Survey of Manufacturing Activity for July. 2:00 PM: Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for July. -- Tuesday, August 1st -- 8:00 AM ET: Corelogic House Price index for June 10:00 AM ET: Job Openings and Labor Turnover Sur

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How To Start A Cleaning Business In 15 Simple Steps

Clever Girl Finance

If you want to start a cleaning business, by creating an executable strategy, it won’t be too long before you’re on your way to becoming a successful entrepreneur. Unlike a lot of other business ventures, it doesn’t require a lot of up-front costs or training, and you can count on a steady demand for cleaning services over time. To launch your business this year, leverage these key tips on how to start a cleaning business!

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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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A Closer Look at Office Commercial Real Estate & Investment Opportunities within Securitized Products

Advisor Perspectives

Office Commercial Real Estate faces challenges ahead, with high vacancy rates, declining rental income, and potential defaults. Investors should seek opportunities in more resilient sectors; multifamily properties for better risk-adjusted returns amidst a weakening economy/hawkish Fed.

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These Are the Goods

The Irrelevant Investor

Articles Most companies do not live that long and do not generate good returns for shareholders while they are alive. (By Michael Mauboussin and Dan Callahan) This is the Netflix playbook – and it’s working. (By Alex Morris) Big tech is big, and everything else is a footnote (By Ben Thompson) The office market is becoming a negative-sum game, where overall value is depleted by outside forces (By Dror Poleg) Podcasts A.

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Quick Thoughts: Artificial intelligence—A Primer

Advisor Perspectives

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

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SBFC Finance IPO Review – GMP, Date, Price & Financials

Trade Brains

SBFC Finance IPO Review: SBFC Finance Limited is coming up with its Initial Public Offering. The IPO will open for subscription on August 3, 2023, and close on August 7, 2023. In this article, we will look at the SBFC Finance IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! SBFC Finance IPO – About The Company SBFC Finance is a non-deposit-taking, non-banking financing company (NBFC) engaged in the business of offering secured and gold-backed loans to MSMEs an

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Q2 2023 CIO Review and Outlook

Advisor Perspectives

CIO Robert Horrocks, Ph.D., says peaking interest rates may strengthen the case for quality growth stocks in emerging markets.

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Got My Feet Wet

Random Roger's Retirement Planning

This past week I worked for three and half days on Type 3 Incident Management Team (IMT) as a liaison trainee on a wildfire here in Yavapai County. This is an opportunity I have been cultivating as a Plan B or Plan C for many years and this week it all came into place and the scenario couldn't have been better for getting started on something new or maybe learning it wasn't for me.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Miami’s Mining Disrupt Conference Shows The Path Forward For Bitcoin And Digital Assets

Advisor Perspectives

Fresh from the Mining Disrupt conference in Miami, Frank Holmes shares his perspective on a resilient Bitcoin market and the upcoming halving event, amid ongoing debates around the need for regulatory clarity. From an optimistic outlook for a U.S. spot Bitcoin ETF to state-level breakthroughs in Bitcoin mining laws, this account offers a comprehensive glimpse into the evolving digital asset landscape.

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MiB: Liz Hoffman on Crash Landing

The Big Picture

 This week, we speak with Liz Hoffman , who is the business and finance editor at Semafor and author of “ Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink.” She was previously a senior reporter at The Wall Street Journal, where she covered financial markets and corporate dealmaking. She discusses how so many people who should have been clued in — government officials, corporate executives, and elected politicians — were comp

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Turning Time

Advisor Perspectives

We talk frequently about the way central banks and governments affect the economy. In the grander scheme of things, though, whatever the Fed does is more like throwing a hand grenade into a large building. Yes, you’ll make some noise and cause some damage. People may be hurt. But the building won’t care, and the owner will fix it.

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Saturday links: suppressed complaints

Abnormal Returns

Tesla Tesla ($TSLA) has long tried to suppress complaints about vehicle range. (reuters.com) Long term Tesla ($TSLA) owners still love their vehicles. (bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. charging network. (bloomberg.com) GM ($GM) is struggling on the battery manufacturing front. (nytimes.com) EV makers are upping their goals to create family-style vehicles.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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Turkey Pivots To Economic Orthodoxy

Advisor Perspectives

A change in Turkey's economic policies was long overdue.

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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: • Tesla Owners Have Soured on Elon Musk, But Still Love Their Model 3s : Five years after Tesla built the world’s first electric car for the masses, Bloomberg rebooted a survey of 5,000 owners to ask how things held up. ( Bloomberg ) • Does Sam Altman Know What He’s Creating?

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I Found 6 Amazing Dividend Growth Stocks To Buy Today (and Here’s How I Did It)

Advisor Perspectives

In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation, will be sharing with you six incredibly consistent dividend growth stocks that you can invest in today.

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July 2023 Equity Market Outlook: Positive Sentiment Emerges as Inflation Slows

Advisor Perspectives

Q2 2023 was a more favorable environment for Emerging Markets, Europe, Australia and Real Assets managers.

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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

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Bearish in a Bull Market

Advisor Perspectives

Morgan Stanley strategist Mike Wilson finally capitulated and apologized for getting the market wrong the last nine months. He was everyone’s favorite analyst in 2022. King of the Bears. I haven’t seen that much drooling over a strategist since Abby Joseph Cohen in 1999.

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What Are Today’s Opportunities and Risks in Fixed Income Credit Markets?

Advisor Perspectives

Higher yields for corporate bonds generally correspond to higher credit risk based on an issuer's credit rating.

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From the Ground Up Sowing the Seeds of Biodiversity Investment

Advisor Perspectives

Biodiversity is taking on increasing importance as a consumer concern, but it isn’t always top of mind for investors. We think that could soon change. Beyond the obvious environmental benefits, there’s an economic case to be made for protecting biodiversity.