Calculated Risk

SEPTEMBER 2, 2023

This will be a light week for economic data. The key report is the July trade balance. -- Monday, September 4th -- All US markets will be closed in observance of the Labor Day holiday. -- Tuesday, September 5th -- 8:00 AM ET: Corelogic House Price index for July -- Wednesday, September 6th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: Trade Balance report for July from the Census Bureau.

Economics 182

Economics Banking Accounting Marketing 182

The Big Picture

SEPTEMBER 2, 2023

    This week, we speak with Jonathan Miller, founder and CEO of Miller Samuel , a real estate appraisal & consulting firm founded in 1986. His weekly Housing Notes is widely read among the real estate community of appraisers and agents. We discuss the state of both commercial and residential real estate across the country, the environment for mortgage rates, New York City housing, and his favorite penthouse apartments.

Consulting 179

Consulting Banking Sales Investments 179

Calculated Risk

SEPTEMBER 2, 2023

At the Calculated Risk Real Estate Newsletter this week: • Case-Shiller: National House Price Index Unchanged year-over-year in June • Inflation Adjusted House Prices 3.9% Below Peak • Asking Rents Down 1.2% Year-over-year • Fannie Mae Single-Family Mortgage Serious Delinquency Rate Lowest since 2002 • Freddie Mac House Price Index Increased in July to New High; Up 2.9% Year-over-year Black Knight House Price Index Hits New High, but "Mixed signals" This is usually published 4 to 6 times a week

Marketing 173

Marketing Marketing 173

Alpha Architect

SEPTEMBER 2, 2023

Investment predicts returns because, given expected profitability, high costs of capital imply low net present value of new capital and low investment, and low costs of capital imply high net present value of new capital and high investment. Dissecting the Investment Factor was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Investments 128

Investments Investing Assets Marketing 128

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Clients

Trade Brains

SEPTEMBER 2, 2023

Top Trading Strategies Using MACD Indicator : Technical tools are an important aspect to consider by market participants to analyse the securities and build strategies for good rewards. One of the most important technical indicators to use in analyzing securities for good entry and exit opportunities is the MACD indicator. Here, we shall discuss in detail the meaning, formulation, and top trading strategies using MACD indicator with its advantages and disadvantages.

Banking 109

Banking Marketing Marketing Portfolio 109

The Irrelevant Investor

SEPTEMBER 2, 2023

Articles All the lessons I’ve learned over the years (By Corey Hoffstein) If you have to choose between understanding how the world should work in theory vs. how it actually works in practice, lean towards the latter (By Morgan Housel) Operating in an industry where mid-single digit margins are a sign of success, starting with a high single-digit cost disadvantage makes for a difficult path.

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oXYGen Financial

SEPTEMBER 2, 2023

![CDATA[ According to a 2022 Crypto Crime report, an extensive rise in scams and theft resulted in 79% global increases in crypto-related crimes. Crypto scams purpose to get private data like security codes or lure unsuspecting individuals into directing their digital tokens to compromised wallets. Knowing the common crypto scams and how to identify/ spot them can help keep you from getting.

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Advisor Perspectives

SEPTEMBER 2, 2023

Investors looking for extra yield are driving corporate bonds to some of their tightest valuations of the year, pushing money managers including Pacific Investment Management Co. toward mortgage debt that looks much cheaper.

Valuation 52

Valuation Management Investing Investments 52

The Big Picture

SEPTEMBER 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: • The Real Story of Musk’s Twitter Takeover : In an exclusive excerpt from his new biography ‘Elon Musk,’ Walter Isaacson offers a behind-the-scenes look at one of the most surprising and controversial decisions of the mogul’s career. ( Wall Street Journal ) • Misled by the Phillips Curve: How Inflation Predictions Went Wrong : In a recent Barron’s article, I examined why la

Strategic Planning 170

Strategic Planning Startup Medical Economics 170

Advisor Perspectives

SEPTEMBER 2, 2023

The Fed's asset portfolio is on an uncharted course.

Portfolio 52

Portfolio Assets 52

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

Abnormal Returns

SEPTEMBER 2, 2023

AVs Driverless cars may already be safer than human drivers. (marginalrevolution.com) Imagining a future where self-driving taxis are ubiquitous. (theatlantic.com) Waymo seems to be ahead of Cruise. (arstechnica.com) You might be surprised how many cities are seeing self-driving car tests. (axios.com) EVs How EV manufacturing is changing the shape of manufacturing in the U.S.

Food 261

Food Manufacturing Financial Advising Transportation 261

Advisor Perspectives

SEPTEMBER 2, 2023

Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving, unlike purposes.

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Advisor Perspectives

SEPTEMBER 2, 2023

On Tuesday, Grayscale finally won its lawsuit against the SEC (see initial coverage here). For the past few years, Grayscale has been in an ongoing legal battle with the SEC over converting its Grayscale Bitcoin Trust (GBTC) product into a spot Bitcoin ETF.

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Advisor Perspectives

SEPTEMBER 2, 2023

We believe the best way to add value is through relative positioning in sector allocations, individual security selection and along the yield curve, holding duration neutral overall. That approach, however, does not prevent us from having views on interest rates and we think bonds offer good value at current rate levels.

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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.

Numbers

Advisor Perspectives

SEPTEMBER 2, 2023

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the compelling investment opportunity in Conagra Brands (CAG).

Valuation 40

Valuation Investing Investments 40

Advisor Perspectives

SEPTEMBER 2, 2023

Given their overall credit risk versus safer government debt, corporate bonds may not get enough exposure in a retirement portfolio. However, they can serve a purpose as long as investors are aware of their nuances.

Retirement 40

Retirement Portfolio Government 40

Advisor Perspectives

SEPTEMBER 2, 2023

Although high-yield bonds have performed well so far this year, we continue to take a cautious view.

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