Random Roger's Retirement Planning
MAY 24, 2025
Some very quick hits from this weekend's Barron's. A couple of good ones from Morgan Samet and then James Anderson from Lingotto. Samet said "y ou have to repeatedly think orthogonally." I love that word and we occasionally talk about orthogonality here. It is very important trait for portfolio construction. One example that we review constantly here is avoiding bonds with duration.
Calculated Risk
MAY 24, 2025
The key reports this week are the second estimate of Q1 GDP, March Case-Shiller house prices, and Personal Income and Outlays for April. For manufacturing, the May Richmond and Dallas Fed manufacturing surveys will be released. -- Monday, May 26th -- All US markets will be closed in observance of Memorial Day. -- Tuesday, May 27th -- 8:30 AM: Durable Goods Orders for April from the Census Bureau.
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Advisor Perspectives
MAY 24, 2025
Long-term interest rates have become much less predictable, and that means volatile prices for long bonds.
Calculated Risk
MAY 24, 2025
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. NAR: Existing-Home Sales Decreased to 4.00 million SAAR in April; Down 2.0% YoY New Home Sales Increase to 743,000 Annual Rate in April "How do you grade the Spring housing market?" In Q1 2025, 19% of Units Started Built-for-Rent were Single Family California Home Sales "Retreat" in April; New Listings "Surge" This is usually published 4 to 6 times a week and provides more in-depth analysis of the hous
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Advisor Perspectives
MAY 24, 2025
Having raised $445 million from investors including Microsoft Corp. and SoftBank Group Corp., the British firm entered insolvency proceedings this week after a major creditor seized $37 million from its accounts, leaving $5 million in the company’s coffers.
A Wealth of Common Sense
MAY 24, 2025
Today’s Talk Your Book is brought to you by Hashdex: See here for more information on Hashdex’s market-cap-weighted index products On today’s show, we discuss: Hashdex’s background Crypto use cases in 2025 Demand-driven flows into crypto Thinking about crypto passively The current price action between ETH and BTC How the index construction works Bitcoins investment thesis Ringing the bell at the N.
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Validea
MAY 24, 2025
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats that enable them to maintain superior capital efficiency throughout difficult market cycles.
Advisor Perspectives
MAY 24, 2025
Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Tailored lending can be a valuable addition to a high-net-worth individual’s financial plan, helping you optimize cash flow, maximize tax efficiency and realize important estate planning goals.
The Big Picture
MAY 24, 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 Gen Zer Making Capitalism Cool Again : Despite being one of the richest generations in human history, Gen Z increasingly feels left behind by the capitalist system. Kyla Scanlon is here to help. ( The Free Press ) The Decline and Fall of Elon Musk : The Tesla innovator becomes the latest government employee to lose his job.
Advisor Perspectives
MAY 24, 2025
Even though Bitcoin has retreated from record territory, options show that traders remain extremely bullish with open interest reaching an all-time high.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Abnormal Returns
MAY 24, 2025
Autos Strategically, Porsche AG is kind of stuck in the middle. (wsj.com) Tesla ($TSLA) will start accepting CyberTruck trade-ins, at a cost. (electrek.co) Waffle House is adding EV charging stations. (theverge.com) Energy The new tax bill would take big bite out of residential solar. (wsj.com) The Trump administration is allowing construction to restart on a wind farm off the coast of Long Island.
Advisor Perspectives
MAY 24, 2025
Amid the relentless chaos in Washington — tariffs, trade war, terminally rising deficits — at least one sensible idea has recently emerged: The federal government wants to free up more land to build homes. It’s a great ambition. The devil, as ever, will be in the details.
Advisor Perspectives
MAY 24, 2025
You wouldn’t exactly call it understated. In a video, Sam Altman, co-founder and chief executive officer of OpenAI, jostles through a busy San Francisco sidewalk.
Advisor Perspectives
MAY 24, 2025
Tariffs have long been part of U.S. economic policy, but big changes can disrupt markets and trade. Here's a quick overview of some questions investors may have.
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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
Advisor Perspectives
MAY 24, 2025
Though silver has been quiet lately, it’s important to be aware of the many bullish factors that are setting the stage for a strong move higher.
Advisor Perspectives
MAY 24, 2025
Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed back its extreme tariff rates on China and other countries. In addition, first-quarter earnings were better, overall, than many expected given the quarter’s uncertainty.
Advisor Perspectives
MAY 24, 2025
The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).
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