Calculated Risk

NOVEMBER 9, 2024

The key economic reports this week are October CPI and Retail Sales. For manufacturing, October industrial production and the November New York Fed survey will be released this week. -- Monday, November 11th -- Veterans Day Holiday : Most banks will be closed in observance of Veterans Day. The stock market will be open. -- Tuesday, November 12th -- 6:00 AM: NFIB Small Business Optimism Index for October. 2:00 PM: Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October. -

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Validea

NOVEMBER 9, 2024

Investors always focus on outcomes when evaluating their success. But that approach has a major flaw. If that outcome wasn’t generated by a sound process, then it is likely the result of luck and also likely won’t be repeatable. Consider two contrasting scenarios that perfectly illustrate a crucial lesson for investors. The first involves a day trader who experienced remarkable success during the cryptocurrency boom of 2017.

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Random Roger's Retirement Planning

NOVEMBER 9, 2024

Barron's interviewed Meb Faber of Cambria Investments. The main focus was the Cambria Shareholder Yield ETF (SYLD). Shareholder yield refers to " companies that are returning their cash to investors through three attributes - dividends, buybacks and debt paydown. " Investors of course love dividends but share buybacks and debt reduction are more tax efficient than dividends which are taxed at ordinary income rates.

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Validea

NOVEMBER 9, 2024

In a recent episode of the Excess Returns podcast, investment manager and researcher Meb Faber shared several thought-provoking insights about investing and wealth building. Here are five key takeaways from his discussion: 1. Rethinking Dividends Faber challenges the conventional wisdom around dividend investing, arguing that while dividends aren’t inherently bad, they shouldn’t be the primary focus of an investment strategy.

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Advisor Perspectives

NOVEMBER 9, 2024

US companies are plowing money into building data centers as they race to get ahead in artificial intelligence.

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Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. Let’s examine how this legendary investor developed and executed his “conservative growth” strategy that produced market-beating returns for decades. Early Days of a Market Maven Zweig’s fascination with the stock market started early, when his uncle gifted him six shares of General Motors sto

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Validea

NOVEMBER 9, 2024

Here is the latest update for November from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. Despite the recent strong run in the market, the median stock in our database got less expensive in October as earnings have been coming in strong.

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Advisor Perspectives

NOVEMBER 9, 2024

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $17,622 for an annualized real return of 11.39%.

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Calculated Risk

NOVEMBER 9, 2024

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • In Q2, almost 20% of Units Started Built-for-Rent were Single Family • MBA: Mortgage Delinquencies Decreased Slightly in Q3 2024 • 1st Look at Local Housing Markets in October First Year-over-year Sales Gain Since August 2021 • Asking Rents Mostly Unchanged Year-over-year • ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" This is usually published 4 to 6 times a we

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Advisor Perspectives

NOVEMBER 9, 2024

The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.

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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.

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Abnormal Returns

NOVEMBER 9, 2024

EVs What its like to drive a Rolls Royce EV. (theverge.com) Heavy equipment is going electric. (thecooldown.com) Autos Technology can't necessarily save us from problematic beahviors like distracted driving. (fastcompany.com) Toyota's ($TM) big bet on hybrids looks to pay off. (wsj.com) How car colors got so boring. (glennmercer.substack.com) Energy China's solar sector is booming, but profits are few and far between.

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Advisor Perspectives

NOVEMBER 9, 2024

Explore how these two investment types compare.

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The Big Picture

NOVEMBER 9, 2024

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Donald Trump Won Everywhere : This was the second COVID election. ( The Atlantic ) • A timeline of two years of chaos at Elon Musk’s X : The company has shed a jawdropping $35 billion in value in just two years.

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Advisor Perspectives

NOVEMBER 9, 2024

If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.

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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

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