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For the first half of this year, I have steadfastly refused to join Club Recessionista. I have not believed we were already in a recession, and I was hopeful that a moderate Fed gradually raising rates to throttle inflation could execute that soft landing. No longer. As I mentioned to Tom Keene last week, Nick Timiraos in the Wall Street Journal revealed the Fed’s intention to raise rates 75 basis points brought a reckoning to my hopes of a non-recessionary growth slow down.
Inventory is increasing rapidly. Inventory bottomed seasonally at the beginning of March 2022 and is now up 118% since then. More than double! Altos reports inventory is up 30.5% year-over-year and is now 20.2% above the peak last year. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of July 22nd, inventory was at 526 thousand (7-day average), compared to 509 thousand the prior week.
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
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers.
2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. Within just a few months, though, Omicron had led to another wave of at least partial shutdowns, inflation began to rear its ugly head in a way not seen in decades, and the market fell to its worst first-half start since 1970.
2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. Within just a few months, though, Omicron had led to another wave of at least partial shutdowns, inflation began to rear its ugly head in a way not seen in decades, and the market fell to its worst first-half start since 1970.
My back-to-work a recession is coming morning train WFH reads: • Inverted Yield Curve: A Recession Alarm Is Ringing on Wall Street : An inversion of the bond market’s yield curve has preceded every U.S. recession for the past half century. It is happening again. ( New York Times ). • There Was Never Anything Wrong With Value : How the influence of popular value benchmarks challenges investor faith in the style and even the business of some value managers. ( Institutional Investor ) see also The
Today, in the Calculated Risk Real Estate Newsletter: Will Housing Inventory Follow the Normal Seasonal Pattern? A brief excerpt: The next couple of months will be important for housing inventory. Will inventory follow the normal seasonal pattern and peak in the summer? Or will inventory peak later in the year (like October or November)? My current outlook on house prices assumes that inventory will continue to increase into the Fall.
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.
Companies What is Meta ($META) going to do with WhatsApp? (wapo.st) What killed Blockbuster? (thetycoonist.com) Fund management Why fears about the power of indexing continue apace. (pragcap.com) The index inclusion effect is fading. (morningstar.com) Economy It's hard to imagine a severe recession at this point. (ritholtz.com) A recession is not guaranteed in 2022.
In separate lawsuits, J.P. Morgan Securities sought temporary restraining orders to stop several advisors who they claimed illegally solicited former clients after moving to new roles.
From Black Knight: Black Knight’s First Look: Mortgage Delinquencies and Foreclosure Starts Edge Higher in June but Remain Well Below Pre-Pandemic Levels • The national delinquency rate rose nine basis points from May to reach 2.84% after hitting consecutive record lows in each of the prior three months • Increases were broad-based – the number of borrowers a single payment past due rose 5%, while 90-day delinquencies broke a 21-month streak of improvement with a modest 1% uptick from the prior
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.
Podcasts Michael Kitces talks with Andrew Komarow who is the founder of Tenpath Financial Group and Planning Across the Spectrum (kitces.com) Diana Britton talks with Danika Waddell, resident and founder of Xena Financial Planning, about going independent. (wealthmanagement.com) Daniel Crosby talks with Sarah D. Asebedo about the application of positive psychology to financial planning.
Rents are rising for mobile home residents as big-time investors buy up mobile home communities, reports The Associates Press. Blackstone predicts continued rent increases in multifamily and industrial sectors. These are among today’s must reads from around the commercial real estate industry.
To manage climate risks, investors need reliable climate exposure metrics. This need is particularly acute for climate risks along the supply chain, where such risks are recognized as important, but difficult to measure. We propose an intuitive metric that quantifies the exposure a company has to customers, or suppliers, who may in turn be exposed to climate risks.
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.
Luxury rental buildings have added new amenities catering to work from home needs, according to The New York Times. Homebuilding titan D.R. Horton has shifted its focus to the build-to-rent market, reports Bisnow. These are among today’s must reads from around the commercial real estate industry.
Stocks are down this year, pretty much across the board. Unfortunately, there are some companies that won’t survive the downturn. Even for the ones that do, getting back to Covid-era all-time highs is far from assured. For employees with stock options or owned shares, it may be time to reassess your sale strategy and expectations. Particularly for employees of companies that IPO’d last year, valuations have fallen significantly.
Although judges are free to consider history when deciding whether a condemnation is pretextual, recent cases make clear that tales of longstanding oppression will play at best a minor role in the judicial calculus.
By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States. Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria he uses to identify long-term compounders. We also cover a wide range of other topics, including why value investing works over the long-term, what to make of the recent struggles of value and the long-term potential of the Indian market.
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to … Continued. The post 2022 2nd Quarter Market Update appeared first on Financial Symmetry, Inc.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Minimalist Joshua Becker had a blog post listing other areas besides stuff where minimalism works. He touched on a couple of finance related topics. I will pivot off that to talk about having a collection of investments and why that can be a bad idea. Embedded in all of Becker's writing is that he often equates minimalism with simplicity. I think that's a good parallel.
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. We’ve had … Continued. The post Surprising Stats about the 4 Stages of Retirement, Ep #169 appeared first on Financial Symmetry, Inc.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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