The Big Picture
DECEMBER 16, 2022
There seems to be a lot of confusion going on today with respect to inflation, interest rates, and ongoing Federal Reserve policy. A framework for exploring this has many parts: What the Fed (obviously) knows, how it express those views through police like FOMC rates, ZIRP, QE, QT, etc.
The Reformed Broker
DECEMBER 5, 2022
I’m traveling this week (Houston here I come!) so I dug this one out of the archives because it’s one of the things I believe in even more now than when I wrote it a year ago. This post came out in October of 2021 at the height of NFT mania. I never really understood it. Collecting I get.
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Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
Mish Talk
DECEMBER 16, 2022
Early Benchmark Revisions of State Payroll Employment Please consider Early Benchmarks for All 50 States and the District of Columbia for the second quarter of 2022.
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Abnormal Returns
DECEMBER 4, 2022
Top clicks this week What is a reasonable return expectation for the next few decades? ofdollarsanddata.com) Which fund companies have captured the most dollar gains for investors. morningstar.com) Why indexing works.
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The Big Picture
DECEMBER 30, 2022
Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons).
The Reformed Broker
DECEMBER 1, 2022
LET’S GIVE A ROUND OF APPLAUSE TO SAM BANKMAN-FRIED pic.twitter.com/HIVB3nTX2V — The_Real_Fly (@The_Real_Fly) November 30, 2022 Last night’s interview between the New York Times’ Andrew Ross Sorkin and Sam Bankman-Fried ended with the host thanking the accused criminal mastermind for coming, despite the protestations of his lawyers.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
Mish Talk
DECEMBER 2, 2022
Payroll and employment data from the BLS, chart by Mish. Today, the Bureau of Labor Statistics released its Monthly Payroll Report. Initial Thoughts The discrepancy between jobs and employment continues for the eighth month.
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Abnormal Returns
DECEMBER 10, 2022
Autos Auto insurance premiums are set to rise in 2023. axios.com) DHL is buying 2,000 electric Ford E-Transits as delivery vans. arstechnica.com) Fully electric semis face a lot of hurdles. axios.com) Transport More transit systems are making bus rides free.
Pragmatic Capitalism
DECEMBER 20, 2022
Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the [ …
The Big Picture
DECEMBER 5, 2022
I was working on a longer piece about which economic strata the Fed has the greatest impact on (its more complicated than you might think) when Invictus DM’d me this amazing FRED chart. We looked at this idea earlier this year , but it’s worth revisiting.
The Reformed Broker
DECEMBER 8, 2022
Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward. It’s always a lot of fun and registration is free.
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Nerd's Eye View
DECEMBER 21, 2022
Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs.
Mish Talk
DECEMBER 1, 2022
Case-Shiller home price data via St. Louis Fed, chart by Mish. Home Price Synopsis Home prices have peaked this cycle but the decline is certainly tiny compared to the run up. Case-Shiller data lags.
Abnormal Returns
DECEMBER 29, 2022
Markets The energy sector dominated in 2022, and it wasn't even close. capitalspectator.com) The stock market is not a Ponzi scheme. awealthofcommonsense.com) Here is Eddy's 2023 Buy List. crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown.
Pragmatic Capitalism
DECEMBER 21, 2022
By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do. I wrote [ …
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The Big Picture
DECEMBER 12, 2022
My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Will American music fans ever see anything better? ( The Hustle ). • What Is the Bond Market Saying About the Economy?
The Reformed Broker
DECEMBER 3, 2022
We’re having a live podcast taping to benefit one of our favorite charities, No Kid Hungry. It’s The Compound’s first ever Fan Appreciation Night and we’re joining forces with our friends at the On The Tape podcast to make it a great experience.
Nerd's Eye View
DECEMBER 20, 2022
Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam.
Mish Talk
DECEMBER 4, 2022
Inflation data from St. Louis Fed amended with October data from other sources, chart by Mish. Yesterday, I commented on Inflation Around the World: How Does the US Compare to Canada and the EU? but have new sources for October data.
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Abnormal Returns
DECEMBER 27, 2022
Markets The markets were bad in 2022, but things could always be worse. humbledollar.com) Commodity returns stood out in 2022. capitalspectator.com) A look at the best charts of 2022. topdowncharts.substack.com) Strategy There is a big difference between forecasting stock and bond returns.
Pragmatic Capitalism
DECEMBER 13, 2022
Here are some things I think I am thinking about: Housing, housing, housing. If I had to distill my current macro outlook down into a sentence or two it would [ …
The Big Picture
DECEMBER 12, 2022
In this week’s podcast, I chatted with Kathleen McCarthy , Global co-head of Blackstone Real Estate. 1 We recorded this on November 30 th , before all the news broke on the BREIT liquidity gates. But I am very familiar with the product.
The Reformed Broker
DECEMBER 10, 2022
This past week we stayed at the Post Oak in Houston, one of the top ten hotels in America, supposedly 6 or 7 stars – and let me tell you, that place was opulent. More marble in one building than anywhere I’ve ever been, save for perhaps the Vatican.
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Mish Talk
DECEMBER 8, 2022
Reserve balances, reverse repos, and interest rate paid to banks from St. Louis Fed, chart by Mish. Chart Notes Data reflects end of month numbers. The latest reserve balance is from the New York Fed. The rest of the numbers are via a St. Louis Fed download.
Abnormal Returns
DECEMBER 2, 2022
The biz Podcasting ad revenue is expected to rise in 2023. insideradio.com) Joe Rogan maintained his hold as the No. 1 podcaster on Spotify for 2022. variety.com) The problem with Spotify ($SPOT) Wrapped.
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