Random Roger's Retirement Planning

MAY 18, 2025

Following up on our conversation about private assets soon being available in 401k plans, Jason Zweig weighed in and he is not a fan. The most interesting part to me was about an interval fund from Redwood Investment Management, located in Scottsdale. Interval funds are easily bought, usually expensive and have limited liquidity for getting out. We've looked at these before, really hitting on the extent to which interval funds (don't) mark to market.

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Abnormal Returns

MAY 18, 2025

Top clicks this week The impact of macro events can take longer than you think. (mrzepczynski.blogspot.com) Fans of Warren Buffett ignore the most important part of his playbook. (optimisticallie.com) How balanced funds work. (awealthofcommonsense.com) Why gold has a unique reputation among investors. (humbledollar.com) Buying the dip works until it doesn't.

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Marketing Marketing 190

Calculated Risk

MAY 18, 2025

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 30.6% YoY, but still down 16.3% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.6% YoY. Realtor.com has monthly and weekly data on the existing home market.

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Sales Numbers Marketing Marketing 147

The Big Picture

MAY 18, 2025

Let’s wrap up commencement season with one of the best of all time — remarks by Naval Adm. William H. McRaven, BJ ’77, ninth commander of U.S. Special Operations Command, Texas Exes Life Member, and Distinguished Alumnus. University-Wide Commencement The University of Texas at Austin, May 17, 2014. ( You Tube ) The post Admiral McRaven: 2014 Commencement Address appeared first on The Big Picture.

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A Wealth of Common Sense

MAY 18, 2025

I was in San Diego for the first time this past week. It’s a beautiful city. I can see why people are willing to spend so much on housing costs to live there. Michael and I were in town to record a live podcast at Torrey Pines.1 That’s the lovely golf course where Tiger Woods won the 2008 U.S. Open. It’s breathtaking. Someone asked me if I play golf.

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Advisor Perspectives

MAY 18, 2025

A recent Gallup poll shows gold just passed stocks as Americans’ favorite long-term investment. We explore why it might deserve the top spot.

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Investing Investments 52

Advisor Perspectives

MAY 18, 2025

Major gauges of investment-grade corporate bonds were stung by the April bout of volatility that permeated the bond market.

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Investing Investments Marketing Marketing 40

The Big Picture

MAY 18, 2025

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: This New Investing Idea Isnt Right for Your Retirement Plan : Why dont alternative assets like private credit belong in your 401(k)? Let us count the ways. ( WSJ ) Can Bill Ackman create a modern-day Berkshire Hathaway? Hard-charging hedge fund boss faces steep hurdles in bid to emulate Warren Buffett.( Financial Times ) Rugpull: Crypto Is Still for Criming : Crypto has been used to scam nave Trump loyali

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Food Retirement Planning Advertising Assets 130

Abnormal Returns

MAY 18, 2025

Downgrade Moody's ($MCO) just downgraded the credit rating of the U.S. (cnbc.com) The downgrade is largely symbolic. (disciplinefunds.com) Does the downgrade matter? (on.ft.com) Market timing Cash is a drug for investors. (awealthofcommonsense.com) Market timing isn't going to save your portfolio. (downtownjoshbrown.com) Strategy It's hard to succeed as an investor without some long-term optimism.

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