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Research links: real world finance
3 months ago by abnormalreturns @ Abnormal Returns

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...

How to Predict a Recession
3 months ago by Ben Carlson @ A Wealth of Common Sense

How to predict a recession just like an economist. The post How to Predict a Recession appeared first on A Wealth of Common Sense. ...

Part 1: Current State of the Housing Market; Overview for mid-August 2024
3 months ago by Calculated Risk @ Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2024 A brief excerpt: This 2-part overview for mid-August provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale! ... Here is a graph of new listing from Realtor.com’s July 2024 Monthly Housing Market Trends Report showing new listings were up 3.6% year-over-year in June. New listings are still well below pre-pandemic levels. From Realtor.com: <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6wSQegnkq7V_RSP2sd05-T6g3QSqJcv8akEpp-GD_10Gt3GIM3FWIya7jvKi9Kkz2S-yYFKAz7CQLtpzk9XBt...

Will Retail Earnings Continue to Highlight a US Consumer That’s Tapped Out?
3 months ago by Mike Zaccardi @ See It Market

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Last week started with the biggest market sell-off for the S&P 500 and DJIA in two years and then continued with a four day rally which brought indexes back to their best trading day in two years. Rising initial […] The post Will Retail Earnings Continue to Highlight a US Consumer That’s Tapped Out? appeared first on See It Market.

Gold Miners (GDX) Rally As Gold Trades Over $2500 per Ounce
3 months ago by Michele Schneider @ See It Market

Hedge funds are the most bearish on commodities prices in at least 13 years as fears of a deeper economic slowdown cast doubts on demand for everything from crude oil to metals and grains, according to a report by Bloomberg Meanwhile, WTI crude oil traded above $79 price per barrel. And gold traded over $2500 price […] The post Gold Miners (GDX) Rally As Gold Trades Over $2500 per Ounce appeared first on See It Market.

GDX GOLD

Global Elections and Stock Market Cycles
3 months ago by Connected Wealth @ See It Market

2024 is an election year, just about everywhere. Already behind us are India, the UK, France, and Mexico (to name a few), and the big U.S. showdown is coming up in a few months. Not surprisingly, this creates the most often-asked question: “How should we position a portfolio ahead of the election?” The challenge, of […] The post Global Elections and Stock Market Cycles appeared first on See It Market.

Why Bonds and Gold Are Outperforming Stocks
3 months ago by StockCharts TV @ StockCharts.com YouTube Channel

08.12.24: The Final Bar host David Keller, CMT recaps the choppy equity markets as gold tests new all-time highs and interest rates continue to plummet. He breaks down the charts of ETSY, NVDA, and MNDY, highlights the stock to bond ratio, and revisits the classic 60:40 ratio favored by investors. Dave's chart showing the stock to bond ratio using SPY and TLT: https://schrts.co/IDaTqFQt 👀 See what better financial charting can do for you! Start your FREE 1-month trial today at https://stockcharts.com 👍🏻 If you enjoyed this video be sure to hit the THUMBS UP ✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj 00:00 - Welcome! 01:04 - Market Recap 06:50 - S&P 500 Large Cap ($SPX), Volatility Index ($VIX), 10-Year Treasury Yield ($TNX) 16:51 - Stocks vs. Bonds Ratio (SPY:TLT), SPDR Gold Shares (GLD) 20:05 - Market Carpet: S&P 500 Stocks - Technology 22:06 - NVIDIA (NVDA), Etsy (ETSY),...

Monday links: upended plans
3 months ago by abnormalreturns @ Abnormal Returns

Adviser links: spent money
3 months ago by abnormalreturns @ Abnormal Returns

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Housing August 12th Weekly Update: Inventory up 1.3% Week-over-week, Up 40.5% Year-over-year
3 months ago by Calculated Risk @ Calculated Risk

Altos reports that active single-family inventory was up 1.3% week-over-week. Inventory is now up 40.2% from the February seasonal bottom. Click on graph for larger image. This inventory graph i...

Talk Your Book: Back to the Futures Market
3 months ago by Ben Carlson @ A Wealth of Common Sense

On today's show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how portfolios can benefit from them, how managed futures are handling the Japan carry trade, diversification benefits of managed futures, the story of how the MLM Index was created, and much more! The post Talk Your Book: Back to the Futures Market a...