Articles & Podcasts

All Links
If George Costanza Were A Hedge Fund Manager
about 22 hours ago by SA Editor's Picks

Tesla Customers Just Keep Losing
about 24 hours ago by SA Most Popular

Amazon Is Just Getting Started
1 day ago by SA Most Popular

Comments on December Existing Home Sales
1 day ago by Bill McBride @ Calculated Risk

Earlier: NAR: Existing-Home Sales Decreased to 4.99 million in DecemberA few key points:1) The key for housing - and the overall economy - is new home sales, single family housing starts and overall residential investment. Unfortunately this key data is not currently being released due to the government shutdown.  However, overall, this is still a somewhat reasonable level for existing home sales, and the weakness at the end of 2018 was no surprise given the increase in mortgage rates.2) Inventory is still low, but was up 6.2% year-over-year (YoY) in December. This was the fifth consecutive month with a year-over-year increase in inventory, and the largest YoY increase since January 2014. 3) As usual, housing economist Tom Lawler's forecast was closer to the NAR report than the consensus. See: <a href="https://www.calculatedriskblo...

You’ll Never Want the Roadshow to End
1 day ago by Matt Levine @ Bloomberg View

Also index funds, financial literacy, ticker confusion and technical analysis.

Tuesday links: acting with prudence
1 day ago by abnormalreturns @ Abnormal Returns

Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good stuff...

NAR: Existing-Home Sales Decreased to 4.99 million in December
1 day ago by Bill McBride @ Calculated Risk

From the NAR: Existing-Home Sales See 6.4 Percent Drop in DecemberAfter two consecutive months of increases, existing-home sales declined in the month of December, according to the National Association of Realtors®. None of the four major U.S. regions saw a gain in sales activity last month.Total existing-home sales, completed transactions that include single-family homes, townhomes, condominiums and co-ops, decreased 6.4 percent from November to a seasonally adjusted rate of 4.99 million in December. Sales are now down 10.3 percent from a year ago (5.56 million in December 2017)....Total housing inventory at the end of December decreased to 1.55 million, down from 1.74 million existing homes available for sale in November, but represents an increase from 1.46 million a year ago. Unsold inventory is at a 3.7-month supply at the cu...

Trading During 9/11 And Becoming A System Trader
1 day ago by Steve Burns @ New Trader U

This is a Guest Post by Chris @MacroOps which was posted originally here: Trading During 9/11 Attacks And Why I Became A Systems Trader and is reposted here with permission. The S&P 500 was down. Really down. Down hard. Then I heard the news on CNBC behind me. “Another plane just crashed into the World Trade […]

You Can't Bank On AT&T Like That
1 day ago by SA Most Popular

Research links: the inherent advantages of algorithms
1 day ago by abnormalreturns @ Abnormal Returns

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

AT&T: 10 Years Of 'Nothing?'
1 day ago by SA Most Popular

An Interesting Twitter Thread on VC
1 day ago by Jeff Carter @ Points and Figures

Was perusing Twitter with a cup of coffee this morning and I ran across this thread.  I turned it into a “moment” and will add to it over time.  There have been some interesting tweets in the past weeks around …