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Reading List More from The Rational Walk
Lessons learned from a quarter century of active investing, along with annual performance statistics.
This post is a list of books that I read in the fourth quarter of 2024, including Euripides, The Stoic Emperor, The Intelligent Investor, The Trail, and more.
The assassination of UnitedHealthcare CEO Brian Thompson revealed corruption in society that justifies higher corporate spending to protect executives.
Final Issue: Bitcoin at $100K, Buffett and Munger Unscripted, Blue Chip Stamps, Flawed CPI Statistics, Ergodicity, The End of Shame, Notre Dame, Online Censorship, Healthcare Costs
Warren Buffett donates $1.15 billion to his family foundations
More in finance
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: "Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data." So I'm no longer tracking hospitalizations. COVID Metrics NowWeek AgoGoal Deaths per Week🚩773628≤3501 1my goals to stop weekly posts. 🚩 Increasing number weekly for Deaths. ✅ Goal met. Click on graph for larger image. This graph shows the weekly (columns) number of deaths reported since Jan 2023. Although weekly deaths met the original goal to stop posting, I'm continuing to post now that deaths are above the goal again - and at a minimum, I'll continue to post through the Winter. Weekly deaths have been increasing, and weekly deaths are well above the low of 313 in early June 2024. And here is a graph I'm following concerning COVID in wastewater as of January 30th: This appears to be a leading indicator for COVID hospitalizations and deaths. Nationally COVID in wastewater is "High" according to the CDC.
Radio, Startups, History, Bally's, Dead Internet, Caesars
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. New Home Sales Increase to 698,000 Annual Rate in December Case-Shiller: National House Price Index Up 3.8% year-over-year in November Inflation Adjusted House Prices 1.1% Below 2022 Peak Freddie Mac House Price Index Increased in December; Up 4.0% Year-over-year Final Look at Local Housing Markets in December and a Look Ahead to January Sales
OpenAI has just unveiled o3-mini, the latest addition to its "reasoning" model family.
From Goldman: We launched our Q1 GDP tracking estimate at +2.6% (quarter-over-quarter annualized) and our Q1 domestic final sales estimate at +2.3%. We launched our past-quarter GDP tracking estimate at +2.3%, in line with the advance reading. [Jan 31st estimate] emphasis added And from the Atlanta Fed: GDPNow The initial GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is 2.9 percent on January 31. The initial estimate of last quarter's real GDP growth rate released by the US Bureau of Economic Analysis on January 30 was 2.3 percent, the same as the final GDPNow model nowcast after rounding. [Jan 31st estimate]
