The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. The post- 2008-09 era saw wealth inequality, already substantial in the United States, explode. Consider the chart up top (it’s from an RWM client-only quarterly call). The FRED database shows both Quits Rate in percentage change and Job Openings in 1000s.

Medicine 322

Medicine Numbers Food Insurance 322

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 274

Numbers Insurance Economy Marketing 274

The Big Picture

SEPTEMBER 26, 2022

The only other years with a higher reading since 1990 were 2008 when the S&P fell 38%, and 2002, when it fell 23%. Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. Wealth of Common Sense ). • Wall Street Journal ).

Engineering 290

Engineering Economy Manufacturing Retirement 290

Calculated Risk

DECEMBER 8, 2023

The headline jobs number in the November employment report was at expectations, however employment for the previous two months was revised down by 35,000, combined. This graph really shows the collapse in retail hiring in 2008. The number of persons working part time for economic reasons decreased in November to 3.99

Retail 120

Retail Numbers Economics Manufacturing 120

Calculated Risk

JANUARY 6, 2023

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. This graph really shows the collapse in retail hiring in 2008. Unemployed over 26 Weeks This graph shows the number of workers unemployed for 27 weeks or more.

Retail 145

Retail Numbers Economics Manufacturing 145

Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. This graph really shows the collapse in retail hiring in 2008. The number of persons working part time for economic reasons decreased in December to 4.21

Retail 113

Retail Numbers Economics Manufacturing 113

The Big Picture

NOVEMBER 21, 2023

A Wealth of Common Sense ) • A record number of $50 bills were printed last year. The tech-focused fund started in 2008 and invests in both public and private firms. We’re a little less than four years into the 2020s and half of those years have seen no new highs but there have already been plenty of them this decade. (

Startup 246

Startup Commission Media Government 246

Calculated Risk

NOVEMBER 3, 2023

The headline jobs number in the October employment report was below expectations, and employment for the previous two months was revised down by 101,000, combined. This graph really shows the collapse in retail hiring in 2008. The number of persons working part time for economic reasons increased in October to 4.28

Retail 129

Retail Numbers Economics Manufacturing 129

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. 2008 – Global financial crisis The 2008 financial crisis was known as the biggest disaster after The Great Depression. on July 20, of this year.

Numbers 59

Numbers Economy Economics Government 59

Calculated Risk

NOVEMBER 4, 2022

The headline jobs number in the October employment report was above expectations, and employment for the previous two months was revised up by 29,000, combined. This graph really shows the collapse in retail hiring in 2008. Unemployed over 26 Weeks This graph shows the number of workers unemployed for 27 weeks or more.

Retail 140

Retail Numbers Economics Manufacturing 140

Mish Talk

NOVEMBER 10, 2022

Question of the Day Q: Did the beat the street numbers put a Fed pivot back in play? The yield on the two-year Treasury note fell to 4.32% from 4.63%, the biggest one-day decline since 2008 The 10-year yield fell to 3.83% from 4.15%, the biggest one-day drop since 2009. percent year over year. Actual was 0.4 month over month vs 0.7

Marketing 181

Marketing Marketing Food Numbers 181

Calculated Risk

DECEMBER 2, 2022

The headline jobs number in the November employment report was above expectations, however employment for the previous two months was revised down by 23,000, combined. This graph really shows the collapse in retail hiring in 2008. Unemployed over 26 Weeks This graph shows the number of workers unemployed for 27 weeks or more.

Retail 126

Retail Numbers Economics Manufacturing 126

Calculated Risk

MAY 14, 2024

An increasing number of borrowers missed credit card payments, revealing worsening financial distress among some households.” Household debt previously peaked in 2008 and bottomed in Q3 2013. Mortgage balances rose by $190 billion from the previous quarter and was $12.44 trillion at the end of March. rise from 2023Q4.

Economics 114

Economics Retail Accounting Banking 114

Trade Brains

OCTOBER 17, 2023

20,000 is not just a number; but happiness for many. Nifty 50 first hit 10,000 on July 26, 2017, and it took years to double that number. On the flip side, the worst months were October 2008, with a drastic 26.41% drop, and March 2020, with a tough 23.25% decline. This journey to the 20,000-milestone has taken a long time.

Investing 59

Investing Investments Valuation Numbers 59

Trade Brains

DECEMBER 28, 2023

This indicator essentially focuses on the number of people who attempt to get into relationships to feel better when the economy is not functioning properly. The dating website had its busiest time in more than seven years during the fourth quarter of 2008. What is the proof?

Economy 64

Economy Economics Sales Government 64

MarketWatch

MARCH 10, 2023

stocks suffered their worst weekly rout of the year as another hotter-than-expected jobs number and the first major American bank failure since 2008 sent the major indexes reeling in afternoon trade. 19, according to FactSet data.

Banking 75

Banking Numbers Marketing Marketing 75

Nationwide Financial

MARCH 27, 2023

Over the past four weeks, money markets have added $300 billion, on par with surges in 2008 and 2020, bringing the total to a record $5.1 If market conditions were what they are now back in 2008, the equity market would have been under severe stress. Treasuries have attracted a record $30 billion in the last six weeks.

Banking 98

Banking Marketing Marketing Economics 98

The Big Picture

APRIL 4, 2024

Jim Bianco : Coming out of the financial crisis in 2008. One of the reasons that the Fed wanted to put rates at zero and push all that money in the risk markets was the psyche coming out of 2008 was people were afraid. Rates were very low for a very long time. Tell us why. Jim Bianco : I think it’s even more basic than that.

Portfolio 150

Portfolio Management Assets Economy 150

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Satyam soon went on to cross the $2billion mark in 2008. 544 in 2008. This was what happened with Satyam Computer Services. The shares fell to Rs.11.50

Banking 131

Banking Accounting Ethics Sales 131

Random Roger's Retirement Planning

APRIL 23, 2024

RPAR has only been around since 2019 but the replication allows us to go back to 2008. It was down a little less in 2008 and 2022. If there was some number of shares and the index went to zero but shares still existed then when the index came back, the shares would have value again. Maybe it would be that simple?

Assets 59

Assets Retail Management Taxes 59

Random Roger's Retirement Planning

MARCH 24, 2024

Also you can see that both did fantastically well in 2008 but in 2022 Dalio did worse and PP was down a little less because they are both heavy in bonds which got pasted. If you compare both to 60/40 starting in 2009, stripping out the great year of 2008, 60/40 compounded at 9.54, All-weather at 6.08% and PP at 5.96%.

Portfolio 84

Portfolio Management Taxes Numbers 84

Random Roger's Retirement Planning

JUNE 5, 2024

Starting back in 2007 or 2008 I wrote about his barbell portfolio idea that goes very high risk with 10% of the portfolio in search of asymmetric returns and then very conservative with the other 90%. The numbers for Portfolios 1 and 3 add up to 105% because I am replicating 5% into a 2x bitcoin fund.

Portfolio 64

Portfolio Retail Investing Investments 64

Nationwide Financial

JANUARY 19, 2023

Investors have to look back to 2008 or 1974 to find worse returns. However, the chart above also offers hope: long-term investors have seen less volatility, as illustrated by the number of dots in the upper right quadrant. This was the third worst calendar-year return for 60/40 portfolios since 2002, losing 16% in 2022.

Portfolio 59

Portfolio Numbers Marketing Marketing 59

Random Roger's Retirement Planning

SEPTEMBER 26, 2023

You can play around with the numbers yourself and our studies here I've been using a longer standing fund than DBMF for managed futures as you can see below. Thanks to Corey Hoffstein for the reminder as he Tweeted out the above chart. Portfolio 1 is what I used in Monday's blog post.

Portfolio 75

Portfolio Management Retirement Taxes 75

Random Roger's Retirement Planning

JANUARY 8, 2024

What about the 55 year old, 55 seems to be a magic number in this context, who is pretty close to where they should be to retire at 65 but who is then has their hand forced into retirement? To give you an idea of the potential importance those last ten years from 55 to 65 I plugged some numbers into a compounding calculator at Nerd Wallet.

Retirement 58

Retirement Numbers Accounting Taxes 58

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. There are a number of risk-based drivers that explain some of the valuation spreads that currently exist. Only 12.4%

Valuation 64

Valuation Economics Numbers Investing 64

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. Imagine that you arrived at your number. Pick a number in your head.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

Calculated Risk

JANUARY 12, 2023

Job Changes During Recessions Year Job Change Recession 1974 -379 '73-'75 1975 365 '73-'75 1980 271 '80 1981 -48 '81-'82 1982 -2,124 '81-'82 1990 330 '90-'91 1991 -838 '90-91 2001 -1,727 '01 2002 -510 '01 2008 -3,553 '07-'09 2009 -5,051 '07-'09 2020 -9,292 '20 The 2020 recession was due to the pandemic. But those losses are already coming.

Economy 89

Economy Economics Sales Numbers 89

Trade Brains

JULY 29, 2023

NBFCs’ market share has grown in recent years, with Asset Under Management (AUM) accounting for up to 18% of total lending in March 2019, up from 12% in March 2008. But due to the increasing growth strides of the bank, this number has lowered to 16% in FY22. billion in March 2008 to about US$ 330.21

Assets 52

Assets Banking Management Numbers 52

Walkner Condon Financial Advisors

MARCH 16, 2023

I’m partial to the bank run in It’s a Wonderful Life [link] ) Since the events depicted in It’s a Wonderful Life , the government and banks have established a number of programs to minimize the chances of bank runs. The post FAQ – Bank Failures and Is This 2008 All Over Again? In this case, worried that the (mis?)information

Banking 98

Banking Insurance Assets Startup 98

Random Roger's Retirement Planning

JUNE 7, 2023

We can backtest this back a good number of years on Portfolio Visualizer. Two of the three where Portfolio 1 outperformed were 2008 and 2022 which supports the idea of managed futures offering a form of crisis alpha. 70% then becomes an overweight versus a more typical 60% so ok a little more risk in the face of a 2008 type of decline.

Portfolio 74

Portfolio Management Risk Management Clients 74

Random Roger's Retirement Planning

SEPTEMBER 25, 2023

In the last few years or so there has been plenty of content positing that 4% is no longer safe, that 3% should be the number or even 2.5%. I would note that their numbers for failing at 4% are lower than any others I've ever seen. Here's well known expert Wade Pfau calling for 3%.

Asset Allocation 40

Asset Allocation Management Numbers Portfolio 40

The Irrelevant Investor

AUGUST 8, 2016

For example, Commodities are a great investment; From 2000 through the middle of 2008, they returned 231%, compounding at 15% a year. But from 2008-today, Emerging Markets fell -1.7% The reason why the numbers are so different when you change the goalposts is because Cisco lost 90% of its value from March 2000 through October 2002.

Numbers 52

Numbers Investing Investments Marketing 52

Calculated Risk

AUGUST 8, 2023

The volume of newly originated auto loans, which includes leases, was $179 billion, largely reflecting high dollar values of originated loans even as the number of newly opened loans remains below pre-pandemic levels. Household debt previously peaked in 2008 and bottomed in Q3 2013. percentage points respectively. rise from 2023Q1.

Accounting 52

Accounting Retail Banking Numbers 52

Random Roger's Retirement Planning

NOVEMBER 29, 2023

Number 5 is very important for my volunteer gig as fire chief. Number 3 resonates. Back to Ramp's list, number 2 has the most meaning for me. I like to think I came to some of these attributes even without ever having heard Munger talk about them. It's an important attribute and makes life far more fulfilling.

Portfolio 40

Portfolio Numbers Financial Planning Investing 40

Mauldin Economics

AUGUST 2, 2021

But now, Americans are getting nervous that home prices are rising even faster than before the 2008 crash. Banks handed out roughly $3 trillion to folks with no income, no job, and no assets leading up to 2008. ” Now a record number of house hunters are rushing into the market. But this boom is nothing like ‘08.

Numbers 52

Numbers Sales Investing Investments 52

Indigo Marketing Agency

DECEMBER 8, 2022

And you know that they’re probably no longer as reassured by the message “It’s about time in the market, not timing the market” and being pointed back to 2008. Those numbers and charts can be a blur for many clients who are just thinking, “I don’t want to run out of money.”. So what do they need from you? .

Marketing 52

Marketing Marketing Financial Advisor Clients 52