Dear Mr. Market

MAY 29, 2025

Headlines were ablaze with bold predictions of economic calamity. Doom-and-gloom calls often rely on logical-sounding arguments rooted in economic data, but markets are forward-looking and dynamic. Notable prediction : A 1987-style crash is coming first said in 2011 and repeatedly ever since. Lets rewind to December 2023.

Media

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you.

Numbers

Carson Wealth

JUNE 23, 2025

Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed”) is continuing to hold rates firm (which we discuss in more detail below). Look at how that one saw a near-bear market at nearly the exact same time as this one.

Marketing

Trade Brains

JULY 10, 2025

The name of Edelweiss Capital Limited was changed to ‘Edelweiss Financial Services Limited’ with effect from August 1, 2011. Edelweiss Capital Limited subsequently received a Category I Merchant Banker license from SEBI with effect from October 16, 2000. and EDEL.BO and Bloomberg: EDEL IS and EDEL IB.

Financial Services

The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Economy

The Big Picture

FEBRUARY 3, 2025

Economically speaking, America is already great. The bottom line economically is that we rolled into 2025 with a strong, positive economic footprint, with households in good shape, strong wage growth, reasonable saving rates, and corporate profits at record highs. In the U.S., sentiment has been weak for years.

Economy

The Big Picture

MAY 27, 2025

None of that existed in 2011. It’s behavioral economics, behavioral finance. And I came back one weekend around 2010, 11, and I sat down at a computer and I wrote a vision for how I would compete with Panera. And that vision essentially called for digital access. It called for loyalty. Very little of it was in this country.

Food

Carson Wealth

APRIL 14, 2025

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. But keep in mind that an economic slowdown, or recession, wouldnt be great for this group either because that could mean they lose their jobs.) And those facts came with some significant economic advantages.

Economics

The Big Picture

MAY 7, 2025

Now, the article came, I believe, at the end of nine, 2011 when gold was coming off of a run of very high return (1900 and change or so if memory serves?). You start from 2011, it was a disaster. Gold in 2015 looked very different than it did at the end of 2011. And that was that was a pretty good marker. You start from 2015.

Asset Allocation

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #2 for 2024: How much will job growth slow in 2024? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2023. million to 1.5

Economy

Calculated Risk

DECEMBER 29, 2023

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Several years later, in early 2012, when many people were still bearish on housing, the plunge in inventory in 2011 (blue arrow on graph below) helped me call the bottom for house prices in early 2012 (see The Housing Bottom is Here ).

Economics

Calculated Risk

JULY 12, 2023

Incoming economic data continue to send mixed signals about the economy, with the overall impact leaving Treasury yields higher last week as markets expect that the Federal Reserve will need to hold rates higher for longer to slow inflation. percent, a record high for the jumbo series, which dates back to 2011.”

Economy

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. She (and coauthor Joshua Rosner) recently published “ These Are the Plunderers: How Private Equity Runs―and Wrecks―America.”

Taxes

Calculated Risk

DECEMBER 30, 2022

Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Several years later, in early 2012, when many people were still bearish on housing, the plunge in inventory in 2011 (blue arrow on graph below) helped me call the bottom for house prices in early 2012 (see The Housing Bottom is Here ).

Economics

Calculated Risk

APRIL 19, 2023

o Given that Treasury yields serve as a benchmark rate for the pricing of other securities, and given that a prolonged stand-off would probably make the general economic outlook much more uncertain, private interest rates could rise sharply. Rising interest rates and risk premiums would in turn push stock prices down appreciably.

Government

Calculated Risk

NOVEMBER 15, 2022

Auto loan balances increased by $22 billion in the third quarter, consistent with the upward trajectory seen since 2011. The 15% year-over-year increase in credit card balances represents the largest in more than 20 years. Student loan balances slightly declined and now stand at $1.57 In total, non-housing balances grew by $66 billion.

Banking

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2011 64.0% -0.3 2011 64.0% -0.3 2011 64.0% -0.3 in December, down 0.4

Economics

Calculated Risk

NOVEMBER 7, 2023

Auto loan balances rose by $13 billion, consistent with the upward trajectory seen since 2011, and now stand at $1.6 Credit card balances experienced a large jump in the third quarter, consistent with strong consumer spending and real GDP growth,” said Donghoon Lee, Economic Research Advisor at the New York Fed. quarterly increase.

Retail

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. Prior to the pandemic, economic activity was mostly in the 2% range since 2010. 2008 0.1% -2.5%

Economy

Calculated Risk

JULY 9, 2024

To better understand Bill McBride's perspective on the current housing and economic cycle, ResiClub reached out and conducted a Q&A with him.

Marketing

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. this gives 2.4%

Economy

Calculated Risk

FEBRUARY 16, 2023

Auto loan balances increased by $28 billion in the fourth quarter, consistent with the upward trajectory seen since 2011. Credit card balances increased $61 billion in the fourth quarter to $986 billion, surpassing the pre-pandemic high of $927 billion. Student loan balances now stand at $1.60

Banking

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2011 64.0% -0.3 2011 64.0% -0.3 2011 64.0% -0.3 in November 2022.

Economics

The Big Picture

JANUARY 8, 2024

550bps increases in the Federal Funds rate from March 2022 through July 2023 – and its long and variable lags – continues to exert a drag on the economy, which could lead to further economic contraction. September 29, 2023) Round Trip: Lessons From the 2022 Bear Market (August 1, 2023) How Bullish Were You in 2011?

Economy

The Big Picture

FEBRUARY 14, 2024

Full transcript below. ~~~ Previously : Hirsch’s WTF Forecast: Dow 38,820 (September 28, 2010) Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It (April 12, 2011) ~~~ Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter.

Marketing

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics

NAIFA Advisor Today

MARCH 30, 2023

The book was first soft-launched earlier in the month at Engage’s In Honor of Caregivers event which featured Senators Cassidy and Gillibrand discussing the true economic hardship that caregiving has on American families.

Economics

MarketWatch

MARCH 20, 2023

A “B” rating at S&P means the entity is “more vulnerable to adverse business, financial and economic conditions but currently has the capacity to meet financial commitments.” 3, 2011 record low close of $22.48. “The $30 billion in deposits that First Republic reported it will receive from 11 large U.S.

Banking

Validea

MAY 5, 2023

Singer has never had much confidence in financial regulators; in 2011 he told The Journal that the Dodd-Frank law allowed the government too much leeway in determining and handling risks in the financial system, something that he sees rearing its head once again in the banking collapses in March. But for long-term prosperity in the U.S.

Economics

Calculated Risk

MAY 1, 2023

o Given that Treasury yields serve as a benchmark rate for the pricing of other securities, and given that a prolonged stand-off would probably make the general economic outlook much more uncertain, private interest rates could rise sharply. Rising interest rates and risk premiums would in turn push stock prices down appreciably.

Government

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Existing home sales are on track to record their slowest year since 2011. Durable Goods Orders.

Marketing

Trade Brains

NOVEMBER 3, 2023

May 20, 2011: Mamata Banerjee became the CM of West Bengal and decided to return 400 acres of land to farmers. June 14, 2011: The govt. June 22, 2011: Tata Motors moves to the Calcutta High Court challenging the bill. October 3, 2008: Tatas announced moving the Nano project from Singur to Sanand, Gujarat.

Government

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. In addition to releasing the income cap, converting taxpayers were allowed to split taxation evenly on the funds converted between tax years 2010 and 2011. billion by 1981.

Retirement

The Irrelevant Investor

AUGUST 10, 2016

Today I want to revisit what was potentially the most disruptive distraction to one's financial well-being since that time; the double-dip recession scares that first arrived in 2010, and then revisited investors in 2011. And tuning out the noise from the 2011 double-dip calls was hard because at that point stocks had already rallied 100%.

Economics

Brown Advisory

DECEMBER 5, 2016

Dune was honored as one of the 2013 World Economic Forum’s Young Global Leaders and serves on the Sustainable Investing task force for the WEF. She was also honored as one of the Top 50 Women in Wealth by AdvisorOne in 2011 and was a recipient of Boston Business Journal's Emerging Leader Award in 2011.

Nonprofit

Validea

OCTOBER 19, 2022

Take Apple as an example, in late 2011/early 2012, the stock traded at a P/E of 10. Perhaps that pattern will hold in 2023 and 2024 and gold holders will be better rewarded, even if inflation subsides and the economic environment improves. Investors had bid up the multiples on tech stocks to extreme levels coming into this year.

Investing