The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave! Financial Times ) • China Wants To Ditch The Dollar : Should Beijing successfully wean the world off the U.S.

Portfolio Management 154

Portfolio Management Economy Economics Portfolio 154

The Big Picture

NOVEMBER 2, 2023

Not So Fast (April 3, 2020) Redefining Bull and Bear Markets (August 14, 2017) Secular market cycles reflect geo-political, economic and technological issues of era (November 15, 2014) Is the Secular Bear Market Coming to an End? Cyclical Markets (May 16, 2022) End of the Secular Bull?

Taxes 279

Taxes Portfolio Marketing Marketing 279

The Big Picture

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Well, the consolidation we predicted has happened: Last year saw 112 hospital mergers (up 18% from 2014). Now College Graduates Are Leaving, Too.

Economy 258

Economy Economics Education Government 258

The Big Picture

NOVEMBER 21, 2022

And it was a miserable economic time, with both of these elevated measures together creating a period of unhappy people that the Misery index neatly captured. As Zunbrun observes, “ The Misery Index, as commonly constructed, doesn’t adequately capture how overall economic conditions affect attitudes.”. 46, October 2014).

Economics 319

Economics Budgeting Economy Taxes 319

Trade Brains

SEPTEMBER 22, 2023

Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market. Before the May 2014 election, the Sensex went up by 16.6% in one month and 20.6% in one year. How Markets Performed During Past Elections?

Marketing 69

Marketing Marketing Government Economics 69

Trade Brains

SEPTEMBER 12, 2023

Let’s look back in time and see how Nifty got to where it is today, from when it started in 1996 to reach 20,000 points, and how it dealt with different economic challenges: 1996 – Birth of Nifty50 The Nifty 50 index was launched on April 22, 1996, at 1,107 points, with a base value of 1,000 counted from November 3, 1995.

Numbers 59

Numbers Economy Economics Government 59

Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 Respondents’ satisfaction with wage compensation, non-wage benefits, and promotion opportunities at their current job all improved in November compared to July. What is the lowest wage or salary you would accept (BEFORE taxes and other deductions) for this job?

Food 130

Food Retirement Taxes Numbers 130

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). 2014 62.8% -0.1 2014 62.8% -0.1 2014 62.8% -0.1 in November 2022.

Economics 64

Economics Sales Investing Investments 64

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). 2014 62.8% -0.1 2014 62.8% -0.1 2014 62.8% -0.1 in December, down 0.4

Economics 96

Economics Sales Investing Investments 96

Mish Talk

DECEMBER 2, 2022

Birth Death Model Starting January 2014, I dropped the Birth/Death Model charts from this report. The model is wrong at economic turning points and is also heavily revised and thus essentially useless. Despite the gains, wages have not kept up with inflation. That approach is statistically invalid. Alternative Measures of Unemployment.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Nationwide Financial

APRIL 3, 2023

recovered from the sharp drop during the pandemic but has been declining since the November peak and is down nearly two-thirds since 2014. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5% in the first quarter, and the Citigroup Economic Surprise Index near the highest level in a year.

Marketing 105

Marketing Marketing Valuation Economics 105

International College of Financial Planning

FEBRUARY 3, 2024

lakh crore, reflecting vigorous economic activity. This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investing Investments 52

Validea

SEPTEMBER 16, 2022

Last month, Tencent posted the first revenue decline its seen since 2014, and present economic conditions in China make it unlikely to get back on track any time soon as the gaming industry deals with stricter regulations and ongoing Covid lockdowns.

Valuation 59

Valuation Economics Media Government 59

Nationwide Financial

SEPTEMBER 27, 2022

The statement was little changed from July, though the Summary of Economic Projections (“dot plot”) rose the median rate to 4.4% This would solidly exceed the previous record of 2014 which saw a 13% gain. This would solidly exceed the previous record of 2014 which saw a 13% gain. The terminal rate moved to 4.6% What to Watch.

Marketing 52

Marketing Marketing Retail Economics 52

Brown Advisory

APRIL 21, 2023

Priyanka Agnihotri ( Sustainable International Leaders ) watches macroeconomic data points closely in an effort to understand where we are in a particular economic cycle. However, the strategy primarily focuses on business quality, and she seeks to invest in companies that she believes can hold up well under a range of economic scenarios.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Carson Wealth

FEBRUARY 12, 2024

The reality is we haven’t seen the impact of AI yet on a broad economic level. By contrast, if companies believe economic growth will ease to the relatively low levels of the last decade, there will be less incentive to invest. Over the six years from 2014 to 2019, forward capex rose 22%. equities in particular.

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. Fed members have watched inflation fall over the past year even as real economic growth has accelerated and unemployment has stayed low.

Marketing 96

Marketing Marketing Economy Startup 96

Brown Advisory

SEPTEMBER 13, 2023

economic impact of the Eras tour at close to $5 billion. The authors claimed that the next generation of consumers would prefer compelling experiences over products, and proclaimed the arrival of the fourth economic frontier, following the agrarian, industrial and service economies. One research company estimates the potential U.S.

Economy 98

Economy Clients Economics Investing 98

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Any further upside may not be as strong as seen in the last 2 years.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

DECEMBER 13, 2023

Despite global economic uncertainties, India’s stock market has seen a remarkable increase in IPO activity in recent years, showcasing a strong belief in the Indian economy. 2014 5 0.14 NSE, BSE SME Exchanges Year Number Fund Raised ($ Billion) Number Fund Raised ($ Billion) 2013 3 0.15 2015 21 1.63 2016 26 3.18 2017 36 8.06

Numbers 64

Numbers Retail Startup Investing 64

Bell Investment Advisors

MARCH 3, 2022

and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. Russia’s invasion of Ukraine has had and will continue to have both a terrible humanitarian and economic cost for both countries, so a reminder of stock market history is relevant. While the U.S.

Economy 52

Economy Economics Investment Advisor Government 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investing 59

eMoney Advisor

NOVEMBER 15, 2022

5 As economic uncertainty rises, so too can feelings of stress and anxiety. Gratitude: A Tool for Reducing Economic Impatience.” Effects of Economic Uncertainty on Mental Health in the COVID-19 Pandemic Context: Social Identity Disturbance, Job Uncertainty and Psychological Well-Being Model. DeSteno, D., Dickens, and J.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Validea

OCTOBER 19, 2022

The last time gold had two consecutive years of negative returns was 2014 and 2015. 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. Tool: [link]. The yellow metal then saw two positive years.

Investing 128

Investing Investments Valuation Portfolio 128

Brown Advisory

JULY 1, 2014

Tue, 07/01/2014 - 14:01. Few economic variables change as slowly as population, yet demographic trends are among the most important determinants of a company’s (or, for that matter, a nation’s) growth over time. Investment Perspectives | Glacial Change. Like glaciers, demographics move predictably and inexorably.

Investing 40

Investing Investments Economics 40

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

OCTOBER 31, 2022

Shifting macro cycles and heightened volatility across financial markets are only half the story, as investors and companies in a post-COVID world grapple with an ongoing geopolitical realignment and the increasing prospects of an economic recession. as a result of meaningful inflation across the economic system (Figure 3).

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

SEPTEMBER 29, 2023

In the past four quarters, economic forecasters have, on average, predicted a 42% probability of a contraction in the U.S. Short answer: Maybe a quarter ahead (but not always). Beyond that short time frame, it’s simply too variable: “These questions have taken on particular importance recently. appeared first on The Big Picture.

Economy 289

Economy Economics Banking 289

David Nelson

OCTOBER 31, 2022

This blocks any attempt to challenge their leadership regardless of their economic interest in the company. Alphabet’s Brin and Page didn’t do this out of the gate but in 2014 split the company shares adding another class of shares with no voting rights. According to SEC filings Mark owns 13.6% Do the math!

Communication 98

Communication Math Economy Management 98

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. For instance, many Russians believe that the Soviet Union fell not because of economic decay and mismanagement, but because U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. For instance, many Russians believe that the Soviet Union fell not because of economic decay and mismanagement, but because U.S.

Economy 52

Economy Communication Clients Taxes 52

David Nelson

OCTOBER 24, 2022

I pointed that it was the best trade coming out of the dot.com bust and that the 155% outperformance of growth over value from 2014 – 2021 was an anomaly fueled by a Federal Reserve flooding the system with liquidity. I’m going to tag on to my post from last week believing Value in some form is going to lead the way out.

Marketing 75

Marketing Marketing Management Assets 75

Brown Advisory

JUNE 2, 2016

In theory, the move could spur borrowing and stimulate economic growth. If rates are cut too far, businesses and citizens may hoard physical cash, hobbling economic growth. Treasuries and other bonds with positive yields that are issued by governments with comparatively steady inflation and economic growth. gilts, U.S.

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. 31, 2014, suggests that his goal is not just fantasy. 31, 2014, quickly making the country the world’s No.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52