The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. 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! Perhaps we’ve all just become economic snowflakes?

Portfolio Management 150

Portfolio Management Economy Economics Portfolio 150

Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." washingtonpost.com) Economy High inflation at this point is primarily a function of housing. (fortunesandfrictions.com) What lessons are investors going to take away from 2022? axios.com) The FTX empire is complicated to say the least. frontofficesports.com) How FTX will affect Web3.

Investing 130

Investing Investments Financial Advising Media 130

The Big Picture

MAY 16, 2023

These urban centers have become a class of their own — “superstar cities” — with outsized impact on the American economy fueled by the clustering of workers with degrees. ( PC Magazine ) • This New Airline Is Raising the Bar, From First Class to Economy : Starlux has officially begun flying in the US. Let’s hope we’re ready. (

Economy 255

Economy Economics Education Government 255

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Brown Advisory

AUGUST 24, 2023

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. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 24, 2023

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. market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Calculated Risk

JANUARY 19, 2023

This was written in 2014, but I never published it! But for the economy and policy, short memories are a negative. And once again the riches will flow, until the economy suffers. A short comment on "short memories". Voters have "short memories". Sometimes "short memories" are good.

Budgeting 107

Budgeting Economy 107

Calculated Risk

APRIL 13, 2023

There will be plenty of "gray hairs" walking around in 2030, but the key for the economy is the population in the prime working age group is now increasing. As I noted in 2014, this was positive for apartments, and more recently positive for housing. And this is a positive for the economy.

Economy 145

Economy Numbers 145

Trade Brains

SEPTEMBER 12, 2023

2014 – Modi’s Election Victory The markets continued to rally in 2014 buoyed by a thumping victory for the BJP in the elections and Prime Minister Narendra Modi taking over the reins. On September 1, 2014, the Nifty touched 8,000. On September 1, 2014, the Nifty touched 8,000. The post Nifty 50 hits 20,000!

Numbers 59

Numbers Economy Economics Government 59

Carson Wealth

NOVEMBER 13, 2023

ECONOMY The economy saw blockbuster productivity growth in the third quarter. ECONOMY: PRODUCTIVITY GROWTH COULD BE A GAME CHANGER Lost in all the consternation over a weak payroll report this month was robust productivity data, which was released earlier. But this was not because the productive capacity of the economy expanded.

Marketing 96

Marketing Marketing Economy Startup 96

The Big Picture

NOVEMBER 21, 2022

Inflation matters but so too does the overall economy — the unemployment rate, wage gains, and fiscal stimulus during the pandemic. 46, October 2014). Less Important : The rise of inflation as issue #1 in surveys? The election results strongly suggest that this was incorrect. 2 to 1 Unemployment to Inflation ( Oswald ).

Economics 314

Economics Budgeting Economy Taxes 314

Trade Brains

SEPTEMBER 22, 2023

Before the May 2014 election, the Sensex went up by 16.6% A weak coalition will mean that it’s hard to predict how the economy will grow. Before the 2014 general elections in India, the stock market was doing pretty well. in one month and 20.6% in one year. How Markets Performed During Past Elections?

Marketing 69

Marketing Marketing Government Economics 69

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. equities in particular.

Marketing 97

Marketing Marketing Economy Investing 97

Calculated Risk

JANUARY 11, 2023

“Mortgage rates declined last week as markets reacted to data showing a weakening economy and slowing wage growth. All loan types in the survey saw a decline in rates, with the 30-year fixed rate falling to 6.42

Government 92

Government Economy Marketing Marketing 92

Calculated Risk

AUGUST 9, 2022

This was an out-of-the-consensus call and helped me call the bottom for the US economy in mid-2009. I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years. Here is another update to the U.S. fleet turnover graph. This graph shows the total number of registered vehicles in the U.S.

Sales 80

Sales Numbers Economy 80

The Big Picture

MARCH 9, 2023

In this space, Hedge funds lag finance, which in turn lags the broader economy. Women are under-represented in the finance industry in general, but it has been improving (albeit slowly).

Wealth Management 150

Wealth Management Management Engineering Investing 150

Mish Talk

DECEMBER 2, 2022

Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart. Birth Death Model Starting January 2014, I dropped the Birth/Death Model charts from this report. Full time employment is down 398,000 since March and down by 480,000 since May!

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. India’s Real GDP is projected to grow by 7.3% crore youth trained under various programs.

Budgeting 52

Budgeting Financial Market Investing Investments 52

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Investing 59

Validea

OCTOBER 5, 2022

12/31/2014 2.3% 12/31/2014 46.0% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4% 12/30/2011 1.5% 12/31/2012 2.0%

CFP 59

CFP Valuation Economy Assets 59

Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. Year-on-year declines in energy prices were the major contributor to overall inflation numbers across developed economies. Equity Market Insights : Where is the recession?

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

Since the combined economy of Russia and Ukraine is only about 3% of global GDP, however, the direct effects of the conflict on the global economy should be limited. Russia’s 2008 invasion of Georgia and 2014 invasion of Crimea did not have an effect on the stock market. crude prices briefly topped $100 per barrel.

Economy 52

Economy Economics Investment Advisor Government 52

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. according to Siegel (2014). So, this is no longer just me projecting now. Inflation isn’t dead. 2) The Worst Narrative in Finance.

Financial Planner 98

Financial Planner Budgeting Taxes Asset Allocation 98

David Nelson

OCTOBER 31, 2022

All companies face the challenges of a slowing economy, rising inflation and a born-again Fed that is determined to bring inflation under control even if it means pushing the economy over the edge. S&P 500 vs the Communication Sector. Alphabet (GOOGL) Meta (META) and SNAP. According to SEC filings Mark owns 13.6% Do the math!

Communication 98

Communication Math Economy Management 98

Trade Brains

NOVEMBER 2, 2023

million in Fiscal 2014 to 824.9 However, it is crucial to accelerate focus on core components like enhancing digital literacy and accessibility to fully realise the potential of India’s digital economy. Internet subscribers in the country have grown at a CAGR of 16.0%, from 251.6 million in Fiscal 2022.

Government 59

Government Economy Taxes Electronics 59

David Nelson

OCTOBER 17, 2022

Growth vs Value 2014-2021. Coming out of the financial crisis value and growth performed closely to each other but something happened around 2014. Covid and what followed is history and the Fed did the only thing they could following a near complete shutdown of the world economy. So why the passion for growth stocks.

Marketing 40

Marketing Marketing Valuation Banking 40

Trade Brains

FEBRUARY 25, 2024

The Middle-Class section is the driving force behind the economy and politics, and it is influential in understanding consumer patterns. Fundamental Analysis of Maruti Suzuki : In India, owning a car is a significant achievement for anyone. SMC) for a potential book value of Rs 12,755 crore.

Planning 64

Planning Manufacturing Sales Government 64

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. The move reflects the tension between the U.S. The rig count in the U.S. Crude prices surged 6% on Monday in reaction but are down nearly 20% over the past year and are flat in 2023. versus 4.7%

Marketing 105

Marketing Marketing Valuation Economics 105

Nationwide Financial

SEPTEMBER 27, 2022

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 trade-weighted dollar index has gained nearly 19% this year, with the euro well below parity with the dollar at $0.97 and the pound now down 20% year-to-date. for safety.

Marketing 52

Marketing Marketing Retail Economics 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%. Putin also distracted the public from the flagging Russian economy. NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb.

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%. Putin also distracted the public from the flagging Russian economy. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27.

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. Curing cancer while killing the patient is not an acceptable outcome.

Marketing 75

Marketing Marketing Management Assets 75

Brown Advisory

MARCH 14, 2023

Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. However, given ISRG’s strong market penetration by 2014, Guthart realized a new approach was needed in order to build better relationships with customers. The S&P 500® Index represents the large-cap segment of the U.S.

Clients 97

Clients Investing Investments Sales 97