The Big Picture

SEPTEMBER 20, 2023

I find these to be useful models but must constantly remind myself that they are merely rough approximations of the BEA GDP , which itself is a rough approximation of the US economy. The error range can be large, especially early in the quarter , or when an economic shock occurs, such as early in the 2020 Pandemic.

Banking 141

Banking Economics Retail Economy 141

Calculated Risk

AUGUST 1, 2022

Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through July 28th. Note that the data is usually noisy week-to-week and depends on when blockbusters are released.

Economy 144

Economy Transportation Numbers Sales 144

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. economy since 2008. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. Thu, 06/23/2016 - 10:27. economy since 2008. economy since 2008. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. The benefits to the U.S.

Economy 52

Economy Communication Clients Taxes 52

Calculated Risk

AUGUST 22, 2022

Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through August 18th. Note that the data is usually noisy week-to-week and depends on when blockbusters are released.

Economy 114

Economy Transportation Numbers Sales 114

Calculated Risk

OCTOBER 31, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through October 27th.

Economy 103

Economy Transportation Numbers Sales 103

Calculated Risk

DECEMBER 26, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently - but still below pre-pandemic levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 14, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through November 10th.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 24, 2022

(Dashed line) Air travel - as a percent of 2019 - seems to be picking up a little, but overall, still below 2019 levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 106

Economy Transportation Numbers Sales 106

Calculated Risk

DECEMBER 5, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently - but still below pre-pandemic levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 17, 2022

(Dashed line) Air travel - as a percent of 2019 - seems to be picking up a little, but overall, still below 2019 levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 97

Economy Transportation Numbers Sales 97

Calculated Risk

AUGUST 29, 2022

Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through August 25th. Note that the data is usually noisy week-to-week and depends on when blockbusters are released.

Economy 102

Economy Transportation Numbers Sales 102

Calculated Risk

NOVEMBER 28, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently - but still below pre-pandemic levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 94

Economy Transportation Numbers Sales 94

Calculated Risk

OCTOBER 10, 2022

(Dashed line) Air travel - as a percent of 2019 - had picked up towards the end of Summer, but is now, off about 10% from 2019 like earlier in the year. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue).

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

DECEMBER 19, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently - but still below pre-pandemic levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 92

Economy Transportation Numbers Sales 92

Calculated Risk

DECEMBER 12, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently - but still below pre-pandemic levels. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022.

Economy 89

Economy Transportation Numbers Sales 89

Calculated Risk

AUGUST 15, 2022

Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through August 11th. Note that the data is usually noisy week-to-week and depends on when blockbusters are released.

Economy 98

Economy Transportation Numbers Sales 98

Abnormal Returns

APRIL 2, 2023

nytimes.com) Regional banks are a linchpin for the economy. grist.org) Anti-Asian hate crimes have been rising since 2016. bloomberg.com) Economy Why we should be celebrating the current employment situation. (humbledollar.com) AI is going to change just about every industry.

Financial Advising 183

Financial Advising Banking Economy Insurance 183

Calculated Risk

NOVEMBER 21, 2022

(Dashed line) Air travel - as a percent of 2019 - has picked up recently. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue). Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through November 17th.

Economy 84

Economy Transportation Numbers Sales 84

Calculated Risk

JULY 25, 2022

Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through July 21st. Note that the data is usually noisy week-to-week and depends on when blockbusters are released.

Economy 98

Economy Transportation Numbers Sales 98

The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. Hence, whatever your views are about the economy, markets, your portfolio, etc., 10 Quotes That Shaped My Investment Philosophy 1.

Investing 344

Investing Investments Economy Portfolio 344

The Big Picture

MARCH 9, 2023

In this space, Hedge funds lag finance, which in turn lags the broader economy. economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P.

Wealth Management 152

Wealth Management Management Engineering Investing 152

Calculated Risk

OCTOBER 3, 2022

(Dashed line) Air travel - as a percent of 2019 - had picked up towards the end of Summer, but is now, off about 10% from 2019 like earlier in the year. -- Movie Tickets: Box Office Mojo -- This data shows domestic box office for each week and the median for the years 2016 through 2019 (dashed light blue).

Economy 70

Economy Transportation Numbers Sales 70

Brown Advisory

JUNE 23, 2016

NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb. Putin also distracted the public from the flagging Russian economy. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27. Putin also distracted the public from the flagging Russian economy. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. 27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula.

Economy 52

Economy Communication Clients Taxes 52

The Big Picture

JULY 28, 2022

Following a negative GDP print in the first quarter, a strong but inflation-racked economy expanded in the second quarter on a nominal basis, but contracted in real inflation-adjusted terms. Cherry Picking Your Favorite GDP Forecast (May 18, 2016). BEA reported “Real gross domestic product decreased at an annual rate of 0.9

Government 286

Government Economy Economics Marketing 286

The Big Picture

OCTOBER 2, 2023

Almanac Trader ) • This Time Really Is Different for the Economy. We use the term “Octoberphobia” to describe the phenomenon of major market drops occurring during the month. Market calamities can become a self-fulfilling prophecy, so stay on the lookout. Just Look at the Job Market’s Confounding Strength.

Economics 245

Economics Accounting Banking Media 245

The Big Picture

AUGUST 15, 2022

When we look at the past century, we can see decades-long eras where the economy is generally robust, supporting markets trending higher, with expanding multiples. The alternate periods of time are Secular Bear Markets: The economy is fraught with weakness, poor consumer spending, and negative job growth. November 4, 2016).

Economy 321

Economy Marketing Marketing Economics 321

The Big Picture

JULY 5, 2023

The other part is that the economy is just so different today than it was 50 years ago, that using a 1970s analog is a recipe for failure. Consider what occurred since the 1970s: Globalization increased, automation became widespread, and productivity increased dramatically.

Economy 294

Economy Economics Investing Investments 294

The Big Picture

MAY 25, 2023

Wall Street Journal ) • A Model of Influencer Economy : With the rise of social media and streaming platforms, firms and brand-owners increasingly depend on influencers to attract consumers, who care about both common product quality and consumer-influencer interaction. presidents.

Distribution 257

Distribution Media Government Economy 257

Brown Advisory

JUNE 23, 2016

Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. Beijing is currently focused on shifting the world’s No.

Government 52

Government Communication Economy Clients 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Reality of Climate Change. Thu, 06/23/2016 - 10:27. Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America.

Government 52

Government Communication Economy Clients 52

The Big Picture

OCTOBER 26, 2022

This often prevents us from understanding the long term life cycles of the economy, markets and companies. Nobody Knows Nuthin’ (May 5, 2016). We have a hard time looking beyond the here and now, as we live at the intersection of the past and the future. Change is Constant : It is east to miss incremental shifts over time.

Economy 364

Economy Marketing Marketing 364

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition achen Thu, 06/23/2016 - 10:27 Friction will probably persist in Sino-U.S. Americans simultaneously view China’s economy as both strong and vulnerable, while in geopolitics, they see Beijing as both a partner and an adversary, he said. perception of China, according to Osnos.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition. Thu, 06/23/2016 - 10:27. Americans simultaneously view China’s economy as both strong and vulnerable, while in geopolitics, they see Beijing as both a partner and an adversary, he said. Friction will probably persist in Sino-U.S. perception of China, according to Osnos.

Communication 52

Communication Clients Economy Taxes 52

The Big Picture

JUNE 24, 2023

You need to understand how corporations and the global economy generally function over the long haul. Britons who want to rejoin EU at highest levels since 2016, survey finds Source: Guardian Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this.

Math 258

Math Advertising Financial Advice Assets 258

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). This attests to the robustness of the labor economy, recession or not. Then came the pandemic, and a huge federal worker subsidy.

Medicine 325

Medicine Numbers Food Insurance 325