Calculated Risk

JUNE 26, 2023

Here is a mid-year look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of June 25th.

Transportation 352

Transportation Numbers Sales 352

Calculated Risk

DECEMBER 6, 2022

The FDIC reported the number of problem banks increased to 42. The number of banks on the FDIC’s “Problem Bank List” increased by two from second quarter to 42. This graph from the FDIC shows the number of problem banks and assets at problem institutions. emphasis added Click on graph for larger image. billion to $163.8

Banking 246

Banking Numbers Assets 246

Calculated Risk

SEPTEMBER 25, 2023

Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of September 24th.

Transportation 321

Transportation Numbers Sales 321

Nerd's Eye View

OCTOBER 23, 2023

Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice. In addition, advisors could reduce the amount of time they spend on plan development by bringing on staff assistance (e.g.,

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Mish Talk

NOVEMBER 30, 2022

Blockchain Scrapheap The Tech Monitor reports IBM and Maersk Scrap Blockchain Trade Platform TradeLens IBM and logistics company Maersk have called time on TradeLens, the blockchain-backed supply chain platform that came online for the first time in 2018, citing a “lack of global industry collaboration” for its demise.

License 219

License Transportation Distribution Banking 219

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

JULY 24, 2023

Here is a late July look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of July 23rd.

Transportation 241

Transportation Numbers Sales 241

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

Financial Advisor 246

Financial Advisor Numbers 246

Random Roger's Retirement Planning

APRIL 3, 2024

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. It only back tests to 2018 but here's what you get.

Numbers 96

Numbers Portfolio Management Retirement 96

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. New highs scare many investors, but history suggests more new highs will follow.

Numbers 97

Numbers Marketing Marketing Insurance 97

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. 2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Financial Planning 186

Financial Planning Math Assets Management 186

Calculated Risk

OCTOBER 24, 2024

year over year • September marked the fourth consecutive year-over-year rise in mortgage delinquencies, the longest such stretch since early 2018 outside of the initial impact of the COVID pandemic • A 5.9% from August and 5.7% increase from the month prior and up +43.2% from last September emphasis added Click on graph for larger image.

Numbers 133

Numbers Sales 133

Calculated Risk

SEPTEMBER 18, 2023

Any number above 50 indicates that more builders view sales conditions as good than poor. High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower,” said NAHB Chief Economist Robert Dietz.

Sales 182

Sales Distribution Numbers Insurance 182

The Big Picture

FEBRUARY 14, 2024

So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. And the Dow didn’t actually hit that number until, uh, it was July of 1992, but the S&P had the 500 percent move-in. Q4 2018, 19.9%.

Marketing 317

Marketing Marketing Government Numbers 317

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? He was an early signatory of the Giving Pledge, a commitment from a growing number of extremely wealthy individuals to donate a majority of their wealth to charity.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Global Refugee Crisis. Wed, 05/30/2018 - 17:06. According to the United Nations, more than 65 million people are currently forcibly displaced from their homes, a larger number than at any time since World War II. The world currently faces one of the most tragic humanitarian crises in modern history.

Clients 52

Clients Food Investments Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. Not surprisingly, AI has also permeated public policy discussions, especially with the U.S.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI.

Startup 52

Startup Clients Math Assets 52

Good Financial Cents

AUGUST 14, 2023

The Bitcoin hype cooled in 2018, resulting in significant declines—its lowest value was around $3,232 in December of that year. on August, 3rd, 2018, and its value climbed to $29,310.44 5 years (2018-2023) $7,438.67 $29,310.44 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30

Assets 119

Assets Investments Investing Numbers 119

Carson Wealth

JANUARY 13, 2025

Monthly numbers can be noisy and so a 3-month average is helpful. The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). in 2018-2019. in 2018-2019). The economy created over 2 million jobs in 2024, down from 2.4

Marketing 75

Marketing Marketing Economy Compliance 75

MarketWatch

APRIL 3, 2023

GM stopped reporting monthly sales in 2018, taking a page from electric-vehicle maker Tesla Inc. TSLA Tesla reported sales and production numbers on Sunday, with analysts worrying about potential price cuts. Shares of GM dropped more than 1% Monday, poised to snap a three-session winning streak.

Sales 98

Sales Numbers Marketing Marketing 98

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. In recent years, a number of states developed a sort of workaround for business owners to navigate the SALT cap.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. but a number of folks were quite optimistic about anticipated progress. The cost for the self-driving systems are declining rapidly.

Investments 52

Investments Investing Clients Numbers 52

The Big Picture

OCTOBER 9, 2024

He’s written numerous books on the subject, including Damodaran on Valuation, Narrative and Numbers, and the textbook Investment Valuation Tools and Techniques for Determining the Value of Any Asset. purely by luck in 2018. I’m not saying intrinsic value is somehow a stable stagnant number.

Valuation 325

Valuation Investing Investments Marketing 325

Trade Brains

SEPTEMBER 27, 2023

In 2018–2019, diesel consumption stood at 2.64 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 Going back to 5 years, only 40% of the railway tracks were electrified, but now that number has risen to 85%. lakh kL in 2020–21.

Transportation 116

Transportation Numbers Planning Investing 116

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. That can work for a while and sometimes climbs to extraordinary numbers, but it comes to a bad ending.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018. That can work for a while and sometimes climbs to extraordinary numbers, but it comes to a bad ending.

Assets 52

Assets Investments Investing Insurance 52

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit (Cr.) 2022-23 350.96 2021-22 161.5 2020-21 12.98 -2.37 2019-20 5.68 -3.18 in FY23 as compared to 34.08% in FY22. in FY22 to 0.46 Average (5 Years) 2.52

Government 115

Government Engineering Distribution Planning 115

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. Events don't repeat but the can rhyme.

Numbers 98

Numbers Insurance Marketing Marketing 98

Carson Wealth

DECEMBER 9, 2024

The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The other aspect that is concerning is that overall hiring has slowed, a lot. Hires fell to 5.3

Marketing 69

Marketing Marketing Economy Manufacturing 69

Validea

AUGUST 30, 2022

made this kind of switch between 2006 and 2018. Those kinds of numbers can be very attractive to investors; the study revealed that those funds that switch indexes rake in $70 million more new money on average over the next 5 years, even though the performance didn’t actually improve. better in a 1-year period, 2.4%

Marketing 115

Marketing Marketing Management Numbers 115