Calculated Risk

FEBRUARY 23, 2024

month over month jump, driven in part by seasonal pressures • The number of loans in active foreclosure rose 7K to 219K, but remained 23% below (-64K) pre-pandemic levels • 6.6K of serious delinquencies, January’s 34K foreclosure starts – the most since April 2022 – marked a +43.3%

Numbers 119

Numbers Sales Marketing Marketing 119

The Big Picture

JUNE 22, 2023

I suspect most people don’t have any idea about these numbers, and imagine the various starts to be closer together in dollar amounts than they actually are. The top 0.01% of US households had at least $111 million in net worth in 2012, compared to $4 million for the 1 %.

Distribution 294

Distribution Assets Economics Numbers 294

Calculated Risk

APRIL 11, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. However, the number of homes on the market is still down 37.9% compared to what was typical in 2017 to 2019. • What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. above year ago levels.

Sales 100

Sales Numbers Marketing Marketing 100

Calculated Risk

APRIL 4, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. However, the number of homes on the market is still down 37.9% compared to what was typical in 2017 to 2019. • Taking a broader look, the number of new homes for sale remains historically small, even with recent improvements. above year ago levels.

Sales 108

Sales Numbers Marketing Marketing 108

Calculated Risk

MARCH 3, 2024

YoY, and down 40% compared to January 2019. YoY, and that would still put inventory down about 38% compared to February 2019. Nevertheless, the number of homes on the market is still down nearly 40% compared to what was typical in 2017 to 2019. • On a monthly basis, they report total inventory. above year ago levels.

Sales 114

Sales Numbers Marketing Marketing 114

Calculated Risk

MARCH 22, 2024

from January’s eight-month low, while rolls to later stages continued their recent improvement • Serious delinquencies (loans 90+ days past due but not in active foreclosure) are down 103K (-18%) year over year, with the population now standing at 459K • Representing 5.3%

Numbers 75

Numbers Sales 75

Calculated Risk

MAY 2, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. Since February, the number of homes newly listed for sale has surpassed year ago pace by double-digit with the exception of a few weeks around this year’s spring holidays. On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 112

Sales Planning Numbers Marketing 112

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. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). This data is as of June 25th.

Transportation 140

Transportation Numbers Sales 140

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. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). Blue is for 2020.

Transportation 122

Transportation Numbers Sales 122

The Big Picture

JUNE 16, 2023

To put it in numbers: Their share has gone from about 23% to about 32%. Previously : America’s Corporate Welfare Queens (November 13, 2013) Minimum Wage Increases Do Not Destroy Jobs (January 24, 2019) Generational Reset of Minimum Wage (November 30, 2021) Wages in America The post Americonned appeared first on The Big Picture.

Numbers 328

Numbers 328

Brown Advisory

FEBRUARY 3, 2020

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2019 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 3, 2020

2019 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2019 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

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 ). By any measure, we still have an enormous number of unfilled positions. Then came the pandemic, and a huge federal worker subsidy.

Medicine 325

Medicine Numbers Food Insurance 325

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Financial Advisor 216

Financial Advisor Estate Planning Nonprofit Financial Planner 216

Brown Advisory

FEBRUARY 3, 2020

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. We are pleased to report continued progress and advancement of our firm’s sustainable investing platform in 2019.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Mon, 02/03/2020 - 08:01. A Letter of Introduction From The Portfolio Managers. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

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 232

Financial Advisor Numbers 232

Calculated Risk

NOVEMBER 7, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 135

Economy Transportation Numbers Sales 135

Calculated Risk

APRIL 28, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. Since February, the number of homes newly listed for sale has surpassed year ago pace by double-digit with the exception of a few weeks around this year’s spring holidays. On a monthly basis, they report total inventory. above year-ago levels. from one year ago.

Sales 108

Sales Numbers Planning Marketing 108

Calculated Risk

SEPTEMBER 12, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 145

Economy Transportation Numbers Sales 145

Calculated Risk

MAY 3, 2024

The headline jobs number in the April employment report was below expectations, and February and March payrolls were revised down by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 million, changed little in April. million from 4.31

Numbers 75

Numbers Economics Manufacturing 75

Calculated Risk

APRIL 5, 2024

The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 million, changed little in March. million from 4.36

Numbers 123

Numbers Economics Manufacturing 123

Nerd's Eye View

OCTOBER 27, 2023

Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)

Financial Planner 205

Financial Planner Financial Advice Financial Advisor Tax Planning 205

Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 02/06/2020 - 08:15. A Letter of Introduction From The Portfolio Managers. .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Calculated Risk

SEPTEMBER 26, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 137

Economy Transportation Numbers Sales 137

Calculated Risk

SEPTEMBER 5, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 140

Economy Transportation Numbers Sales 140

Calculated Risk

AUGUST 8, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 139

Economy Transportation Numbers Sales 139

Calculated Risk

MARCH 28, 2024

YoY, but still down almost 40% compared to February 2019. However, the number of homes on the market is still down nearly 40% compared to what was typical in 2017 to 2019 and the gain in inventory, particularly in the more affordable under $350,000 price category, was primarily focused in the South last month.

Sales 103

Sales Numbers Marketing Marketing 103

Calculated Risk

AUGUST 1, 2022

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red). The dashed line is the percent of 2019 for the seven-day average. Blue is for 2020.

Economy 144

Economy Transportation Numbers Sales 144

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. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). This data is as of July 23rd.

Transportation 96

Transportation Numbers Sales 96

Calculated Risk

MARCH 30, 2023

Inventories of for-sale homes rose, but at a slightly slower pace than the previous week for a second time as the smaller number of hopeful homebuyers still outnumber new sellers on the market. Growth in the number of homes for sale is primarily being driven by longer time on market and needs to be put into context.

Numbers 131

Numbers Sales Marketing Marketing 131

Calculated Risk

FEBRUARY 26, 2023

. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red). The dashed line is the percent of 2019 for the seven-day average.

Transportation 97

Transportation Numbers Sales 97

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. (businessinsider.com) Airbnb ($ABNB) has a rating inflation problem.

Ethics 185

Ethics License Financial Advising Startup 185

Calculated Risk

JANUARY 22, 2024

Here is an early 2024 look at two indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Purple) and 2023 (Orange), and 2024 (Red).

Transportation 55

Transportation Numbers Sales 55

The Big Picture

MAY 28, 2023

In 2019 you would have been considered a quack if you suggested that the best way to get rid of a virus is to spread the virus. A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic. regulators said.

Accounting 286

Accounting Medical Numbers Assets 286

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