Calculated Risk

SEPTEMBER 5, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 140

Economy Transportation Numbers Sales 140

Calculated Risk

AUGUST 8, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 140

Economy Transportation Numbers Sales 140

Calculated Risk

AUGUST 1, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 144

Economy Transportation Numbers Sales 144

Abnormal Returns

FEBRUARY 28, 2024

allstarcharts.com) Bitcoin hit its highest level since November 2021. wsj.com) Economy What is the freight industry tell us about the economy? bonddad.blogspot.com) 2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com) How increased immigration is boosting the economy.

Valuation 247

Valuation Financial Advising Startup Media 247

Bell Investment Advisors

NOVEMBER 6, 2023

The broader economy surprises, too. First, this is a degree of expansion that is approximately double any quarterly growth rate seen since the post-COVID rebound of 2020 to 2021. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July?

Economy 52

Economy Economics Investment Advisor Numbers 52

Abnormal Returns

DECEMBER 26, 2023

(ft.com) The most active growth stage investors of 2021-22 have pulled WAY back. nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? news.crunchbase.com) Global Is China's stock market finally cheap enough for another look? wsj.com) Japan has a trucking problem.

Marketing 251

Marketing Marketing Financial Advising Economy 251

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

Calculated Risk

AUGUST 22, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 115

Economy Transportation Numbers Sales 115

Calculated Risk

OCTOBER 31, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 103

Economy Transportation Numbers Sales 103

Calculated Risk

DECEMBER 26, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

DECEMBER 5, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 14, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 24, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 106

Economy Transportation Numbers Sales 106

Calculated Risk

AUGUST 29, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 103

Economy Transportation Numbers Sales 103

Calculated Risk

OCTOBER 17, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 97

Economy Transportation Numbers Sales 97

Calculated Risk

NOVEMBER 28, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 94

Economy Transportation Numbers Sales 94

Calculated Risk

OCTOBER 10, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

DECEMBER 19, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 92

Economy Transportation Numbers Sales 92

Calculated Risk

DECEMBER 12, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 89

Economy Transportation Numbers Sales 89

Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. TIPS – Like most bonds, TIPS surged in 2020 & 2021 and then got clobbered when inflation spiked. 3) The “This is Fine” Economy.

Economy 73

Economy Retail Government Banking 73

Calculated Risk

AUGUST 15, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 21, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 85

Economy Transportation Numbers Sales 85

The Big Picture

JANUARY 3, 2023

Holding onto expectations of major shifts in key drivers of the markets and the economy – merely due to the changing of the calendar – is a carryover from the days when the calendar mattered much more. Consider: From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends).

Economy 318

Economy Economics Portfolio Media 318

Calculated Risk

JULY 25, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 98

Economy Transportation Numbers Sales 98

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. 2021 Inflation Surge : In March 2021, CPI shot through the feds upside target of 2%. This was a money-losing set of narratives.

Manufacturing 335

Manufacturing Economy Economics Portfolio 335

Calculated Risk

OCTOBER 3, 2022

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). Black is 2020, Blue is 2021 and Red is 2022. The red line is for 2022, black is 2020, blue is the median, and dashed light blue is for 2021. Purple is for 2021, and Red is for 2022.

Economy 72

Economy Transportation Numbers Sales 72

ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. After widening in 2020, credit spreads ended 2021 at levels narrower than pre-pandemic levels.

Marketing 52

Marketing Marketing Commission Government 52

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). However, the last time this happened was in 2021, and that was followed by a drop of nearly 12%. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Calculated Risk

JANUARY 12, 2023

2) Employment: The economy added 4.5 million jobs added in 2021. Or will the economy lose jobs? If the Fed drives the economy into recession (to cool inflation), then we could see job losses in 2023. Or will the economy lose jobs? I'm adding some thoughts, and maybe some predictions for each question.

Economy 92

Economy Economics Sales Numbers 92

Advisor Perspectives

NOVEMBER 1, 2023

The typical American is a lot richer now than they were just before the pandemic — and this improvement is at least partially due to government support for families and businesses in 2020 and 2021.

Economy 52

Economy Government 52

Abnormal Returns

JUNE 8, 2023

news.crunchbase.com) Economy Weekly initial unemployment claims are back to October 2021 levels. calculatedriskblog.com) This measure says the economy is not in recession. (ft.com) Venture capital The time between Series A and Series B is increasing. news.crunchbase.com) A review of some recent unicorn sightings.

Financial Advising 220

Financial Advising Economy Media Banking 220

The Big Picture

AUGUST 19, 2022

Real Wages (November 22, 2021). One-Sided Markets (September 29, 2021). Elvis (Your Waiter) Has Left the Building (July 9, 2021). The Great Reset (June 2, 2021). But rational people can reasonably disagree on anything market-related — after all, someone has to be on the other side of your trade.

Marketing 309

Marketing Marketing Risk Tolerance Economy 309

The Irrelevant Investor

APRIL 13, 2024

(By Jason Zweig) You want to try to emulate skills that are repeatable (By Morgan Housel) The economy is too good to expect a rapid cooling off anytime soon (By Josh Brown) Even the best laid plans can still fail (By Nick Maggiulli) The median payment for a new purchase has doubled since 2021. (By By Ben Carlson) Podcasts The movie.

Economy 88

Economy Economics Planning 88

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Previously : How Everybody Miscalculated Housing Demand (July 29, 2021).

Budgeting 363

Budgeting Economy Taxes Economics 363

The Big Picture

SEPTEMBER 6, 2022

Job Openings: Total Nonfarm : Consider how many jobs remain unfilled today and you have a sense of so many other issues in this economy: Supply chain snarlls, leading to goods shortages, leading to inflation, etc. Elvis (Your Waiter) Has Left the Building (July 9, 2021). bottoming in June 1953 at 2.5%. Any suggestions?

Economy 322

Economy Insurance Marketing Marketing 322

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations. Tue, 05/25/2021 - 08:12. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. Inflation in the U.S. Our new report, “Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52