Abnormal Returns

DECEMBER 8, 2023

(talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta. axios.com) The economics of the Christmas tree business.

Financial Advising 234

Financial Advising Media Economy Economics 234

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. ft.com) A review of the biggest crypto-related court cases in 2023. papers.ssrn.com) An aging workforce need not reduce economic growth. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage.

Financial Advising 206

Financial Advising Economics Insurance Media 206

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Abnormal Returns

NOVEMBER 5, 2023

theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023.

Assets 198

Assets Financial Advising Healthcare Economy 198

Abnormal Returns

JANUARY 31, 2024

(theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? blog.johnwallstreet.com) Economy The labor market continues to soften. blog.johnwallstreet.com) Economy The labor market continues to soften.

Financial Advising 203

Financial Advising Media Economy Economics 203

The Big Picture

JULY 26, 2023

It is one of those round numbers that people just kinda made up and started with for no apparent reason. But the 2% inflation target is LITERALLY a random number 2 that originated in New Zealand in the 1980s. The economy was sluggish, job creation as weak, consumer spending was soft. Their PTSD is palpable.

Economy 246

Economy Economics Numbers Banking 246

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? bgregorio Wed, 09/13/2023 - 04:16 In August, superstar singer and entertainer Taylor Swift completed the first leg of her Eras tour in Los Angeles, performing 52 dates through 20 U.S. economic impact of the Eras tour at close to $5 billion. economy afloat this summer!

Economy 98

Economy Clients Economics Investing 98

The Big Picture

JULY 25, 2022

What I have instead are questions about what the rest of 2022 looks like, and how deep into 2023 any damage persists. How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023?

Economy 344

Economy Economics Engineering Food 344

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. time.com) Books The 16 best books of 2023 including "Fire Weather: A True Story from a Hotter World" by John Vaillant. shepherd.com) Economy You can't guarantee a soft landing just yet.

Financial Advising 191

Financial Advising Media Taxes Economy 191

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. However, beneath the headline number, consumer spending was cut to a 0.8 In 2023, the standard mileage rate is 65.5 cents per mile.

Marketing 108

Marketing Marketing Taxes Economics 108

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. This is leading to a number of new regulations, such as the stress testing requirements for banks.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. 1] However, in 2022, this number spiked to 9.1% 1] [link].

Accounting 97

Accounting Retirement Economics Financial Planning 97

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 103

Marketing Marketing Economics Taxes 103

Calculated Risk

JANUARY 8, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. A majority of FOMC participants expect three or even four 25 bp rate hikes in 2023. What will the Fed Funds rate be in December 2023? We continue to expect no rate cuts in 2023." I have us pausing at 5.4 percent."

Economy 92

Economy Economics Numbers Sales 92

Nationwide Financial

JANUARY 30, 2023

2) February 1: Slight decline for job openings but the labor market remains tight In November, the JOLTS report showed little change in the large number of job openings, with a decline of just 54,000 to 10.458 million. What we’re watching this week: (pg. The job openings-to-unemployed ratio, a key metric of labor tightness, increased to 1.74

Economics 52

Economics Manufacturing Numbers Education 52

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. rationalwalk.com) How the bank crisis could ripple through the economy.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Mish Talk

NOVEMBER 20, 2022

Please consider California's Fiscal Outlook for 2023-2024. Executive Summary Economic Conditions Weigh on Revenues. Under our outlook, the Legislature would face a budget problem of $25 billion in 2023-24. (A State Faces $25 Billion Budget Problem and Ongoing Deficits. Save Reserves for a Recession.

Budgeting 266

Budgeting Taxes Economy Education 266

The Big Picture

NOVEMBER 8, 2023

Wall Street Journal ) • Why My Recession Rule Could Go Wrong This Time : The highly accurate Sahm rule uses the unemployment rate to detect the start of an economic downturn. in Q3 2023, BLS reported today. Financially, the sharing economy darling is thriving, but guests, hosts, and cities have had enough. (

Economy 154

Economy Economics Numbers Retail 154

Carson Wealth

MAY 13, 2024

The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. While some cracks may be forming, the economy remains on firm footing.

Marketing 97

Marketing Marketing Economy Economics 97

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." econbrowser.com) The economic schedule for the coming week.

Ethics 183

Ethics License Financial Advising Startup 183

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. History says to expect it.

Marketing 96

Marketing Marketing Economy Numbers 96

Abnormal Returns

DECEMBER 28, 2022

cnn.com) Big Tech is set to cut costs (and jobs) in 2023. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. (realreturns.blog) 13 lessons from the FTX meltdown.

Financial Advising 184

Financial Advising Valuation Media Economy 184

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

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 333

Marketing Marketing Economics Portfolio 333

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. real growth in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

The Big Picture

JANUARY 18, 2023

Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis. But this does not mean the Fed should inflict pain on millions of people (especially those earning at or below median wages ) because they are waiting for an update to an economic model.

Economics 304

Economics Retail Economy Banking 304

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. 3% since December. a year ago).

Marketing 97

Marketing Marketing Economy Numbers 97

Cornerstone Financial Advisory

MAY 22, 2023

The prospect of an agreement helped to lift a cloud of uncertainty that had weighed on markets in recent weeks and sparked sufficient optimism to shake off comments by the Dallas Fed President, who indicated that economic data may not support a pause in rate hikes yet. These encouraging reports, however, were followed by a disappointing 3.4%

Marketing 59

Marketing Marketing Taxes Economics 59

The Big Picture

MAY 1, 2023

The Federal Reserve is struggling to cool inflation further without damaging the economy. My back-to-work morning train WFH reads: • The Fed Has No Good Options. The Risk of a Misstep Is Growing. The easy part is over. Wall Street Journal ) • How Druckenmiller Does It: He Hates To Lose : Druckenmiller dispensed some handy tips.

Math 279

Math License Economy Economics 279

The Big Picture

AUGUST 17, 2023

This summer’s economy is defying the odds. New York Times ) • Bond Yield Hits Highest Since 2008, Adding Pressure to Borrowing Costs : Bets that interest rates will fall have suppressed 10-year yields for most of 2023, but analysts warn that may be changing. My morning train WFH reads: • What recession?

Insurance 246

Insurance Math Taxes Economy 246

Calculated Risk

SEPTEMBER 17, 2023

The biggest focus of the September meeting should be the updated Summary of Economic Projections (SEP). We expect the 2023 median policy rate forecast to show one more 25bp hike, for a terminal rate of 5.5-5.75%. Economic projections will be released at this meeting. Economic projections will be released at this meeting.

Banking 106

Banking Economics Economy Communication 106

Nationwide Financial

APRIL 13, 2023

Despite the first quarter’s strong performance, rising rates, among other factors, weighed on economic growth. These latest numbers will likely pressure the Fed to raise rates again at its May meeting to combat still-high inflation.

Marketing 59

Marketing Marketing Economics Banking 59

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). 13 March 2023). Retrieved 23 March 2023, from [link]. 21 March 2023).

Banking 90

Banking Economics Insurance Assets 90

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. There was enough new economic data to support both the “recession is coming” and the “soft landing” camps. economy expanded at a 2.9% growth rate.

Marketing 59

Marketing Marketing Economics Taxes 59