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Update: At the Money

The Big Picture

Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date. The challenge comes when run-of-the-mill investing/economic topic turns out to be esoteric in terms of music; think Inflation or Contrarian investing.

License 141
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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Minutes.

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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet."

Ethics 201
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10 Monday AM Reads

The Big Picture

You can build a record when in terrible years you’re up zero to five (per cent) and then throw a couple of 50s and 60s and the numbers look pretty good over time … ( Financial Times ) • The Line Is Blurring Between Remote Workers and Tourists : Economic development has fundamentally changed.

Math 276
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10 Wednesday AM Reads

The Big Picture

At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effects that change the shape of income inequality going forward. ( In the first of three special articles we explain how they work.

License 264
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Client Letter | Outlook 2023: Finding Balance | December 6, 2022

James Hendries

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. Investing involves risks including possible loss of principal.

Clients 52
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From Hard Landing to Soft Landing to No Landing?

Investing Caffeine

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59