Trade Brains

SEPTEMBER 6, 2023

Second – China has officially released its 2023 “standard map” edition, which shows Arunachal Pradesh and Aksai Chin as part of China. ? And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 2023 was supposed to be China’s economic comeback year. in June, while around 11.6

Economy 72

Economy Manufacturing Economics Investing 72

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 million jobs in 2023. Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs?

Economy 112

Economy Manufacturing Economics Sales 112

Abnormal Returns

JANUARY 7, 2024

Top clicks this week Some of the best charts of 2023. entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' allstarcharts.com) How major asset classes performed in December 2023. awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice.

Assets 240

Assets Economy Investing Investments 240

Nationwide Financial

MARCH 14, 2023

The economy added a substantial 311,000 jobs last month, more than expected. The latest jobs report comes at a critical time for the economy. The post Cycle Watch | March 2023 Economy too hot for the Fed appeared first on Nationwide Financial.

Economy 52

Economy Banking Marketing Marketing 52

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. economy afloat this summer! billion at the box office) in 2023. Girl Power, indeed!

Economy 98

Economy Clients Economics Investing 98

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. What a strange year we had in 2023. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Abnormal Returns

JANUARY 5, 2024

The biz The 25 best podcasts of 2023 including 'The Retrievals' by Susan Burton. theatlantic.com) The best podcasts of 2023 according to people who make podcasts including 'The Town with Matthew Belloni.' vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023.

Economy 212

Economy Economics Management Assets 212

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

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. Business investment grew at a 2.9% Residential investment grew at a 13.9% The economy remains robust, inflation is more of a housing issue with some services concerns thrown in. That lagged economists’ consensus of 2.4%. economic strength.”

Economy 208

Economy Economics Banking Investing 208

Abnormal Returns

NOVEMBER 20, 2023

integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. axios.com) Finance Wherever you look PE firms are struggling to exit investments. news.crunchbase.com) Economy Fed officials talk WAY too much these days. time.com) Tyler Cowen's favorite fiction books of 2023.

Financial Advising 229

Financial Advising Media Economy Sales 229

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. Heart disease is near the very bottom of coverage. Atlantic, Oct.

Media 350

Media Economy Economics Wealth Management 350

Validea

FEBRUARY 3, 2023

In an interview with Forbes , billionaire Leon Cooperman shared some of his wisdom about investing as well as his stock picks for 2023. When asked about his biggest investing success, Cooperman pointed to his investment in Teledyne, which he first bought a stake in in 1968 and held onto for 25 years.

Investing 59

Investing Investments Portfolio Taxes 59

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. msn.com) Economy October CPI came in at a 3.1% newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' morningstar.com) Finance $4 trillion of 'dry powder' for PE. Opportunity or threat?

Financial Advising 225

Financial Advising Retail Media Economy 225

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. morningstar.com) Economy Housing is holding up U.S. ft.com) Earlier on Abnormal Returns Podcast links: an investing paradox.

Financial Advising 234

Financial Advising Media Economy Management 234

Abnormal Returns

OCTOBER 24, 2023

morningstar.com) Is gold a good investment? blockworks.co) Five insights from Zeke Faux's "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." (ft.com) AngelList on the state of early-stage venture capital in Q3 2023. bloomberg.com) Global Germany's economy has badly lagged since the pandemic.

Financial Advising 228

Financial Advising Economy Media Numbers 228

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. wsj.com) There is no Social Security trust fund to invest. vox.com) Economy Will interest rates eventually slow the U.S. tker.co) Nonresidential investment keeps growing.

Financial Advising 209

Financial Advising Taxes Economy Media 209

Abnormal Returns

JANUARY 9, 2024

visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. axios.com) ETFs The pace of ETF closures picked up in 2023. etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. Markets The periodic table of commodity returns over the past decade.

Financial Advising 222

Financial Advising Media Economy Economics 222

Abnormal Returns

DECEMBER 8, 2023

awealthofcommonsense.com) No investor, or investment strategy, is perfect. talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% unemployment rate.

Financial Advising 243

Financial Advising Media Economy Economics 243

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

Advisor Perspectives

DECEMBER 23, 2023

Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.

Economy 59

Economy Investing Investments Marketing 59

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. bbc.com) How young Chinese are dealing with a lethargic economy. ft.com) Here are some more signs of market strength.

Financial Advising 225

Financial Advising Startup Media Government 225

Abnormal Returns

JANUARY 30, 2024

Markets Should you invest in stocks when they are at all-time highs? theblock.co) Economy Why the U.S. economy outperformed expectations in 2023. ofdollarsanddata.com) It's not just tech stocks that are working. allstarcharts.com) Finance Is Reddit really meant to be a public company? increase in national house prices.

Pharmaceutical 203

Pharmaceutical Financial Advising Economy Media 203

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 88

Marketing Marketing Taxes Economics 88

Abnormal Returns

JANUARY 4, 2024

wsj.com) Companies Ark Investment Management is still (very) bullish on Tesla ($TSLA). om.co) Economy Still no sign of a pickup in layoffs. newsletter.abnormalreturns.com) Mixed media 177 ways the world got better in 2023 including 'In California, a 400-acre oil field is being transformed into a nature preserve.' kottke.org)

Financial Advising 209

Financial Advising Media Economy Banking 209

Advisor Perspectives

OCTOBER 6, 2023

We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

Investing 52

Investing Investments Economy 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 93

Marketing Marketing Taxes Economics 93

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. and global economies. We expect stocks to produce a total return of between 12% to 15% in 2023. You can download the whitepaper here. Schedule a conversation.

Investing 98

Investing Investments Economy Manufacturing 98

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% during the second quarter of 2023. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. With inflation taming, why did the Federal Reserve increase interest rates again?

Economy 52

Economy Valuation Investment Advisor Economics 52

Advisor Perspectives

APRIL 13, 2023

Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.

Investing 52

Investing Investments Economy 52

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. Markets Small and mid-cap stocks have badly lagged large caps.

Assets 207

Assets Financial Advising Healthcare Economy 207

ModernAdvisor

JANUARY 18, 2024

Q3 GDP released at the end of November showed the economy contracted at a -1.1% Many […] The post Market Update – Q4 2023 appeared first on ModernAdvisor Blog. annualized pace in the third quarter, wiping out most of the Q2 revised +1.4%

Marketing 59

Marketing Marketing Economy Banking 59

Abnormal Returns

DECEMBER 20, 2023

Markets Six charts that defined markets in 2023. newsletter.rationalwalk.com) Product-wise, 2024 will be a bigger year for Apple ($AAPL) than 2023. visualcapitalist.com) Economy The Fed is moderately tight. abnormalreturns.com) Research links: persistent investment factors. axios.com) The Nasdaq 100 is just different.

Financial Advising 202

Financial Advising Valuation Media Economy 202

Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. hypercritical.co) Economy Case-Shiller showed a 2.6% rise in house prices through August 2023.

Assets 204

Assets Financial Advising Media Economy 204

Abnormal Returns

NOVEMBER 27, 2023

bloomberg.com) How a co-founder of WhatsApp is investing his money these days. forbes.com) Economy Gasoline prices have fallen 60 days straight. bloomberg.com) The US is poised to extract more oil and gas in 2023 than any previous year.

Financial Advising 244

Financial Advising Media Economy Banking 244

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Abnormal Returns

JANUARY 3, 2024

allstarcharts.com) Finance GSAM is jumping into biotech venture investing. institutionalinvestor.com) An example of how finding a (highly) niche investment strategy works in practice. slowboring.com) Economy Why wasn't there a recession in 2023? (awealthofcommonsense.com) The right stocks are still going up.

Financial Advising 157

Financial Advising Media Economy Investing 157

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. awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. daily.jstor.org) The books authors read in 2023 including "Horse" by Geraldine Brooks.

Financial Advising 200

Financial Advising Media Taxes Economy 200