Wealth Management

AUGUST 11, 2024

Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content

Economy 298

Economy Marketing Marketing 298

Calculated Risk

NOVEMBER 5, 2024

economy may be dampening demand and price appreciation. Bureau of Labor Statistics, the economy added just 12,000 jobs in October 2024, the fewest in almost four years. YoY increase reported at the beginning of 2024. Besides the uncertainty regarding the U.S. According to the latest numbers from the U.S.

Economy 254

Economy Numbers Economics Marketing 254

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

Retirement 145

Retirement Accounting Economy Marketing 145

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? But there is a risk that the Fed will be overly tight in 2024. Or will the economy lose jobs? recession this year.

Economy 200

Economy Sales Economics Investing 200

The Big Picture

DECEMBER 18, 2024

Journal (restaurant) reporter who inappropriately used non-seasonally adjusted numbers to make the following claim : “California had 726,600 people working in fast-food and other limited-service eateries in January [2024], down 1.3% Note: To be clear, while the law passed in Sept 2023, it did not take effect until April 2024.]

Food 306

Food Math Numbers Economics 306

The Big Picture

JANUARY 8, 2024

What are the Bull and Bear cases for 2024? Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. All of that tightening is why we cannot rule out a recession in 2024. before falling to 0.7% in November 2023.

Economy 331

Economy Banking Marketing Marketing 331

Calculated Risk

DECEMBER 24, 2023

Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. Q4-over-Q4 in 2024. range in Q4 2024.

Economics 226

Economics Economy Sales Commission 226

Calculated Risk

MARCH 5, 2025

Mortgage rates declined last week on souring consumer sentiment regarding the economy and increasing uncertainty over the impact of new tariffs levied on imported goods into the U.S. Those factors resulted in the largest weekly decline in the 30-year fixed rate since November 2024. Additionally, the FHA rate dipped to 6.42

Government 221

Government Economy Marketing Marketing 221

Calculated Risk

FEBRUARY 21, 2024

From the AIA: AIA/Deltek Architecture Billings Index Reports Sluggish Conditions to Start 2024 rchitecture firm billings remained soft entering into 2024, with an AIA/Deltek Architecture Billings Index (ABI) score of 46.2 Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. in January.

Economy 309

Economy Investing Investments Clients 309

The Big Picture

JANUARY 4, 2025

Global Financial Data ) Vanguard 2025 economic and market outlook : The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies now within touching distance of central banks targets. economy, while other economies have been less lucky.

Government 246

Government Advertising Economy Engineering 246

The Big Picture

NOVEMBER 29, 2024

Between January 2022 and June 2024, the state created 523,700 private sector jobs — not 5,400 as claimed. In an August piece — which laid dormant until recently — Ohanian wrote the following: Between January 2022 and June 2024, employment in US private businesses increased by about 7.32 million jobs. Of these 7.32

Government 356

Government Media Numbers Food 356

Calculated Risk

APRIL 7, 2025

economy is very resilient and was on solid footing at the beginning of the year, the administration might reverse many of the tariffs (we've seen that before), and Congress might take back complete authority for tariffs. Also, perhaps these tariffs are not enough to topple the economy. Light vehicle sales surged to 17.77

Sales 241

Sales Economy Economics Investing 241

The Big Picture

MARCH 24, 2025

The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.” How can this be? Maybe my animus toward DOGE is misplaced.

Government 310

Government Investing Investments Economy 310

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is seasonally and inflation-adjusted annual rate. The economy remains robust, inflation is more of a housing issue with some services concerns thrown in.

Economy 214

Economy Banking Economics Investing 214

Abnormal Returns

OCTOBER 30, 2024

frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8% (johnwallstreet.com) A closer look at rising NBA valuations. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. growth rate. bonddad.blogspot.com) Why mortgage rates are going up, not down.

Financial Advising 269

Financial Advising Valuation Media Economy 269

Calculated Risk

MAY 5, 2025

economy is very resilient and was on solid footing at the beginning of the year, the administration might reverse many of the tariffs (we've seen that before), and Congress might take back complete authority for tariffs. Also, perhaps these tariffs are not enough to topple the economy. Trade should not be a weapon.

Sales 214

Sales Economy Economics Taxes 214

Calculated Risk

MARCH 24, 2025

Sales could pick up if mortgage rates decline, however, if the decline is related to a weaker economy, the increase in unemployment might outweigh any boost from lower mortgage rates. If inventory is close to 2019 levels by the end of 2025, and sales remain sluggish, months-of-supply will move up sharply. In fact, sales were down YoY.

Sales 179

Sales Economy 179

Abnormal Returns

DECEMBER 10, 2024

Markets 7 lessons from 2024 including 'Returns are lumpy.' bilello.blog) The stock market is up big in 2024, but these stocks are down big. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.

Retail 147

Retail Economy Media Assets 147

Abnormal Returns

DECEMBER 27, 2024

Markets We should be grateful for 2024's returns, especially if you avoided the negativity. techcrunch.com) How Reddit ($RDDT) became a huge winner in 2024. wsj.com) The C-suite at publicly traded private equity firms cleaned up in 2024. kottke.org) Economy CFO optimism is headed higher. Well, you should.

Media 147

Media Economy Investing Investments 147

Abnormal Returns

DECEMBER 31, 2024

bloomberg.com) Traditional actively managed equity mutual funds saw record outflows in 2024. heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% nextbigideaclub.com) 11 of the best things from 2024 including 'The Wild Robot.' (cnbc.com) Gold had its best year since 2010. Well, you should.

Media 173

Media Economy Numbers Economics 173

Abnormal Returns

JANUARY 2, 2024

albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. ft.com) Venture capital Don't look for a big rebound in VC funding in 2024 despite fresh, new opportunities. hottakes.space) How to be more resilient in 2024.

Financial Advising 285

Financial Advising Economy Media Assets 285

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. sherwood.news) Economy Bubbles often leaving interesting stuff behind. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion.

Communication 162

Communication Manufacturing Media Banking 162

Wealth Management

JANUARY 27, 2025

RIAs' belief in the future of the economy grew for the fourth straight month, even as the post-election bump in market sentiment faded slightly.

Economics 257

Economics Economy Marketing Marketing 257

Abnormal Returns

NOVEMBER 29, 2024

nytimes.com) Economy The Russian Ruble is tumbling in value. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg.

Media 162

Media Retail Economy Economics 162

Abnormal Returns

NOVEMBER 15, 2024

on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. (spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. ft.com) Is private credit in a bubble? msn.com) U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

JUNE 9, 2024

(awealthofcommonsense.com) A review of major asset class performance in May 2024. allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." (allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." finance.yahoo.com)

Retirement 306

Retirement Economy Assets Marketing 306

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Calculated Risk

NOVEMBER 27, 2024

percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 22, 2024. With the growth in for-sale inventory and signs that the economy remains strong, buyers have remained in the market even though rates have increased recently.

Economy 173

Economy Sales Marketing Marketing 173

Abnormal Returns

DECEMBER 1, 2024

Markets The S&P 500 returned 5.87% in November 2024. sherwood.news) Economy Real wages are still rising. seths.blog) The ten best books about food from 2024 including "Frostbite: How Refrigeration Changed Our Food, Our Planet and Ourselves" by Nicola Twilley. on.spdji.com) It's hard to make the math on hedge funds add up.

Math 173

Math Budgeting Food Taxes 173

Calculated Risk

JUNE 9, 2025

economy is very resilient and was on solid footing at the beginning of the year, the administration might reverse many of the tariffs (we've seen that before), and Congress might place some checks on the executive branch. Also, perhaps the tariffs are not enough to topple the economy. from 484 thousand SAAR in May 2024.

Sales 130

Sales Economy Economics Taxes 130

Calculated Risk

MARCH 7, 2025

economy continues to be in a good place. Recent Economic Data Economic growth The economy has been growing at a solid pace. Recent indicators point to a possible moderation in consumer spending relative to the rapid growth rate over the second half of 2024. GDP expanded at a 2.3 Policy is not on a preset course.

Economics 162

Economics Economy Food Communication 162

Abnormal Returns

DECEMBER 5, 2024

jaywoods.substack.com) Companies Dollar stores have had a rough 2024. wired.com) Economy Heavy truck sales increased in November. (novelinvestor.com) How to combat confirmation bias. safalniveshak.com) Art Cashin Art Cashin was one of a kind. ritholtz.com) A remembrance of Art Cashin. sherwood.news) Palantir ($PLTR) did not.

Retail 182

Retail Media Economy Sales 182

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. It hit those high levels again in 1980 and stayed high until Inflation was vanquished by then-Fed CHair Paul Volcker and the economy recovered in earnest after 1982.

Advertising 321

Advertising Economics Banking Economy 321

Abnormal Returns

FEBRUARY 10, 2025

apolloacademy.com) China's marriage rate plunged in 2024. reuters.com) Global The Russian economy is under increasing pressure. (philbak.substack.com) China The percentage of U.S. imports from China have been declining since 2016. bloomberg.com) What's next for Ukraine. noahpinion.blog) The U.S. is rapidly alienating its friends.

Media 173

Media Economy Accounting Management 173

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? from 2009, and by 2024 you get (wait for it) $193.44T. That none of these things occurred makes me wonder why we still pay attention to these deficit hawks. population?

Economy 347

Economy Taxes Investing Investments 347

Abnormal Returns

JANUARY 10, 2025

sherwood.news) RIP Venu Sports: 2024-2025. russell-clark.com) Economy The December NFP reported showed strong growth and a 4.1% russell-clark.com) Economy The December NFP reported showed strong growth and a 4.1% economy continues to slow. (ft.com) Streaming How many ads do streaming services actually show?

Economy 162

Economy Media Economics Sales 162