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March 2024 State Coincident Indexes Ease

The Big Picture

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. Business investment grew at a 2.9% Residential investment grew at a 13.9% However, it’s not quite all it appears.

Economy 210
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Question #2 for 2024: How much will job growth slow in 2024? Or will the economy lose jobs?

Calculated Risk

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 How much will job growth slow in 2024? Or will the economy lose jobs? There was strong job growth in 2021 and 2022 as the economy bounced back from the pandemic recession.

Economy 114
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Wednesday links: larger market trends

Abnormal Returns

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. ft.com) Strategy Catalysts matter.

Marketing 261
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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. Lastly, the way these are initially “seeded” does not reflect our current confidence in them.

Investing 105
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Top clicks this week on Abnormal Returns

Abnormal Returns

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' advisorperspectives.com) The stock market was not counting on higher yields in 2024. axios.com) The Cybertruck looks like a bust.

Economy 266
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Friday links: a wide range of outcomes

Abnormal Returns

(theirrelevantinvestor.com) There are two approaches to investing. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. mrzepczynski.blogspot.com) It's easy to forget the pain of volatility. wggtb.substack.com) Venture capital Figma shareholders are getting an opportunity to sell stock, post-Adobe deal.

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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

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 171