Mish Talk

DECEMBER 22, 2022

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Marketing 210

Marketing Marketing Valuation Economics 210

Abnormal Returns

JUNE 4, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (linkedin.com) The AI stock mania phase is here. herbgreenberg.substack.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. riabiz.com) There's nothing magical about dividend investing.

Clients 162

Clients Investing Investments Marketing 162

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. (matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. financial-planning.com) Wealth.com's Ester will help you read estate planning documents.

Estate Planning 198

Estate Planning Wealth Management Recruitment Startup 198

Calculated Risk

JANUARY 28, 2024

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 Sept 2023 1.9 Sept 2023 3.7

Banking 78

Banking Economy Marketing Marketing 78

Abnormal Returns

MAY 8, 2023

thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. kitces.com) How personality traits affect estate planning decisions. investmentnews.com)

Wealth Management 234

Wealth Management Estate Planning Taxes Valuation 234

Calculated Risk

DECEMBER 13, 2023

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 2026 Dec 2023 2.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 2026 Dec 2023 3.8 Sept 2023 1.9 Sept 2023 3.7

Banking 64

Banking Economy Marketing Marketing 64

Abnormal Returns

MAY 29, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. thinkadvisor.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan.

Wealth Management 203

Wealth Management Financial Advising Estate Planning Banking 203

The Big Picture

OCTOBER 20, 2023

The Waterline, which will become the tallest building in all of Texas, at 74 stories, when it opens in 2026, and a mammoth 1.1 Between spaces completed since 2020 and what’s still in the pipeline, the office market will grow nearly 25 percent — the fastest rate on the continent. million-square-foot complex on the city’s outskirts.

Startup 256

Startup Insurance Sales Marketing 256

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 203

Financial Planner Strategic Planning Retirement Planning Retirement 203

The Big Picture

SEPTEMBER 6, 2023

Chapter 5 is confirmed , and heading to theaters in 2026, which I wouldn’t want to bet against. Just the box office for the first film, and its three sequels was billion dollars. John Wick 4, which came out this summer, did $432.2 million at the box office.

Distribution 291

Distribution Retirement Sales 291

NAIFA Advisor Today

OCTOBER 5, 2023

As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003.

Government 52

Government 52

Nerd's Eye View

APRIL 5, 2023

And now, with the TCJA’s pending sunset provisions expected in 2026, gifting strategies are especially appealing for some individuals with large estates, looking to take advantage of the high exemption while they can. Contrary to what their name might suggest, flexibility can even be built into irrevocable trusts.

Estate Planning 231

Estate Planning Planning Taxes Clients 231

Wealth Management

SEPTEMBER 7, 2022

Backers for the 5 Times Square loan, which runs through May 2026, include Morgan Stanley, Apollo Global Management Inc. and American International Group Inc. RXR and its partners have invested another $300 million to help renovate the site.

Management 52

Management Investing Investments 52

MarketWatch

APRIL 7, 2023

Capital One has been issuing Walmart’s credit cards since 2019, and the contract extends to at least 2026, the Journal said. The Journal, citing people familiar with the matter, said Walmart had wanted to renegotiate certain agreement terms such as loss-sharing, and wanted its fintech segment to have a role in issuing cards.

Retail 75

Retail Accounting Marketing Marketing 75

MarketWatch

JANUARY 31, 2023

Thacker Pass is scheduled to go into operation in the second half of 2026, the companies said. “Direct sourcing critical EV raw materials and components from suppliers in North America and free-trade-agreement countries helps make our supply chain more secure, helps us manage cell costs, and creates jobs,” GM CEO Mary Barra said.

Investing 75

Investing Investments Management Marketing 75

Calculated Risk

JULY 3, 2023

The leading edge of the Baby Boom generation is currently 75 (born in 1946), and these people will be turning 80 in 2026. This graph is from 2010 to 2060 (all data from Census: current to 2060 is projected). The peak of the boomers will be turning 80 in 2035 or so, and the tail end turning 80 in 2044 (born in 1964).

Retirement 93

Retirement 93

MarketWatch

FEBRUARY 3, 2023

1, 2026, at a discount to par. GCI said Friday it has used the proceeds of real estate sales totaling $21.3 million in January to reduce first lien debt by $22.3 The McLean, Va.-based based company said about $5 million of the proceeds went to repurchase about $6.1 million of 6.00% first lien notes due Nov. The remaining $16.3

Sales 75

Sales Assets Marketing Marketing 75

Steve Feinberg

FEBRUARY 3, 2022

In 2022 the rate is 5%, and then 4% in 2023, 3% in 2024, 2% in 2025, 1% in 2026, and then completely repealed after 2026. Strategically, the S Corporation could even start ‘planning’ for this now, by simply letting their profits sit in the company and take them out in 2026 or later. So, what’s changing?

Taxes 45

Taxes Distribution Clients Planning 45

MarketWatch

MARCH 23, 2023

Ford also reconfirmed its late-2026 margin targets of 10% for company adjusted EBIT and 8% for Ford Model e, with the latter “driven by ambitious scaling of EV production run rates,” according to the company. Additionally, the company reaffirmed its full-year 2023 adjusted EBIT guidance of $9 billion to $11 billion.

Accounting 71

Accounting Planning Marketing Marketing 71

MarketWatch

MARCH 7, 2023

Visteon Corp. VC said Tuesday its board has authorized a share buyback program of $300 million that will expire Dec. The maker of hardware and software for cars said it expects to fund the buybacks using cash on hand and future cash flow generation. The stock has gained 69% in the last 12 months, while the S&P 500 SPX has fallen 5.4%.

Marketing 40

Marketing Marketing 40

MarketWatch

MAY 22, 2023

F said early Monday that its capital markets day that kicks off later in the day it will announce new battery raw-material agreements, that strengthen sourcing to produce two million electric vehicles by the end of 2026. Ford said it will.

Startup 52

Startup Marketing Marketing Taxes 52

MarketWatch

JUNE 28, 2023

billion, the bulk of which comes due in 2025 and 2026. The stock has been under pressure since a Bloomberg report last week that the company is working with banks and lawyers to reorganize its debt, which totals about $2.9 Rite Aid is scheduled to report fiscal first-quarter earnings on Thursday and is expected to swing to a loss of $1.50

Banking 40

Banking Sales Marketing Marketing 40

MarketWatch

MAY 19, 2023

That contract raised pay by 34% through 2026 and also offered job protections and improvements to benefits and vacations. An agreement between American and its pilots would follow Delta Air Lines Inc.’s s DAL contract with Delta pilots, who are represented by a different union, ratified in March.

Marketing 40

Marketing Marketing 40

MarketWatch

MARCH 22, 2023

in premarket trading Wednesday, after the company that connects freelancers with clients who need work performed said it would buy back a little more than one-third of its 0.25% convertible debt due 2026 outstanding. UPWK rose 1.2% The company estimates that it will spend about $157 million in cash to repurchase $196.8

Clients 40

Clients Marketing Marketing 40

MarketWatch

JUNE 26, 2023

The San Francisco-based biotech said it would implement a cost-cutting program to extend its cash runway into 2026. FGEN said Monday it is discontinuing a late-stage trial of a treatment for idiopathic pulmonary fibrosis after it failed to meet its main goal, sending its stock down 75% premarket.

Medical 40

Medical Marketing Marketing 40

Trade Brains

DECEMBER 18, 2023

With this belief and with the vision to be the most valuable company in the recycling space globally by 2026, Gravita India has been recycling and creating value for its stakeholders for more than 3 decades. growth rate between 2020 and 2026. The company has a target to increase its manufacturing capacity to 4,25,000 MTPA by FY 2026.

Planning 59

Planning Manufacturing Marketing Marketing 59

MarketWatch

JUNE 13, 2023

patent protection for its neuromuscular drug Bridion through “at least January 2026.” Drugmaker Merck & Co. MRK on Tuesday said that a U.S. district court had validated U.S. The announcement followed what the company said was a favorable ruling from the U.S.

Marketing 40

Marketing Marketing 40

MarketWatch

MAY 22, 2023

Albermarle said the 5-year agreement starts in 2026. ALB rallied 1.4% in premarket trading Monday, after the specialty chemicals company announced a 5-year agreement to supply more than 100,000 tons of battery-grade lithium hydroxide to Ford Motor Co. F, that will be used to make about 3 million electric-vehicle (EV) batteries.

Investing 40

Investing Investments Marketing Marketing 40

Steve Feinberg

MARCH 28, 2022

Recently, New Hampshire voters decided to phase out the Interest and Dividends (I&D) Tax starting at 4% for taxable periods ending on or after December 31, 2023, 3% for taxable periods ending on or after December 31, 2024, 2% for taxable periods ending on or after December 31, 2025 and 1% for taxable periods ending on or after December 31, 2026.

Taxes 52

Taxes Accounting Sales 52

MarketWatch

MARCH 30, 2023

Over the medium to long term, as PMI crosses the threshold to become a majority smokefree company (which we anticipate in 2026), we see scope for valuation multiple expansion,” Dinges said. The company may also have an opportunity to pursue separate stock listings for its next-generation products and its tobacco business.

Valuation 40

Valuation Marketing Marketing 40

Trade Brains

SEPTEMBER 1, 2023

According to the Automobile Component Manufacturers Association (ACMA), India’s auto component exports are estimated to reach US$ 30 billion by 2026. By 2026, the auto component sector is expected to generate $200 billion in revenue. Furthermore, auto component exports rose 8.6%

Planning 105

Planning Manufacturing Accounting Portfolio 105

MarketWatch

APRIL 25, 2023

The companies did not announce the location of the plant but said it targets the beginning of operations in 2026. KR:006400 announced Tuesday plans to invest more than $3 billion to build a battery cell manufacturing plant in the U.S. to scale electric-vehicle capacity. The plant is expected to create “thousands” of jobs.

Investing 40

Investing Investments Manufacturing Planning 40

MarketWatch

APRIL 12, 2023

The company reiterated plans to reduce debt by $5 billion by 2026. Capital expenditures are projected to average about $10 billion a year, with a 4% to 5% production compounded annual growth rate at an average reinvestment rate of approximately 50%.

Distribution 40

Distribution Planning Portfolio Marketing 40

MarketWatch

MAY 22, 2023

Ironwood expects the deal to strengthen its portfolio and boost its per-share earnings by 2026. VectivBio’s main investigational therapy apraglutide is a treatment for SBS-IF with data from a Phase 3 trial expected by year-end. The deal is expected to close in the second half.

Pharmaceutical 40

Pharmaceutical Economics Portfolio Marketing 40

Calculated Risk

DECEMBER 10, 2023

The projections this week will include the first look at 2026. Since the last projections were released, the economy has performed better than the FOMC expected, and inflation was below expectations. The BEA reported real GDP increased at a 5.2% annual rate in Q3. GDP tracking estimates show Q4 at around 1.2%

Banking 67

Banking Economy Marketing Marketing 67

Trade Brains

FEBRUARY 23, 2024

during 2022-2026, and the construction output in the country is projected to reach Rs. 60 Lakh Cr by 2026. In fact, the industry is expected to grow by 12.8%, reaching Rs. 40 Lakh Cr in 2022. The growth momentum is expected to continue, with a CAGR of 10.8%

Manufacturing 59

Manufacturing Government Planning Investing 59

MarketWatch

APRIL 17, 2023

The strategic initiative we announced today is intended to further streamline our operations and to extend considerably our cash runway into the middle of 2026,” said Howard Robin, Nektar chief executive, in a statement.

Medical 52

Medical Food Manufacturing Planning 52