Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. bonddad.blogspot.com) The July ISM Manufacturing report was soft. capitalspectator.com) The S&P SmallCap 600 was up 10.8% on.spdji.com) Rates The 10-year Treasury has dipped below 4.0% for the first time in awhile. npr.org) How Huawei has been able to shrug off U.S.

Financial Advising 271

Financial Advising Media Manufacturing Banking 271

Nerd's Eye View

OCTOBER 4, 2023

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. At a high level, we're currently seeing a 'tale of 2 economies': While the market for services has expanded steadily since the beginning of the year (with both employment and the price of services growing in kind), the U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? ft.com) How this manufacturer is making a four-day workweek work. (wsj.com) Close-end fund discounts are at historically high levels. wealthmanagement.com) Why seasonality matters. npr.org)

Financial Advising 279

Financial Advising Economics Economy Manufacturing 279

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. slate.com) Despite some big moves, Apple ($AAPL) is still dependent on China for manufacturing. thewaiterspad.com) Why you should spend as little time on investing as possible. moontower.substack.com) Crypto Coinbase ($COIN) is feeling the effects of the FTX blowup.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps. on.spdji.com) Strategy Overconfidence is a killer for investors.

Financial Advising 283

Financial Advising Taxes Manufacturing Media 283

Abnormal Returns

FEBRUARY 6, 2024

biopharmadive.com) Novo Nordisk ($NVO) is beefing up its manufacturing capacity. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. (sixcolors.com) How long before we start seeing Vision Pros in the wild? biopharmadive.com) GLP-1 users need to focus on maintaining muscle mass.

Financial Advising 261

Financial Advising Valuation Manufacturing Media 261

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. bonddad.blogspot.com) The American manufacturing economy is bumping along. on.spdji.com) Some of the best charts of 2023. entrylevel.topdowncharts.com) Bitcoin A price war has already broken out for the yet-to-be-launched spot Bitcoin ETF.

Financial Advising 279

Financial Advising Medical Economy Economics 279

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. nytimes.com) High tech immigration is necessary for rebuilding US manufacturing. Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF. morningstar.com) Corporate governance only works if shares actually get voted.

Financial Advising 246

Financial Advising Economics Food Manufacturing 246

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

The Big Picture

SEPTEMBER 26, 2022

manufacturing is experiencing a rebound, with companies adding workers amid high consumer demand for products. ( Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • Wall Street Journal ). New York Times ). •

Engineering 303

Engineering Economy Manufacturing Retirement 303

The Big Picture

APRIL 21, 2023

Manufacturing firms? If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. And the current S&P Global PMI numbers serve to reinforce the PoV narrative. Pushing price. Services firms?

Economy 327

Economy Banking Manufacturing Management 327

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. Strategy Ten things to know about building a diversified portfolio. etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

Financial Advising 249

Financial Advising Startup Valuation Economy 249

The Big Picture

MAY 19, 2025

Heres What Will : To revive manufacturing the US needs to borrow from Chinas playbook.( The firm, which was founded in 1993, manages ~$5B in assets; they have become known for donating 50% of their annual company profits to non-profit organizations. Marketwatch ) Tariffs Wont Reindustrialize America. needs a serious reckoning.

Engineering 130

Engineering Startup Manufacturing Assets 130

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. theblock.co) Companies Tesla's ($TSLA) brand value has taken a hit.

Startup 242

Startup Valuation Financial Advising Distribution 242

The Big Picture

MARCH 7, 2023

Axios ) • Food fight: FDA is redefining ‘healthy’ and food industry is pushing back : Less saturated fat, less sodium, less added sugar; manufacturers say almost no packaged foods would qualify under the agency’s new rules. Millions of people are already using apps like ChatGPT to write books, create art, and develop code. (

Food 274

Food Assets Manufacturing Consulting 274

Trade Brains

JUNE 24, 2025

Overview of Sambhv Steel Tubes Limited Sambhv Steel Tubes Limited was established in 2017 and is a key Indian manufacturer of electric resistance welded (ERW) steel pipes and structural tubes. Its manufacturing facility is located in Sarora, Raipur, Chhattisgarh, benefiting from proximity to abundant raw materials. 10 crore.

Manufacturing 59

Manufacturing Investment Advisor Wealth Management Investing 59

Nerd's Eye View

APRIL 3, 2024

As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand.

Economics 243

Economics Marketing Marketing Valuation 243

Trade Brains

JUNE 27, 2025

Futures and Options (F&O) allow traders to buy or sell assets like stocks, commodities, or indices at a predetermined price on a future date. Amber Enterprises India Limited Amber Enterprises India is a leading Indian manufacturer of air conditioning (AC) components and finished goods for OEMs and ODMs.

Electronics 52

Electronics Manufacturing Portfolio Management Compliance 52

The Big Picture

OCTOBER 1, 2022

The Blackstone rebellion: how one country took on the world’s biggest commercial landlord : The giant asset management firm used to target places where people worked and shopped. How one of America’s last piano manufacturers stays alive : Piano-building was once one of the country’s largest industries. Certainty is an illusion.

Manufacturing 293

Manufacturing Management Assets Investing 293

Trade Brains

JUNE 18, 2025

Manufacturing & Industrial Goods Underestimated at the expense of flashier industries, manufacturing is a low-key powerhouse. In these nations with robust manufacturing bases, business owners in industries such as steel, electronics, textiles, and packaging are experiencing multi-generational wealth creation.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

WiserAdvisor

JUNE 17, 2025

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. This is being done to protect domestic industries and boost local manufacturing. Businesses that rely on imported materials, such as manufacturers, retailers, and even farmers, see their costs rise. As of the end of 2024, the U.S. And globally?

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed. on.spdji.com) Rates The Treasury market has become the hot new market.

Financial Advising 157

Financial Advising Retail Manufacturing Media 157

Trade Brains

JUNE 9, 2025

Azad Engineering Limited was established in 1983 and manufactures highly engineered, mission-critical components and turbines for the aerospace, defence, energy, and oil and gas industries, supplying original equipment manufacturers (OEMs) globally from its advanced facilities in Hyderabad, Telangana. percent, or 13.61 lakh shares.

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

The Big Picture

JULY 12, 2023

The fact that weakness in housing was followed by weakness in manufacturing and then a few layoffs in tech doesn’t mean a thing if the overall economy continues booming. trillion dollar in client assets. Have no fear, you can always claim that there has been a “rolling recession.” It’s like a get out of jail free card.

Insurance 244

Insurance Distribution Economics Manufacturing 244

Validea

NOVEMBER 15, 2024

ONTO INNOVATION (ONTO) Score: 100% A provider of semiconductor manufacturing solutions, ONTO INNOVATION shows strong momentum across both dimensions. TECNOGLASS (TGLS ) Score: 100% This architectural glass manufacturer demonstrates exceptional twin momentum characteristics.

Food 52

Food Manufacturing Transportation Assets 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

JUNE 18, 2025

Cohance Lifesciences Cohance Lifesciences is engaged in the business of development and manufacturing of New Chemical Entity (NCE) based Intermediates, Active Pharmaceutical Ingredients (API), Specialty Chemicals, and formulated drugs under contract research and manufacturing services for global pharmaceutical, biotechnology, and chemical companies.

Pharmaceutical 59

Pharmaceutical Financial Services Manufacturing Government 59

Trade Brains

OCTOBER 31, 2024

Gretex Industries Limited Gretex Industries Limited was founded in 2009 and manufactures hosiery products like wollycoats, thermal innerwear, and leggings near Kolkata. It previously offered asset financing and advisory services. With a market capitalization of Rs. percent in the June quarter of 2024, to 68.91

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Nerd's Eye View

JANUARY 3, 2024

While the manufacturing sector (which makes up 'only' 8% of the U.S. Additionally, diversifying towards assets that still carry a risk premium but have a low correlation to stock market cycles or traditional bond inflation risks (e.g.,

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. apolloacademy.com) Economy Where manufacturing and construction stand. entrylevel.topdowncharts.com) REITs have stopped going down. entrylevel.topdowncharts.com) Strategy Analysts focus on these market numbers, you don't have to. ft.com) Russia's military actively uses Telegram.

Financial Advising 144

Financial Advising Startup Budgeting Manufacturing 144

The Irrelevant Investor

OCTOBER 2, 2023

You have all sorts of different participants: day traders and swing traders, high-frequency traders and market makers, stock pickers and asset allocators, growth investors and value investors, and on and on. The post What’s the Stock Market Worth?

Asset Allocation 118

Asset Allocation Marketing Marketing Manufacturing 118

Abnormal Returns

DECEMBER 15, 2022

thehustle.co) Modern semiconductor manufacturing is a miracle. bloomberg.com) Drug cartels are increasingly using chemicals, not plants, to manufacture drugs. theatlantic.com) In a bull market, no one argues about the valuation of private assets. stratechery.com) How LiveNation ($LYV) came to dominate the live music business.

Manufacturing 130

Manufacturing Valuation Economy Assets 130

Abnormal Returns

JULY 3, 2023

June 2023 How major asset classes performed in June 2023. gregor.substack.com) An energy transition comes with stranded assets. phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now. capitalspectator.com) How factors have performed in the first half of 2023.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Trade Brains

JUNE 20, 2025

According to a few sources, TPG Asia VII SF PTE Limited, a foreign investor and global asset management firm, is expected to offload about 1.25 Sai Life Sciences Limited is an innovator-focused contract research, development, and manufacturing organisation (CRDMO). Sai Life Sciences Limited With a market cap of Rs. 710 per share.

Media 52

Media Manufacturing Pharmaceutical Investing 52

Trade Brains

JUNE 15, 2025

These funds collect money from many investors and invest in a mix of companies involved in defence manufacturing, aerospace, security, and related sectors that often see strong government support. This index fund currently has a Net Asset Value (NAV) of Rs. As of April 30, 2025, the fund manages assets worth Rs.

Portfolio 59

Portfolio Electronics Assets Investing 59

Trade Brains

JUNE 21, 2025

It is known for its strong digital banking presence, extensive branch network, and robust asset quality. Swaraj Engines Ltd Swaraj Engines Limited manufactures diesel engines primarily for tractors and is closely associated with the Swaraj brand of tractors, part of the Mahindra Group. The company is issuing a dividend of Rs.

Engineering 66

Engineering Medicine Pharmaceutical Banking 66

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. econbrowser.com) However manufacturing and construction now look like negatives for the economy. capitalspectator.com) 30-year mortgage rates are well off their highs of a month ago. calculatedriskblog.com) High yield bond spreads are still above average.

Financial Advising 130

Financial Advising Startup Risk Management Economy 130