The Big Picture

MARCH 1, 2025

New atomic clocks are more accurate than those used to define the second, suggesting the definition might need to change.( Tablet ) see also Welcome to the New Military-Industrial Complex. SF Standard ) Is It Time to Redefine Time?

Math

Diamond Consultants

JUNE 23, 2025

It really comes down to this: If you believe that UBS is likely or definitively to be the final home for you, your team, and your clients, then ALFA makes all the sense in the world. The firm is essentially paying you to do what you were likely to do anyhow: That is, stay put.

Retirement

WiserAdvisor

JUNE 17, 2025

The shifts you are seeing today have the potential to have a definite effect on the stock market in the near future. Some projections suggest that if tariffs rise by just 10% points, which is essentially double the baseline, the slowdown in consumer spending and economic growth could be severe. So, what can you do?

Financial Advisor

The Big Picture

JULY 28, 2025

Let’s start out with the background that you come from, bachelor’s in Economics from Delhi University, PhD from Northwestern, also in economics. I didn’t want to do any of the three, and economics seemed at that time to be the one which left the most options open for me. So I did economics.

Economy

Calculated Risk

JANUARY 21, 2025

economy still has challenges, especially lingering inflation and poor consumer sentiment, many important economic metrics are outperforming the 2008 cycle (the most recent nonpandemic business cycle and the cycle in which the first Trump administration began), and some are even at historical highs. Table 1 below summarizes recent U.S.

Economy

The Big Picture

JUNE 23, 2025

00:36:56 [Speaker Changed] And just to put some specifics on this, when, when we look at the broad economic consensus about tariffs, they’re generally perceived as inflationary, sort of a giant vat tax on consumers. I mean the cut definitely got pushed out to September, right? So, we’ll, we’ll see.

Portfolio

Harness Wealth

JULY 31, 2025

Every jurisdiction sets its own thresholds, definitions, and documentation requirements. A client might cross an economic nexus line in one state, trigger sales tax obligations in another, and face payroll complexities in a third—all without realizing the exposure they’ve created.

Taxes

Harness Wealth

AUGUST 6, 2025

In many cases, the permanence of this provision might justify entity restructuring that previously did not make economic sense. Tax advisors should proactively identify clients who can benefit from these expanded definitions and incorporate them into comprehensive educational funding strategies.

Taxes

Mr. Money Mustache

FEBRUARY 25, 2025

After all, if you look at the history of US economic growth over time, it averages out to a surprisingly steady figure, decade after decade: about 3% after inflation. although in my opinion its okay to check in weekly with The Economist, which has been my favorite source of world economic news for 32 years and counting!

Marketing

Discipline Funds

MAY 5, 2025

First, the performance of the stock market and short-term economic data doesn’t give us any definitive understanding of the tariffs. And now I can hear the bad tariff narratives building as people start to say analysts overreacted to the tariffs. Au contraire, bonjour!

Assets

The Big Picture

JANUARY 21, 2025

And I think it partly depends on the economic comfort in which you grew up. People definitely seem to be happier to give away money now. Is it for the money or is the money like a nice aspect of being able to do what you really love? 00:24:13 [Speaker Changed] And it’s really the latter. 00:35:07 [Speaker Changed] No, absolutely.

Investing

The Better Letter

JANUARY 2, 2025

Morgan Stanley’s Chief Economic Strategist blew her call , too. The most bullish call in Sam Ro’s compilation was 5,500, up nearly 20 percent, by Capital Economics. The consensus on Wall Street was that interest rates had peaked for the economic cycle. The future is always imaginary, by definition.

Management

Harness Wealth

JULY 31, 2025

Beyond merely catching tax evaders, the initiative aims to create a more efficient, data-driven approach to ensuring tax compliance across all economic sectors. Without clear insight into how these algorithms make decisions, tax professionals struggle to provide definitive guidance about potential audit triggers.

Taxes

Clever Girl Finance

JUNE 5, 2025

So, if you need help ditching debt, saving money, and want to learn more about growing your money , then you definitely need to listen to our amazing podcast! Our favorite episode of Journey to Launch: How to Stay Financially Grounded in Uncertain Times addresses what to do during uncertain economic times. addresses 7.

Certified Financial Planner

The Big Picture

APRIL 7, 2025

Definitely clumsy, somewhat amateurish. April 2nd revealed that the president and his economic team do not truly understand how global economies and trade work. How transparent are we communicating our intentions to our trading partners and citizens? The goals and the implementation methods have been, at best, opaque and confusing.

Taxes

Calculated Risk

MARCH 17, 2025

From the NAHB: Builder Confidence Falls on Cost Uncertainty Economic uncertainty, the threat of tariffs and elevated construction costs pushed builder sentiment down in March even as builders express hope that a better regulatory environment will lead to an improving business climate. Supreme Courts Sackett decision.

Sales

Carson Wealth

APRIL 7, 2025

We will discuss our take on the tariffs and economic fallout below, but we know stocks didnt like the news. As for April so far, markets have definitively passed their judgment on tariffs. And rates are falling for the wrong reasons, i.e. because investors expect slower economic growth in the future. More on that below.)

Marketing

The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. It is, you know, definitely diamonds in the rough that we got. But in a normal world where the Fed has to respond to economic data, you and I know economic data is a manifestation of human behavior.

Asset Allocation

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. 00:16:25 [Speaker Changed] It was definitely improving.

Numbers

Carson Wealth

MARCH 10, 2025

Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Economic data has been coming in on the softer side (but not recessionary), and the February payroll data confirm the slowdown. Not what you want to see if youre looking for an acceleration in economic growth.

Marketing

The Big Picture

MARCH 14, 2025

Fortunes & Frictions ) Trumps Policies Have Shaken a Once-Solid Economic Outlook : Economic forecasts have deteriorated in recent weeks, reflecting the upheaval from federal layoffs, tariff moves and immigration roundups.( When asset prices decline, economic consequences typically follow. Morgan Stanley doesn’t know.

Economics

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events. Slide 7: U.S.

Economics

Discipline Funds

OCTOBER 31, 2024

2) Heterodox Economics and Bad Accounting Speaking of bad accounting – there was an interview floating around Twitter with MMT advocate Stephanie Kelton arguing that the national debt isn’t worrisome. Wealth is the residual of assets minus liabilities and you can’t just print wealth into existence.

Government

Carson Wealth

JULY 7, 2025

On the face of it, this was a big positive because the “whisper numbers” were definitely more pessimistic. So policy is definitely having an impact in different pockets of the economy. Moreover the unemployment rate eased a bit to 4.1%, versus expectations for an increase from 4.2% over the past three months.

Marketing

Carson Wealth

JULY 11, 2025

In fact, there’s a national accounting identity that precisely relates profits to the various components of GDP, called the Levy-Kalecki profit equation: What it captures is the various sources of profits on a broad economic level. By definition, this accounting identity has to be true. increases profits. Here’s the thing, though.

Taxes

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Its primary objectives were to stimulate economic growth through major tax reductionsparticularly for corporationsand to simplify the tax system for individuals.

Taxes

The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Economy

The Big Picture

JUNE 16, 2025

So Pax Americana, 80 years of growth and economic success, much of which accrued to the benefit of the US are, are you implying that that is now at risk? 00:48:54 [Speaker Changed] Well, it’s a fairly well established economic historical subject, which is that what the plague did? 00:42:47 [Speaker Changed] Yes, absolutely.

Math

The Big Picture

MARCH 25, 2025

So, the reason I am an economics, I have a degree in economics. The reason for that was I had maybe six more credits, four to six more credits in economics than I had in history. He was also a Jim and he probably did more for me when I was young and filled with, you know, vinegar and, and very definitive beliefs.

Management

Discipline Funds

FEBRUARY 12, 2025

And the trend in shelter is definitively lower. These are bad assets that have no underlying economic utility and no reasonable value basis. Collectibles fly in the face of classic economic cash flow generating value because they rarely if ever have economic utility. I will be blunt about this. Here’s why.

Government

The Big Picture

MAY 27, 2025

I’ll definitely check out 00:23:28 [Speaker Changed] Here in Manhattan. And you know, my definition as an entrepreneur is I’m, I’m a risk avoider. It’s behavioral economics, behavioral finance. TI 00:23:14 [Speaker Changed] Have not. We’ll be opening in Garden City. I’m not a risk seeker.

Food

Steve Sanduski

JULY 29, 2025

How extreme economic inequality negatively impacts social mobility and the American Dream. So I think he’s taken a much narrower definition of his role in society. How today’s “New Gilded Age” differs from the original. The paradox in the American psyche of resenting billionaires while also aspiring to become one.

Education

Carson Wealth

FEBRUARY 6, 2025

The tariff policy of the Trump administration should be viewed as an economic and market risk, with some potential negative impact on inflation, interest rates, the dollar (stronger), and the path of rate cuts. This is historically what happened as economic expansions wore on. Will These Tariffs Hit Inflation? of GDP in 2015.

Taxes

Discipline Funds

MAY 12, 2025

So, while the net effect of the last few months was slightly negative (prices are up a bit, Q1 GDP was negative, US stocks are getting crushed by foreign stocks, etc) we can now definitively remove the worst case scenario and hope that the net effect of the higher effective tariff rate is modest. 2) Is the Deficit Finally Shrinking?

Taxes

Mr. Money Mustache

JUNE 13, 2025

If you take him at his word, he appears to have a Bizarro Opposite Universe belief system about economics. Furthermore, another loophole exists: there’s no strict definition of “emergency” – so if you just invent a fake one you can start imposing tariffs until congress eventually catches up to you. Which may not be for years.

Taxes

The Big Picture

JUNE 2, 2025

He’s a super intelligent, thoughtful guy, very well versed in business economics and monetary policy. And I was at the time taking introductory to economics, which I really liked ’cause it combined history and politics and math and economics. I found this conversation absolutely fascinating.

Economy