Abnormal Returns

AUGUST 18, 2023

wsj.com) Why Germany's economic growth is slowing, relative to the rest of Europe. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates.

Investing 195

Investing Investments Financial Advising Startup 195

Advisor Perspectives

JANUARY 24, 2024

Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.

Economy 52

Economy Investing Investments Economics 52

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Abnormal Returns

APRIL 26, 2024

spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. bloomberg.com) Logan Bartlett talks with Jeremy Levine, partner at Bessemer Ventures, about his best and worst investments.

Portfolio Management 202

Portfolio Management Economics Assets Management 202

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 223

Financial Advising Economy Media Economics 223

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 2023 was supposed to be China’s economic comeback year. It is also not shocking that China is reducing the release of lots of public economic data. And this is not the first time China’s economy has run into trouble.

Economy 72

Economy Manufacturing Economics Investing 72

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. disciplinefunds.com) The economic tables have turned as Greece, Spain and Portugal outperform. nytimes.com) Economy February Case-Shiller showed a 6.4% awealthofcommonsense.com) The best investors are running their own race. wsj.com) This CEO is taking advantage of his company discount.

Financial Advising 191

Financial Advising Communication Media Economy 191

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? theinformation.com) Global The war in Ukraine has pushed up defense spending around the globel (awealthofcommonsense.com) South Korea's economic growth is slowing. semafor.com) Economy A look at broadening real wage growth. on.ft.com) Want a stake in a hot AI startup?

Financial Advising 210

Financial Advising Startup Media Economy 210

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. The broader economy surprises, too. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors.

Economy 52

Economy Economics Investment Advisor Numbers 52

Nationwide Financial

APRIL 24, 2023

The latest batch of economic data continue to signal that a recession is on the horizon — we still foresee a downturn unfolding in the second half of the year. The Conference Board’s Leading Economic Index (LEI) posted its 12th straight monthly decline, falling to its lowest level since November 2020. from a year ago. jump in February.

Economics 52

Economics Economy Sales Food 52

Carson Wealth

FEBRUARY 23, 2024

Just last week we started to see some weakness in the economy. Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say about the current economic and market conditions. The post Facts Vs Feelings Take 5 – Did the Economy Actually Slow Down?

Economy 52

Economy Retail Economics Sales 52

Calculated Risk

JANUARY 10, 2024

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 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

Economy 112

Economy Manufacturing Economics Sales 112

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? economic impact of the Eras tour at close to $5 billion. economy afloat this summer! Gilmore published an article in the Harvard Business Review titled, “Welcome to the Experience Economy”. cities over the past few months. In 1998, co-authors and economists B.

Economy 98

Economy Clients Economics Investing 98

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. Business investment grew at a 2.9% Residential investment grew at a 13.9% economic strength.” The economy remains robust, inflation is more of a housing issue with some services concerns thrown in.

Economy 204

Economy Economics Banking Investing 204

Abnormal Returns

APRIL 11, 2024

ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. nixons.substack.com) How fast is India's economy really growing? bonddad.blogspot.com) Why economic cycles are now more muted. Markets These 15 stocks destroyed the most value in the past decade. would be shrinking.

Media 248

Media Financial Advising Economy Economics 248

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. mrzepczynski.blogspot.com) An economic soft landing is not off the table. (protocol.com) Housing Redfin ($RDFN) is laying off 13% of its workforce and is getting out of the home flipping business.

Investing 220

Investing Investments Financial Advising Advertising 220

Nationwide Financial

FEBRUARY 20, 2023

Business spending increased, but only modestly and residential investment was extremely weak in Q4. Even with a dour long term economic outlook, consumers should continue to spend as long as the labor market remains tight. However, contributing slightly more to GDP was the large unwanted gain in inventories. percent overall and 5.6

Economics 52

Economics Economy Retail Sales 52

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Abnormal Returns

JANUARY 28, 2024

fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. wapo.st) The economic schedule for the coming week. abnormalreturns.com) An example where investing out of spite doesn't work out. disciplinefunds.com) The U.S.

Marketing 209

Marketing Marketing Financial Advising Economy 209

SEI

APRIL 3, 2024

Get SEI’s perspectives on the markets & economy with commentaries from SEI Investment Management Unit. appears to be chugging along quite nicely, posting solid gains.

Economics 52

Economics Economy Management Investing 52

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

SEPTEMBER 1, 2023

We’ve all heard the latest news about China’s economic slow-down. Highlights include: Just how much is China’s economy slowing down? Will China’s economic troubles hurt the U.S. What is China doing (and not doing) to improve their economy? What is China doing (and not doing) to improve their economy?

Economics 52

Economics Economy Investing Investments 52

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. ritholtz.com) Rate hikes are working.

Assets 207

Assets Financial Advising Healthcare Economy 207

Nationwide Financial

JULY 20, 2022

and its impact on economic growth, George Bernard Shaw’s quote seems apropos. Undeniably, for decades, economists and deficit hawks alike have been debating the merits of rising national debt and weaker economic activity as a result. Economic theory suggests that once the level of national debt surpasses the level of GDP (i.e.,

Economics 59

Economics Budgeting Economy Government 59

Abnormal Returns

JANUARY 5, 2024

vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023. bloomberg.com) Four megatrends heading into 2024 including a more normal economy. open.spotify.com) Brink Lindsey talks economic dynamism with Tyler Cowen.

Economy 210

Economy Economics Management Assets 210

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. He is the author of several books on investing confidence, most recently The Confidence Map: Charting a Path from Chaos to Clarity. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 271

Economy Economics Banking Assets 271

Abnormal Returns

NOVEMBER 22, 2023

(ft.com) Do you really want your target-date fund investing direct real estate? economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. bonddad.blogspot.com) Economic growth is running around 2%. bonddad.blogspot.com) Economic growth is running around 2%.

Financial Advising 228

Financial Advising Startup Media Economy 228

Nationwide Financial

OCTOBER 12, 2022

Of course, earnings and profits are dependent to a large extent on economic performance (although not for all companies and not all in the same manner.). The economic cycle of expansion and recession does affect the stock market by affecting company earnings. What investments do well in bear markets? Conclusion.

Investing 105

Investing Investments Risk Tolerance Marketing 105

Abnormal Returns

MARCH 5, 2023

armoxon.substack.com) Economy Given everything, why aren't home prices lower? axios.com) The economic schedule for the coming week. (techcrunch.com) The pandemic murder wave has seemingly crested. bloomberg.com) There is a fundamental misunderstanding of free speech.

Investing 130

Investing Investments Startup Math 130

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Abnormal Returns

DECEMBER 22, 2023

(wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. morningstar.com) Economy November PCE came in at 3.2% bonddad.blogspot.com) Economic growth is trending around 2.0% (econbrowser.com) Earlier on Abnormal Returns Podcast links: extreme arbitrage. down from 5.6% at the peak.

Financial Advising 242

Financial Advising Media Economy Economics 242

Abnormal Returns

OCTOBER 22, 2023

awealthofcommonsense.com) How time horizon affects the odds of investing in equities. morningstar.com) How to avoid investment disasters. thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked.

Financial Advising 205

Financial Advising Media Economy Taxes 205

Truemind Capital

JANUARY 24, 2024

What returns should you expect from your investments? Many people think it is their right to get 15-20% returns on equity investments in the future as well. Returns on investments (equity/debt/gold) are influenced by various factors – economic growth, inflation, interest rates, and prices at which you invest.

Investing 52

Investing Investments Economy Economics 52

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. A report from the U.S.

Economy 52

Economy Valuation Investment Advisor Economics 52

Abnormal Returns

AUGUST 29, 2023

(ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. wsj.com) Stop treating the BRICS organization like its a real thing.

Financial Advising 231

Financial Advising Economy Media Economics 231

Abnormal Returns

MARCH 10, 2024

It is investing big in the future. betonit.ai) Economy Why is productivity improving? calculatedriskblog.com) The economic schedule for the coming week. Markets FANG stock skeptics were wrong. morningstar.com) Nvidia ($NVDA) is not sitting on its laurels. awealthofcommonsense.com) Index funds are growing. So is their impact.

Financial Advising 173

Financial Advising Media Economy Economics 173

SEI

OCTOBER 6, 2023

The economy appears headed for a slowdown and perhaps outright recession. The latest market commentary for Canada from SEI’s Investment Management Unit. Read more.

Economics 52

Economics Economy Management Investing 52