Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. papers.ssrn.com) An aging workforce need not reduce economic growth. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage.

Financial Advising 210

Financial Advising Economics Insurance Media 210

Abnormal Returns

NOVEMBER 6, 2023

abnormalreturns.com) Economy The quits rate is falling from historic highs. econbrowser.com) Global economic growth numbers don't tell us much. newsletter.abnormalreturns.com) Mixed media Converting office buildings into apartments is no easy feat. wsj.com) It's been a long time coming. wsj.com) How Q4 GDP is shaping up.

Financial Advising 206

Financial Advising Media Economy Economics 206

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 180

Financial Advising Startup Valuation Economy 180

Abnormal Returns

DECEMBER 3, 2023

axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. wsj.com) The economic schedule for the coming week. axios.com) Q4 GDP is tracking around 1%. seths.blog)

Asset Allocation 201

Asset Allocation Financial Advising Startup Economy 201

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. nytimes.com) Long-term renewable energy storage is needed, but the economics are uncertain. nytimes.com) How financial incentives are driving the rising number of bee colonies. abnormalreturns.com) Podcast links: the introvert economy. nytimes.com) Energy The U.S.

Pharmaceutical 242

Pharmaceutical Education Financial Advising Advertising 242

Abnormal Returns

AUGUST 27, 2023

city-journal.org) The number of nursing homes was in decline even before the pandemic. bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. nytimes.com) The economic schedule for the coming week. (wsj.com) Why companies are asking for ever increasing consumer feedback. stateline.org) The U.S.

Financial Advising 189

Financial Advising Taxes Media Economy 189

Abnormal Returns

MAY 21, 2023

washingtonpost.com) Economy American consumer behavior is normalizing. calculatedriskblog.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. noahpinion.blog) The NBA is a model for immigration policy.

Financial Advising 180

Financial Advising Startup Taxes Financial Services 180

Abnormal Returns

DECEMBER 18, 2022

pionline.com) The number of different ETF issuers in the U.S. etf.com) Books The five best economic history books of 2022 including "Slouching Towards Utopia: An Economic History of the Twentieth Century". marginalrevolution.com) Economy Is the Fed focused on the wrong stuff? has more than doubled in the past five years.

Financial Advising 219

Financial Advising Economics Media Economy 219

Abnormal Returns

MARCH 12, 2023

theconversation.com) Firearms are the number one cause of death for U.S. theatlantic.com) Economy The jobs market is simultaneously hot and cold. econbrowser.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media Why some office buildings are not great candidates for conversion to apartments.

Financial Advising 226

Financial Advising Startup Banking Communication 226

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. npr.org) An increasing number of guns are being stolen out cars these days.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

JANUARY 22, 2023

papers.ssrn.com) Economy Derek Thompson, "Today, the U.S. labor market seems, by some measures, quite strong, and yet the tech and media industries are bleeding." msn.com) Big ech industry layoffs grab the headlines but it is not translating into the broader unemployment numbers. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Media Numbers Economy 130

Abnormal Returns

APRIL 2, 2023

nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months. (humbledollar.com) AI is going to change just about every industry.

Financial Advising 173

Financial Advising Banking Economy Insurance 173

Abnormal Returns

DECEMBER 24, 2023

(behavioralscientist.org) The 10 best tech books of 2023 including "Numbers Go Up" by Zeke Faux. shepherd.com) Economy You can't guarantee a soft landing just yet. econbrowser.com) The economic schedule for the coming holiday-shortened week. daily.jstor.org) The books authors read in 2023 including "Horse" by Geraldine Brooks.

Financial Advising 194

Financial Advising Media Taxes Economy 194

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." econbrowser.com) The economic schedule for the coming week.

Ethics 184

Ethics License Financial Advising Startup 184

Abnormal Returns

DECEMBER 28, 2022

wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. newsletter.abnormalreturns.com) Mixed media All the players wanting to become the new Twitter. infovores.substack.com).

Financial Advising 185

Financial Advising Valuation Media Economy 185

Carson Wealth

APRIL 29, 2024

This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The Headline GDP Number Masks a Strong Economy The economy grew 1.6%

Marketing 97

Marketing Marketing Economy Government 97

Abnormal Returns

NOVEMBER 17, 2022

Bradfird DeLong's "Slouching Towards Utopia: An Economic History of the Twentieth Century." davidepstein.substack.com) Economy The Fed needs a new path forward. ritholtz.com) Initial jobless claims are showing a cooling economy. bonddad.blogspot.com) There are a record number of housing units under construction.

Financial Advising 130

Financial Advising Economy Media Economics 130

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. (pragcap.com) Fidelity is hiring! Fidelity is a powerful delight."

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Mish Talk

DECEMBER 2, 2022

Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart. The number of working-age persons people not in the labor force rose by 359,000 in November and is back over 100 million. Full time employment is down 398,000 since March and down by 480,000 since May!

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

The Big Picture

FEBRUARY 14, 2024

So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. And the Dow didn’t actually hit that number until, uh, it was July of 1992, but the S&P had the 500 percent move-in. Following both wars.

Marketing 312

Marketing Marketing Government Numbers 312

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Risk Management Guru

NOVEMBER 20, 2023

Here are 10 key highlights regarding risk management in financial services during 2023: Increased focus on operational risk : Operational risk has become a major focus of attention for financial services firms, due to the increasing number of cyberattacks and other operational failures.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies.

Food 361

Food Sales Economics Retail 361

Dear Mr. Market

JULY 8, 2023

Throughout the past year, a chorus of voices emerged, proclaiming that the global economy was teetering on the edge of a precipice. They cited various factors, including rising inflation, geopolitical tensions, and lingering effects of the pandemic, as harbingers of an impending economic downturn.

Economics 111

Economics Economy Media Marketing 111

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. This gets a ton of play in the media, as the next six months are indeed the worst-performing period of the year. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. return since 1950.

Marketing 52

Marketing Marketing Economy Numbers 52

Walkner Condon Financial Advisors

FEBRUARY 2, 2024

Basically, it means that present economic realities do not match up with what they expect to happen in the future. It could be because seemingly everywhere you look in the financial press and mainstream media outlets that the narrative is that we are mere moments away from recession. Why is this? Great Scott!” Recession is shaded here.

Retail 45

Retail Manufacturing Financial Advisor Sales 45

Walkner Condon Financial Advisors

MAY 27, 2022

Our hospitals are better equipped to handle life-threatening cases and, fortunately, those case numbers are falling. Pundits and media types love to tell us that this is a different time, situation, or environment than we have ever seen before. All of that said, we are still a country very much dealing with this virus.

Financial Advisor 52

Financial Advisor Budgeting Financial Planning Economy 52

Yardley Wealth Management

MAY 18, 2022

So there is a bit of a perverse inverse relationship between having the skills that go into being a good forecaster and having the skills that go into being an effective media presence.” Investors scared off by the likelihood of rising rates suffered for betting against the collective wisdom of the market.” Bottom line, it had not.

Investing 52

Investing Investments Economics Portfolio 52

Mr. Money Mustache

SEPTEMBER 4, 2023

Interest rates are like a giant gas pedal that revs the engine of our economy, with the polished black dress shoe of Federal Reserve Chairman Jerome Powell pressed upon it. And of course when interest rates get jacked up, almost everything else in the economy slows down. So let’s talk about strategy. We should have Fiscal Discipline!

Economy 106

Economy Banking Budgeting Economics 106

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The market rally that began in mid-June paused last week.

Marketing 59

Marketing Marketing Economics Taxes 59

Carson Wealth

SEPTEMBER 18, 2023

By Ryan Detrick, Chief Marketing Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. The bottom line is the loan repayments are unlikely to come in near as much as the media makes it sound, likely not upsetting the strong consumer.

Economics 144

Economics Retail Economy Media 144

Indigo Marketing Agency

DECEMBER 19, 2022

He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. While China’s GDP growth has been impressive, its innovation economy has grown at an even more rapid pace. Take patent applications as an example.

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. Number of University Degrees in Science and Engineering 2000-2015. and almost nine times the number of mobile payment users. processed $2.2

Startup 52

Startup Government Manufacturing Clients 52

The Better Letter

JANUARY 18, 2024

The higher the number of variables, the less likely it is that the connection is a causal one and one that will persist over time. A strong and growing economy will generally correlate with a healthy stock market. That’s simply not possible with the infinite numbers of variables impacting the markets.

Advertising 98

Advertising Numbers Risk Management Economics 98

Carson Wealth

MARCH 2, 2023

While the FIRE (Financial Independence, Retire Early) movement has been spreading like, well, wildfire on social media, that’s not what we’re talking about here. Run Your Numbers You need to get a handle on your various sources of income and where they are housed — as in, how easily you can access them when you need them.

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

Clever Girl Finance

MAY 12, 2023

The FI formula How to FI: 5 Steps to reach financial independence Expert tip Understanding your financial independence number Determining your years to FI How many years until reaching your goal? The first step in how to reach FI is figuring out your FI number and how long it’ll take you to reach it. What is FIRE?

Retirement 59

Retirement Numbers Insurance Accounting 59