Calculated Risk

JUNE 9, 2025

Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. Also, perhaps the tariffs are not enough to topple the economy. Trade should not be a weapon.”

Sales 165

Sales Economy Economics Taxes 165

Abnormal Returns

MARCH 17, 2025

jeffreyptak.substack.com) Global China is more diverse (economic) than you think. propublica.org) Economy Retail sales are decelerating. calculatedriskblog.com) More signs the economy is weakening. (morningstar.com) People are not dumping target date funds willy-nilly. paulkrugman.substack.com) The U.S.

Media 195

Media Economy Retail Banking 195

Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. But while the economy slows, certain businesses remain steady, and some even thrive. But while the economy slows, certain businesses remain steady, and some even thrive. Thats where recession-resistant businesses come in.

Economy 68

Economy Food Healthcare Economics 68

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy 162

Economy Economics Food Banking 162

Nationwide Financial

AUGUST 7, 2024

Key takeaways: Economic activity was downshifted by mid-year, with elevated interest rates and inflation fatigue weighing on consumer and business spending behavior. economy should post more modest growth in the second half of 2024 as interest rate and inflation headwinds build for consumers.

Economics 52

Economics Economy Valuation Retail 52

Abnormal Returns

NOVEMBER 29, 2024

wsj.com) Black Friday sales are now more annoying than ever. nytimes.com) Economy The Russian Ruble is tumbling in value. sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. (ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager.

Media 162

Media Retail Economy Economics 162

Abnormal Returns

JULY 14, 2025

sherwood.news) Kirkland is a growing share of Costco ($COST) sales. calculatedriskblog.com) Economy How rising government debt levels affect borrowing rates. marginalrevolution.com) What economically resilient cities have in common: an educated workforce. wsj.com) Work Men are more likely to return to the office.

Education 147

Education Manufacturing Media Government 147

The Big Picture

JANUARY 4, 2025

Global Financial Data ) Vanguard 2025 economic and market outlook : The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies now within touching distance of central banks targets. economy, while other economies have been less lucky. Luxury car sales fell 27%.

Government 246

Government Economy Advertising Engineering 246

Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Abnormal Returns

JANUARY 24, 2025

bigtechnology.com) Economy Sales of existing homes in the US hit their lowest level since 1995. calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: basic economics. (sherwood.news) Are AI companies wasting money? cnn.com) It looks like there was a stockpiling effect at the end of 2024.

Food 147

Food Taxes Media Economy 147

Advisor Perspectives

JUNE 17, 2025

Describes how what is happening to the economy is bigger than tariffs, it is the business cycle. It includes a comment on the FOMC meeting tomorrow, uses economic data up through this morning (retail sales), and includes a nice cartoon which can be used as a thumbnail (below).

Retail 52

Retail Economy Economics Sales 52

Discipline Funds

APRIL 30, 2025

The NBER defines a recession as A significant decline in economic activity that is spread across the economy and lasts more than a few months. Yes, it does appear that the economy is softening, but we don’t need to go declaring recession just yet. And so far that’s not the case.

Insurance 75

Insurance Financial Planning Government Economy 75

Abnormal Returns

OCTOBER 27, 2024

msn.com) How big a disappointment are Apple ($AAPL) VIsion Pro sales? statnews.com) Economy Where does economic growth come from? conversableeconomist.com) The economic schedule for the coming week. (humbledollar.com) Companies How did Boeing ($BA) go so wrong? npr.org) How the alcohol lobby has kept higher taxes at bay.

Financial Advising 293

Financial Advising Economics Media Economy 293

Zoe Financial

JUNE 23, 2025

Economic Update: Fed Meeting: Rates held steady. Retail Sales (May): Overall sales were affected by a sharp drop in auto sales (post-March tariff surge). Retail Sales (May): Overall sales were affected by a sharp drop in auto sales (post-March tariff surge). Economies and markets fluctuate.

Marketing 40

Marketing Marketing Retail Sales 40

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

Abnormal Returns

JANUARY 10, 2025

(cnbc.com) Global Trudeau's economic record in Canada is disappointing. russell-clark.com) Economy The December NFP reported showed strong growth and a 4.1% economy continues to slow. wsj.com) Don't start a company if you don't want to do sales. noahpinion.blog) Do Russians really support the war in Ukraine?

Economy 162

Economy Media Economics Sales 162

Zoe Financial

JUNE 16, 2025

Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Next Week: Retail Sales data. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. PPI: 2.6%, also better than expected. Fed meeting (Wednesday).

Marketing 40

Marketing Marketing Taxes Economics 40

Mr. Money Mustache

FEBRUARY 25, 2025

If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Later, reality sunk in that this was just a fad and Peloton sales returned back to normal levels, and so did the stock.

Marketing 66

Marketing Marketing Sales Portfolio 66

Zoe Financial

NOVEMBER 11, 2024

Retail sales data, which give us a sense of how the consumer spending is looking. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. In Q1’25 US Economy contracted at a rate of 0.5% annual rate, the first negative reading since Q1 2022.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

The Big Picture

FEBRUARY 25, 2025

But I was in institutional sales and I would go around from one investor to another, to another, to another, to another. Now, this wonderful section in this little bitty book that I’ve just finished, wonderful section on behavioral economics, terrific book by Daniel Kahneman, thinking Fast, thinking Slow. It’s a mania.

Investing 162

Investing Investments Management Engineering 162

Zoe Financial

JANUARY 13, 2025

Economic Update: When economic data comes in hotter than expected: Stock markets tend to sell off. Fed Rate Cuts Outlook : Expectations for further rate cuts have decreased as the economy remains strong. A reaccelerating economy supports continued earnings growth, benefiting the market overall. Retails Sales data.

Marketing 52

Marketing Marketing Economics Economy 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

Validea

APRIL 3, 2025

Currently, fewer than 70 companies meet these criteria, representing various sectors across the economy. By maintaining and increasing shareholder payments through different economic environments, these businesses have shown their ability to generate reliable profits and manage cash flow effectively. Take a Free Trial Today!

Economics 52

Economics Economy Sales Investments 52

Validea

JUNE 3, 2025

Currently, fewer than 70 companies meet this criteria across various sectors of the economy. These companies have maintained dividend increases through different economic cycles, indicating their ability to generate steady cash flows and manage capital effectively. Take a Free Trial Today! CVX CHEVRON CORP $137.84 $240,768 15.8

Economics 52

Economics Economy Sales Management 52

The Big Picture

NOVEMBER 28, 2024

You can dance around emotionally charged issues like politics, the economy, the stock market and your love life for only so long before your cranky uncle decides to shatter the cordial air with a five-minute rant about the state of the world. About 40% of their sales come from overseas. Ever heard of ChatGPT? Never mind.

Media 243

Media Sales Marketing Marketing 243

Dear Mr. Market

APRIL 2, 2025

However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy. This bracket focuses on who benefits most when the Russia-Ukraine war ends and economic rebuilding begins.

Investing 78

Investing Investments Valuation Advertising 78

Trade Brains

JULY 17, 2025

stocks edged higher on Thursday, supported by encouraging economic data and solid corporate earnings. The market rally reflected growing investor confidence in the strength of the economy despite ongoing global uncertainties. Retail sales rose 0.6% economic data and solid corporate earnings helped ease concerns over tariffs.

Marketing 59

Marketing Marketing Banking Certification 59

The Big Picture

FEBRUARY 24, 2025

How that plays out in the courts and the economy is as yet unknown. There are economic risks, market risks, systemic factors, currency risks, constitutional questions, and ultimately, the standing of the United States as a global superpower and ally. The first month of Trump 2.0 I am not blas about radical change. and its allies.

Economy 289

Economy Media Economics Sales 289

Investing Caffeine

MAY 1, 2025

dollar Rising interest rates due to foreign debt sales Doubts over the U.S. Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. Suffice it to say, the media headlines were horrific during this period.

Media 52

Media Economy Investments Investing 52

Inside Information

JUNE 28, 2025

Now, suddenly, I look up from this focus and realize that there’s too much money to be made from too many gullible investors and sales-focused advisors for anybody to have standards. The basic idea behind alts, as I see it, is to create vehicles that would invest in more interesting areas of the economy than stocks and bonds.

Startup 40

Startup Investments Investing Retail 40

Carson Wealth

JUNE 30, 2025

However, if you normalize inventory by sales (months of supply at the current sales pace), inventory looks normal. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Marketing 78

Marketing Marketing Investments Investing 78

The Better Letter

JANUARY 2, 2025

As always, I lead with Wall Street, the markets, and the economy, the objects of my day job. 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. ” In 2024, e-commerce sales totaled about $6.3

Management 103

Management Marketing Marketing Economics 103

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. Barry Ritholtz : I’m, I’m thrilled to have you.

Numbers 147

Numbers Investments Investing Economics 147

Trade Brains

JULY 10, 2025

Investors fear prolonged economic friction between the allies. ” He complained about Japanese car and rice sales. Markets clearly see the tariffs harming Japan’s export-reliant economy. The path forward remains fraught with economic risk. This move directly targets Japan’s vital auto and tech sectors.

Transportation 52

Transportation Banking Investments Investing 52

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Retail Sales Report : Previous week’s data showed signs of weakness. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Healthcare Taxes 52