Calculated Risk

JANUARY 31, 2025

Bureau of Economic Analysis. The PCE price index, excluding food and energy, increased 2.8 The BEA released the Personal Income and Outlays report for December: Personal income increased $92.0 billion (0.4 percent at a monthly rate) in December , according to estimates released today by the U.S. billion (0.4 billion (0.7

Food

The Big Picture

DECEMBER 11, 2024

Hey, you might have people who love food, who are good cooks. And just start eating real foods with very few ingredients. and staying away from ultra processed foods and staying away from foods that have a lot of added sugar. And just start eating real foods with very few ingredients.

Food

Calculated Risk

FEBRUARY 8, 2025

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI.

Retail

Calculated Risk

JULY 12, 2025

For manufacturing, the June Industrial Production report and the July New York and Philly Fed manufacturing surveys will be released. -- Monday, July 14th -- No major economic releases scheduled. -- Tuesday, July 15th -- 8:30 AM: The Consumer Price Index for June from the BLS. The consensus is for a 0.3% increase in CPI, and a 0.3%

Retail

Calculated Risk

MAY 30, 2025

Bureau of Economic Analysis. Excluding food and energy, the PCE price index also increased 0.1 Excluding food and energy, the PCE price index increased 2.5 Excluding food and energy, the PCE price index increased 2.5 The PCE price index, excluding food and energy, increased 2.5 billion (0.8 billion (0.8 billion (0.2

Food

Calculated Risk

MARCH 15, 2025

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). This will include the Federal Open Market Committee (FOMC) participants' projections of the appropriate target federal funds rate along with updated economic projections. The consensus is for a 0.7% increase in retail sales. down from 5.7.

Retail

Calculated Risk

MARCH 28, 2025

Bureau of Economic Analysis. Excluding food and energy, the PCE price index increased 0.4 Excluding food and energy, the PCE price index increased 2.8 Excluding food and energy, the PCE price index increased 2.8 The PCE price index, excluding food and energy, increased 2.8 billion (0.8 billion (0.9 billion (0.4

Food

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

Calculated Risk

AUGUST 9, 2025

For manufacturing, the August NY Fed survey, and the July Industrial Production report will be released. -- Monday, August 11th -- No major economic releases scheduled. -- Tuesday, August 12th -- 6:00 AM ET: NFIB Small Business Optimism Index for July. The key reports this week are July CPI and Retail Sales. The consensus is for a 0.2%

Retail

Abnormal Returns

DECEMBER 1, 2024

econbrowser.com) The economic schedule for the coming week. seths.blog) The ten best books about food from 2024 including "Frostbite: How Refrigeration Changed Our Food, Our Planet and Ourselves" by Nicola Twilley. (sherwood.news) Economy Real wages are still rising. theatlantic.com)

Math

Calculated Risk

JUNE 14, 2025

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). 2:00 PM: FOMC Projections This will include the Federal Open Market Committee (FOMC) participants' projections of the appropriate target federal funds rate along with the quarterly economic projections. The consensus is for a 0.5%

Retail

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. In the month-to-date through November 22, the Russell is up nearly 9 percent. New Home Sales. FOMC Minutes. Durable Goods.

Marketing

Calculated Risk

JANUARY 11, 2025

For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. -- Monday, January 13th -- No major economic releases scheduled. -- Tuesday, January 14th -- 6:00 AM: NFIB Small Business Optimism Index for December. The consensus is for a 0.4% down from 0.2.

Retail

Trade Brains

JULY 13, 2025

These mid-cap companies are considered reliable for long-term growth and tend to perform well even during economic downturns, making them attractive to conservative and long-term investors. crore, the shares of GE Vernova T&D India Limited closed at Rs. per equity share, down nearly 2.42 percent from its previous day’s close price of Rs.

Manufacturing

Abnormal Returns

JUNE 27, 2025

feld.com) The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein. abnormalreturns.com) Mixed media Why entrepreneurs love discontinued food brands. ft.com) Crypto On the risks of the spread of Bitcoin into the corporate Treasury. marginalrevolution.com)

Math

Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Food and beverage 3. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn. Baby products 2.

Economy

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Food for Thought… Who are wise in love, love most, say least.” Retail Sales.

Marketing

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. The Standard & Poor’s 500 Index fell 0.96 Consumer Confidence.

Marketing

Calculated Risk

OCTOBER 30, 2024

Bureau of Economic Analysis. Within services, the leading contributors were health care (led by outpatient services) as well as food services and accommodations. From the BEA: Gross Domestic Product, Third Quarter 2024 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.8

Government

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. Food for Thought… Life shrinks or expands according to one’s courage.” Tuesday: Durable Goods.

Marketing

The Big Picture

MAY 27, 2025

The guy is a brilliant operator, one of the best performing publicly traded CEOs in history, at least in the, in the food and consumer services sector. And I love food. And I began to say this was a powerful opportunity to apply what I knew about running food businesses and actually create the kind of company I wanted to work for.

Food

Abnormal Returns

JANUARY 24, 2025

fastcompany.com) Coke products are coming back to the Costco ($COST) food court. calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: basic economics. (wsj.com) More crypto ETFs are likely coming to market. sherwood.news) Costco Costcos ($COST) shareholders rejected a proposal to reverse its DEI practices.

Food

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

Marketing

Calculated Risk

NOVEMBER 9, 2024

The key economic reports this week are October CPI and Retail Sales. 3:00 PM: Speech, Fed Chair Jerome Powell , Economic Outlook , At Conversation with Federal Reserve Chair Jerome Powell, Dallas, Texas -- Friday, November 15th -- 8:30 AM ET: Retail sales for October will be released. The consensus is for a 0.3% increase in core PPI.

Retail

Validea

JUNE 16, 2025

Understanding the Strategies Warren Buffett – The Patient Quality Investor Validea’s Buffett-inspired model focuses on durable competitive advantages, consistent earnings, and financial strength — in other words, quality and economic moats. Sample picks: Cal-Maine Foods ( CALM ): +65.4% Steel Dynamics ( STLD ): +30.0%

Valuation

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 fact, retail inflation in June hit a six-year low of 2.1%, driven largely by falling food prices.

Financial Market

Discipline Funds

APRIL 4, 2025

Tariffs are perhaps the most non-partisan issue in economics. In fact, the only reason anyone knows about my work is because half the stuff I read during the GFC years was BS and I made it my mission to debunk a lot of the terrible economic narratives out there. The world has so much food that we are suffering from an obesity epidemic.

Economics

Validea

JULY 18, 2025

Companies with high free cash flow yields typically have the financial strength to navigate economic downturns while maintaining operational flexibility as their competitors face difficulties. 60 4 CALM CAL-MAINE FOODS INC 12.4% $106.81 $5,180 5.3 This self-sufficiency becomes particularly valuable when credit markets tighten.

Food

Trade Brains

JULY 9, 2025

That’s good, but here’s what it really means: while grocery bills might seem stable, core inflation (excluding food and fuel) sits around 4.17–4.20%. Synopsis- In May 2025, India’s headline CPI inflation dropped to 2.82%, the lowest in six years since February 2019. For Indian retirees, that’s a structural challenge.

Retirement Planning

Abnormal Returns

JULY 6, 2025

barrons.com) Food Even before the SNAP cuts, more Americans were going hungry. axios.com) Food banks are on the front lines of coming budget cuts. We’re throwing poor families off health care and food assistance to make budgetary space for American dynasties and the “stealthy wealthy.” slate.com) So much for fighting MS-13.

Marketing

WiserAdvisor

JUNE 17, 2025

Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. That includes everything from electronics and cars to clothes and even some food products. This is an interesting time for the world. New advancements, disruptions, and innovations are all around. So, what can you do?

Financial Advisor

Validea

JUNE 20, 2025

Enterprises with strong free cash flow yields generally possess the financial resilience to weather economic challenges while retaining operational agility as competitors struggle. 18 3 CALM CAL-MAINE FOODS INC 12.9% $103.07 $4,998 5.1 Such investments provide protective qualities when markets become unstable.

Food

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 Factory Orders.

Marketing

The Big Picture

JANUARY 22, 2025

Phil Pearlman : If we take the first 50 years of behavioral economics, we go back. We think about what is the primary, what is the one big takeaway so far from behavioral economics? You don’t have to say, Hey, I’m going to go run a half marathon, or, Hey, I’m going to cut out every bad food that I’ve ever eaten.

Wealth Management

Carson Wealth

JANUARY 21, 2025

Economic expectations over the next year have lifted from where they were pre-election, although were likely to get slower real growth than the 3.0% More importantly, between rate cuts and the expected policy shift, the perception of downside economic risk has improved. and core CPI (excluding food and energy) rising just 0.2%.

Marketing

Validea

MAY 14, 2025

Businesses with high free cash flow yields typically have the financial strength to navigate economic difficulties while maintaining flexibility when competitors may falter. 17 2 CALM CAL-MAINE FOODS INC 14.1% $93.95 $4,556 4.6 This self-sufficiency becomes particularly valuable when borrowing becomes difficult.

Food

Validea

MARCH 14, 2025

Their steady cash generation provides a financial buffer, helping them navigate economic challenges while meeting operational and financial commitments. Quality Percentile Value Percentile CALM CAL-MAINE FOODS INC 8.3% $80.87 $3,966 6.3 In market downturns, high free cash flow yield stocks often show resilience.

Food