Calculated Risk
DECEMBER 22, 2024
Here is a review of the Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.8% 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. The purpose of these questions is to provide a framework of how the U.S.
Calculated Risk
DECEMBER 4, 2024
Fed's Beige Book Economic activity rose slightly in most Districts. Though growth in economic activity was generally small, expectations for growth rose moderately across most geographies and sectors. Three regions exhibited modest or moderate growth that offset flat or slightly declining activity in two others.
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The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.
The Big Picture
APRIL 17, 2025
In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go. There is nothing in between.
The Big Picture
APRIL 16, 2025
I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices.
Calculated Risk
MARCH 7, 2025
From Fed Chair Powell: Economic Outlook Despite elevated levels of uncertainty, the U.S. Recent Economic Data Economic growth The economy has been growing at a solid pace. Further, recent surveys of households and businesses point to heightened uncertainty about the economic outlook. GDP expanded at a 2.3
Calculated Risk
DECEMBER 28, 2022
Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). 1) Economic growth: Economic growth was probably under 1% in 2022 as the economy slowed following the economic rebound in 2021. The FOMC is expecting growth of just 0.4%
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