The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 159

Investing Investments Management Engineering 159

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.

Economics 178

Economics Economy Investing Investments 178

Calculated Risk

JULY 28, 2022

Note: The second graph - residential investment as a percent of GDP - is useful in predicting a Fed induced recession. percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis. Of course - with the sudden economic stop due to COVID-19 - the usual pattern didn't apply.

Investing 352

Investing Investments Government Commission 352

The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

Investing 146

Investing Investments Wealth Management Numbers 146

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

Economics 162

Economics Economy Food Communication 162

Wealth Management

AUGUST 20, 2024

Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors. With the election season heating up, Morningstar looked at how the potential outcomes could affect investors.

Investing 268

Investing Investments Wealth Advisor Economics 268

The Big Picture

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Government 308

Government Investing Economy Investments 308

Abnormal Returns

MAY 22, 2025

novelinvestor.com) What to invest in when everything looks unattractive? abnormalreturns.com) Mixed media 16 books from JPMorgans annual summer reading list including: Economic Spotlight: Our Dollar, Your Problem: An Insiders View of the Seven Turbulent Decades of Global Finance, and the Road Ahead by Kenneth Rogoff.

Investing 146

Investing Investments Media Government 146

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.”

Banking 345

Banking Planning Economics Investing 345

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%

Economics 347

Economics Economy Sales Commission 347

Calculated Risk

APRIL 30, 2025

Bureau of Economic Analysis. These movements were partly offset by increases in investment, consumer spending, and exports. Real final sales to private domestic purchasers, the sum of consumer spending and gross private fixed investment, increased 3.0 annual rate, and residential investment increased at a 1.3%

Government 257

Government Food Economics Sales 257

Wealth Management

JUNE 27, 2025

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

Estate Planning 268

Estate Planning Marketing Marketing Wealth Management 268

The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

Investing 130

Investing Investments Startup Wealth Management 130

The Big Picture

NOVEMBER 15, 2024

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.

Portfolio Management 315

Portfolio Management Economics Portfolio Assets 315

Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? Excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Here is a review of the Ten Economic Questions for 2024. Through November, starts were down 4.3%

Sales 147

Sales Investing Investments Commission 147

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. Click on graph for larger image.

Clients 270

Clients Numbers Economics Investing 270

Abnormal Returns

JANUARY 17, 2025

podcasts.apple.com) Katie Gatti Tassin talks about the economics of weight loss drugs. joincolossus.com) Patrick O'Shaughnessy talks biotech investing with Tal Zaks who is a Partner at OrbiMed. buzzsprout.com) Meb Faber talks endowment style investing with Wendy Li, founder and CIO of Ivy Invest.

Economics 159

Economics Economy Investing Investments 159

Abnormal Returns

JANUARY 29, 2025

Podcasts Christine Benz and Dan Lefkovitz talk with John Rekenthaler about his long career writing about investing. morningstar.com) Peter Lazaroff on how much money you need to retire. peterlazaroff.com) Family Every decision we make has trade-offs: the case for staying home to care for small children.

Economics 170

Economics Retirement Financial Advisor Investing 170

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Financial Planner 200

Financial Planner Financial Advisor Tax Planning Clients 200

Calculated Risk

JANUARY 1, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Here is a review of the Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). in November, up from 3.7%

Economics 272

Economics Sales Investing Investments 272

Wealth Management

JULY 2, 2025

Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty However, when it comes to how members of Gen X prefer to be approached by their advisors , there is no “one size fits all” solution, Horton noted.

Financial Advisor 197

Financial Advisor Estate Planning Wealth Management Financial Planning 197

Calculated Risk

FEBRUARY 23, 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. Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I

Sales 309

Sales Economy Investing Investments 309

Trade Brains

JUNE 28, 2025

India’s corporate landscape is entering its most significant phase of capital investment in over ten years, with companies preparing to nearly double their spending over the next five years, according to S&P Global Ratings. Key drivers of this investment surge include sectors such as power transmission, aviation, and green hydrogen.

Investing 94

Investing Investments Electronics Transportation 94

Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

Portfolio 259

Portfolio Investing Investments Economics 259

Calculated Risk

MARCH 27, 2025

Bureau of Economic Analysis. The increase in real GDP in the fourth quarter primarily reflected increases in consumer spending and government spending that were partly offset by a decrease in investment. Residential investment was revised up from 5.4% In the third quarter, real GDP increased 3.1 Real GDP was revised up 0.1

Government 218

Government Economics Investing Investments 218

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 87

Economics Asset Allocation Financial Planning Taxes 87

The Big Picture

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing.

Retirement 187

Retirement Investing Investments Numbers 187

The Big Picture

APRIL 15, 2025

The US remains the global economic, military, and political leader. Later in the year, encouraged by improving CPI data and minimal economic disruption, the FOMC resumes its rate-cutting regime. On the corporate side, companies hold off on big CapEx spending, building new plants, investments, and hiring.

Economics 317

Economics Economy Communication Marketing 317

Calculated Risk

DECEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. Click on graph for larger image.

Numbers 281

Numbers Economics Investing Investments 281

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Calculated Risk

DECEMBER 29, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Here is a review of the Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2025 and a few predictions: Question #6 for 2025: What will the Fed Funds rate be in December 2025?

Economics 278

Economics Sales Numbers Investing 278

The Big Picture

MARCH 3, 2025

It made me realize that, despite my extensive research into the psychology underlying behavioral economics, I suffered from the exact same cognitive errors as everyone else. It was never me that made all of those mistakes. But it was. That game was eye-opening. As Daniel Kahneman explained , “We are blind to our blindness.

Economics 306

Economics Assets Clients Investing 306

A Wealth of Common Sense

MAY 26, 2025

Today’s Talk Your Book is brought to you by VanEck: See here for more information on VanEck’s Goldminer strategy On today’s show, we discuss: Gold making new all time highs The difference between investing in gold vs investing in gold miners Central banks driving prices higher Gold miner valuation Economic conditions and gold miners (..)

Investing 84

Investing Investments Valuation Banking 84

Calculated Risk

MARCH 7, 2025

Goods exports were softer than suggested by the Advance Economic Indicators report, while wholesale inventories were slightly firmer. [Mar 7th] emphasis added From Goldman: The details of the trade balance report indeed indicated that elevated gold imports contributed the bulk of increase in imports in January. percent on March 6, up from -2.8

Economics 179

Economics Management Investing Investments 179

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

Investing 59

Investing Investments Taxes Risk Tolerance 59

Calculated Risk

MAY 21, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. for the month.

Economy 162

Economy Numbers Economics Investing 162

Calculated Risk

APRIL 7, 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. This graph uses new home sales, single family housing starts and residential investment. (I

Sales 241

Sales Economy Economics Investing 241