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The Equity Beat: Old Economy Stocks Aging Like Fine Wine

Brown Advisory

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98
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Monday links: riding out bear markets

Abnormal Returns

ft.com) Don't discount Apple's ($AAPL) push into financial services. forbes.com) Economy The American consumer is getting more cautious. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? manufacturing plant. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 247
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ADP: Private Employment Increased 184,000 in March

Calculated Risk

percent year-over-year, according to the March ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”). The three biggest increases for job-changers were in construction, financial services, and manufacturing,” said Nela Richardson, chief economist, ADP.

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Sunday links: connecting the dots

Abnormal Returns

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. Companies RIP, Bed, Bath & Beyond ($BBBY).

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Market Commentary: Reasons To Be Thankful

Carson Wealth

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

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Does the ISM Services Index Really Reflect the Real World?

Mish Talk

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The However, the recent ISM manufacturing report went into contraction, catching up a bit with S&P. percent, 2.4

Economy 190
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Market Commentary: Another October Low Forming?

Carson Wealth

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143