Abnormal Returns

FEBRUARY 23, 2024

newsletter.rationalwalk.com) Economy How to parse a CPI report. (wsj.com) PE-backed car washes are popping up all over the country. bloomberg.com) KKR ($KKR) is getting out of the music rights business. ft.com) Will Berkshire Hathaway ($BRK.A) ever pay a dividend? morningstar.com) Was employment growth in 2023 lower than initially thought?

Investing 212

Investing Investments Financial Advising Media 212

The Reformed Broker

OCTOBER 25, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Stocks Adidas cuts Kanye – The post Stocks Always Bottom Before the Economy Does appeared first on The Reformed Broker. Stocks Bottom First – Stocks will plunge way before earnings, GDP, and Payrolls do. ?Adidas

Economy 130

Economy Investing Investments Marketing 130

Advisor Perspectives

JANUARY 24, 2024

Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.

Economy 52

Economy Investing Investments Economics 52

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. (ft.com) Startups How unicorns are dealing with the decline in valuations. Those stakes are set to change hands.

Investing 209

Investing Investments Startup Financial Advising 209

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. (ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: regretting regret.

Investing 194

Investing Investments Financial Advising Startup 194

The Big Picture

NOVEMBER 18, 2023

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments. Note: This episode was recorded on Nov.

Investing 152

Investing Investments Government Economy 152

Abnormal Returns

OCTOBER 19, 2023

ft.com) Sentiment How media is driving a wedge between the economy and sentiment. bonddad.blogspot.com) Economy Still no sign of a pick up in weekly initial unemployment claims. (wsj.com) Mortgage rates have hit 8%. calculatedrisk.substack.com) Fund management Big money money managers are all in on ETFs.

Financial Advising 209

Financial Advising Investing Investments Media 209

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. nytimes.com) Economy Disinflation isn't moving in a straight line. Markets European natural gas prices are back down to Q4 2021 levels. ft.com) Zero day options are growing in popularity. rationalwalk.com) Share buybacks aren't good or bad, they just are.

Investing 199

Investing Investments Financial Advising Media 199

Trade Brains

SEPTEMBER 6, 2023

And now the world’s 2nd largest economy is experiencing a fall after the covid lockdown recovery. 5️⃣ Foreign direct investment is down 6️⃣ Overall debt-to-GDP ratio is about 300% and rising 7️⃣ Decreasing population: In 2022, China’s population fell for the first time since 1961, which was not expected until 2029 or later.

Economy 72

Economy Manufacturing Economics Investing 72

Advisor Perspectives

FEBRUARY 15, 2024

China's economy has disappointed most expectations over the past year. China's need to rebalance from investment to consumption is coming when tensions with the U.S. are elevated. This could create continued volatility. We believe China does have the levers to alleviate some key challenges.

Economy 52

Economy Investing Investments 52

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy 98

Economy Clients Economics Investing 98

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. In fact, during the first three quarters of the year, the economy grew at a rate of 3.2 All in all, the markets and economy performed stronger than anticipated in 2023.

Economy 52

Economy Marketing Marketing Financial Planner 52

Brown Advisory

AUGUST 11, 2023

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

Economy Manufacturing Clients Economics 98

The Irrelevant Investor

MARCH 26, 2021

On today’s show, we talk with SoFi about how to invest in the gig economy. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits: Investing in the Gig Economy appeared first on The Irrelevant Investor. To learn more, go here. Follow us on Facebook , Instagram , and YouTube.

Economy 52

Economy Investing Investments Management 52

Discipline Funds

FEBRUARY 21, 2024

When people think of macro investing they tend to think of Paul Tudor Jones, George Soros or Ray Dalio. Macroeconomics is the study of aggregate economies or large components of the economy. Macroeconomics is the study of aggregate economies or large components of the economy. Let me explain.

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Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. (collabfund.com) Markets have to clear.

Marketing 251

Marketing Marketing Financial Advising Manufacturing 251

Bell Investment Advisors

NOVEMBER 6, 2023

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher. Take an example.

Economy 52

Economy Economics Investment Advisor Numbers 52

Carson Wealth

FEBRUARY 23, 2024

Just last week we started to see some weakness in the economy. last month Industrial production fell in January Production is up on vehicles, high-tech equipment, defense equipment, and aerospace Overall, there are still more positives than negatives Looking for more investment insights and market analysis?

Economy 52

Economy Retail Economics Sales 52

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' vox.com) Economy Food inflation is moderating. econbrowser.com) How immigrants are bailing out Maine's economy.

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Food Financial Advising Media Economy 233

Calculated Risk

JANUARY 10, 2024

2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. Or will the economy lose jobs? million jobs in 2023.

Economy 111

Economy Manufacturing Economics Sales 111

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' (wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds. axios.com) The Cybertruck looks like a bust.

Economy 239

Economy Sales Investing Investments 239

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

Investing 96

Investing Investments Marketing Marketing 96

Advisor Perspectives

MAY 1, 2024

will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia’s biggest economy to spur growth. Microsoft Corp.

Investing 59

Investing Investments Economy 59

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 236

Valuation Financial Advising Startup Media 236

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 251

Financial Advising Media Economy Investing 251

Abnormal Returns

NOVEMBER 9, 2022

calculatedrisk.substack.com) Economy What the Sahm Indicator is saying about a recession. (protocol.com) Housing Redfin ($RDFN) is laying off 13% of its workforce and is getting out of the home flipping business. geekwire.com) New home cancellations increased sharply in Q3.

Investing 219

Investing Investments Financial Advising Advertising 219

Advisor Perspectives

MARCH 14, 2024

We will start with a discussion of the state of the global economy, the opportunities for investment and how the world of private equity is changing. Today, we will discuss the evolving role of private equity.

Investing 52

Investing Investments Economy Clients 52

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. bonddad.blogspot.com) The U.S.

Financial Advising 251

Financial Advising Medical Economy Retail 251

Advisor Perspectives

NOVEMBER 29, 2023

The US economy grew at an even faster pace in the third quarter than originally estimated, reflecting upward revisions to business investment and government spending.

Economy 52

Economy Government Investing Investments 52

Trade Brains

NOVEMBER 7, 2023

The global economy hasn’t even started healing from the Russia-Ukraine war that began last year, and now the Israel-Hamas conflict presents a new challenge. It’s a challenging time for the global economy. How can Israel-Hamas war impact the Indian economy? in 2022 to 3% in 2023 and further to 2.9%

Economy 59

Economy Marketing Marketing Economics 59

Calculated Risk

JULY 28, 2022

Note: The second graph - residential investment as a percent of GDP - is useful in predicting a Fed induced recession. The graph below shows the contribution to GDP from residential investment, equipment and software, and nonresidential structures (3 quarter trailing average). Residential investment (RI) decreased at a 14.0%

Investing 140

Investing Investments Government Commission 140

Abnormal Returns

JANUARY 7, 2024

awealthofcommonsense.com) It takes time to develop your investing principles. erikmcclure.com) Why the booming Sunbelt economy has bypassed the state of Mississippi. npr.org) The case for Invest America Accounts. bloomberg.com) Economy The U.S. labor economy is not overheating. wsj.com) U.S.

Financial Advising 238

Financial Advising Economy Media Government 238

Abnormal Returns

FEBRUARY 4, 2024

morningstar.com) Strategy Investing is too complicated to be boiled down to a single indicator. disciplinefunds.com) Policy Why criminalizing ESG investing is ridiculous. noahpinion.blog) Russia's economy is holding up better than expected. nytimes.com) Economy The economy could soften without tipping into a recession.

Financial Advising 245

Financial Advising Economy Food Economics 245

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 219

Financial Advising Economy Media Economics 219

A Wealth of Common Sense

JUNE 23, 2023

There are three things you can generally do with your money: you can spend it, you can save it or you can invest it. It’s likely one of our greatest collective talents and it’s a big reason the consumer makes up something like 70% of the economy. As Americans, we LOVE to spend it.

Investing 89

Investing Investments Economy Wealth Management 89