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

JUNE 13, 2023

riaintel.com) How long-short investing changes the direct indexing equation. institutionalinvestor.com) Retail traders trade crypto differently. papers.ssrn.com) How much does the European economy affect the U.S.? (klementoninvesting.substack.com) AI is no magic bullet for generating alpha.

Retail 221

Retail Economy Investing Investments 221

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors. riabiz.com) Economy Core CPI ex-shelter was up 2.2% Markets Why the Magnificent Seven are outperforming: earnings. in December.

Financial Advising 232

Financial Advising Startup Retail Media 232

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

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 226

Financial Advising Insurance Economy Retail 226

Abnormal Returns

FEBRUARY 21, 2024

downtownjoshbrown.com) Don't invest in alternatives unless you are in it for the long run. insidehook.com) Economy The Conference Board's LEI no longer signals recession. newsletter.abnormalreturns.com) Mixed media Retailers are cracking down on serial merchandise returners. ft.com) Strategy Certainty sells. wsj.com)

Financial Advising 222

Financial Advising Distribution Retail Media 222

Abnormal Returns

JUNE 29, 2023

theinformation.com) Downtown retail has more than just a crime problem. businessinsider.com) Economy Q2 GDP was revised up to 2.0% carsongroup.com) Anemic wage growth has held back views about the economy. Companies Overstock.com is going all-in on the Bed Bath & Beyond name. wapo.st) Capex spending has stopped going down.

Financial Advising 201

Financial Advising Retail Economy Media 201

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. (thediff.co) Why there's never a shortage of pundits willing to make a big market call.

Financial Advising 214

Financial Advising Valuation Retail Media 214

The Big Picture

JUNE 17, 2023

economy, but American society as a whole. Morgenson explains how PE was originally an institutional type of product aimed at Pensions, Foundations, Endowments and other perpetual investment capital, but has recently moved into high-net-worth retail customers.

Taxes 314

Taxes Retail Economy Economics 314

Abnormal Returns

NOVEMBER 1, 2023

etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. (finance.yahoo.com) TIPS are looking ever more attractive.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

MARCH 1, 2023

klementoninvesting.substack.com) Books Insights from "The Biology of Investing: Nature, Nurture, Physiology, & Cognition" by John R. thedailybeast.com) Retail More cities and towns are saying rejecting new dollar stores. nytimes.com) Retailers are moving out of city centers closer to their customers. Nofsinger and Corey A.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

FEBRUARY 22, 2023

Strategy Why short term is our default investment setting. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. axios.com) Companies Not everyone thinks Taiwan Semiconductor's ($TSM) investment in the U.S. ft.com) Economy The economy is too hot for its own good. makes sense.

Financial Advising 130

Financial Advising Retail Economy Banking 130

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ft.com) Retail Suburban malls are now selling for pennies on the dollar. wsj.com) Economy "The Fed is no longer behind the curve."

Financial Advising 213

Financial Advising Retail Media Economy 213

Carson Wealth

OCTOBER 23, 2023

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

Marketing Marketing Economy Retail 143

Abnormal Returns

DECEMBER 15, 2022

(danieldrezner.substack.com) Russia Russia is now just targeting the Ukraine economy. nytimes.com) Economy Weekly initial unemployment claims aren't heading higher. calculatedriskblog.com) Retail sales are cooling off. abnormalreturns.com) Personal finance links: investing accordingly.

Financial Advising 182

Financial Advising Media Retail Economy 182

The Big Picture

JULY 8, 2023

Taylor Pearson ) • The $100 billion bet that a postindustrial US city can reinvent itself as a high-tech hub : Can a massive infusion of money for making computer chips transform the economy of Syracuse and show us how to rebuild the nation’s industrial base? ( New York Times ) • Walmart Is Quietly Growing Into an E-Retail Tech Titan.

Retail 255

Retail Distribution Clients Management 255

Abnormal Returns

OCTOBER 16, 2022

Top clicks this week How millionaires invest. tker.co) Do we need to throw the economy into recession to tame inflation? awealthofcommonsense.com) More signs that retail investors are abandoning crypto. alphaarchitect.com) The all-weather portfolio has not fared well in 2022. Prune it back properly, and you make it stronger.

Retail 162

Retail Economy Portfolio Investing 162

Abnormal Returns

OCTOBER 31, 2022

(awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." institutionalinvestor.com) Are retail investors going to return to crypto? wsj.com) Poland is planning to build nuclear power plants.

Financial Advising 221

Financial Advising Media Valuation Retail 221

Abnormal Returns

JUNE 25, 2023

wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. axios.com) Economy Where various recession probability models stand. (axios.com) Why everybody and their brother submitted a spot Bitcoin ETF application this week.

Financial Advising 204

Financial Advising Valuation Retail Media 204

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” 6 Retail sales were strong in June, but manufacturing output dropped for a second month.7

Economy 52

Economy Economics Retail Tax Planning 52

Abnormal Returns

JANUARY 15, 2023

tker.co) Reg D offerings for retail investors are often illiquid, low information and high fee. wsj.com) What investment beliefs do you hold that a majority of investment pros would disagree with? awealthofcommonsense.com) The labor economy is already cooling off. nytimes.com) Why the labor economy is still so tight.

Financial Advising 130

Financial Advising Economy Retail Economics 130

Nationwide Financial

FEBRUARY 20, 2023

Additionally, retail sales kicked off the year with a large jump, suggesting the very tight labor market and solid income growth is supporting more-than-healthy consumer activity. Retail sales surge Retail sales experienced rarely-seen growth in January after declining in four of the previous six months. percent in January.

Economics 52

Economics Economy Retail Sales 52

Abnormal Returns

APRIL 17, 2023

whitecoatinvestor.com) Why Warren Buffett is looking overseas for investments. netinterest.co) WisdomTree Investment's ($WT) biggest shareholder is open revolt against management. wsj.com) Economy Why is the media trying to scare everyone about a recession? nytimes.com) How independent retail got a boost from the pandemic.

Marketing 130

Marketing Marketing Media Financial Advising 130

Advisor Perspectives

APRIL 4, 2024

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Does the tech stock landscape mirror the boom of 1996 or the bust of 2000?

Valuation 64

Valuation Retail Economy Banking 64

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. fortunesandfrictions.com) Medical knowledge builds on itself. Financial knowledge not so much.

Portfolio 200

Portfolio Financial Advising Medical Retail 200

Trade Brains

JUNE 14, 2024

Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. They act as intermediaries, collecting savings from individuals and businesses, then channelling those funds into productive investments.

Banking 105

Banking Retail Accounting Assets 105

The Big Picture

NOVEMBER 25, 2022

My end-of-week morning train WFH reads: • The Best 50-Year-Old Investing Advice Money Can Buy : Nearly 50 years ago, the economist Burton Malkiel came out with a book that said, in effect, that all of us should be in index funds. The Political Economy Blog ). New York Times ). • Businessweek ). New York Times ). • Businessweek ).

Commission 296

Commission Budgeting Economics Retail 296

Trade Brains

JUNE 7, 2024

Think of a brokerage firm in the investment world, they provide a platform where you can buy and sell these pieces of ownership called stocks. They can be your educators, explaining market trends and the intricacies of different investment options. Angel one recognised the potential for a more inclusive investment landscape.

Retail 59

Retail Wealth Management Education Investing 59

Abnormal Returns

JULY 3, 2023

awealthofcommonsense.com) Investment built on forecasts are destined to fail in the long run. newyorker.com) How does the rise of EVs affect the retail auto parts business? phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now. (insights.finominal.com) Strategy Why contrarians are usually wrong.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Validea

AUGUST 30, 2022

While its change in status can be attributed to internal issues and a shift in strategy, it’s also an example of how the previous definitions of value have changed, reports an article in Chief Investment Officer. Last year, as the economy rebounded after the onset of the pandemic, growth logged in at 31.2%

Investing 59

Investing Investments Retail Economy 59

The Big Picture

FEBRUARY 15, 2023

Financial Times ) • The Little Research Firm That Took On India’s Richest Man : Nate Anderson’s Hindenburg, named for the exploding airship, is locked in a battle with Gautam Adani, whose conglomerate is a pillar of the nation’s economy. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Capital has yet to follow.

Advertising 265

Advertising Media Startup Retail 265

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Why Indexing Works Should You Use an Automated Investment Service?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). wsj.com) Economy Are bank failures actually helping the Fed crush inflation? abnormalreturns.com) Don’t waste your emotional capital investing out of spite. (allstarcharts.com) Companies Growth in spending on SaaS services is slowing. proxy statement is so short.

Financial Advising 195

Financial Advising Retail Media Economy 195

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? theathletic.com) Economy There is one big difference between PPI and CPI. (ft.com) Strategy Big market bubbles can have a lasting effect on investors.

Financial Advising 153

Financial Advising Banking Food Retail 153

Investing Caffeine

DECEMBER 1, 2023

Economy Remains Healthy : As mentioned earlier, the constant barrage of recession calls over the last two years has been blatantly wrong. As a result, there is a powder keg of dry powder on the sidelines in the form of $6 trillion in institutional and retail money market funds (see chart below). briefly at the end of October.

Economy 91

Economy CFP Economics Investing 91

Abnormal Returns

DECEMBER 16, 2022

etf.com) The end of the retail trading boom hasn't killed options volume. ft.com) Strategy Six investment lessons from the FTX scandal including 'Swim in regulated waters.' huddleup.substack.com) Economy Except for jobs, coincident indicators have stalled out. Markets International stocks might actually outperform the U.S.

Financial Advising 130

Financial Advising Retail Media Economy 130

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

Marketing 143

Marketing Marketing Economy Numbers 143