Discipline Funds

MAY 28, 2025

The whole economy is going to become increasingly decentralized. Entrepreneurs and consultants who can leverage AI and help other people navigate the economy will become more valuable. Each of the last few recessions resulted in fewer and fewer manufacturing jobs. Decentralization will become much more valuable.

Government

Abnormal Returns

APRIL 17, 2025

dollar as the centerpiece of the global economy. noahpinion.blog) Economy What is seemingly so wrong with BMW's South Carolina manufacturing operation? (axios.com) Global It would take a lot to remove the U.S. macroeconomicpolicynexus.substack.com) What does it mean to live in a 'Chinese Century'?

Medicine

Abnormal Returns

FEBRUARY 14, 2025

wired.com) Economy Industrial production rose in January. econbrowser.com) Tariffs or not, some manufacturing will never return to the U.S. (nytimes.com) DOGE DOGE's website is less than secure. engadget.com) The DOGE website is one big advertisement for X.com. calculatedriskblog.com) Recent inflation surprises, illustrated.

Advertising

Calculated Risk

DECEMBER 4, 2024

percent year-over-year, according to the November ADP® National Employment ReportTM produced by ADP Research in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”). Manufacturing was the weakest we've seen since spring. Private sector employment increased by 146,000 jobs in November and annual pay was up 4.8

Financial Services

The Big Picture

MARCH 6, 2025

They put the capacitor in a seat, gets sent to the seat manufacturer in Michigan, it goes to Canada, comes back to the us, finally gets put in a car and you go buy it on the lot and drive it out. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. The stock market.

Economy

Abnormal Returns

MARCH 2, 2025

owns RV manufacturer Forest River? axios.com) Economy Where manufacturing jobs are increasing. (humbledollar.com) Finance The structured finance industry is back, and is set to be bigger than ever. wsj.com) How carried interest calculations work in practice. cashandcarried.substack.com) Did you know Berkshire Hathaway ($BRK.A)

Manufacturing

Carson Wealth

JANUARY 13, 2025

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing

Carson Wealth

APRIL 21, 2025

Powell’s prepared remarks started off by saying the economy was/is in good shape, including labor markets and the inflation picture. That’s not good for cyclical areas of the economy, including housing and manufacturing, which are also going to be hit by the weight of tariffs.

Marketing

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking

Carson Wealth

JUNE 9, 2025

The index started with just 12 companies, representing major segments of the economy at the time, like leather, steel, and sugar. The economy created 139,000 jobs in May (above expectations for a 126,000 increase) and the unemployment rate was unchanged at 4.2%. It was meant to gauge the overall health of the industrial sector.

Economics

Carson Wealth

JULY 16, 2025

Central banks aim to control inflation to keep economies stable. Interest rates are one of the Fed’s most powerful tools for influencing the pace of the economy. When prices spike, your buying power shrinks, and the economy reacts. It’s why a soda that cost $1 a decade ago might cost you $2 today.

Investments

Trade Brains

JUNE 18, 2025

Manufacturing & Industrial Goods Underestimated at the expense of flashier industries, manufacturing is a low-key powerhouse. Especially in rapidly expanding economies, industrialists and factory owners have created dynasties by ramping up production, streamlining supply chains, and shipping abroad.

Manufacturing

Abnormal Returns

JULY 14, 2025

calculatedriskblog.com) Economy How rising government debt levels affect borrowing rates. abnormalreturns.com) Mixed media Urban areas would do well to allow light manufacturing to happen. (wsj.com) Work Men are more likely to return to the office. wsj.com) How companies are low-key laying off workers. agglomerations.substack.com)

Education

WiserAdvisor

JUNE 17, 2025

The irrefutable impact of Artificial Intelligence (AI) and technological disruptions in the finance world In 2025, you need to pay close attention to how Artificial Intelligence (AI) and other technological advancements are transforming not just the financial world but also industries like healthcare, manufacturing, and consumer tech.

Financial Advisor

Trade Brains

NOVEMBER 3, 2024

Electronic Manufacturing Services (EMS) completes this promising quartet with its crucial role in tech production. Moreover, these companies manufacture everything from smartphones to electric vehicle components. The company’s recent expansion of manufacturing facilities shows strong growth prospects.

Electronics

Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

Marketing

Nationwide Financial

AUGUST 28, 2024

Furthermore, a cooling labor market combined with restrictive interest rates continuing to hamper economic activity in several sectors such as housing and manufacturing. Many companies face dwindling pricing power, a threat to top-line revenue growth and potentially to margins as well.

Marketing

Carson Wealth

JANUARY 6, 2025

Short-term yields fell on Fed rate cuts, although fewer than expected at the start of the year as the economy topped expectations. We think the current expected slower path of rate cuts is very unlikely to push the economy into a recession on its own, but it will make the economy more sensitive to other shocks.

Marketing

Nationwide Financial

AUGUST 7, 2024

This was the highest level for the volatility index since the early days of the pandemic, as signs of a slowing economy and a rapid unloading of “carry trades” spread fear among market participants. stock markets opened on August 5, the VIX spiked to an intraday high of 65.

Marketing

Nationwide Financial

AUGUST 7, 2024

economy should post more modest growth in the second half of 2024 as interest rate and inflation headwinds build for consumers. Economic review: Key indicators driving the economy Employment : Recent job reports show the labor market is still vigorous. Sentiment has also fallen to its lowest level since November.

Economics

Trade Brains

JULY 6, 2025

Dr Reddy’s Laboratories Ltd Dr. Reddy’s Laboratories is a leading Indian pharmaceutical company known for manufacturing generic drugs, active pharmaceutical ingredients (APIs), and biosimilars. Europe, India, and emerging economies, and it focuses on affordability and accessibility in healthcare.

Valuation

Abnormal Returns

MARCH 21, 2025

nytimes.com) Economy Regional manufacturing surveys are rolling over. (theconversation.com) Ukraine Under what circumstances does abandoning data on kidnapped Ukrainian children make sense? wapo.st) What makes you think Putin wants peace? bonddad.blogspot.com) Some unconventional measures of economic weakness.

Engineering

Carson Wealth

DECEMBER 27, 2024

Additionally, a strong dollar poses risks, particularly with tariffs affecting US manufacturers and exporters. Higher interest rates are also seen as a challenge for housing and small businesses, although the US economy remains robust despite these potential issues.

Manufacturing

Carson Wealth

AUGUST 4, 2025

The Economy Is Currently Being Held Up By AI This was a big week if you wanted to get a picture of the economy, inflation, and even policy (both monetary and tariffs). Elevated interest rates are hurting rate-sensitive areas of the economy like housing, which are now dragging on economic growth. Let’s dig in. annualized pace.

Marketing

Carson Wealth

MAY 27, 2025

Declines were primarily caused by a fresh round of tariff threats, including 50% on the European Union (delayed over the weekend to July 9) and 25% on iPhones manufactured outside of the United States (Apple was down 9.6% The S&P 500 fell 2.6% for the week).

Marketing

The Big Picture

JULY 28, 2025

I imagine anybody who was in undergraduate or graduate or even just starting to work into oh 8, 0 9, you really don’t understand how unusual and the force of that debacle across the entire economy. I think it’s a very strong economy. 29, call it 30 trillion economy, 70% of our economy is consumption.

Economy

Trade Brains

JULY 6, 2025

Kaynes Technology is a leading electronics manufacturing company that offers end-to-end solutions, including design, process engineering, and lifecycle support. The company is also working on new financial services to help bring 500 million underserved Indians into the formal economy.

Engineering

Abnormal Returns

JANUARY 3, 2025

(engadget.com) GLP-1s The growth in GLP-1s is going to continue to transform the broader economy. recursiveadaptation.com) Economy How AI is already making a difference for American business efficiency. wsj.com) Manufacturing productivity is on the rise. washingtonpost.com) GLP-1s seem to help heart health beyond weight loss.

Food

Carson Wealth

DECEMBER 23, 2024

In short, the economy and markets are looking at elevated interest rates over the next two years. These long-term interest rates matter a lot for the economy. To be clear, interest rates staying where they are is not likely to drive the economy into a recession, especially with income growth running strong.

Marketing

Trade Brains

JULY 10, 2025

However, manufacturing is their core business. Wilton’s journey, sparked by a TikTok tip, reveals this hidden economy. . “Their client list is actually mostly Web2,” Wilton revealed. K-pop labels rent it to inflate views. Casinos use it to fake competition, tricking real players into losing. They buy broken phones cheaply.

Distribution

Trade Brains

JULY 8, 2025

It operates in specialty chemicals, refrigerants, and CRAMS (Contract Research and Manufacturing Services). Europe, and emerging economies. Navin Fluorine International Limited Navin Fluorine is a leading Indian company specializing in fluorine chemistry. Glenmark operates across multiple markets, including the U.S.,

Pharmaceutical

Carson Wealth

DECEMBER 30, 2024

on discussing the economy, an area where our prediction for no recession in 2023 and 2024 was seen as quite bonkers at the time. Verdict: Mixed We expected headwinds from the investment side of the economy to fade as interest rates eased in anticipation of Fed cuts, especially housing. year over year 12 months ago, and its at 2.8%

Marketing

Cornerstone Financial Advisory

NOVEMBER 4, 2024

1,2 Q3 Reports Uninspired Stocks rallied early Wednesday after the gross domestic product report showed a strong economy that appeared on the path to a soft landing. 6 Investors parsed the data and determined the strike at a major aircraft manufacturer and two hurricanes caused the jobs report to fall short of estimates.

Marketing

Carson Wealth

APRIL 4, 2025

But how do you do that without completely retooling your economy towards consumption instead of manufacturing? On one hand, the goal is to bring back manufacturing to the US. Does Nike reshore all their manufacturing facilities, and what do they do with the ones abroad? And thats going to be a problem for businesses.

Manufacturing

Carson Wealth

APRIL 7, 2025

Howard Marks, Founder of Oaktree Capital, said it best in a Bloomberg interview on Friday, The world economy and the world order beyond the economy meaning geopolitics and international relationships has been shook up like a snow globe by the events of the last days, and nobody knows what it’s going to look like.

Marketing