Calculated Risk

MARCH 11, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.7 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. million in January , the U.S. Hires held at 5.4

Numbers 165

Numbers Economy Marketing Marketing 165

The Big Picture

JANUARY 4, 2025

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. And its maintained by hidden figures like her.

Government 246

Government Advertising Economy Engineering 246

The Big Picture

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.

Retirement 189

Retirement Investing Investments Numbers 189

Calculated Risk

MAY 2, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.6 Over the month, the number of hires and total separations were little changed at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 361

Numbers Economy Marketing Marketing 361

Calculated Risk

JANUARY 4, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 10.5 Over the month, the number of hires and total separations changed little at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 356

Numbers Economy Marketing Marketing 356

Calculated Risk

NOVEMBER 1, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings increased to 10.7 The number of hires edged down to 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover.

Numbers 354

Numbers Economy Marketing Marketing 354

Calculated Risk

MARCH 8, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 10.8 Over the month, the number of hires and total separations changed little at 6.4 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 349

Numbers Economy Marketing Marketing 349

Abnormal Returns

MARCH 14, 2025

arstechnica.com) Economy Derek Thompson talks Gen Z with Kyla Scanlon, author of "In This Economy?: How Money & Markets Really Work." podcasts.apple.com) Joe Weisenthal and Tracy Alloway talk about the history of prediction markets with Ryan Isakow. (techcrunch.com) Pocket Casts is making its podcast player free.

Budgeting 147

Budgeting Economy Taxes Economics 147

Calculated Risk

FEBRUARY 19, 2025

From the Fed: Minutes of the Federal Open Market Committee, January 2829, 2025. Furthermore, some participants commented that with supply and demand in the labor market roughly in balance and in light of recent productivity gains, labor market conditions were unlikely to be a source of inflationary pressure in the near future.

Economy 147

Economy Economics Numbers Marketing 147

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Calculated Risk

DECEMBER 3, 2024

From the BLS: Job Openings and Labor Turnover Summary the number of job openings was little changed at 7.7 The number of total separations was little changed at 5.3 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. Bureau of Labor Statistics reported today.

Numbers 147

Numbers Economy Marketing Marketing 147

The Big Picture

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 336

Marketing Marketing Economics Portfolio 336

Calculated Risk

MAY 31, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings edged up to 10.1 Over the month, the number of hires changed little at 6.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover.

Numbers 333

Numbers Economy Marketing Marketing 333

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. The TSA screened a record number of passengers on Sunday. sherwood.news) Economy Bubbles often leaving interesting stuff behind. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. barrons.com) Boom!

Communication 162

Communication Manufacturing Media Banking 162

Calculated Risk

JULY 6, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.8 Over the month, the number of hires and total separations were little changed at 6.2 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.9

Numbers 328

Numbers Economy Marketing Marketing 328

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. on average. on average, well above the 7.1%

Marketing 96

Marketing Marketing Economy Numbers 96

Calculated Risk

JUNE 4, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 Over the month, both the number of hires and total separations were little changed at 5.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 331

Numbers Economy Marketing Marketing 331

Calculated Risk

OCTOBER 4, 2022

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 10.1 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. This is a measure of labor market turnover. million on the last business day of August, the U.S.

Numbers 335

Numbers Economy Marketing Marketing 335

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 317

Marketing Marketing Government Numbers 317

Calculated Risk

JANUARY 30, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 9.0 Over the month, the number of hires and total separations were little changed at 5.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 311

Numbers Economy Marketing Marketing 311

Abnormal Returns

APRIL 30, 2025

Markets The U.S. stock market still isn't cheap. institutionalinvestor.com) Whose stock market is this? axios.com) Exchanges Europe's stock market is shrinking due to M&A. axios.com) Economy Q1 2025 GDP shrank 0.3%. bonddad.blogspot.com) Q1 numbers don't really capture the impact of tariffs.

Startup 162

Startup Financial Advisor Media Government 162

Calculated Risk

DECEMBER 5, 2023

From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 8.7 Over the month, the number of hires and total separations changed little at 5.9 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.6

Numbers 301

Numbers Economy Marketing Marketing 301

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. Prior to launching Cutter, he focused on U.S.

Healthcare 294

Healthcare Economy Numbers Assets 294

Abnormal Returns

DECEMBER 31, 2024

Markets The U.S. stock market is set for its best two-year performance since 1997-98. heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% wsj.com) After a good start, energy sector performance has faded. axios.com) Intel ($INTC) had its worst year as a public company.

Media 173

Media Economy Numbers Economics 173

The Big Picture

NOVEMBER 29, 2024

MSM uncritically repeated the false number. To ensure we’re looking at the proper vintage data, we’ll use FRED’s sibling, ALFRED, which allows us to pick a point in time and view the then-real-time numbers. Its numbers are fake (June 12, 2024) Can Stanford tell the difference between scientific fact and fiction?

Government 356

Government Media Numbers Food 356

Calculated Risk

APRIL 2, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 Over the month, the number of hires and total separations were little changed at 5.8 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.6

Numbers 283

Numbers Economy Marketing Marketing 283

Abnormal Returns

AUGUST 23, 2024

Markets Nvidia ($NVDA) is larger than all countries, except four. fastcompany.com) Economy It's hard not to argue the economy is weakening. disciplinefunds.com) Jobs numbers get revised all the time. allstarcharts.com) It's now or never to lock in CD rates. ft.com) EVs EVs made up 8% of sales in Q2.

Financial Advising 263

Financial Advising Media Economy Numbers 263

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. economist.com) An increasing number of houses in Japan have been abandoned. asia.nikkei.com) Economy Industrial production rose smartly in May. sherwood.news) The Magnificent Seven also stand out for their stock buybacks. caia.org) Apple ($AAPL) is discontinuing Apple Pay Later.

Financial Advising 298

Financial Advising Media Assets Economy 298

Clever Girl Finance

APRIL 22, 2025

Recessions can bring layoffs, reduced hours, and shrinking markets. But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. Thats where recession-resistant businesses come in.

Economy 69

Economy Food Healthcare Economics 69

The Big Picture

APRIL 10, 2025

But this is a fun conversation with Pete Dominick discussing the economy, the market and of course, the new book! He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Yeah, yeah, more of me, I know.

Investing 130

Investing Investments Startup Wealth Management 130

The Big Picture

MARCH 6, 2025

The supply side was healing on the supply chain, and there was a big surge of labor force participation from a number of groups. So you got a number of positive supply shocks that are exactly what allowed for the immaculate disinflation, which the people who thought that was impossible use that phrase mockingly. I think number one.

Economy 162

Economy Economics Food Banking 162

Abnormal Returns

JULY 28, 2024

Markets A lot of stock market indices are sitting at all-time highs. nytimes.com) The number of Americans earning the minimum wage keeps shrinking. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule. allstarcharts.com) It's not just the U.S.

License 289

License Financial Advising Economy Economics 289

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Calculated Risk

JANUARY 15, 2025

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Labor Markets Employment ticked up on balance, with six Districts reporting a slight increase and six reporting no change.

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Abnormal Returns

DECEMBER 11, 2024

Markets Bull markets don't typically last just a couple of years. on.ft.com) Alternatives The number of hedge fund startups is dwindling. johnwallstreet.com) Economy The November CPI came with a 2.7% carsongroup.com) How to game the strategist annual price target game. over the past twelve months.

Startup 162

Startup Retail Media Economy 162

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. See also : The Housing Market Correction (Wells Fargo, October 5, 2022). _.

Budgeting 363

Budgeting Economy Taxes Numbers 363