Abnormal Returns

NOVEMBER 28, 2022

Crypto Fidelity has opened up access to its retail crypto account. axios.com) Economy Where coincident state indexes stand. ritholtz.com) The number of CPI components rolling over is on the rise. nytimes.com) You might be shocked how much usable product retailers throw away. theblock.co) BlockFi has filed for bankruptcy.

Financial Advising 244

Financial Advising Retail Media Economy 244

The Big Picture

APRIL 10, 2023

Fundamental changes are taking place in the labor economy, especially within the service sector. This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. Then there is retail. The post Help Wanted! appeared first on The Big Picture.

Retail 319

Retail Food Manufacturing Economy 319

The Big Picture

NOVEMBER 7, 2022

When I put together my list of what was to blame for inflation , corporate profit-seeking was number (13 of 15). Generally speaking, high-profit margins are not a sign of an economy that is overheating. Subsequent updates ( here , here , and here ) have led me to “wonder how much I underestimated greedflation.”

Economics 336

Economics Economy Retail Numbers 336

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

The Big Picture

SEPTEMBER 19, 2022

I find it hard to believe something that obvious is the play, so I call the number listed at their Facebook account: (800) 571-7765. This organization primarily operates in the Watches business / industry within the Miscellaneous Retail sector. Of note: Delivery within 180 Days. Amex chargeback cutoff is 120 days.

Retail 331

Retail Economy Accounting Numbers 331

MarketWatch

FEBRUARY 15, 2023

stock indexes opened lower on Wednesday after January retail sales number came in higher than expected, a sign that the U.S. retailers jumped 3% in January, topping the 1.9% Retail sales are a big part of consumer spending and could offer clues about the strength of the economy. The S&P 500 was off 0.6%

Retail 98

Retail Sales Economy Numbers 98

The Big Picture

JANUARY 18, 2023

Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis. There is not a lot the Fed can do to increase the number of workers, create more single-family homes, end the Russian war in Ukraine, produce more semiconductors, or untangle snarled supply chains.

Economics 310

Economics Retail Banking Economy 310

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart.

Food 361

Food Sales Economics Retail 361

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

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

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned." pragcap.com) Fidelity is hiring!

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

The Better Letter

JANUARY 10, 2025

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Walmart was on top of the retail world, driving mom-and-pop shops out of business nationwide. The broader economy matters. Four of 1990’s top ten were still there in 2000.

Retail 96

Retail Numbers Pharmaceutical Government 96

MarketWatch

APRIL 3, 2023

AAPL is shaving an unspecified number of jobs within its corporate retail teams, according to a Bloomberg report on Monday. DIS, and others have suffered in the teeth of a shaky economy and sluggish consumer spending. Apple has largely avoided the massive job cuts its peers at Meta Platforms Inc. MSFT, Amazon.com Inc.

Numbers 40

Numbers Retail Economy Marketing 40

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

Nationwide Financial

NOVEMBER 29, 2022

With inflation remaining persistent, Q3 earnings reports from retailers suggest that the slowing macroeconomic environment is draining the power of the U.S. However, the slowdown is not affecting all retailers, at least not yet. At the same time, October retail sales surged 1.3% To put that number in perspective, U.S.

Retail 52

Retail Sales Numbers Budgeting 52

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 130

Banking Economy Startup Marketing 130

Nationwide Financial

JANUARY 17, 2023

In other economic news, the NFIB small business survey showed decreasing optimism among small business owners, many of whom have a negative outlook on the economy and expected sales for 2023. January 18: Autos wear down retail sales. Key Takeaways: What we learned last week: (pg. CPI growth falls again. Auto unit sales fell by 5.6

Numbers 52

Numbers Economics Retail Sales 52

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. Recession Narrative Fades on Strong Retail Sales As long as employment is strong, consumer spending will be strong. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline retail sales came in at 1.0%

Retail 96

Retail Marketing Marketing Sales 96

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. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000.

Marketing 143

Marketing Marketing Economy Numbers 143

The Big Picture

DECEMBER 19, 2022

My back-to-work morning train WFH reads: • Why Hot Wheels are one of the most inflation-proof toys in American history : Hot Wheels are a retail oddity. Why does good news about the economy sound bad to the Fed? Sustainability by numbers ). • Institutional Investor ). • The complicated reason why could push us into a recession.

Retail 146

Retail Management Banking Economy 146

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Economies and markets fluctuate. Raised inflation outlook for 2025, and lowered GDP growth expectations for this year. Cited rising uncertainty around the economic outlook due to tariffs and slowing growth.

Marketing 52

Marketing Marketing Economics Taxes 52

Mish Talk

DECEMBER 21, 2022

We have never seen such numbers outside a recession. The economy is fine but housing, industrial production, and retail sales struggling. Note that Housing Starts Flat in November but Permits Unexpectedly Collapse by 11 Percent There was a stunning 29 percent collapse in single family housing starts from a year ago.

Sales 167

Sales Economics Retail Economy 167

Nationwide Financial

OCTOBER 17, 2022

Retail sales were flat in September, extending the weaker trend in consumer activity seen in recent months as higher prices and rising interest rates force cuts by many households. Total retail spending was flat from June to September as households broadly cut back on expenses in response to high inflation.

Retail 52

Retail Sales Food Manufacturing 52

Nationwide Financial

AUGUST 22, 2022

A divergence continues to exist between the allocation to equities by retail and institutional investors. There is near record pessimism about the global economy and corporate profits. Real wages have been negative for 16 straight months, forcing an increasing number of families to rely on credit cards for everyday spending.

Marketing 98

Marketing Marketing Retail Budgeting 98

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail? over the last 20 years, pre-2020.

Retail 52

Retail Marketing Marketing Sales 52

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. I don’t know how you can look at these numbers and still say inflation is a problem. Core CPI is up 3.3%

Marketing 96

Marketing Marketing Numbers Food 96

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

SEPTEMBER 18, 2023

Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. Retail sales have now increased at an annualized pace of 5% over the past three months, while manufacturing activity is also showing an uptick despite negative sentiment. That slowed to a 5.5-7%

Marketing 96

Marketing Marketing Economy Retail 96

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. remains near record lows, the number of employed persons paints a similarly strong picture. briefly at the end of October. growth rate (see chart below).

Economy 91

Economy CFP Economics Investments 91

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing. RITHOLTZ: Right.

Management 302

Management Assets Risk Management Marketing 302

Clever Girl Finance

OCTOBER 4, 2022

This is because consumers become concerned about the economy or have lost their jobs and means of income. Recession-proof businesses are usually in industries that are not severely impacted by a decline in the economy. Here are 14 good businesses to start in a bad economy: 1. Retail consignment. Baby products.

Food 105

Food Economy Healthcare Economics 105

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. According to the FY23 report, the total number of employees was 27,517. in November 2015.

Banking 104

Banking Planning Accounting Retail 104

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. So we need 15, 20% cash flow type of type of numbers. We’re gonna have to get paid by the company.

Management 292

Management Investments Investing Economy 292

Carson Wealth

SEPTEMBER 23, 2024

Let’s Not Get Too Excited Yet Yes, stocks hit new highs across the board last week on optimism about an economy that would likely avoid a recession and a Fed that was now cutting rates. Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months.

Marketing 96

Marketing Marketing Economy Economics 96

Dear Mr. Market

APRIL 2, 2025

This region is filled with heavy-hitters: tech giants, retail titans, and energy powerhouses. WMT vs. FND The Retail Matchup In this opening round, Walmarts ( WMT ) retail dominance faces off against Floor & Decors ( FND ) niche home improvement business.

Investing 78

Investing Investments Valuation Advertising 78

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. gain, but not a bad number by any means. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

APRIL 29, 2025

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. So that, that number ultimately is about 40 billion of our 150 billion of equity. We’re too high octane for that.

Management 130

Management Assets Portfolio Insurance 130