The Big Picture

FEBRUARY 25, 2025

But I was in institutional sales and I would go around from one investor to another, to another, to another, to another. You know, we can’t get sales outside the United States to really get going. And we’re having a difficult time getting sales inside the United States. It’s terrible for our economy.

Investing 162

Investing Investments Management Engineering 162

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

Carson Wealth

FEBRUARY 6, 2025

Rewards for Business Owners If you own your own business, the tax code continues to recognize your contribution to the economy. This creates more options for helping children with education, supporting aging parents, or passing on family wealth in tax-smart ways. The full deduction is available to joint filers with income below $394,600.

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Taxes Retirement Tax Planning Planning 64

Harness Wealth

JULY 14, 2025

Importantly, depreciation previously claimed on a property is “recaptured” by the IRS at a maximum federal rate of 25% upon sale. Additionally, many states and localities charge “real estate transfer taxes” (deed/stamp taxes) on property sales, varying widely and typically paid by buyer, seller, or split.

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Taxes Investing Investments Sales 52

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. This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

Inside Information

JUNE 28, 2025

Now, suddenly, I look up from this focus and realize that there’s too much money to be made from too many gullible investors and sales-focused advisors for anybody to have standards. The basic idea behind alts, as I see it, is to create vehicles that would invest in more interesting areas of the economy than stocks and bonds.

Startup 40

Startup Investments Investing Retail 40

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. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Thursday: Existing Home Sales. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JULY 15, 2025

But the heart of the firm was still on the private client side for any number of strategic reasons. And later on, we had a number of the discount brokers had come out in places like Schwab and Muriel Seabert, but I always felt they had followed Meryl’s lead to Absolutely. And the number came out and it was a blowout good number.

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Numbers Investing Investments Economics 147

The Big Picture

APRIL 29, 2025

So that, that number ultimately is about 40 billion of our 150 billion of equity. But we are in a number of annuity and, and other asset allocation products throughout Prudential that, that avail themselves of, of our various capabilities. We have a, a about 25 billion of dedicated international and global portfolios.

Management 130

Management Assets Portfolio Insurance 130

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. And unfortunately, that was done.

Economics 52

Economics Portfolio Taxes Numbers 52

Dear Mr. Market

APRIL 2, 2025

UEC Holds Off a Challenge from CARS, But SOFI is Too Strong Elsewhere in the bracket, #7 CARS (CarGurus) won its opening round matchup against #9 GBX (Greenbrier Companies), benefitting from the continued shift toward digital automotive sales. Despite its strong performance, UEC ultimately couldnt stop the dominance of financials.

Investing 78

Investing Investments Valuation Advertising 78

Harness Wealth

MAY 2, 2025

While proponents of the TCJA lauded its potential to boost the economy, critics raised concerns about its impact on the national debt and its distributional effects. A number of TCJA provisions are set to revert to pre-TCJA levels or disappear entirely, impacting both individuals and businesses. The TCJA did not change sales taxes.

Taxes 52

Taxes Clients Insurance Distribution 52

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

The Big Picture

JUNE 16, 2025

There are a number of people who have said, and I’ve been swayed in this direction, Hey, when you’re 20, 25 years old and you don’t need this money for 30, 40, 50 years, do you really need bonds to offset the volatility of equities? Some crazy number writing a monthly column for them. You can’t execute.

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Math Numbers Investments Investing 130

The Better Letter

JANUARY 10, 2025

The Wall Street Journal ‘s headline announcing the issuance: “Disney Amazes Investors With Sale of 100-Year Bonds.” 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. The broader economy matters. percent coupon.

Numbers 97

Numbers Retail Pharmaceutical Government 97

Trade Brains

JULY 13, 2025

A vital pillar of the Indian economy, the real estate industry makes a substantial contribution to both GDP and employment in the country. crore, while its FY25 sales were Rs 3,294 crore, a 15% increase from the previous year. The company recorded its highest-ever real estate sales value of Rs 7,847 crore in FY25, up 31% YoY.

Pharmaceutical 59

Pharmaceutical Investments Investing Certification 59

The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. 00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient.

Investing 147

Investing Investments Economics Marketing 147

Trade Brains

JULY 10, 2025

The consumer durables sector is a vital part of the Indian economy, contributing significantly to its GDP and employment. We anticipate that Q1 FY26 will be a strong quarter, driven by the increasing number of consumers, as weather factors like excessive heat and summer vacations influenced the growth. Brent crude oil was $67.42.

Food 52

Food Numbers Sales Certification 52

Calculated Risk

SEPTEMBER 12, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 11th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 363

Economy Transportation Numbers Sales 363

Calculated Risk

AUGUST 8, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 7th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 351

Economy Transportation Numbers Sales 351

Calculated Risk

AUGUST 1, 2022

Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of July 31st. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 360

Economy Transportation Numbers Sales 360

Calculated Risk

NOVEMBER 7, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 6th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through November 3rd.

Economy 343

Economy Transportation Numbers Sales 343

Calculated Risk

SEPTEMBER 5, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 4th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 351

Economy Transportation Numbers Sales 351

Calculated Risk

SEPTEMBER 26, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 25th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 345

Economy Transportation Numbers Sales 345

Mish Talk

NOVEMBER 25, 2022

The PMI numbers are diffusion indexes. With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009. November even saw increasing numbers of suppliers, factories and service providers offering discounts to help boost flagging sales. October: 47.8). 3-month low.

Economy 290

Economy Manufacturing Numbers Sales 290

Calculated Risk

AUGUST 22, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 21st. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 297

Economy Transportation Numbers Sales 297

Calculated Risk

OCTOBER 24, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 23rd. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 265

Economy Transportation Numbers Sales 265

Calculated Risk

OCTOBER 31, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 30th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 264

Economy Transportation Numbers Sales 264

Calculated Risk

SEPTEMBER 16, 2022

We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession). And other measures of the economy were also positive, especially employment. I also look at the yield curve, but I've found new home sales is generally more useful.

Sales 363

Sales Economy Economics Investments 363

Calculated Risk

AUGUST 9, 2022

Back in early 2009, I wrote a couple of posts arguing there would be an increase in auto sales - Vehicle Sales (Jan 2009) and Looking for the Sun (Feb 2009). This was an out-of-the-consensus call and helped me call the bottom for the US economy in mid-2009. This graph shows the total number of registered vehicles in the U.S.

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Sales Numbers Economy 208

Calculated Risk

AUGUST 29, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 28th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 263

Economy Transportation Numbers Sales 263

Calculated Risk

JANUARY 12, 2023

Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). 2) Employment: The economy added 4.5 Or will the economy lose jobs? Or will the economy lose jobs?

Economy 235

Economy Economics Sales Numbers 235

Calculated Risk

DECEMBER 7, 2022

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. I also look at the yield curve, but I've found new home sales is generally more useful.

Sales 361

Sales Economy Engineering Investments 361

Calculated Risk

NOVEMBER 14, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 13th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 246

Economy Transportation Numbers Sales 246

Calculated Risk

OCTOBER 17, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 15th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 244

Economy Transportation Numbers Sales 244

Calculated Risk

DECEMBER 26, 2022

It has been interesting watching these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of December 25th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 246

Economy Transportation Numbers Sales 246

Calculated Risk

DECEMBER 5, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of December 4th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through December 1st.

Economy 246

Economy Transportation Numbers Sales 246