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

APRIL 15, 2024

wsj.com) Economy National homebuilder confidence was unchanged in April. calculatedriskblog.com) Real retail spending is trending higher. (awealthofcommonsense.com) Finance The CBOE's ($CBOE) defense of 0DTE options as risk management tool. ft.com) Goldman Sachs ($GS) traders had a good Q1 2024. econbrowser.com) The U.S.

Financial Advising 175

Financial Advising Risk Management Media Retail 175

Abnormal Returns

OCTOBER 6, 2023

semafor.com) More clothes retailers are eliminating free returns. bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. (outsideonline.com) If you are reading this you are helping generate carbon emissions. bonddad.blogspot.com) The U.S.

Financial Advising 256

Financial Advising Medical Economy Retail 256

Abnormal Returns

MARCH 13, 2024

theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 273

Financial Advising Valuation Retail Media 273

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. calculatedriskblog.com) Economy Q3 GDP is tracking at 3% growth. (morningstar.com) What investors get wrong about the 'Yale Model.' capitalallocators.com) How much should a fund manager hold in their own strategy?

Financial Advising 256

Financial Advising Retail Numbers Media 256

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% consumers might be doing better than expected.

Retail 52

Retail Sales Numbers Budgeting 52

Advisor Perspectives

JANUARY 18, 2023

US retail sales fell by the most in a year and business equipment production slumped, raising concerns that the economy is losing momentum under the weight of tighter Federal Reserve policy.

Retail 52

Retail Sales Economy 52

Abnormal Returns

MAY 9, 2023

news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy.

Financial Advising 219

Financial Advising Retail Economy Media 219

Discipline Funds

OCTOBER 20, 2023

B) Retail investors hold a miniscule amount of long-term bonds. According to the Fed retail investors hold just 9% of outstanding bonds. That would mean that long-term Treasury Bonds are less than 1% of the average retail investor’s assets. 3) The “This is Fine” Economy.

Economy 73

Economy Retail Government Banking 73

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

OCTOBER 15, 2023

priceactionlab.com) Retail traders are taking a break from trading. nber.org) Economy Economists did not foresee the strong labor market. thenation.com) Ozempic isn't going to ruin the economy. Markets We are living through the worst bond bear market in history. cnbc.com) Why the stock market can rise in the face of war.

Financial Advising 243

Financial Advising Media Retail Economy 243

Abnormal Returns

DECEMBER 11, 2023

(ft.com) Financial media The financial media lapped up stories of "organized retail crime." ft.com) Economy Consumers are finally pushing back against higher prices. ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are.

Media 226

Media Financial Advising Retail Economy 226

The Big Picture

MAY 4, 2023

Perhaps even more surprising has been the wholesale abandonment of specific industries: Food service, retail, etc., I have been nurturing a pet thesis as to why higher minimum wages are a net positive for an economy: It acts as a transfer of revenue allocation from low-wage employers and franchisees from Capital to Labor.

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

FEBRUARY 13, 2024

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% (crr.bc.edu) Fund management Why we are still underselling the broader impact of indexing. institutionalinvestor.com) Not all target date funds are created alike. in December.

Financial Advising 229

Financial Advising Startup Retail Media 229

Nationwide Financial

JUNE 8, 2023

Retail sales rebounded in April, and core retail sales (which excludes autos, gas, and building supplies) were even stronger. economy is being extended by strength within the labor market which is supporting further spending by households. percent as tight conditions persist across the labor market.

Economy 52

Economy Marketing Marketing Retail 52

Abnormal Returns

JUNE 13, 2023

institutionalinvestor.com) Retail traders trade crypto differently. papers.ssrn.com) How much does the European economy affect the U.S.? (riaintel.com) How long-short investing changes the direct indexing equation. papers.ssrn.com) Why public pension funds should pay up for CIOs. libertystreeteconomics.newyorkfed.org)

Retail 219

Retail Economy Investing Investments 219

Abnormal Returns

AUGUST 17, 2023

vox.com) Retail How 'reverse logistics' became a big business. newyorker.com) The many ways Trader Joe's distinguishes itself from other retailers. nytimes.com) The global economy looks a lot different than it did pre-pandemic. (drorpoleg.com) What you need to know about undersea internet cables. is well under way.

Medicine 194

Medicine Electronics Retail Education 194

Abnormal Returns

DECEMBER 12, 2023

msn.com) Economy October CPI came in at a 3.1% newsletter.abnormalreturns.com) Mixed media 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' (ibj.com) Derek Thompson talks with Beverly Tchang about how GLP-1 drugs work. wsj.com) Why isn't there a bridge between Italy and Sicily?

Financial Advising 227

Financial Advising Retail Media Economy 227

Abnormal Returns

SEPTEMBER 1, 2023

markets.businessinsider.com) Companies How retailers have responded to the post-pandemic era. morningstar.com) Economy The August NFP showed continued growth and a 3.8% (on.spdji.com) Rates The bond market is completely different that it was a year ago. awealthofcommonsense.com) U.S unemployment rate. wsj.com) The U.S.

Financial Advising 225

Financial Advising Advertising Economy Retail 225

Abnormal Returns

NOVEMBER 25, 2022

thereformedbroker.com) The S&P 500 is not the economy. championbets.com.au) Economy What odds do term spread models put on a recession? calculatedriskblog.com) Why you can safely ignore holiday retail spending forecasts. Markets How do stocks beat inflation? awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto?

Financial Advising 242

Financial Advising Retail Economy Media 242

Abnormal Returns

AUGUST 25, 2023

ft.com) Economy Q3 GDP estimates keep ticking higher. calculatedriskblog.com) Retail space is seeing a reversal of fortune, post-pandemic. (ritholtz.com) Sentiment is cyclical, but is still difficult to profit from. monevator.com) Finance On the prospects for an IPO revival. ft.com) Loans are still not securities.

Financial Advising 189

Financial Advising Retail Media Economy 189

Abnormal Returns

FEBRUARY 21, 2024

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. (msn.com) Sports betting Draftkings ($DKNG) is expanding into online lotteries via the acquisition of Jackpot. wsj.com)

Financial Advising 220

Financial Advising Distribution Retail Media 220

Abnormal Returns

MAY 8, 2023

wsj.com) Retailing 'Reverse ATMs' are now a thing for retailers. feld.com) Economy Why is employment holding up so well? (ritholtz.com) Why AI is unlikely to turn you into a stock picking genius. bloomberg.com) Companies Energy companies are sitting on a growing pile of cash. wsj.com) Anything construction-related is booming.

Financial Advising 182

Financial Advising Startup Retail Media 182

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

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 198

Financial Advising Retail Economy Media 198

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

JANUARY 20, 2023

theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. (news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Those stakes are set to change hands.

Investing 213

Investing Investments Startup Financial Advising 213

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. META, Alphabet Inc.’s

Numbers 40

Numbers Retail Economy Marketing 40

Abnormal Returns

MAY 26, 2023

ft.com) Retail investors are increasingly snapping up T-bills at auction. nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. Cash How to choose between T-bills and CDs. labor force reached a record high in 2022.

Financial Advising 200

Financial Advising Valuation Retail Economy 200

The Big Picture

NOVEMBER 1, 2023

My mid-week morning train WFH reads: • The pandemic has broken a closely followed survey of sentiment: Americans’ opinions about the state of the economy have diverged from reality : Americans are gloomy about the state of the economy. In fact, the average drawdown from all-time highs for the S&P since 1950 is close to 10%. (

Retail 130

Retail Economy Engineering Financial Services 130

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

MARCH 1, 2023

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. washingtonpost.com) Economy The February ISM manufacturing report is well below 50. bonddad.blogspot.com) Why the economy has not yet tipped into recession.

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

Abnormal Returns

JULY 23, 2023

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? (humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses."

Financial Advising 224

Financial Advising Insurance Economy Retail 224

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. (thediff.co) Why there's never a shortage of pundits willing to make a big market call. wsj.com) Finance A look at recent Blackstone ($BX) fund performance.

Financial Advising 212

Financial Advising Valuation Retail Media 212

Abnormal Returns

OCTOBER 5, 2022

howardlindzon.com) Retail American retailers are once again opening locations on a net-basis. news.crunchbase.com) Economy Heavy truck sales are strong. dollar is affecting emerging economies. (barrons.com) A Musk-owned Twitter ($TWTR) will be drama-filled. bloomberg.com) What next for Twitter ($TWTR)?

Financial Advising 147

Financial Advising Retail Economy Media 147

Abnormal Returns

NOVEMBER 1, 2023

etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. finance.yahoo.com) Economy The ISM Manufacturing index fell for the 12th straight month. (on.spdji.com) Rates The Treasury market has become the hot new market. bloomberg.com) Muni bond issuance has slowed to a crawl.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

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.

Retail 310

Retail Food Manufacturing Economy 310