The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. Its numbers are fake.

Food 287

Food Media Numbers Economics 287

The Big Picture

APRIL 12, 2023

prior month), the big number is not so big: 5.0% Note the food at home index fell 0.3% Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4%

Food 351

Food Numbers 351

Abnormal Returns

JUNE 13, 2024

mrzepczynski.blogspot.com) Apple New Apple ($AAPL) features could 'Sherlock' a number of third party apps. bonddad.blogspot.com) Food is no longer a big part of inflation. (sherwood.news) Commercial real estate Where distressed office building transactions are taking place. nytimes.com) Office CMBS default rates are soaring.

Financial Advising 261

Financial Advising Food Media Economy 261

Calculated Risk

SEPTEMBER 14, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, September 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 312

Retail Manufacturing Sales Food 312

Abnormal Returns

JANUARY 14, 2024

(gothamgal.com) 15 states have rejected a new, federally funded summer program to give food assistance to hungry children. washingtonpost.com) The number of American centenarians is set to quadruple. washingtonpost.com) Measuring economic inequality is harder than it looks. pewresearch.org) Who get theirs rough roads repaved?

Financial Advising 283

Financial Advising Engineering Food Economics 283

The Big Picture

JULY 27, 2022

By any measure, we still have an enormous number of unfilled positions. The Federal Reserve has little control over the supply issues that have driven most of the inflation we see — in the underbuilt number of new Homes, in the semiconductor-impacted shortage of automobiles, I’m the Russian war-driven increases in energy and food.

Medicine 330

Medicine Numbers Food Insurance 330

Abnormal Returns

SEPTEMBER 16, 2023

Who's number two? fastcompany.com) Food Cereal consumption is in secular decline. newrepublic.com) Food expiration dates drive a lot of food waste. (grist.org) Agriculture is a major producer of methane. econofact.org) A man-made ivory substitute could help save African elephants.

Medicine 261

Medicine Food Financial Advising Media 261

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 159

Economy Economics Food Banking 159

The Big Picture

MARCH 10, 2025

” A : Money is NOT a store of value to be useful, a dollar must maintain its value long enough for me to pay my rent or mortgage, buy food and energy, fund my entertainment and travel, pay my taxes, and get invested. Can you elaborate on how people misunderstand the very purpose of currency? It does that splendidly.

Investing 193

Investing Investments Food Ethics 193

MarketWatch

APRIL 20, 2023

Amazon.com’s AMZN Whole Foods is planning to cut “several hundred” corporate jobs, The Wall Street Journal reported Thursday, citing a memo it viewed. The grocer also plans to reorganize its corporate structure “to simplify operations,” including cutting down its number of operational regions, the report said.

Food 75

Food Planning Distribution Numbers 75

Nerd's Eye View

JANUARY 25, 2024

It also doesn't hurt that advicers can earn a good living, and can also build their practices in any number of ways that fit their personal preferences, needs, and goals!) It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others. (It

Financial Advice 246

Financial Advice Clients Financial Planning Numbers 246

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Core CPI inflation, which excludes food and energy, was up 3.6% Compliance Case # 02246494_052024_C The post Market Commentary: Dow Hits 40,000 As Inflation Numbers Improve appeared first on Carson Wealth. year over year in April.

Numbers 97

Numbers Marketing Marketing Insurance 97

Random Roger's Retirement Planning

MARCH 19, 2023

It laid out the threat and dug in with some numbers. If you do some research you will find that all sorts of changes to our health and how we "manage" chronic maladies started to change, coincident to the US adopting the food pyramid calling for more "healthy grains" a little over 40 years ago. Don't take my word for it.

Food 75

Food Medical Insurance Medicine 75

Calculated Risk

AUGUST 13, 2022

Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, Aug 16th -- 8:30 AM ET: Housing Starts for July. . -- Monday, Aug 15th -- 8:30 AM: The New York Fed Empire State manufacturing survey for August. The consensus is for a reading of 5.5, down from 11.1. The consensus is for 0.1%

Retail 244

Retail Manufacturing Sales Food 244

Calculated Risk

JANUARY 14, 2023

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. . -- Wednesday, January 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 264

Retail Manufacturing Sales Food 264

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

The Big Picture

SEPTEMBER 18, 2024

So you’re saying it’s complicated and it really depends on a lot of a lot of factors let’s start really basic with Maslow’s hierarchy of needs: Safety, security, food, shelter, et cetera. I know what I would choose I would take the latter but that doesn’t seem to be the answer that most people give.

Food 275

Food Numbers Risk Tolerance Financial Planning 275

Nerd's Eye View

JANUARY 9, 2024

In this episode, we talk in-depth about what Kimberly learned through entering and then exited a business relationship with her husband that was, unfortunately for her, not structured in a way to fully protect her claim to the clients and revenue of the practice, what Kimberly did to turn her career around through honing in on her ideal target client (..)

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Clever Girl Finance

APRIL 11, 2025

Fast food spending on the go 4. The number shocked me. Fast food spending on the go If you’re a parent, you know the chaos of running kids from one activity to the next. I was grabbing fast food more often than I realized $10 here, $15 there. Look for recurring charges, fast food stops, or unused subscriptions.

Budgeting 79

Budgeting Food Banking Planning 79

Mish Talk

DECEMBER 16, 2022

But overall employment (the total number of people working is stagnant. Retail Sales Evidence Food Service: +0.9 percent Food Stores: +0.8 Percent Retail Sales: With Food and Shelter Soaring, Who Can Afford Anything Else? Q&A What's Going On? Q: Hey Mish, What's Going On? But hooray! Percent Manufacturing: -0.61

Food 361

Food Sales Economics Retail 361

Calculated Risk

DECEMBER 14, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, December 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 262

Retail Manufacturing Sales Food 262

The Big Picture

FEBRUARY 17, 2023

A flair for comfort food is understandably a requisite skill for any chef working in this environment. ( They have each other’s phone numbers. In fact, it’s an imitator—and not the best one, either. ( CNN ) • Yamagami Tetsuya’s Revenge. Both men lay on the pavement, awaiting their fates.

Math 287

Math Advertising Food Retail 287

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

The Big Picture

NOVEMBER 1, 2023

Lack of Single Family Homes : We’ve discussed this before most notably in 2021, but home builders have wildly underbuilt the number of houses relative to population growth following the financial crisis (GFC). That is especially true in housing, where the Fed is creating new problems and making existing ones even worse: 1.

Food 315

Food Economy Numbers Sales 315

Calculated Risk

NOVEMBER 12, 2022

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a reading of -7.0, up from -9.1. 8:30 AM ET: Retail sales for October will be released. The consensus is for a 0.9%

Retail 242

Retail Manufacturing Sales Food 242

The Big Picture

APRIL 10, 2023

This is most notable in various career choices, ranging from food service to retail to construction and manufacturing. Immigrants used to fill the gap but we seem to have reduced the total number of legal immigrants over the past decade (some recent data suggests that’s improving). The post Help Wanted!

Retail 319

Retail Food Manufacturing Economy 319

A Wealth of Common Sense

JANUARY 9, 2024

I rely heavily on two sources when it comes to historical performance numbers: Returns 2.0 I love Christmas time. The decorations. The parties. The movies. Family time. But I also have something to look forward to when the kids finally go back to school after Christmas break — it’s to update some historical stock market data!

Marketing 140

Marketing Marketing Food Numbers 140

The Big Picture

JULY 25, 2022

There are other worrisome changes in consumer behavior: Two Wall Street Journal columns reported that a widespread switch towards cheaper store brands and less expensive names is already pressuring consumer food, beer and tobacco companies. Of course, all of this is just wargaming possible scenarios.

Economy 345

Economy Economics Engineering Food 345

Calculated Risk

JULY 13, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, July 17th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 182

Retail Manufacturing Sales Food 182

Abnormal Returns

APRIL 20, 2024

marginalrevolution.com) A record number of drugs are facing shortages in the U.S. gq.com) Food How did food delivery get so expensive? (wapo.st) Pharma Add human growth hormone to the list of drugs in short supply. npr.org) You can thank the DEA for the national Adderall shortage. Eight doctors weigh in.

Food 206

Food Financial Advising Media Transportation 206

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 286

Numbers Insurance Economy Marketing 286

Calculated Risk

MAY 13, 2023

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, May 17th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Retail 208

Retail Manufacturing Sales Food 208

Calculated Risk

APRIL 13, 2024

This graph shows the year-over-year change in retail sales and food service (ex-gasoline) since 1993. Retail and Food service sales, ex-gasoline, increased by 2.0% Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, April 16th -- 8:30 AM ET: Housing Starts for March.

Retail 162

Retail Manufacturing Food Sales 162

Calculated Risk

JUNE 15, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number above 50 indicates that more builders view sales conditions as poor than good. -- Thursday, June 20th -- 8:30 AM ET: Housing Starts for May. . -- Tuesday, June 18th -- 8:30 AM: Retail sales for May is scheduled to be released.

Retail 173

Retail Manufacturing Sales Food 173

Calculated Risk

OCTOBER 12, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). Any number below 50 indicates that more builders view sales conditions as poor than good. -- Friday, October 18th -- 8:30 AM: Housing Starts for September. . -- Thursday, October 17th -- 8:30 AM ET: Retail sales for September will be released.

Retail 162

Retail Manufacturing Sales Food 162

Calculated Risk

AUGUST 10, 2024

This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline) 8:30 AM: The New York Fed Empire State manufacturing survey for August. Any number below 50 indicates that more builders view sales conditions as poor than good. -- Friday, August 16th -- 8:30 AM ET: Housing Starts for July. up from -6.6.

Retail 182

Retail Manufacturing Sales Food 182

The Big Picture

AUGUST 6, 2022

It’s the intersection of business, people, psychology, sociology, and numbers. We empathize with animals — after all, we are animals ourselves — but we’re also hardwired to seek calorie-dense, energy-rich foods. . • Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do.

Engineering 284

Engineering Economics Food Banking 284