The Big Picture

NOVEMBER 25, 2022

It’s Black Friday and you know what that means: Lots of promotional sales and lots of holiday retail spending forecasts. As we have seen historically , holiday sales forecasts tend to be a reflection of people’s mood at the moment — not an actual measure of intended holiday spending. Last year’s holiday sales grew 13.5%

Retail 299

Retail Sales Accounting 299

The Big Picture

JUNE 6, 2024

restaurant industry’s biggest year ever in sales — $1.1 This is based on the first half of the year sales, which are running at a record pace. 33% of restaurant operators expect sales to be higher for the full 2024 calendar year versus 2023; 45% expect them to hold steady.

Economics 64

Economics Sales Numbers Marketing 64

The Big Picture

DECEMBER 2, 2022

The chart below shows exactly how much sales have fallen for the first hybrid EV America has fallen into — and then out of love with. The Prius today badly lags the RAV4, its sister crossover, in Toyota hybrid sales. But the latest design is a handsome reboot, and should help sales pick up. 37 miles range on battery alone.

Engineering 278

Engineering Sales 278

The Reformed Broker

APRIL 5, 2023

Hiring funnel, sales funnel, etc. I get a lot of emails and LinkedIn messages about our “funnel” these days. Usually it’s coming from well-meaning companies who are focused on recruiting and headhunting or lead generation and prospecting. A typical firm in our industry is probably in need of what they’re offering.

Recruitment 347

Recruitment Sales 347

The Big Picture

AUGUST 30, 2022

You can search active listings for farm acreage and sales online. There is lots of due diligence required — don’t just drive up to Vermont and buy the first farm you see with a “For Sale” on it. Explore the regional differences in value, or Cropland and Pastures rents. the Cornell Seneca Cooperative ).

Sales 358

Sales 358

Advisor Perspectives

JANUARY 12, 2025

’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025. Taiwan Semiconductor Manufacturing Co.’s

Sales 97

Sales Manufacturing 97

Mish Talk

DECEMBER 17, 2022

Not to worry, I am sure the owners got out at the top with stock options and sales. Some excellent comments from @guydealership and others. The lead chart suggests Carvana is headed for bankruptcy. This post originated at MishTalk.Com. Thanks for Tuning In! Please Subscribe to MishTalk Email Alerts.

Retail 66

Retail Sales Economics 66

The Reformed Broker

MAY 2, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Uber Earnings – “Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%” ►Cap Weighted Rules – “It’s rare for t.

Sales 314

Sales Investing Investments Marketing 314

Abnormal Returns

AUGUST 15, 2024

hunterwalk.com) Home buying New home sales commission rules are coming into effect. wsj.com) Consumer spending Retail sales jumped 1.0% (ft.com) What VC returns look like in the real world. cnn.com) Home buying is going to get more complicated. barrons.com) What you need to know about home buying (and selling) now.

Financial Advising 273

Financial Advising Commission Retail Sales 273

The Big Picture

JANUARY 16, 2023

For some companies, a brand is something that helps slightly boost customer engagement and sales. Visual Capitalist : How much money is a brand truly worth? But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets.

Sales 278

Sales Assets 278

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 238

Fee Only Clients Financial Planning Financial Advisor 238

Abnormal Returns

APRIL 21, 2024

Top clicks this week TIPS are on sale. Time to buy. morningstar.com) Why everyone in finance seems to be doing deadlifts. wealthmanagement.com) Franklin Templeton ($BEN) is moving aggressively beyond stocks and bonds.

Economy 293

Economy Sales Investing Investments 293

The Big Picture

JANUARY 17, 2025

Previously, he served as President, overseeing Barings investments, sales, operations, and technology organizations. Be sure to check out our Masters in Business next week with Mike Freno, Chairman and CEO of Barings. The global financial services firm manages $431 billion and is owned by insurance giant Msss Mutual.

Wealth Management 321

Wealth Management Financial Services Education Insurance 321

Abnormal Returns

NOVEMBER 5, 2023

alchemy.substack.com) Why it's easy to say you will buy when stocks 'go on sale.' (morningstar.com) 11 lessons learned about investing including 'You are not the next Warren Buffett.' behaviouralinvestment.com) Calling for a crash will work at some point, but what happens in the meantime? awealthofcommonsense.com)

Asset Allocation 301

Asset Allocation Sales Assets Investing 301

Abnormal Returns

SEPTEMBER 17, 2023

abnormalreturns.com) Top clicks this week TIPS are on sale. Also on the site The question with emerging market equities is if, not when. abnormalreturns.com) The return on hassle is a real thing. morningstar.com) Bull markets have four distinct stages. ritholtz.com) The rise in real interest rates is stunning.

Math 293

Math Retirement Sales Marketing 293

Abnormal Returns

AUGUST 20, 2024

Insiders Corporate insiders are playing games with how they are reporting their stock sales. bloomberg.com) How corporate insiders get away with insider trading while following the rules. papers.ssrn.com) Corporate finance How inclusion in a benchmark can affect subsequent corporate investment.

Sales 271

Sales Portfolio Investing Investments 271

Nerd's Eye View

OCTOBER 14, 2024

Rarely do they enter the field to be in a sales or marketing role. Which means that to ensure sustained organic growth, it's important for the next generation of advisors within a firm to develop proactive sales and marketing skills to sustain ongoing growth.

Strategic Planning 218

Strategic Planning Sales Clients Planning 218

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. That would mean retail gangs steal nearly 25% of total sales in San Francisco and Oakland combined, which amounted to around $15.5 Rachel Michelin, president of the California Retailers Assn.,

Retail 353

Retail Accounting Sales Numbers 353

The Big Picture

AUGUST 1, 2022

Thirds party sales : the proliferation of third-party sales as opposed to Amazon as your retailer has led to a general degradation of quality. The firm’s decision-making in terms of advertising, third-party sales, pricing, and general user experience is hastening that market share loss.

Advertising 361

Advertising Retail Electronics Insurance 361

The Big Picture

JULY 12, 2023

If its good REAL sales data and not just modeled opinion, it looks like it has a lot of potential use. I have not subscribed, but I have been playing around with the various tools, and they seem quite interesting. The key challenge, of course, is whether the underlying data from Zillow is worthwhile or not.

Sales 245

Sales Taxes Economy Marketing 245

Abnormal Returns

JANUARY 20, 2023

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. theinformation.com) The bloom is off the 'passion economy' rose?

Investments 246

Investments Investing Startup Financial Advising 246

Nerd's Eye View

FEBRUARY 26, 2024

Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.

Marketing 190

Marketing Marketing Sales Clients 190

Abnormal Returns

AUGUST 23, 2024

ft.com) EVs EVs made up 8% of sales in Q2. (sherwood.news) Global The Tokyo Stock Exchange is not messing around. morningstar.com) How New Zealand (successfully) manages its sovereign wealth fund. coxautoinc.com) Ford ($F) is backtracking on big EV SUVs and doubling down on hybrids.

Financial Advising 259

Financial Advising Media Economy Numbers 259

The Big Picture

SEPTEMBER 9, 2022

These range in price ( this one has remained modest so far), but values have climbed recently, and at BAT, you can see the range of recent sales from 100k to high 6 figures. You can see the Spyder version of the Ghibli here. This beautifully restored example below sold for $378,000 on 5/21/22. Source: Bring A Trailer.

Manufacturing 299

Manufacturing Numbers Sales 299

Abnormal Returns

JULY 5, 2024

bloomberg.com) Heavy truck sales were flat in June. wsj.com) The Boston Celtics are for sale. (tker.co) The June NFP showed an increase of 206k jobs and a 4.1% unemployment rate. calculatedriskblog.com) What $5 McDonald's ($MCD) meals say about inflation. abnormalreturns.com) Longform links: something we forgot. sportico.com)

Financial Advising 215

Financial Advising Economy Sales Media 215

Abnormal Returns

MAY 14, 2024

ofdollarsanddata.com) Economy Heavy truck sales rose in April. (morningstar.com) Don't confuse selling calls with income. rogersplanning.blogspot.com) Gold won't save you if stuff really hits the fan. calculatedriskblog.com) Most economic data is an estimate, not the real thing.

Financial Advising 255

Financial Advising Media Economy Economics 255

Abnormal Returns

MARCH 5, 2024

biopharmadive.com) Economy Heavy truck sales increased in February. (linkedin.com) Pharma Pfizer ($PFE) is feeling a Covid era hangover. downtownjoshbrown.com) Bayer is not splitting up into three companies, for now. calculatedriskblog.com) Office vacancy rates are only going up.

Financial Advising 284

Financial Advising Media Economy Sales 284

The Big Picture

AUGUST 8, 2022

Sales volumes and average prices for virtual land have plunged this year, part of a broader slide in crypto and non-fungible token prices. Corporate Stagflation Means Rising Sales With Flat Volumes It’s growth, but not healthy growth, and it doesn’t really help the economy. The Information ). • New York Times ). Businessweek ).

Economics 304

Economics Economy Sales Banking 304

Mish Talk

DECEMBER 16, 2022

Existing home sales from the National Association of Realtors via St. Please note Existing Home Sales Decline 9th Month, Down Another 5.9 Retail Sales Evidence Food Service: +0.9 Percent Retail Sales: With Food and Shelter Soaring, Who Can Afford Anything Else? Previously, I penciled in May. Housing Supporting Evidence.

Food 361

Food Sales Economics Retail 361

Abnormal Returns

JUNE 5, 2024

wsj.com) Economy Heavy truck sales were flat in May. (wapo.st) Restaurants 2024 is set to be the biggest year for U.S. restaurants. axios.com) Restaurants are kicking their QR codes to the curb. calculatedriskblog.com) The ISM Services index continues to show growth.

Executive Compensation 284

Executive Compensation Financial Advising Media Economy 284

Abnormal Returns

NOVEMBER 27, 2023

kitces.com) 5 legal steps in an RIA sale or merger. (riabiz.com) Vanguard Personal Advisor Services is big, really big. riabiz.com) Practice management How to build your site to optimize conversions. kitces.com) Advisers The upside of the Dave Ramsey controversy. thinkadvisor.com) The case for managing income more closely in retirement.

Financial Advising 273

Financial Advising Retirement Management Sales 273

Abnormal Returns

AUGUST 5, 2024

optimisticallie.com) Heavy truck sales rose in July. (tomtunguz.com) Can an AI company actually be run ethically? vox.com) Economy Just how freaked out should people be about the July jobs report? calculatedriskblog.com) The Fed should have cut rates last week. bonddad.blogspot.com) U.S. industrial capacity is on the rise.

Ethics 273

Ethics Financial Advising Media Economy 273

The Big Picture

APRIL 28, 2024

US importers had originally projected a $5,000 price, and sales of 5,500 units per year. BMW produced only 252 of these from 1956 to 1959. The plan was to export thousands per year to the United States, but it was too expensive to be a mass-market car. That failure led to heavy financial losses for BMW.

Engineering 279

Engineering Sales Planning Marketing 279

Abnormal Returns

DECEMBER 25, 2023

riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. (morningstar.com) A list of the most popular podcasts for financial advisers. linkedin.com) The biz Vestwell just raised a new $125 billion Series D. investmentnews.com) Startup Arch wants to build a better private capital markets workflow.

Financial Advising 284

Financial Advising Startup Financial Advice Commission 284

The Big Picture

SEPTEMBER 2, 2022

You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative. Rather than spill more pixels on this, I will instead direct you to the Menzie Chin chart above (hat tip Invictus ).

Manufacturing 324

Manufacturing Economy Economics Sales 324

Abnormal Returns

SEPTEMBER 6, 2024

sherwood.news) What does the collapse in dollar store sales tell us about the economy? (stayathomemacro.substack.com) The August NFP showed modest jobs growth and a 4.2% unemployment rate. calculatedriskblog.com) Remember jobs reports are often adjusted later. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 282

Financial Advising Media Valuation Economy 282

The Big Picture

JULY 29, 2022

Real wholesale + retail sales. Real personal Income and Real Wholesale + Retail Sales are where the slowdown is showing up the most. ” consider the 6 elements that the NBER uses: 1.Real Real personal income (less transfers); 2. Nonfarm payroll employment. Household survey employment. Industrial production. Real consumer spending.

Economics 321

Economics Banking Retail Economy 321