A Wealth of Common Sense

SEPTEMBER 22, 2023

By 2001 more than 60% of the fishers and traders were using phones to coordinate sales and set prices for the fish. Kerala is a coastal state in India with a large fishing industry. Beginning in 1997, mobile phones were introduced to the region.

Sales 128

Sales Marketing Marketing 128

The Big Picture

SEPTEMBER 29, 2022

Despite what you may have heard, the Fed isn’t the only factor driving equity markets.

Economy 307

Economy Taxes Marketing Marketing 307

The Big Picture

NOVEMBER 3, 2022

In March 2001, CPI ticked through the Fed’s 2% inflation target, and their reaction was. I don’t care what your personal theories on monetary policy might be, your thoughts on Milton Friedman, or who you plan on voting for next week. They remained on the emergency footing of zero.

Planning 313

Planning Marketing Marketing 313

Mish Talk

NOVEMBER 17, 2022

Strong Recession Signal Since 1990, the spread between 30-month T-Bills and the 10-year Treasury Note was only more inverted ahead of the 2001 recession. Since 1990, the spread between 30-month T-Bills and the 30-year long bond has only been more inverted a couple of times. This is a very strong recession signal.

Retirement 263

Retirement Economy Marketing Marketing 263

Advisor Perspectives

DECEMBER 28, 2023

keeping the index at its lowest level since the NAR began tracking data in 2001. The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The index was flat in November at 71.6, Pending home sales were expected to increase 1.0% last month.

Sales 89

Sales 89

Calculated Risk

FEBRUARY 29, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 74.3 in January. Year over year, pending transactions were down 8.8%. The Northeast PHSI increased 0.8% from last month to 63.6, a decline of 5.5%

Sales 133

Sales 133

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. She also leads the firm’s environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey for the last eleven years.

Banking 167

Banking Asset Allocation Portfolio Management Engineering 167

Calculated Risk

JUNE 27, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 70.8 Year over year, pending transactions were down 6.6%. Supply and demand movements suggest easing home price appreciation in upcoming months.

Sales 119

Sales Economy Marketing Marketing 119

Calculated Risk

MARCH 28, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 75.6 in February. Year over year, pending transactions were down 7.0%. The Northeast PHSI decreased 0.3% from last month to 63.4, a decline of 9.0%

Sales 115

Sales 115

NAIFA Advisor Today

APRIL 17, 2023

In 1994, she started as an underwriter, then became an agent before opening her own State Farm agency in 2001. She had a friend who worked for State Farm who suggested she join the company.

Consulting 98

Consulting 98

Calculated Risk

NOVEMBER 30, 2023

in October, the lowest number since the index was originated in 2001. An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – dropped 1.5% Year over year, pending transactions declined 8.5%. from last month to 64.8,

Numbers 67

Numbers Sales 67

Calculated Risk

MAY 30, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 72.3 Year over year, pending transactions were down 7.4%. The Northeast PHSI fell 3.5% from last month to 62.9, a decline of 3.1% from April 2023.

Sales 86

Sales 86

Advisor Perspectives

NOVEMBER 30, 2023

the index's second lowest reading since the NAR began tracking data in 2001, and is down 8.5% The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The index fell 1.5% in October to 71.4, compared to one year ago. Pending home sales were expected to fall 2.0% last month.

Sales 64

Sales 64

The Big Picture

MAY 8, 2023

The prime-age employment population ratio rose to the highest level since 2001 Source: @danielbzhao Sign up for our reads-only mailing list here. He is a member of the Management Committee and Co-Chair of the Asset Management Investment Committees, (private equity, infrastructure, growth equity, credit, and real estate).

Digital Media 246

Digital Media Wealth Management Media Assets 246

Calculated Risk

JANUARY 26, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 77.3 in December. Year over year, pending transactions were up 1.3%. The Northeast PHSI dropped 3.0% from last month to 62.3, a decline of 3.9%

Sales 108

Sales 108

Mish Talk

DECEMBER 7, 2022

The two main exceptions are 2001 and 2020 where IP was in a long slowdown before recession hit. In 1990 IP peaked one month after recession started and in 1980 IP peaked at the start of the recession. Twice the lead time was a month and twice it was two months. Currently, IP hit a peak in September and manufacturing in October.

Manufacturing 130

Manufacturing Numbers Economics 130

Advisor Perspectives

NOVEMBER 30, 2023

the index's lowest reading since the NAR began tracking data in 2001, and is down 8.5% The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The index fell 1.5% in October to 71.4, compared to one year ago. Pending home sales were expected to fall 2.0% last month.

Sales 59

Sales 59

Validea

FEBRUARY 10, 2023

so far in 2023—its best January performance since 2001, according to Dow Jones Market Data. While historically that would be cause for celebration, looking back to 2001 might make some investors more cautious, contends an article in MarketWatch. last year, and has rallied 10.7% It then plunged 30.2%

Portfolio 59

Portfolio Investing Investments Marketing 59

Trade Brains

DECEMBER 28, 2023

Lipstick Indicator Index The Lipstick indicator was coined by Leonard Laude, one of the billionaire heirs and chairman of the Estée Lauder cosmetics fortune, in the 2001 recession. 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.

Economy 64

Economy Economics Sales Government 64

Advisor Perspectives

JANUARY 4, 2024

Are they good news for the economy as borrowers catch a break, or a sign of impending recession as they were in 2001 and 2007? The key economic question for 2024 is how to think about the interest rate cuts we’re likely to get from the Federal Reserve.

Economics 52

Economics Economy 52

The Big Picture

MARCH 15, 2023

563rd US bank failure since 2001 Source: Jim Reid, DB Sign up for our reads-only mailing list here. Bernstein was named to the Institutional Investor’s “All-America Research Team” 18 times and has been inducted into the Institutional Investor “Hall of Fame.” He is the author of “ Navigate the Noise: Investing in the New Age of Media and Hype.”

Banking 292

Banking Food Startup Media 292

Calculated Risk

SEPTEMBER 26, 2024

An index of 100 is equal to the level of contract activity in 2001. “A The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 70.6 Year over year, pending transactions were down 3.0%. in August,” said NAR Chief Economist Lawrence Yun.

Sales 62

Sales 62

The Big Picture

DECEMBER 12, 2022

Survival Lessons From Past Tech Downturns : The current tech downturn could be much worse than it appears now, say those who lived through the 2001 and 2008 crashes—but those who make it have the chance to fuel the next bubble. No, but everyone is enjoying the charade. Economist ). Wall Street Journal ). • Gen Z came to ‘slay.’

Math 300

Math Economy Communication Economics 300

The Big Picture

JANUARY 22, 2024

Written and directed by Hwang Dong-hyuk, “Squid Game” made its debut on Netflix on September 17, 2001. Remember Squid Game ? During the lockdown, it quickly became must-see TV, becoming a global phenomenon. Variety reported that Squid Games had “1.65 billion hours streamed in first four weeks.” billion hours of viewing.

157

157

Calculated Risk

JUNE 29, 2023

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – dropped 2.7% Year over year, pending transactions fell by 22.2%. The Northeast PHSI climbed 12.9% from last month to 66.7, a decrease of 21.9% from May 2022.

Sales 127

Sales Marketing Marketing 127

Calculated Risk

JULY 31, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – grew to 74.3 Y ear over year, pending transactions were down 2.6%. Multiple offers are less intense, and buyers are in a more favorable position.".

Sales 67

Sales 67

Calculated Risk

OCTOBER 28, 2022

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI), a forward-looking indicator of home sales based on contract signings, slumped 10.2% in September. Year-over-year, pending transactions slid by 31.0%.

Sales 138

Sales Marketing Marketing 138

Calculated Risk

APRIL 29, 2024

As is the increase in energy prices during the 2001 through 2008 period. In general, energy expenditures as a percent of PCE has been trending down for decades. The huge spikes in energy prices during the oil crisis of 1973 and 1979 are obvious. In August March 2024, energy expenditures as a percentage of PCE were at 4.1% in June 2022.

70

70

Calculated Risk

APRIL 25, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – increased to 78.2 Year over year, pending transactions were up 0.1%. The Northeast PHSI increased 2.7% from last month to 65.1, a decline of 0.3% from March 2023.

Sales 70

Sales 70

Calculated Risk

OCTOBER 30, 2024

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – jumped 7.4% in September, the highest level since March (78.3). Year-over-year, pending transactions ascended 2.6%.

Sales 67

Sales Economy Marketing Marketing 67

Calculated Risk

MARCH 29, 2023

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* — a forward-looking indicator of home sales based on contract signings — improved 0.8% in February. Year-over-year, pending transactions dropped by 21.1%.

Sales 123

Sales 123

Carson Wealth

SEPTEMBER 16, 2024

Except for 1989, the 0.50%-point cuts all coincided with recessions – 1990, 2001, 2007, and 2020 – and stocks were hit over the next 3-6 months. But context is important. Below we put together a chart showing what stocks did after historical rate cut cycles began.

Marketing 95

Marketing Marketing Economy Compliance 95

Advisor Perspectives

NOVEMBER 21, 2022

Right now, investors are getting worried because the yield curve has gotten very inverted — more inverted than it was in the lead-up to either the 2001 or 2008 recessions.

52

52

Abnormal Returns

APRIL 13, 2024

nytimes.com) Total forest loss since 2001 by country. (ft.com) Environment Scientists can't explain what is going on with rapidly rising ocean temperatures. nytimes.com) The climate is on a 10-month record hot streak. newscientist.com) The EPA is cracking down on PFAS emissions. nature.com) Where are there so many darn species of beetles?

Media 255

Media Financial Advising Food Education 255

Calculated Risk

APRIL 27, 2023

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI) * – a forward-looking indicator of home sales based on contract signings – waned by 5.2% Year over year, pending transactions dropped by 23.2%.

Sales 145

Sales 145

Calculated Risk

FEBRUARY 27, 2023

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI) — a forward-looking indicator of home sales based on contract signings — improved 8.1% in January. Year-over-year, pending transactions dropped by 24.1%. The Northeast PHSI rose 6.0% from last month to 68.7, a decline of 19.8%

Sales 98

Sales 98

Calculated Risk

DECEMBER 28, 2023

An index of 100 is equal to the level of contract activity in 2001. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – stayed at 71.6 in November. Year over year, pending transactions were down 5.2%. The Northeast PHSI rose 0.8% from last month to 64.4, a drop of 6.4%

Sales 67

Sales 67