Abnormal Returns

AUGUST 17, 2023

Rates Mortgage rates are at levels not seen since 2001. axios.com) Global government bond yields are at 15-year highs. finance.yahoo.com) Markets Valuations don't matter in the short term. theirrelevantinvestor.com) Forecasting is hard, the GMO edition. ft.com) Companies Verily is setting the stage for a spinoff from Alphabet ($GOOGL).

Financial Advising 246

Financial Advising Valuation Manufacturing Government 246

MarketWatch

JANUARY 31, 2023

stocks finished in the green on Tuesday as the Nasdaq cemented its best January performance since 2001 amid a broad-based rally in equities that saw some of 2022’s worst performers take the lead. The S&P 500 SPX gained 58.83 points, or about 1.5%, to finish January at 4,076.60, a gain of 6.2% for the month, according to Dow Jones Market Data.

Media 75

Media Communication Economics Numbers 75

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 306

Math Economy Communication Economics 306

The Big Picture

SEPTEMBER 20, 2024

Before establishing SVP in 2001, Victor served as President of Cerberus Capital.  This week, we speak with Victor Khosla, Founder and CIO of Strategic Value Partners. In the 1990s, he built and managed the distressed credit desk at both Citi and Merrill Lynch, establishing two of the top proprietary trading businesses.

Economy 189

Economy Management Investing Investments 189

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 298

Banking Food Startup Media 298

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

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 145

Sales Marketing Marketing 145

The Big Picture

NOVEMBER 21, 2022

Zunbrun cites University of Warwick professor Andrew Oswald’s 2001 paper surveying 300,000 people living in the US. It’s a horrific experience, that crushes a family’s budget, gets people evicted, makes people reconsider their own career choices, and second-guess their worth; it can even lead to crime. point increase in the inflation rate.

Economics 325

Economics Budgeting Taxes Economy 325

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 134

Sales 134

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 173

Banking Asset Allocation Portfolio Management Engineering 173

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 257

Media Financial Advising Food Education 257

Nerd's Eye View

AUGUST 22, 2023

What's unique about Cary, though, is how she navigated selling her practice to United Capital and after several years of establishing herself in a leadership role, she then had to navigate the sale of United Capital itself to Goldman Sachs, and the complexities and challenges that followed as she found herself in a very different kind of culture that (..)

Financial Advisor 245

Financial Advisor Media Sales Clients 245

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

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 117

Sales 117

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.

162

162

The Big Picture

JANUARY 8, 2024

Besides 2022, recent examples include 2018, 2000, and 2002 (the recession was in 2001). Since 1928, markets have fallen in non-recessionary years only 16 times, and 2022 was one of those exceptions (down 19.4%).

Economy 331

Economy Banking Marketing Marketing 331

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 121

Sales Economy Marketing Marketing 121

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

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

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

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 128

Sales Marketing Marketing 128

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 110

Sales 110

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 124

Sales 124

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 111

Sales 111

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

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

The Chicago Financial Planner

FEBRUARY 5, 2022

Baltimore (an old NFL team that was formerly the original Cleveland Browns) won in 2001 and the market dropped. Louis (an old NFL team that was formerly and is now again the L.A. Rams) won in 2000 and the market dropped. The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Nerd's Eye View

JANUARY 11, 2023

In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. in October 2022, twice the 3.45% average rate in January.

Clients 130

Clients Financial Advisor Financial Planning Government 130

Calculated Risk

JANUARY 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 2.5% in December. Year-over-year, pending transactions dropped by 33.8%.

Sales 98

Sales Marketing Marketing 98

Calculated Risk

SEPTEMBER 29, 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, fell 2.0% Year-over-year, pending transactions dwindled by 24.2%.

Sales 98

Sales Economy 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 69

Numbers Sales 69

Trade Brains

APRIL 30, 2024

Allegations and Unraveling of Ketan Parekh Scam The SEBI and RBI started investigating Ketan Parekh Scam after the huge market crash of 176 points in a day in 2001 just one day post the budget was declared. The SEBI in April 2001 reported that he had an outstanding amount to large corporates worth Rs. billion and to MMCB Rs.

Marketing 105

Marketing Marketing Banking Management 105

Calculated Risk

AUGUST 2, 2024

in June to the highest level since 2001. Earlier: July Employment Report: 114 thousand Jobs, 4.3% The 25 to 54 years old participation rate increased in July to 84.0% from 83.7% The 25 to 54 employment population ratio increased to 80.9% from 80.8% the previous month.

Numbers 127

Numbers Economics Manufacturing 127

Calculated Risk

JULY 27, 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, dipped 8.6% Year-over-year, transactions shrank 20.0%.

Sales 97

Sales 97

Advisor Perspectives

DECEMBER 3, 2024

And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001. It’s the anniversary of the first-ever controlled nuclear fission chain reaction.

52

52

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

Calculated Risk

APRIL 11, 2023

Unfortunately, this data only goes back to 1992 and includes only three recessions (the stock / tech bust in 2001, and the housing bust/financial crisis, and the 2020 pandemic). Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). in March.

Education 98

Education Manufacturing Numbers 98