ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Market-RF only), MSCI Greece Index (gross div.),

Government 52

Government Commission Economics Distribution 52

The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. NADIG: With the enormous caveat that everything you knew about financial markets — RITHOLTZ: Is no longer true. NADIG: — in 2005 is probably wrong. RITHOLTZ: Way back when?

Management 278

Management Assets Portfolio Investing 278

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. I started that in 2005, after I graduated. RITHOLTZ: Really? DUTTA: Yes.

Economics 147

Economics Economy Marketing Marketing 147

The Better Letter

JANUARY 12, 2023

Between 2005 and 2014, the average cost of delivering one megabyte of data, the equivalent of about 150,000 words, dropped from about $8 to pennies. trillion into the economy in addition to the $4.1 ” The size of the digital economy has now reached $2.4 By 2020, common 4G phone networks were more than 3,000 times faster.

Economy 117

Economy Economics CFP Management 117

Calculated Risk

MAY 22, 2023

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Budgeting 145

Budgeting Taxes Economy Economics 145

Calculated Risk

MAY 21, 2024

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Taxes 128

Taxes Budgeting Economy Economics 128