Remove 2006 Remove Economy Remove Numbers
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Collapse in Prospective Home Buyer Traffic

The Big Picture

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363
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10 Quotes That Shaped My Investment Philosophy

The Big Picture

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. Sturgeon’s law suggest 300,00 of them are not crap – and that number seems generous. 10 Quotes That Shaped My Investment Philosophy 1.

Investing 345
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Update: The Inland Empire

Calculated Risk

Way back in 2006 I disagreed with some analysts on the outlook for the Inland Empire in California. The more an area is dependent on housing, the larger the negative impact on the local economy will be. And sure enough, the economies of housing dependent areas like the Inland Empire were devastated during the housing bust.

Economy 135
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Market Commentary: Stocks in the Middle of Some Amazing Streaks While Job Growth Perks Up

Carson Wealth

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. If you combine wage growth with employment growth and hours worked, we get a sense of aggregate income growth across all workers in the economy. in 2006, and 7.8%

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Transcript: Maria Vassalou

The Big Picture

And the place where I was looking for this risk factors was in the real economy. How do you crunch the numbers on that, and where do you come out on small cap and value? VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy.

Assets 173
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Does Risk Parity Actually Work?

Random Roger's Retirement Planning

The general ideas being explored by a small number of market participants at this point are useful and I think we're going to see a lot more investment products and conversations about these concepts and strategies. Number 2 was to move from market cap weighting to minimum volatility equity exposure. Number 5 is to increase leverage.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. The F, there is a subsequent change in 2006 called the Pension Protection Act. It goes so far. Did you give me cash?

Assets 173