Calculated Risk

SEPTEMBER 16, 2022

We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession). And other measures of the economy were also positive, especially employment. I disagreed and noted I wasn't even on recession watch! And guess what?

Sales 145

Sales Economy Economics Investing 145

Calculated Risk

DECEMBER 7, 2022

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. This has happened , but this usually leads the economy by a year or more.

Sales 144

Sales Economy Engineering Investments 144

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These numbers can and will be revised, and so it helps to look at the 3-month average.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. But the odds favor more green numbers. The logical question is: How much is too much? 2024 is off to a strong start.

Marketing 97

Marketing Marketing Economy Economics 97

Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. My sense is growth will stay sluggish in 2023, but the economy will avoid recession.

Sales 145

Sales Economy Banking Economics 145

Brown Advisory

JANUARY 19, 2023

Description Peak Month* Trough Month* Change in Earnings Estimates Date When S&P 500 Index Price Hit Bottom Date When S&P 500 Earnings Estimates Hit Bottom Number of Days S&P 500 Return During That Period Asian Financial Crisis/Russian debt default September 1998 December 1998 -2.2% Great Financial Crisis October 2007 April 2009 -39.0%

Clients 98

Clients Economy Economics Investing 98

Calculated Risk

JANUARY 8, 2023

Once we reach that point, then the second step of our inflation fighting process, as I see it, will be pausing to let the tightening we have already done work its way through the economy. In fact, construction employment is at an all-time high since there are a record number of housing units under construction! I have us pausing at 5.4

Economy 94

Economy Economics Numbers Sales 94

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

The Irrelevant Investor

OCTOBER 4, 2017

In 2009, the world's economy was experiencing pain like it hadn't seen since the 1930s. Lords of Finance: The Bankers Who Broke The World , was published in January 2009, and although it received a Pulitzer Prize, it's not one you see on many people's lists. Their currency was destroyed and their whole economy ravaged.

Economy 52

Economy Numbers Economics 52

The Big Picture

APRIL 4, 2024

And without that, you know, investment in the economy, we weren’t going to get the economy forward. This is not the 2009, 2010 to 2020 period where basically all you needed was. And so the fear was that they were just going to all pilot in the tertiary bills and they were never going to move into risk assets.

Portfolio 162

Portfolio Management Assets Economy 162

Nationwide Financial

MARCH 27, 2023

Investors should be careful of listening to those who seem to have everything figured out given the number of moving parts and lack of historical precedent. In the 31-year history of the KBW Bank Index, the 30% decline in March was only exceeded by a 35% loss in January 2009 in the later stages of the global financial crisis.

Banking 98

Banking Marketing Marketing Economics 98

The Big Picture

OCTOBER 21, 2024

And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out. And so we have a number of business lines.

Numbers 147

Numbers Banking Investing Investments 147

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . One recession may be caused by a shake-up in the labor markets while another may be due to an unexpected shift in the economy such as the housing market crash in 2008-2009 or a non-economic factor such as a pandemic.

Economics 59

Economics Financial Advisor Economy Portfolio 59

The Irrelevant Investor

APRIL 5, 2020

This is not a financial crisis where credit issues are transmitted to the real economy. The economy just stopped. The long run average, which includes numbers from the 1800s, should be taken with a huge grain of salt. We have the biggest, sharpest GDP decline in history, this is absolutely unprecedented.

Valuation 52

Valuation Economy Numbers Investing 52

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. Number one, a school district is a business.

Banking 147

Banking Economics Business Planning Economy 147

The Irrelevant Investor

MARCH 8, 2016

The S&P 500 has risen on average 111% in between recessions; currently stocks are up 142% since June 2009. Are we due in the sense that the economy is overheating and we need a good flush of the excess? They generally coincide with an overheated economy, which I don't think anybody would argue is the case right now.

Economy 52

Economy Numbers Marketing Marketing 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. However, since that time a slew of strong economic data, including elevated inflation numbers, came in. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

The Irrelevant Investor

DECEMBER 29, 2020

My hypothesis going into this, before Nick Maggiulli ran the numbers, was that if you added more money every time the market dips, then you would come out ahead. At that point, the S&P 500 was in healthy correction territory, falling 5% from the highs for the 18th time since 2009. This is what investors are worried about.

Economy 52

Economy Numbers Marketing Marketing 52

Zoe Financial

DECEMBER 5, 2023

One data point caught my attention: the number of advised investors, individual investors, has increased from 35% to 47% when you look at the time frame from 2009 to today. Economies and markets fluctuate. .” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

The Irrelevant Investor

APRIL 1, 2021

The oldest Millennials entered the workforce while the economy was booming. I remember when I entered the job market in the 70s (yes, I’m a boomer) we bemoaned our fate of being boomers because we were being spewed out of college and into the labor force in unprecedented numbers, driving competition for jobs up and wages down.

Retirement 52

Retirement Assets Numbers Economy 52

The Better Letter

MARCH 14, 2024

And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ). In 2009, New Jersey grandmother Patricia Demauro set a craps world record over four hours and 18 minutes by rolling a pair of dice 154 times before crapping out.

Numbers 82

Numbers Medicine Math Marketing 82

Mauldin Economics

MAY 13, 2019

And that number is set to drop to 1 within the next decade. And it happens no matter what… Defense Spending Is Recession Proof When the economy slows— as I expect it to in the next 18 months or so —people spend less and businesses scale back. Between 2008 and 2009, US consumer spending fell 8.2%

Government 52

Government Budgeting Retirement Planning Economy 52

Mr. Money Mustache

SEPTEMBER 4, 2023

Interest rates are like a giant gas pedal that revs the engine of our economy, with the polished black dress shoe of Federal Reserve Chairman Jerome Powell pressed upon it. And of course when interest rates get jacked up, almost everything else in the economy slows down. Which quickly becomes an even bigger number than 12%.

Economy 84

Economy Banking Budgeting Investing 84

The Irrelevant Investor

FEBRUARY 25, 2020

For the 18th time since the stock market bottomed in 2009, the S&P 500 is more than 5% off its high. What if the virus continues to spread, what if it brings the global economy to a grinding halt, and what if the stock market crashes? At the lows in 2009, the market was trading at prices seen in 1996!

Marketing 52

Marketing Marketing Risk Tolerance Portfolio 52

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Numbers 130

Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. In 2018 alone, Ecolab reported that it had helped customers conserve 164.5 million pounds of waste, and 16.1

Portfolio 52

Portfolio Numbers Management Investments 52

Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. STRONG FOUNDATION. In 2018 alone, Ecolab reported that it had helped customers conserve 164.5

Portfolio 52

Portfolio Numbers Management Investments 52

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And, and, and then all of a sudden it was snapped back really quickly ’cause all the money was seeing in the economy. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff. You said you had a pretty good run.

Government 147

Government Electronics Engineering Management 147

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

Workable Wealth

JUNE 24, 2020

Each of these represent a different phase of the market and economy. . We experienced the largest bull market run in history from 2009 to March 11, 2020. These market conditions happen when the economy is strong, there is a solid gross domestic product, decreased unemployment, and overall optimistic investor morale. .

Investing 52

Investing Investments Marketing Marketing 52

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Banking 52

Banking Marketing Marketing Compliance 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It On that question, the economy is sending somewhat mixed signals. 2, the U.S. Department of Labor reported a 2.9%

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It On that question, the economy is sending somewhat mixed signals. 2, the U.S. Department of Labor reported a 2.9%

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Morgan began tracking this data in 2009. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. this year from 0.8%

Economy 40

Economy Economics Asset Allocation Banking 40

Investing Caffeine

JANUARY 3, 2022

The stock market has increased more than 7-fold in value since the 2009 stock market lows, even in the face of many frightening news stories (see Ed Yardeni’s list of panic attacks since 2009 ). COVID, inflation, and Federal Reserve monetary policies may dominate the headlines du jour but this is nothing new.

Investing 52

Investing Investments Risk Tolerance Portfolio 52