The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). This attests to the robustness of the labor economy, recession or not. Then came the pandemic, and a huge federal worker subsidy.

Medicine 331

Medicine Numbers Food Insurance 331

Calculated Risk

APRIL 19, 2023

From Federal Reserve Staff in 2013 on the debt ceiling debate: Possible Macroeconomic Effects of a Temporary Federal Debt Default. economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. This is relevant today. Failure to raise the U.S.

Government 353

Government Assets Economy Financial Market 353

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. Or will the economy lose jobs?

Economy 200

Economy Sales Economics Investments 200

The Big Picture

DECEMBER 8, 2023

(June 3rd, 2011) THE MOST IMPORTANT EVER NFP blah blah blah (June 7th, 2013) “What’s Your NFP Number?” workers in the economy that excludes proprietors, private household employees, unpaid volunteers, farm employees, and the unincorporated self-employed.

Numbers 264

Numbers Retirement Accounting Economy 264

The Big Picture

OCTOBER 26, 2022

A mere 5 years later (2013), Nokia sold its entire phone business to Microsoft. This often prevents us from understanding the long term life cycles of the economy, markets and companies. It’s yet another reminder of what we tend to overlook: 1. Change is Constant : It is east to miss incremental shifts over time.

Economy 364

Economy Marketing Marketing 364

The Big Picture

JULY 26, 2023

Laurence Ball, Professor of Economics at Johns Hopkins and Research Associate at the National Bureau Of Economic Research, made the case in 2013 that 4% was a more rational target. The economy was sluggish, job creation as weak, consumer spending was soft. The case for 4% inflation , Laurence Ball, VoxEU/CEPR 24 May 2013 3.

Economy 246

Economy Economics Numbers Banking 246

The Big Picture

OCTOBER 31, 2022

A downturn in the market doesn’t always precede a downturn in the economy. How Twitter Will Change as a Private Company : The social media company went public in 2013. My back-to-work morning train WFH reads: • Is the Stock Market Gaslighting Us? Yes, the stock market is forward-looking, but sometimes it sees things that aren’t there.

Engineering 264

Engineering Economics Assets Media 264

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

NOVEMBER 21, 2022

Professor Danny Blanchflower (a friend and occasional fishing buddy) looked at this question in 2013-14; what they discovered was closer to 5-to-1 difference: “We find, conventionally, that both higher unemployment and higher inflation lower well-being. Emphasis added). Two for one is a huge adjustment.

Economics 325

Economics Budgeting Economy Taxes 325

The Big Picture

JULY 27, 2023

The Amazon founder, who purchased The Washington Post for $250 million in 2013, has taken a more active role in the paper’s operations this year. ( Her new book is Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink. ( Bloomberg ) • A Decade Ago, Jeff Bezos Bought a Newspaper.

Food 243

Food Banking Economy Numbers 243

Carson Wealth

JANUARY 13, 2025

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Trade Brains

FEBRUARY 18, 2024

Gravita is confident that its pragmatic approach and commitment to a circular economy will support sustainable growth and generate value for all stakeholders in the long run. The post Gravita India’s Astounding Stock Rise of 2013%; What Does Their Future Look Like? In order to do this, the company plans to invest Rs.600+

Manufacturing 59

Manufacturing Planning Investments Investing 59

MarketWatch

FEBRUARY 24, 2023

in afternoon trading Friday, putting them on track for a 10-year closing low, as the maker of Scotch adhesives, Command hooks, N95 masks and Post-it Notes, continues to feel the weight of a slowing economy. 3M’s stock, which was headed for the lowest close since May 2, 2013, has dropped 16.3% MMM fell 1.6% The stock has slid 5.2%

Economy 75

Economy Marketing Marketing 75

The Big Picture

FEBRUARY 14, 2024

It just puts a lot of money into the economy, enables a lot of development. And the regular media does a terrible job covering the economy. Barry Ritholtz : 2013, we set a new high in the S&P going back to ’01. It’s government spending period. What a great time to be an investor. Social media is a cancer on us.

Marketing 317

Marketing Marketing Government Numbers 317

Calculated Risk

MAY 1, 2023

From Federal Reserve Staff in 2013 on the debt ceiling debate: Possible Macroeconomic Effects of a Temporary Federal Debt Default. economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. The following is relevant today. Failure to raise the U.S.

Government 113

Government Assets Economy Taxes 113

Carson Wealth

OCTOBER 7, 2024

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 April 2023 to 4.3% in 2019, 5.9%

Marketing 96

Marketing Marketing Economy Economics 96

The Irrelevant Investor

JANUARY 25, 2022

Grantham in 2013 18 charts that explain the economy Bitcoiners are underwater Bitcoin is not an inflation hedge.Or Download the Stairs app here On today’s show we discuss: Why this market is like the Go-Go years Will there be a recession in the second quarter? Warren Buffett is washed up, LOL Grantham is bearish. Seriously this time.

Economy 52

Economy Marketing Marketing 52

The Irrelevant Investor

MARCH 5, 2018

Today in March 2013, after 1,974 days and a 54% drawdown, the Dow Jones Industrial Average recaptured all-time highs that were last seen in October 2007. Economy still stinks!" There's always a pullback coming, but the Dow has returned 75% since March 5th 2013 and would need to fall nearly 45% to get back to those levels.

Marketing 52

Marketing Marketing Banking Accounting 52

Good Financial Cents

AUGUST 4, 2022

Recessions are an economy in decline, resulting in lower revenues and profits for most companies. While there certainly are no stocks that are guaranteed to continue rising during a recession, there are some that have a history of at least holding their own even in the worst economies. In an absolute sense, the general answer is no.

Healthcare 69

Healthcare Marketing Marketing Portfolio 69

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

Electronics 59

Electronics Economy CFP Investments 59

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. Yes Bank vs IDFC Bank : Banks are the economic engine. IDFC Bank was established and demerged from IDFC Ltd. in November 2015.

Banking 104

Banking Planning Accounting Retail 104

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investments 299

Validea

OCTOBER 5, 2022

12/31/2013 2.9% 12/31/2013 42.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4% 12/30/2011 1.5% 12/31/2012 2.0%

CFP 59

CFP Valuation Economy Assets 59

Validea

NOVEMBER 1, 2022

As investors sell off the growth stocks they snapped up during the boom, the tech sector has been severely damaged, and the economy is in a period of correction from the years of fiscal stimulus that pushed the stock market to record highs. stock market didn’t completely recover from the 2008 financial crisis until well into 2013.

Marketing 52

Marketing Marketing Retirement Planning Economy 52

The Better Letter

MARCH 18, 2025

In Monte Carlo, on August 18, 2013, a Roulette ball landed on black 26 times in a row – the longest such streak ever recorded, with odds against of 136,823,184 to one. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.”

Numbers 74

Numbers Marketing Marketing Medicine 74

Trade Brains

NOVEMBER 3, 2023

2013: SC asked Tata Motors to consider returning the land since they had already moved its car plant out of Singur. However, if we consider the other side of the story, the factory could have generated jobs and boosted the local economy. June 22, 2011: Tata Motors moves to the Calcutta High Court challenging the bill.

Government 59

Government Manufacturing Investments Investing 59

Trade Brains

APRIL 12, 2023

The most engaging aspect is that the Stock exchanges are also deemed as the financial measures of an economy where industrial development and firmness are mirrored in the index. It was formed by the merger of the two companies on January 1, 2013. In Closing In a country’s economy, stock exchanges play a critical role.

Marketing 105

Marketing Marketing Electronics Government 105

David Nelson

MARCH 20, 2023

Deflationary Pulse It’s hard to believe the storm raging through the banking sector would have a silver lining but the deflationary pulse that will hit the economy can’t be denied. The broad market was breaking to new highs as early as March 2013. Doesn’t really pass the smell test, does it?

Banking 59

Banking Economy Management Government 59

The Irrelevant Investor

MARCH 28, 2021

If you did nothing but look at a chart of every stock in the S&P 500, you would conclude that the economy was booming. The last time you saw a reading this high was 2013. The median industrial stock, for example, is just 2.5% below its 52-week high. 36% of the members in this group closed at a 52-week high on Friday.

Marketing 52

Marketing Marketing Valuation Economy 52

The Better Letter

JUNE 7, 2024

NFL quarterbacks are the most important players in any sport (rules changes in 2013 to benefit the passing game accelerated an existing trend). 5 In 2013, In 2009, Indianapolis got to the Super Bowl despite paying Peyton Manning a staggering 17.2 For example, Russell Wilson took up 0.6 percent of the cap. But they didn’t win.

Investments 84

Investments Investing Management Education 84

Trade Brains

DECEMBER 13, 2023

Despite global economic uncertainties, India’s stock market has seen a remarkable increase in IPO activity in recent years, showcasing a strong belief in the Indian economy. NSE, BSE SME Exchanges Year Number Fund Raised ($ Billion) Number Fund Raised ($ Billion) 2013 3 0.15 2014 5 0.14 2015 21 1.63 2016 26 3.18 2017 36 8.06

Numbers 64

Numbers Retail Startup Investments 64

Validea

NOVEMBER 18, 2022

There’s some skepticism about investing at a time when the economy is slowing, will the [return on investment] reward the higher cost of capital?” And indeed, the number of business leaders who plan to up their capital spending is at its lowest point since 2013, according to data from the New York Federal Reserve. Hammond says.

Planning 52

Planning Investments Investing Economy 52

Carson Wealth

MAY 1, 2023

Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions. economy expanded by only 1.1% return since 1950. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Because of this, bonds have produced positive returns since 2013—a period in which interest rates have broadly doubled. Aggregate.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Because of this, bonds have produced positive returns since 2013—a period in which interest rates have broadly doubled. Aggregate.

Management 52

Management Investing Investments Valuation 52

Truemind Capital

JANUARY 16, 2024

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52