The Big Picture

JUNE 22, 2023

Source: FRED Wealth disparities get ever more lopsided the higher up the economic strata you climb; there is more disparity with the top 1% than the top 10%, but the biggest spreads are at the top 0.1% (and above). Consider the chart at top, created by Invictus via FRED. And, it has accelerated over the past few decades.

Distribution 306

Distribution Assets Numbers Economics 306

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2014 62.8% -0.1 2014 62.8% -0.1 2014 62.8% -0.1 in December, down 0.4

Economics 242

Economics Sales Investing Investments 242

The Big Picture

NOVEMBER 21, 2022

And it was a miserable economic time, with both of these elevated measures together creating a period of unhappy people that the Misery index neatly captured. As Zunbrun observes, “ The Misery Index, as commonly constructed, doesn’t adequately capture how overall economic conditions affect attitudes.”. 46, October 2014).

Economics 325

Economics Budgeting Taxes Economy 325

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. Prior to the pandemic, economic activity was mostly in the 2% range since 2010. 2008 0.1% -2.5%

Economy 278

Economy Sales Economics Investing 278

Brown Advisory

MARCH 1, 2014

The Advisory | March 2014. Sat, 03/01/2014 - 14:15. to emerging markets, big-picture economic expectations and on-theground reality for companies were out of sync in 2013. From the U.S. Here’s why both are important.

Economics 52

Economics Marketing Marketing 52

The Big Picture

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. Well, the consolidation we predicted has happened: Last year saw 112 hospital mergers (up 18% from 2014). Now College Graduates Are Leaving, Too.

Economy 263

Economy Economics Education Government 263

The Big Picture

NOVEMBER 2, 2023

Not So Fast (April 3, 2020) Redefining Bull and Bear Markets (August 14, 2017) Secular market cycles reflect geo-political, economic and technological issues of era (November 15, 2014) Is the Secular Bear Market Coming to an End? Cyclical Markets (May 16, 2022) End of the Secular Bull?

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Big Picture

SEPTEMBER 20, 2023

It uses (13 or so) inputs 1 to extrapolate a rough approximation of economic growth. The error range can be large, especially early in the quarter , or when an economic shock occurs, such as early in the 2020 Pandemic. Higgins Federal Reserve Bank of Atlanta, July 1, 2014 1.

Banking 147

Banking Economics Retail Economy 147

Mish Talk

DECEMBER 2, 2022

Birth Death Model Starting January 2014, I dropped the Birth/Death Model charts from this report. The model is wrong at economic turning points and is also heavily revised and thus essentially useless. Despite the gains, wages have not kept up with inflation. That approach is statistically invalid. Alternative Measures of Unemployment.

Retirement 327

Retirement Manufacturing Numbers Economics 327

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. 2008 0.1% -2.5%

Economy 200

Economy Sales Economics Investing 200

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question). 2014 62.8% -0.1 2014 62.8% -0.1 2014 62.8% -0.1 in November 2022.

Economics 173

Economics Sales Investing Investments 173

The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave! Financial Times ) • China Wants To Ditch The Dollar : Should Beijing successfully wean the world off the U.S.

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

Discipline Funds

MARCH 26, 2024

I wrote a fun new paper about the top 10 thing s in finance and economics that are my pet peeves. The article was inspired by the wonderful Cliff Asness paper from 2014 in which he debunks many common finance myths. Many of the things that annoy Cliff also annoy me, but I tend to get more annoyed by bad economic narratives.

Economics 77

Economics 77

Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 Respondents’ satisfaction with wage compensation, non-wage benefits, and promotion opportunities at their current job all improved in November compared to July. What is the lowest wage or salary you would accept (BEFORE taxes and other deductions) for this job?

Food 130

Food Retirement Banking Taxes 130

The Big Picture

AUGUST 17, 2023

When any new economic release comes out, you really don’t know how much is noise and how much is signal. Economic data is especially noisy, subject to revision, and based on models that are “ wrong but useful.” If you learn how to properly frame data, you can avoid errors of this kind. The long term is a series of short terms.

Economics 130

Economics Media Government Investing 130

Nationwide Financial

APRIL 3, 2023

recovered from the sharp drop during the pandemic but has been declining since the November peak and is down nearly two-thirds since 2014. Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5% in the first quarter, and the Citigroup Economic Surprise Index near the highest level in a year.

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

SEPTEMBER 22, 2023

Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market. Before the May 2014 election, the Sensex went up by 16.6% in one month and 20.6% in one year. How Markets Performed During Past Elections?

Marketing 69

Marketing Marketing Government Economics 69

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Validea

AUGUST 23, 2024

A high ROE often indicates a company has a durable competitive advantage or “economic moat.” per share in 2014 to $6.13 Apple’s brand power, ecosystem of products and services, and loyal customer base provide the type of economic moat Buffett seeks. in 2014 to $11.83 in 2014 to $6.87 per share.

Economics 59

Economics Electronics Management Investing 59

The Irrelevant Investor

NOVEMBER 11, 2018

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. By Barry Ritholtz People’s actions don’t always live up to rational economic theories because of unintended consequences By Ben Carlson Every past decline looks like an opportunity, every future decline looks like a risk.

Math 52

Math Economics Economy Numbers 52

Trade Brains

SEPTEMBER 12, 2023

Let’s look back in time and see how Nifty got to where it is today, from when it started in 1996 to reach 20,000 points, and how it dealt with different economic challenges: 1996 – Birth of Nifty50 The Nifty 50 index was launched on April 22, 1996, at 1,107 points, with a base value of 1,000 counted from November 3, 1995.

Numbers 59

Numbers Economy Economics Government 59

Brown Advisory

APRIL 21, 2023

Priyanka Agnihotri ( Sustainable International Leaders ) watches macroeconomic data points closely in an effort to understand where we are in a particular economic cycle. However, the strategy primarily focuses on business quality, and she seeks to invest in companies that she believes can hold up well under a range of economic scenarios.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Validea

OCTOBER 19, 2022

The last time gold had two consecutive years of negative returns was 2014 and 2015. Perhaps that pattern will hold in 2023 and 2024 and gold holders will be better rewarded, even if inflation subsides and the economic environment improves. Tool: [link]. The yellow metal then saw two positive years.

Investing 128

Investing Investments Valuation Portfolio 128

Brown Advisory

JULY 1, 2014

Tue, 07/01/2014 - 14:01. Few economic variables change as slowly as population, yet demographic trends are among the most important determinants of a company’s (or, for that matter, a nation’s) growth over time. Investment Perspectives | Glacial Change. Like glaciers, demographics move predictably and inexorably.

Investing 40

Investing Investments Economics 40

Brown Advisory

SEPTEMBER 13, 2023

economic impact of the Eras tour at close to $5 billion. The authors claimed that the next generation of consumers would prefer compelling experiences over products, and proclaimed the arrival of the fourth economic frontier, following the agrarian, industrial and service economies. One research company estimates the potential U.S.

Economy 98

Economy Clients Economics Investing 98

Validea

SEPTEMBER 16, 2022

Last month, Tencent posted the first revenue decline its seen since 2014, and present economic conditions in China make it unlikely to get back on track any time soon as the gaming industry deals with stricter regulations and ongoing Covid lockdowns.

Valuation 59

Valuation Economics Media Government 59

Trade Brains

JULY 7, 2024

In the past 10 years, the index has had substantial growth, and it has increased by 301.90% from July 2014 until July 2024. In the past decade, the index has had significant growth, and it has increased by 225.27% from July 2014 until July 3, 2024. The NASDAQ has a market capitalisation of US $25.966 trillion as of May 2024.

Marketing 52

Marketing Marketing Electronics Economy 52

Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. Fed members have watched inflation fall over the past year even as real economic growth has accelerated and unemployment has stayed low.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

FEBRUARY 12, 2024

The reality is we haven’t seen the impact of AI yet on a broad economic level. By contrast, if companies believe economic growth will ease to the relatively low levels of the last decade, there will be less incentive to invest. Over the six years from 2014 to 2019, forward capex rose 22%. equities in particular.

Marketing 96

Marketing Marketing Economy Investing 96

Risk Management Guru

JANUARY 11, 2022

This mechanism also does not guarantee to find or manage the possible connections between the risks in an appropriate manner (Crouhy, Galai and Mark, 2014). Risks are managed individually and therefore this model does not consider the possible connections between them (Crouhy, Galai and Mark, 2014). Conclusion. Cox, Jr, L. and Mark, R.

Risk Management 52

Risk Management Management Risk Analysis Education 52

Nationwide Financial

SEPTEMBER 27, 2022

The statement was little changed from July, though the Summary of Economic Projections (“dot plot”) rose the median rate to 4.4% This would solidly exceed the previous record of 2014 which saw a 13% gain. This would solidly exceed the previous record of 2014 which saw a 13% gain. The terminal rate moved to 4.6% What to Watch.

Marketing 52

Marketing Marketing Retail Economics 52

eMoney Advisor

NOVEMBER 15, 2022

5 As economic uncertainty rises, so too can feelings of stress and anxiety. Gratitude: A Tool for Reducing Economic Impatience.” Effects of Economic Uncertainty on Mental Health in the COVID-19 Pandemic Context: Social Identity Disturbance, Job Uncertainty and Psychological Well-Being Model. DeSteno, D., Dickens, and J.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Trade Brains

APRIL 30, 2024

And on the other hand, we have Harshad Mehta and Ketan Parekh who not only ruled the stock markets but were also found guilty of economic crimes. The CBI in 2014 found the malpractices followed him and sentenced him to two years of rigorous imprisonment with a fine of up to Rs. He also siphoned off money outside the country too.

Marketing 105

Marketing Marketing Banking Management 105

The Better Letter

MARCH 27, 2025

In 2014 , the use of replay in MLB was expanded and is now an expected part of the game, as it is in all major professional sports, even though “judgment calls” like balls and strikes, remain unreviewable. The NBA followed suit in 2002. Larry Vanover was the worst, at 92.1 Notice how much higher those scores (even the worst score!)

Accounting 60

Accounting Food Retirement Electronics 60

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. For instance, many Russians believe that the Soviet Union fell not because of economic decay and mismanagement, but because U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. For instance, many Russians believe that the Soviet Union fell not because of economic decay and mismanagement, but because U.S.

Economy 52

Economy Communication Clients Taxes 52