The Big Picture

OCTOBER 7, 2022

2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. How Greenspan Became the ex-Maestro (August 11, 2014). 2000s : Kept rates too low for too long following 9/11 and dotcom implosion – FOMC Rate did not get over 1% until 2004. Previously : Farewell, TINA (September 28, 2022). June 9, 2022).

Banking 335

Banking Economics Portfolio Assets 335

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #2 for 2024: How much will job growth slow in 2024? I'm adding some thoughts, and maybe some predictions for each question. million jobs in 2023. million to 1.5

Economy 117

Economy Manufacturing Economics Sales 117

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 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 322

Economics Budgeting Taxes Economy 322

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 259

Economy Economics Education Government 259

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 283

Taxes Portfolio Marketing Marketing 283

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 157

Portfolio Management Economy Economics Portfolio 157

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

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 Taxes Banking 130

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

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

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

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 96

Economics Sales Investing Investments 96

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 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 67

Economics Sales Investing Investments 67

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

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 78

Economy Sales Economics Investing 78

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 109

Economy Sales Economics Investing 109

International College of Financial Planning

FEBRUARY 3, 2024

lakh crore, reflecting vigorous economic activity. This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investing Investments 52

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

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

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

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

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

Validea

SEPTEMBER 30, 2024

He’s particularly known for: Distressed debt investing – buying bonds of troubled companies at deep discounts Macro trading – making large bets based on his economic outlook Concentrated positions – taking large stakes in his highest conviction ideas This approach has led to stellar long-term performance.

Assets 52

Assets Healthcare Sales Manufacturing 52

Trade Brains

SEPTEMBER 19, 2024

MB in 2014 to 17.36 The industry’s economic impact is significant, with the 2022 5G spectrum auction generating $18.77 Foreign investment has flourished, with FDI inflows increasing by 150% between 2014 and 2021. Strikingly, monthly data consumption has skyrocketed from 61.66 billion and the sector creating 4 million jobs.

eCommerce 52

eCommerce Government Planning Portfolio 52

Trade Brains

AUGUST 17, 2022

To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. Comptroller and Auditor General of India submitted its report in the year 2013-2014 in the Haryana Assembly. Ex-Chief Minister of Haryana, Bhupinder Singh Hooda. and Bhupinder Hooda.

License 52

License Government Commission Economics 52

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

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Any further upside may not be as strong as seen in the last 2 years.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 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 92

Marketing Marketing Economy Startup 92

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 93

Marketing Marketing Economy Investing 93

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. 2014 5 0.14 NSE, BSE SME Exchanges Year Number Fund Raised ($ Billion) Number Fund Raised ($ Billion) 2013 3 0.15 2015 21 1.63 2016 26 3.18 2017 36 8.06

Numbers 64

Numbers Retail Startup Investing 64

Bell Investment Advisors

MARCH 3, 2022

and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. Russia’s invasion of Ukraine has had and will continue to have both a terrible humanitarian and economic cost for both countries, so a reminder of stock market history is relevant. While the U.S.

Economy 52

Economy Economics Investment Advisor Government 52

Carson Wealth

SEPTEMBER 9, 2024

The good news is that the preponderance of economic data clearly tells us we’re not in a recession right now. Other than during the heights of the pandemic, the last time hiring was at this level was in 2014. It’s correctly indicated every recession since 1970. It’s unclear why employers have stopped hiring as much as they have.

Marketing 59

Marketing Marketing Economy Economics 59

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Government 59

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

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