Mish Talk

DECEMBER 2, 2022

The number of working-age persons people not in the labor force rose by 359,000 in November and is back over 100 million. Birth Death Model Starting January 2014, I dropped the Birth/Death Model charts from this report. Labor Force Another 186,000 people dropped out of the labor force in November. Change in Nonfarm Payrolls.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 With demand for jobs in some sectors still high, and increasing number of boomers retiring, we have intense wage pressures. Regarding expectations, the average expected wage offer (conditional on receiving one) also increased and reached a new high.

Food 130

Food Retirement Taxes Banking 130

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” What was the 1960s equivalent of “ Okay, Boomer ”…?

Numbers 334

Numbers Communication Media Investments 334

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).

Financial Advisor 212

Financial Advisor Financial Advice Estate Planning Planning 212

Wealth Management

JULY 28, 2022

The number of riders using the 59th Street stop has been declining for years now. Since 2014, it’s down more than 50 percent. The lockdowns, coupled with the unhurried return of office workers, only served to exacerbate that downturn.

Numbers 52

Numbers 52

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. On September 1, 2014, the Nifty touched 8,000. Now, Nifty is on its way to 21,000 points.

Numbers 59

Numbers Economy Economics Government 59

Good Financial Cents

AUGUST 14, 2023

Here’s a look at Bitcoin’s annual returns from 2010 to 2022: Bitcoin 10-Year Return Chart Year Return (%) 2011 1,473 2012 186 2013 5,507 2014 -58 2015 35 2016 125 2017 1,331 2018 -73 2019 95 2020 301 2021 90 2022 -81.02 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30 2014 -58 -2.19

Assets 119

Assets Investing Investments Numbers 119

Calculated Risk

AUGUST 9, 2022

I wrote an update in 2014 , and argued vehicle sales would "mostly move sideways" for the next few years. This graph shows the total number of registered vehicles in the U.S. This graph shows the total number of registered vehicles in the U.S. Note: the number of registered vehicles is estimated for 2021 and 2022.

Sales 83

Sales Numbers Economy 83

Calculated Risk

APRIL 13, 2023

As I noted in 2014, this was positive for apartments, and more recently positive for housing. This is why - a number of years ago - I was so positive on housing. In 2022, the top 6 cohorts were under 45 (the Boomers are fading away), and by 2030 the top 10 cohorts will be the youngest 10 cohorts. And this is a positive for the economy.

Economy 145

Economy Numbers 145

Million Dollar Round Table (MDRT)

JUNE 13, 2023

Most people have a tendency to focus on the negative, said Roger Seip, an experienced speaker on maximizing the capability of the brain, in his 2014 MDRT Annual Meeting presentation “Train your brain for success.” If I receive a call from a number I don’t recognize, I always answer with a big smile and say, ‘It’s a great day; this is Roger.’

Numbers 87

Numbers Clients 87

Validea

MARCH 27, 2023

GM is one of the world’s largest auto makers and since 2014 it’s been run by Mary Barra, the first female to head up one of the Big Three auto manufacturers in the U.S. When founder Larry Ellison stepped down as CEO in 2014, Safra Catz stepped back in. Though the stock fell 6.3% Lock In Your Discount Today Advanced Micro Devices.

Retail 59

Retail Sales Manufacturing Numbers 59

Trade Brains

SEPTEMBER 26, 2024

It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014. Additionally, the total number of shares is 49,50,00,000.

Compliance 90

Compliance Banking Management Risk Management 90

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. It’s an American stock exchange based in New York City, USA. trillion as of May 2024.

Marketing 52

Marketing Marketing Electronics Economy 52

Calculated Risk

AUGUST 15, 2022

Any number below 50 indicates that more builders view sales conditions as poor than good. The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 49, down from 55 in July.

Sales 94

Sales Numbers Marketing Marketing 94

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2014 5 0.14 Is India experiencing an IPO boom? 2015 21 1.63

Numbers 64

Numbers Retail Startup Investments 64

Random Roger's Retirement Planning

JUNE 30, 2024

If they can put their previous mortgage payment, lets go with $1500/mo, into a 60/40 fund, they would end up with $415,000 including the $50,000 they started with based on June, 2014-June 2024 results for the Vanguard Balanced Index Fund (VBAIX) or they'd have $500,000 if they put 80% into stocks.

Retirement 75

Retirement Math Taxes Accounting 75

The Irrelevant Investor

MAY 9, 2021

Let's travel back in time to June 2014. A lot was made of this arbitrary number at the time. A lot was made of this arbitrary number at the time. But in the 7 years since the CAPE ratio hit 25 in 2014, the S&P 500 has compounded at ~14%. I don't care how you measure things, 37 on the CAPE is a high freakn number.

Valuation 52

Valuation Numbers Portfolio Marketing 52

Calculated Risk

SEPTEMBER 19, 2022

Any number below 50 indicates that more builders view sales conditions as poor than good. The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 46, down from 49 in August. In another indicator of a weakening market, 24% of builders reported reducing home prices, up from 19% last month.”

Sales 111

Sales Numbers Marketing Marketing 111

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

The way that number went up though, I don't know if it was a real number or not. The first one was writing for TheStreet.com from 2005 to early 2014. There were articles that may have been written just by Seeking Alpha staff or friends of founder David Jackson. I did not try to resubmit it after that.

Numbers 81

Numbers Taxes Investments Investing 81

The Irrelevant Investor

FEBRUARY 27, 2021

In 2014, Buffett looked back on that and said, "As a financial disaster, this one deserves a spot in the Guinness Book of World Records." And yet, even with numbers like this, he sure had a few setbacks along the way. In 1993 Berkshire Hathaway exchanged 25,200 shares for ownership of a company called Dexter Shoes.

Numbers 52

Numbers Investments Investing Marketing 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 Jesse Livermore, Chris Meredith, and Patrick O'Shaughnessy The problem we will face throughout life is how to differentiate between causation and correlation—between signal and noise. By Morgan Housel The majority of U.S.

Math 52

Math Economics Economy Numbers 52

Carson Wealth

JULY 8, 2024

These numbers can and will be revised, and so it helps to look at the 3-month average. That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. and matches what we saw all the way back in 2014. That’s below the 2019 average of 3.9%

Marketing 97

Marketing Marketing Economy Numbers 97

Random Roger's Retirement Planning

JULY 31, 2023

You should know what it is, understand where the numbers come from, balance out delaying or taking it early but the amount you get is what you get. QLACs came about in 2014. The Journal works through some numbers. A commenter called a provider and got a lower payout number. Your Social Security amount is what it is.

Retirement 73

Retirement Insurance Accounting License 73

Random Roger's Retirement Planning

OCTOBER 27, 2024

Talking generically, for someone for whom a depletion bucket makes sense, they are leaving their IRA alone for some number of years to keep growing. Since 2014, the S&P 500 has almost tripled so 50-100% for the equity portion of a diversified portfolio is not insanely unrealistic.

Portfolio 52

Portfolio Accounting Retirement Retirement Planning 52

Validea

SEPTEMBER 30, 2024

in 2014 to $5.97 O’Shaughnessy) Score: 100% UPS meets all of O’Shaughnessy’s criteria, including market cap ($114 billion), strong cash flow per share ($10.21), high number of shares outstanding, and substantial trailing 12-month sales. Its earnings per share have grown consistently over the past decade, from $0.99

Assets 52

Assets Healthcare Sales Manufacturing 52

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

The partial year of 2014, only quality, the green bar, was close to market cap weighted. Looking at the ten year compounding numbers, I wouldn't dismiss any of these, they are all valid, and will capture the effect for the most part. I wouldn't buy any of them though hoping for a repeat of 2022 however.

Taxes 52

Taxes Valuation Marketing Marketing 52

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. Since 2020, productivity has averaged a 1.4%

Marketing 96

Marketing Marketing Economy Startup 96

The Better Letter

MARCH 14, 2024

In 2014, one bracket was alive through 34 games. And about 60 percent of national champions are one of the four number one seeds. UConn won the national championship as a seven in 2014. A roulette wheel hitting the same number seven times in a row ( one in three billion ). The difficulty lies in the upsets, of course.

Numbers 82

Numbers Medicine Math Marketing 82

Random Roger's Retirement Planning

APRIL 9, 2024

Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. There are expectations embedded in these numbers. The negative correlation between the two has been pretty reliable, I don't take for granted it is infallible, so this year is just one of those things maybe.

Management 98

Management Retirement Planning Portfolio Retirement 98

Truemind Capital

AUGUST 12, 2023

Debt Market Insights : The debt yields for the shorter duration came down a bit owing to expectations of relaxed monetary conditions with a better-than-expected decline in inflation numbers. Year-on-year declines in energy prices were the major contributor to overall inflation numbers across developed economies.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

SEPTEMBER 13, 2023

Our amphitheaters are doing great, substantially up in number of fans attending per show, and the high-end stadiums are doing very well. It’s their number one big ticket purchase priority and they desire premium experiences.” Nary a one is expecting or seeing the consumer slowing down. And how is the low end?

Economy 98

Economy Clients Economics Investing 98

Validea

JUNE 26, 2024

in 2014 to $12.20 The Qualitative Case for Lululemon While Validea’s quantitative model gives Lululemon a near-perfect score, Buffett’s investment philosophy goes beyond just the numbers. The company has demonstrated remarkably consistent earnings per share growth over the past decade, with EPS rising from $1.66

Valuation 52

Valuation Retail Investments Investing 52

The Irrelevant Investor

JULY 30, 2017

By Sean McLaughlin In 2000, the average endowment portfolio was 23% in alternative assets; in 2014, the corresponding number was 51%. By Morgan Housel I’ve always been attracted to this industry because I viewed it as a means to achieve “ financial freedom ,” whatever the f**k that means.

Startup 52

Startup Assets Numbers Portfolio 52

The Irrelevant Investor

JANUARY 21, 2022

The number of daily active users and transactions across all blockchains has increased at a 30% and 37% compound annual growth rate (CAGR) since 2014. .* And for the 99% of the world who don't know anything about a blockchain, all they see is hype and nonsense; Million dollar JPEGS, meme coins, and promoters.

Transportation 52

Transportation Education Assets Investments 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Mick joins the podcast at an especially timely moment. Many investors and pundits continue to focus their attention on the “Magnificent Seven” tech stocks that have dominated the U.S.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Random Roger's Retirement Planning

JULY 24, 2024

Back in July 2014, when our backtest started, the ten year US Treasury yield was hovering between 2.40% and 2.60%. The 2022 number was a little better than the Aggregate Bond Index but I think comes up short in the context of offsetting equity market volatility. What 60/10/10/10/10 did was avoid obvious interest rate risk.

Portfolio 52

Portfolio Taxes Numbers Marketing 52