The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? October 2, 2017) Deficit Chicken Hawks vs Ronald Reagan (July 13, 2010) Politics & Investing The post Catastrophizing Debt appeared first on The Big Picture. population?

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Economy Taxes Investments Investing 347

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 198

Economy Sales Economics Investments 198

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. papers.ssrn.com) Economy Signs that the bottom 50% of the income spectrum have done well post-pandemic. (humbledollar.com) Russia An increasing portion of Russia's budget is dedicated to fighting Ukraine. msn.com) How Russian propaganda spreads despite bans in place.

Financial Advising 275

Financial Advising Budgeting Economics Media 275

The Big Picture

AUGUST 17, 2022

Previously : Don’t Blame Morningstar for Our Own Shortcomings (October 26, 2017). Dangerous for economy. Morningstar, August 9, 2010. Top 10 Investor Errors: Excess Fees (June 30, 2012). Passive investing is: Marxist. Devouring capitalism. Reached a mania. Lobotomized investing. Poses a frightening systemic risk.

Taxes 334

Taxes Portfolio Management Investments 334

Abnormal Returns

OCTOBER 1, 2023

theatlantic.com) Policy Per the IRS, nearly 1,000 tax filers who earn more than $1 million per year have still not filed federal tax returns for at least one year from 2017 to 2020. economist.com) Economy Q3 GDP tracking around 3%. (bloomberg.com) Why have Republicans turned on PEPFAR?

Financial Advising 297

Financial Advising Taxes Government Media 297

The Big Picture

AUGUST 15, 2022

When we look at the past century, we can see decades-long eras where the economy is generally robust, supporting markets trending higher, with expanding multiples. The alternate periods of time are Secular Bear Markets: The economy is fraught with weakness, poor consumer spending, and negative job growth. Not So Fast (April 3, 2020).

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Economy Marketing Marketing Economics 329

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.

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Medicine Numbers Food Insurance 332

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. There was a steady drumbeat of worry, Complaining about the Fed’s interventions, financial repression, and the other shoe dropping. This was a money-losing set of narratives.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

Calculated Risk

DECEMBER 26, 2022

As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. However, it seems unlikely that inventory will be back up to the 2017 - 2019 levels. 1) Question #1 for 2022: How much will the economy grow in 2022? "My Inventory is always something to watch!"

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Economics Sales Banking Economy 282

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. But Adidas had been tolerating his misconduct behind the scenes for nearly a decade. ( Here on Earth, there was a 1.7

Wealth Management 279

Wealth Management Banking Financial Services Management 279

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? No less an authority on the economy than the Federal Reserve stated, “May was the strongest month for hotel revenue in Philadelphia since the onset of the pandemic, in large part due to an influx of guests for the Taylor Swift concerts in the city.” economy afloat this summer!

Economy 98

Economy Clients Economics Investments 98

The Big Picture

OCTOBER 2, 2023

Almanac Trader ) • This Time Really Is Different for the Economy. We use the term “Octoberphobia” to describe the phenomenon of major market drops occurring during the month. Market calamities can become a self-fulfilling prophecy, so stay on the lookout. Just Look at the Job Market’s Confounding Strength.

Economics 245

Economics Banking Accounting Government 245

The Big Picture

JULY 13, 2023

:” The FOMC rate increases and other Fed policy actions are felt in the broader economy eventually. But that seems longish in a modern economy that runs on credit. After the GFC, the economy was sluggish and ZIRP/QE had driven rates near zero, 2% was a reasonable upside target. Exactly how long it takes is the subject of debate.

Economy 246

Economy Food Sales Marketing 246

The Big Picture

MARCH 9, 2023

In this space, Hedge funds lag finance, which in turn lags the broader economy. economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P.

Wealth Management 163

Wealth Management Management Engineering Banking 163

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. The 2017-2019 pace was 3.1%.) on average, well above the 7.1%

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Marketing Marketing Economy Numbers 95

Zoe Financial

JANUARY 28, 2025

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. Economies and markets fluctuate. But if you use the time to your advantage, market volatility starts to wash out.

Marketing 98

Marketing Marketing Financial Advisor Investments 98

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 70

Marketing Marketing Economy Compliance 70

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. He notes that in the 1980s, there was a dire need to jumpstart a moribund economy, and the administration was able to mobilize bipartisan cooperation to enact reform. We are closing 2017 with nearly the same stance as last year. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption achen Mon, 07/17/2017 - 15:03 The panel noted that disruption is not a new phenomenon: As long as there have been companies, there have been new upstarts and business models that have threatened to unseat those companies. economy today—would come up.

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Clients Engineering Economy Investments 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption. Mon, 07/17/2017 - 15:03. economy today—would come up. Our three panellists spanned the consumer, automotive and business services industries, so it was a good opportunity to hear from leaders across the economy.

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Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. This is the longest win streak since September 2017. The last time the Dow got to 10 wins in a row was August 2017. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 73

Marketing Marketing Government Economy 73

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. Still, he said, he expects to see a better balance in 2017 between oil supply and demand. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. and 2017-2019 pace of 2.8%. economy grew 5.8%

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Marketing Marketing Economy Government 97

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! Fortunately, the doers drive the economy; the thinkers only report on it. Layoffs remain very low but the unemployment rate has been creeping higher.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy.

Marketing 97

Marketing Marketing Economy Investments 97

Nationwide Financial

NOVEMBER 16, 2022

distillate fuel oil inventories have been below the five-year low (2017–2021) since the start of 2022, primarily driven by less global refining capacity. Further complicating the turmoil in energy markets is an already low level of ultra-low sulfur diesel. Per the U.S. Energy Information Administration (EIA), U.S.

Valuation 105

Valuation Economics Marketing Marketing 105

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. The economy grew at an annualized pace of 2.4% The reason for the rally? But let’s not lose sight of the big picture.

Marketing 95

Marketing Marketing Manufacturing Economics 95

Trade Brains

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy. 2020 0.73 -0.04

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Planning Manufacturing Government Engineering 111

The Irrelevant Investor

FEBRUARY 1, 2020

Have the discipline to give it to them By James Clear Diversification is a tough pill to swallow in hindsight By Nathan Faber Social Security and Medicare were the product of a consensus that the economy had broken the process of growing old. Today’s progressives argue, in part, that the economy has broken the process of growing up.

Education 52

Education Economy Numbers Portfolio 52

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025. Want some more good news?

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

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Marketing Marketing Economy Portfolio 97

The Irrelevant Investor

JANUARY 16, 2022

By Phil Pearlman) On August 17, 2017, Decentraland opened its ICO, hoping to raise 86,206 ether or $26 million. By Packy McCormick) Today, Bloomberg has one-third of the $30 billion market for financial data. (By By Frederik Gieschen) There’s no one universal success formula even while some with great conviction insist there is. (By

Economy 52

Economy Sales Investments Investing 52