Calculated Risk

SEPTEMBER 25, 2023

Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of September 24th.

Transportation 321

Transportation Numbers Sales 321

Nerd's Eye View

OCTOBER 23, 2023

Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice. In addition, advisors could reduce the amount of time they spend on plan development by bringing on staff assistance (e.g.,

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Mish Talk

NOVEMBER 30, 2022

Blockchain Scrapheap The Tech Monitor reports IBM and Maersk Scrap Blockchain Trade Platform TradeLens IBM and logistics company Maersk have called time on TradeLens, the blockchain-backed supply chain platform that came online for the first time in 2018, citing a “lack of global industry collaboration” for its demise.

License 219

License Transportation Distribution Banking 219

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Random Roger's Retirement Planning

APRIL 3, 2024

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. It only back tests to 2018 but here's what you get.

Numbers 96

Numbers Portfolio Management Retirement 96

Calculated Risk

JULY 24, 2023

Here is a late July look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Dashed purple is for 2018, the record year for hotel occupancy. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of July 23rd.

Transportation 241

Transportation Numbers Sales 241

Nerd's Eye View

DECEMBER 18, 2023

As 2023 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!). We recognize (and appreciate!)

Financial Advisor 246

Financial Advisor Numbers 246

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. New highs scare many investors, but history suggests more new highs will follow.

Numbers 96

Numbers Marketing Marketing Insurance 96

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 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. 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

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Math 186

Math Financial Planning Assets Management 186

Calculated Risk

OCTOBER 24, 2024

year over year • September marked the fourth consecutive year-over-year rise in mortgage delinquencies, the longest such stretch since early 2018 outside of the initial impact of the COVID pandemic • A 5.9% from August and 5.7% increase from the month prior and up +43.2% from last September emphasis added Click on graph for larger image.

Numbers 133

Numbers Sales 133

Calculated Risk

SEPTEMBER 18, 2023

Any number above 50 indicates that more builders view sales conditions as good than poor. High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower,” said NAHB Chief Economist Robert Dietz.

Sales 182

Sales Distribution Numbers Insurance 182

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. Wed, 11/28/2018 - 08:38. As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. Now those limits are $10 million and $20 million respectively; after factoring in inflation, the 2018 limit is $11.18 Agreements signed by Dec.

Planning 52

Planning Taxes Clients Estate Planning 52

Good Financial Cents

AUGUST 14, 2023

The Bitcoin hype cooled in 2018, resulting in significant declines—its lowest value was around $3,232 in December of that year. on August, 3rd, 2018, and its value climbed to $29,310.44 5 years (2018-2023) $7,438.67 $29,310.44 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30

Assets 119

Assets Investing Investments Numbers 119

MarketWatch

APRIL 3, 2023

GM stopped reporting monthly sales in 2018, taking a page from electric-vehicle maker Tesla Inc. TSLA Tesla reported sales and production numbers on Sunday, with analysts worrying about potential price cuts. Shares of GM dropped more than 1% Monday, poised to snap a three-session winning streak.

Sales 98

Sales Numbers Marketing Marketing 98

Random Roger's Retirement Planning

MARCH 29, 2025

So I take that as a good number to study for this blog post. In 2018 you can see that two of them helped with just a few basis points. A year like 2018 constitutes down a little and is probably less important than protecting against down a lot like in 2022. I chose the three alts randomly, only two are part of the AQR filing.

59

59

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. In recent years, a number of states developed a sort of workaround for business owners to navigate the SALT cap.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

The Big Picture

OCTOBER 9, 2024

He’s written numerous books on the subject, including Damodaran on Valuation, Narrative and Numbers, and the textbook Investment Valuation Tools and Techniques for Determining the Value of Any Asset. purely by luck in 2018. I’m not saying intrinsic value is somehow a stable stagnant number.

Valuation 325

Valuation Investments Investing Marketing 325

Random Roger's Retirement Planning

MARCH 12, 2025

It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). RPAR is indexed and I think that fund's result shows that risk parity doesn't lend itself to an indexed approach. TRTY is a tough hold.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Trade Brains

SEPTEMBER 27, 2023

In 2018–2019, diesel consumption stood at 2.64 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 And when it comes to fuel bills, in 2018–2019, they were Rs 18,587.14 Going back to 5 years, only 40% of the railway tracks were electrified, but now that number has risen to 85%. lakh kL in 2020–21.

Transportation 116

Transportation Numbers Planning Investments 116

Carson Wealth

JANUARY 13, 2025

Monthly numbers can be noisy and so a 3-month average is helpful. The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). in 2018-2019. in 2018-2019). The economy created over 2 million jobs in 2024, down from 2.4

Marketing 68

Marketing Marketing Economy Compliance 68

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit (Cr.) 2022-23 350.96 2021-22 161.5 2020-21 12.98 -2.37 2019-20 5.68 -3.18 in FY23 as compared to 34.08% in FY22. in FY22 to 0.46 Average (5 Years) 2.52

Government 115

Government Engineering Distribution Planning 115

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. Events don't repeat but the can rhyme.

Numbers 98

Numbers Insurance Marketing Marketing 98

Validea

AUGUST 30, 2022

made this kind of switch between 2006 and 2018. Those kinds of numbers can be very attractive to investors; the study revealed that those funds that switch indexes rake in $70 million more new money on average over the next 5 years, even though the performance didn’t actually improve. better in a 1-year period, 2.4%

Marketing 115

Marketing Marketing Management Numbers 115

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. Markets Perked Up on Better Job Numbers The August 2 jobs report already had markets primed for a potentially volatile week after job gains came in much weaker than expected and the unemployment rate ticked up to 4.3%.

Marketing 95

Marketing Marketing Numbers Economy 95

Trade Brains

FEBRUARY 22, 2024

According to the FY23 report, the total number of employees was 27,517. 2018-19 ₹ 9,812.51 ₹ 3,460.77 Particulars/ Financial Year RoE (%) Yes Bank IDFC First Bank 2022-23 1.80% 9.61% 2021-22 3.15% 0.62% 2020-21 -10.52% 2.69% 2019-20 -75.74% -18.45% 2018-19 6.35% -10.48% Average (5 Years) -14.99% -3.20% RoA was 0.20% and 1.03% in FY23.

Banking 104

Banking Planning Accounting Retail 104

Carson Wealth

DECEMBER 9, 2024

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). 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The other aspect that is concerning is that overall hiring has slowed, a lot. Hires fell to 5.3

Marketing 62

Marketing Marketing Economy Manufacturing 62

The Big Picture

JANUARY 8, 2025

I recall 10 years ago, crazy numbers, something like a lot of hacks, a lot of thefts. I think many of the skeptics don’t evaluate where the data is today because they’re taking a 2022 or 2018 or 2014 view of Bitcoin and crypto. Barry Ritholtz : So let’s talk a little bit about security.

Assets 130

Assets Investments Investing Banking 130

Random Roger's Retirement Planning

FEBRUARY 14, 2025

It's only down year was 2018 with a decline of 7.91%. Both True North portfolios also held up relatively well in the 2020 Pandemic Crash which are the max drawdown numbers in the chart. Despite all the leverage, Portfolio 1 has a very smooth ride including up a lot in 2022.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

MarketWatch

JANUARY 31, 2023

MoviePass “had to increase the number of cities in which MoviePass will initially launch from three to nine,” Hoch said. MoviePass attracted buzz in 2018 after allowing people to pay a low subscription fee for the ability to see unlimited movies, but that business model didn’t provide sustainable.

Numbers 74

Numbers Clients Marketing Marketing 74

Steve Sanduski

MARCH 26, 2025

Dennis and Katie started their firm from scratch in 2018 and have grown it to more than $400 million in AUM. ’ And so the idea of painting the picture, the vision and the growth and the possibilities and getting buy-in from everybody of what that means across the board — it’s not just a numbers thing.

Communication 52

Communication Clients Compliance Financial Planning 52

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

OCTOBER 23, 2023

Compare that to the 2018-2019 pace of 1.7% The consumption numbers quoted above came amidst surging student loan payments. Excluding shelter, the consumer price index for all other items increased at an annual pace of 2.7% in the third quarter. After adjusting for inflation, retail and food service sales were up 5.7%.

Marketing 143

Marketing Marketing Economy Retail 143

Random Roger's Retirement Planning

APRIL 17, 2024

I don't know whether those weightings can vary but the numbers come off the home page for the fund. TRTY only goes back to late 2018 so I build the following to try to replicate it with exposure I believe to be consistent with what TRTY owns. I'd bet that Hussman anecdote from above came from a place of emotion given the timing of it.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102