Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. on.spdji.com) Some of the best charts of 2023. marginalrevolution.com) ETFs ETFs largely escaped having to issue capital gains in 2023. twitter.com) The tide went out in 2023 exposed all manner of poor prior decisions.

Financial Advising 285

Financial Advising Medical Economy Economics 285

The Big Picture

JUNE 26, 2023

Rising rates, falling savings, increased deficits, dubious GDP : Ever since the yield curve inverted and warnings of “imminent recession” filled the air, the Philly Fed’s map of State Coincident Indexes has provided a good real-time snapshot of the state of the economy. appeared first on The Big Picture.

Economy 321

Economy Banking Marketing Marketing 321

Abnormal Returns

DECEMBER 26, 2023

nytimes.com) Economy Case-Shiller showed a 4.8% calculatedriskblog.com) What if the economy in 2024 was just 'normal'? axios.com) Why did macroeconomists get 2023 so wrong? newsletter.abnormalreturns.com) Mixed media Some of Ben's favorite books from 2023 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin.

Marketing 265

Marketing Marketing Financial Advising Economy 265

The Big Picture

DECEMBER 1, 2023

The problem is those sets of forecasts is already 2 months old, dated October 3, 2023. We talked about how you should think about Wall Street forecasts about the economy. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? This came up yesterday on Portfolio Rescue with Ben Carlson.

Economy 288

Economy Economics Portfolio Marketing 288

Abnormal Returns

JANUARY 5, 2024

The biz The 25 best podcasts of 2023 including 'The Retrievals' by Susan Burton. theatlantic.com) The best podcasts of 2023 according to people who make podcasts including 'The Town with Matthew Belloni.' vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023.

Economy 263

Economy Economics Management Assets 263

The Big Picture

APRIL 27, 2023

Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing. Of the 50 states in the Philadelphia Fed’s State Coincident Indexes for March 2023, only one — Alaska — is negative.

Economy 304

Economy Economics Banking Numbers 304

The Big Picture

JULY 25, 2022

What I have instead are questions about what the rest of 2022 looks like, and how deep into 2023 any damage persists. How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023?

Economy 345

Economy Economics Engineering Food 345

The Big Picture

JANUARY 8, 2024

in Q4 2023 – up ~36% since the October 2022 lows, and up 24.2% It finished 2023 with 9 consecutive weeks of gains. in 2023, its best performance since 2009. during November 2023. by November of 2023. in November 2023. y/y in April 2023 to 6.7% Flat over 2 years : The S&P 500 gained >12.1%

Economy 331

Economy Banking Marketing Marketing 331

The Big Picture

APRIL 9, 2024

As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening. Note in November 2023, the indexes only increased in 25 states. .” Note in November 2023, the indexes only increased in 25 states. I would go as far as to suggest it is robust.

Banking 306

Banking Manufacturing Economy 306

The Big Picture

JANUARY 1, 2024

Kick it off right with our first day of the year reads: • Everything Wall Street Got Wrong in 2023 : Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. economy will likely perform in 2024, and if there are surprises – like in 2020 with the pandemic – to adjust my thinking. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

The Big Picture

MAY 4, 2023

I have been nurturing a pet thesis as to why higher minimum wages are a net positive for an economy: It acts as a transfer of revenue allocation from low-wage employers and franchisees from Capital to Labor. It stays local and is likely to benefit the regional economy. It has aa much smaller impact on the local economy.

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

JANUARY 18, 2024

Markets Managed futures did not have a great 2023. economist.com) The German economy is stuck in the mud. semafor.com) In 2023 France had the fewest number of births since World War II. newsletter.abnormalreturns.com) Economy The 'Sahm rule' is not going to trigger any time soon.

Financial Advising 263

Financial Advising Economy Media Numbers 263

The Big Picture

JANUARY 13, 2023

But the relationship does not hold up well once we begin looking at the specific sectors of the economy where price increases are slowing, stopping, or falling. CPI inflation has been coming down because the national economy has reopened, and our buying behaviors are normalizing. ~~~.

Economy 347

Economy Marketing Marketing 347

Calculated Risk

DECEMBER 28, 2022

Here is a review of the Ten Economic Questions for 2022 Below are my ten questions for 2023 (I've been doing this every year for over a decade!). economy will perform in 2023, and if there are surprises - like in 2020 - to adjust my thinking. Q4-over-Q4 in 2023. How much will the economy grow in 2023?

Economics 138

Economics Economy Sales Commission 138

The Big Picture

OCTOBER 19, 2023

The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. Hours on Social Media Per Day (Gallup, Oct 13, 2023) Americans’ Net Worth Surged by Most in Decades During Pandemic (Bloomberg, Oct. Since 2019, Households invested more, home values jumped, and savings levels have risen.

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

JANUARY 14, 2024

police killed more people in 2023 than they have in a decade. theguardian.com) The homicide rate fell sharply in 2023. papers.ssrn.com) Economy People have nostalgia for a time that never existed. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. wsj.com) Why Blackrock ($BLK) is buying infrastructure manager GIP.

Financial Advising 290

Financial Advising Engineering Food Economics 290

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023. morningstar.com) Economy The August NFP showed continued growth and a 3.8% bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents.

Financial Advising 265

Financial Advising Advertising Economy Retail 265

Abnormal Returns

OCTOBER 2, 2023

September 2023 How major asset classes performed in September 2023. cnbc.com) Global The costs of the war in Ukraine are adding up for the Russian economy. snippet.finance) Economy American households are in pretty good financial shape. capitalspectator.com) How factors have performed YTD. phenomenon.

Financial Advising 279

Financial Advising Financial Advice Economy Media 279

Abnormal Returns

OCTOBER 24, 2023

(ft.com) AngelList on the state of early-stage venture capital in Q3 2023. bloomberg.com) Global Germany's economy has badly lagged since the pandemic. econbrowser.com) NBA The state of the NBA on the start of the 2023-24 season. frontofficesports.com) Economy Why economists have gotten the post-pandemic economy so wrong.

Financial Advising 265

Financial Advising Economy Media Numbers 265

Abnormal Returns

SEPTEMBER 1, 2024

Markets The S&P 500 returned 2.43% in August 2023. ft.com) Policy Why housing (policy) matters so much for the economy. wsj.com) Economy Q3 GDP is tracking mid-2% growth. on.spdji.com) There are too many markets at all-time highs to count. whitecoatinvestor.com) Strategy High yields come with risk.

Financial Advising 295

Financial Advising Valuation Economy Economics 295

Abnormal Returns

JANUARY 9, 2024

visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. axios.com) ETFs The pace of ETF closures picked up in 2023. ft.com) Economy How much is negative news sentiment driving bad economic vibes? Markets The periodic table of commodity returns over the past decade.

Financial Advising 264

Financial Advising Media Economy Economics 264

Abnormal Returns

AUGUST 19, 2024

marginalrevolution.com) Economy Prices don't decline, but wages can increase. bloomberg.com) The homicide rate fell in 2023 and is plunging in 2024. (iconiqcapital.com) Global Inflation has come for Japan's ramen prices. wapo.st) Hungary's subsidies have not meaningfully boosted birth rates. Then check out our weekly e-mail newsletter.

Financial Advising 299

Financial Advising Startup Manufacturing Media 299

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% visualcapitalist.com) Strategy How to read all those market and economic forecasts. unemployment rate.

Financial Advising 273

Financial Advising Media Economy Economics 273

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. time.com) Books The 16 best books of 2023 including "Fire Weather: A True Story from a Hotter World" by John Vaillant. shepherd.com) Economy You can't guarantee a soft landing just yet.

Financial Advising 260

Financial Advising Media Taxes Economy 260

Abnormal Returns

NOVEMBER 20, 2023

news.crunchbase.com) Economy Fed officials talk WAY too much these days. newsletter.abnormalreturns.com) Mixed media The 10 best books of 2023 including ‘The Bathysphere Book: Effects of the Luminous Ocean Depths,’ by Brad Fox. washingtonpost.com) 100 must-read books from 2023 including 'King: A Life' by Jonathan Eig.

Financial Advising 278

Financial Advising Media Economy Sales 278

Abnormal Returns

JANUARY 4, 2024

om.co) Economy Still no sign of a pickup in layoffs. newsletter.abnormalreturns.com) Mixed media 177 ways the world got better in 2023 including 'In California, a 400-acre oil field is being transformed into a nature preserve.' reasonstobecheerful.world) Some wonderful things from 2023 including 'The Bear.' kottke.org)

Financial Advising 262

Financial Advising Media Economy Banking 262

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. bbc.com) How young Chinese are dealing with a lethargic economy. ft.com) Here are some more signs of market strength.

Financial Advising 277

Financial Advising Startup Media Government 277

Abnormal Returns

DECEMBER 29, 2022

awealthofcommonsense.com) Here is Eddy's 2023 Buy List. wsj.com) Economy Continuing unemployment claims continue to trend higher. bloomberg.com) Ten big economic questions for 2023 including 'What will happen with house prices in 2023?' Markets The energy sector dominated in 2022, and it wasn't even close.

Financial Advising 275

Financial Advising Startup Food Media 275

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. morningstar.com) Economy Housing is holding up U.S. capitalspectator.com) Even after November's rally low volatility stocks are still down on the year.

Financial Advising 265

Financial Advising Media Economy Management 265

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. vox.com) Economy Will interest rates eventually slow the U.S. awealthofcommonsense.com) Finance Is the worst over for the venture capital market?

Financial Advising 246

Financial Advising Taxes Economy Media 246

Abnormal Returns

NOVEMBER 26, 2023

ft.com) A review of the biggest crypto-related court cases in 2023. wsj.com) Economy Annie Lowery, "We have a long-standing housing shortage. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. papers.ssrn.com) How garment workers in the U.S.

Financial Advising 282

Financial Advising Economics Insurance Media 282

The Big Picture

MAY 3, 2023

“ The long and variable lag of monetary policy ” is a complex phrase that suggests ambiguity about when, where, and how higher rates manifest in a large and interconnected economy like that of the United States. The truth is we simply don’t know.

Economy 353

Economy 353

Abnormal Returns

NOVEMBER 5, 2023

currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. (nextbigideaclub.com) 24 charts showing the world is getting better. fullstackeconomics.com) Corporations have always been against social change.

Assets 272

Assets Financial Advising Healthcare Economy 272

The Reformed Broker

NOVEMBER 30, 2022

Let’s assume we’re going to have a recession in 2023. Are there changes you could make to a portfolio in order to gird yourself for a worsening economy? I don’t know if we will, but everyone seems to think so, so let’s just say. What can you do to stop it? Absolutely. But remember that pretty much anything.

Economy 258

Economy Portfolio 258

Abnormal Returns

JANUARY 19, 2024

podcasts.apple.com) Economy Consumer sentiment is rapidly rebounding. advisorperspectives.com) Existing home sales hit a 28-year low in 2023. (om.co) Oil The U.S. is putting OPEC to shame. qz.com) Joe Weisenthal and Tracy Alloway talk U.S. oil production with Javier Blas. wsj.com) Q4 GDP is trending around 1.6%.

Financial Advising 279

Financial Advising Media Economy Sales 279

Abnormal Returns

DECEMBER 8, 2023

talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta. unemployment rate.

Financial Advising 265

Financial Advising Media Economy Economics 265

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Economy Consumers are finally pushing back against higher prices. econbrowser.com) If you are looking for signs of weakness in the economy, here they are. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 277

Media Financial Advising Retail Economy 277