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% Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? The FOMC is expecting growth of 1.2%

Economy 78

Economy Sales Economics Investing 78

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The aim of our Midyear Outlook 2024: Eyes on the Prize is to stay focused on what matters for investors.

Investing 138

Investing Investments Economy Economics 138

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.”

Advertising 321

Advertising Economics Economy Banking 321

Abnormal Returns

OCTOBER 14, 2024

etf.com) Economy Six things Presidential candidates want you to believe about the economy including 'The President controls gas prices.' mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Advisor Perspectives

AUGUST 21, 2024

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Economics 52

Economics Economy Financial Market Marketing 52

The Big Picture

JUNE 17, 2024

These reflect the economic dominance of one specific part of the economy or another for very long periods of time. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration.

Marketing 316

Marketing Marketing Engineering Economics 316

Abnormal Returns

JULY 28, 2024

apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) Economy The case for the Fed to cut rates. wsj.com) How the post-pandemic economy is messing with the Sahm Rule.

License 289

License Financial Advising Economy Economics 289

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

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'? bloomberg.com) Ten economic questions for 2024 including 'How much will wages increase in 2024?' (wsj.com) Japan has a trucking problem. axios.com) Why did macroeconomists get 2023 so wrong?

Marketing 264

Marketing Marketing Financial Advising Economy 264

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. theringer.com) Economy How well does consumer sentiment correlate with the real economy? bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons.

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

JUNE 7, 2024

Listening The best podcasts of 2024 including 'Stick the Landing' from The Ringer. theverge.com) Economy Ezra Klein talks with Annie Lowery about the growing economic disconnect. theatlantic.com) Michael Klein talks with David Rapson about the economics of EV adoption.

Economy 264

Economy Economics Investing Investments 264

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 3 Source: YCharts.com, February 17, 2024. Wednesday: FOMC Meeting Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

DECEMBER 1, 2023

We talked about how you should think about Wall Street forecasts about the economy. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economy, State by State (November 22, 2023) Can Economists Predict Recessions? Previously : Slowing U.S.

Economy 288

Economy Economics Portfolio Marketing 288

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. Source: YCharts.com, February 24, 2024. A), eBay Inc.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

OCTOBER 24, 2024

In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. I do believe that the economic gains we are going to see in technology justify higher market prices. But that’s a very different discussion than 3% annually for 10 years.

Distribution 326

Distribution Economics Portfolio Economy 326

Abnormal Returns

JUNE 6, 2024

wsj.com) Economy Weekly initial unemployment claims seem to have bottomed. bonddad.blogspot.com) Partisans don't let economic statistics stand in their way. nytimes.com) Behavioral Scientist's summer book list for 2024 including "Co-Intelligence: Living and Working with AI" by Ethan Mollick.

Financial Advising 278

Financial Advising Media Economy Economics 278

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. This Week: Key Economic Data Monday: Motor Vehicle Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 4,5 Source: YCharts.com, March 9, 2024. MarketWatch, March 6, 2024 3.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 2 Source: YCharts.com, March 2, 2024. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. percent in January versus December—and 2.4

Marketing 101

Marketing Marketing Economics Taxes 101

Abnormal Returns

DECEMBER 22, 2023

(wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. morningstar.com) Economy November PCE came in at 3.2% down from 5.6% at the peak. calculatedriskblog.com) It makes sense that consumer confidence is rising.

Financial Advising 278

Financial Advising Media Economy Economics 278

Advisor Perspectives

AUGUST 5, 2024

Economic indicators are released every week to provide insight into the overall health and performance of an economy.

Economics 52

Economics Economy 52

Abnormal Returns

JANUARY 28, 2024

(apnews.com) State and local election officials are seeing more threats headed into 2024. fasterplease.substack.com) Economy The U.S. economy is in its best shape since the 1990s. economy is the envy of the rest of the developed world. economy is the envy of the rest of the developed world.

Marketing 277

Marketing Marketing Financial Advising Economy 277

Advisor Perspectives

OCTOBER 7, 2023

As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.

Economy 98

Economy Marketing Marketing Economics 98

Advisor Perspectives

MAY 6, 2024

Among all economic indicators, some of the most closely watched are those surrounding the labor market. They provide insight into the health of the economy. But they also impact individuals’ lives and play a central role in government policy decisions.

Economics 52

Economics Government Economy Marketing 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Economic Strength The strength of the U.S. economy has come into the spotlight. Economic Strength The strength of the U.S. economy has come into the spotlight. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). FactSet.com, February 9, 2024 3.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 21, 2024

Weekly Market Insights | October 21st, 2024 Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. 5 Source: YCharts.com, October 19, 2024. UPS) Source: Zacks, October 18, 2024 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” 4,5 This Week: Key Economic Data Monday: New Home Sales. The Wall Street Journal, March 22, 2024 2. CNBC.com, March 20, 2024 3.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

JANUARY 1, 2024

What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. Why They Can Do It Again in 2024. Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. Stay invested. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

Abnormal Returns

APRIL 30, 2024

(cnbc.com) How Lilly plans to ramp production by 50% in 2024. disciplinefunds.com) The economic tables have turned as Greece, Spain and Portugal outperform. nytimes.com) Economy February Case-Shiller showed a 6.4% biopharmadive.com) CEOs Corporate execs get a good deal when they fly on their corporate jets.

Financial Advising 289

Financial Advising Communication Media Economy 289

Advisor Perspectives

FEBRUARY 7, 2024

Stocks and bonds rallied at the end of last year on the hope of a seemingly improbable combination of dynamics playing out to support financial assets in 2024 — cooling inflation, solid economic growth, a resilient labor market, and as much as 150 basis points of interest-rate cuts.

Economy 105

Economy Economics Assets Marketing 105

Trade Brains

NOVEMBER 4, 2024

Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. Central banks utilize gold as a fallback option to defend their nation’s financial stability and maintain a stable economy by avoiding placing all of their eggs in the currency basket. The RBI possessed 822.10

Insurance Coverage 105

Insurance Coverage Banking Economics Economy 105

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

Advertising 52

Advertising Banking Economics Food 52

Abnormal Returns

JANUARY 5, 2024

vulture.com) Economy 10 things Joe Weisenthal and Tracy Alloway learned in 2023. bloomberg.com) Four megatrends heading into 2024 including a more normal economy. open.spotify.com) Brink Lindsey talks economic dynamism with Tyler Cowen.

Economy 262

Economy Economics Management Assets 262

Abnormal Returns

JUNE 16, 2024

CEOs are getting big pay boosts in 2024. investmentnews.com) Policy Violent crime has plummeted in 2024. cnn.com) There is little doubt that the American economy benefits from labor flexibility. nytimes.com) Economy Q2 GDP tracking in the 1.8% wapo.st) The economic schedule for the holiday-shortened week to come.

Financial Advising 260

Financial Advising Healthcare Economy Media 260

Abnormal Returns

AUGUST 18, 2024

riabiz.com) Policy Violent crime is falling in many cities in 2024. thesling.org) Economy Sam Ro, "In other words, the American consumer isn’t spending as recklessly as they used to. apolloacademy.com) The economic schedule for the coming week. axios.com) Mass deportation wouldn't accomplish what advocates think it would.

Financial Advising 277

Financial Advising Taxes Media Government 277

Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. 7,8 Source: YCharts.com, September 21, 2024. percent, 1.7

Marketing 52

Marketing Marketing Taxes Economics 52