Wealth Management

AUGUST 11, 2024

Turn To Orion’s 2024 Election Microsite for Relevant, Unbiased and Actionable Content

Economy 281

Economy Marketing Marketing 281

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? But there is a risk that the Fed will be overly tight in 2024. Or will the economy lose jobs? recession this year.

Economy 200

Economy Sales Economics Investing 200

The Big Picture

DECEMBER 18, 2024

Journal (restaurant) reporter who inappropriately used non-seasonally adjusted numbers to make the following claim : “California had 726,600 people working in fast-food and other limited-service eateries in January [2024], down 1.3% Note: To be clear, while the law passed in Sept 2023, it did not take effect until April 2024.]

Food 306

Food Math Numbers Economics 306

The Big Picture

JANUARY 8, 2024

What are the Bull and Bear cases for 2024? Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. All of that tightening is why we cannot rule out a recession in 2024. before falling to 0.7% in November 2023.

Economy 331

Economy Banking Marketing Marketing 331

Calculated Risk

MARCH 5, 2025

Mortgage rates declined last week on souring consumer sentiment regarding the economy and increasing uncertainty over the impact of new tariffs levied on imported goods into the U.S. Those factors resulted in the largest weekly decline in the 30-year fixed rate since November 2024. Additionally, the FHA rate dipped to 6.42

Government 221

Government Economy Marketing Marketing 221

Calculated Risk

DECEMBER 24, 2023

Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. Q4-over-Q4 in 2024. range in Q4 2024.

Economics 226

Economics Economy Sales Commission 226

The Big Picture

MARCH 24, 2025

The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.” How can this be? Maybe my animus toward DOGE is misplaced.

Government 292

Government Investing Investments Economy 292

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is seasonally and inflation-adjusted annual rate. The economy remains robust, inflation is more of a housing issue with some services concerns thrown in.

Economy 214

Economy Banking Economics Investing 214

Calculated Risk

MARCH 24, 2025

Sales could pick up if mortgage rates decline, however, if the decline is related to a weaker economy, the increase in unemployment might outweigh any boost from lower mortgage rates. If inventory is close to 2019 levels by the end of 2025, and sales remain sluggish, months-of-supply will move up sharply. In fact, sales were down YoY.

Sales 179

Sales Economy 179

Calculated Risk

FEBRUARY 21, 2024

From the AIA: AIA/Deltek Architecture Billings Index Reports Sluggish Conditions to Start 2024 rchitecture firm billings remained soft entering into 2024, with an AIA/Deltek Architecture Billings Index (ABI) score of 46.2 Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. in January.

Economy 309

Economy Investing Investments Clients 309

Abnormal Returns

OCTOBER 30, 2024

frontofficesports.com) Economy 2024 Q3 GDP ran at a 2.8% (johnwallstreet.com) A closer look at rising NBA valuations. huddleup.substack.com) An existential threat to pro sports: kids don't watch live sports. growth rate. bonddad.blogspot.com) Why mortgage rates are going up, not down.

Financial Advising 269

Financial Advising Valuation Media Economy 269

Abnormal Returns

DECEMBER 10, 2024

Markets 7 lessons from 2024 including 'Returns are lumpy.' bilello.blog) The stock market is up big in 2024, but these stocks are down big. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.

Retail 147

Retail Economy Media Assets 147

Abnormal Returns

DECEMBER 27, 2024

Markets We should be grateful for 2024's returns, especially if you avoided the negativity. techcrunch.com) How Reddit ($RDDT) became a huge winner in 2024. wsj.com) The C-suite at publicly traded private equity firms cleaned up in 2024. kottke.org) Economy CFO optimism is headed higher. Well, you should.

Media 147

Media Economy Investing Investments 147

Abnormal Returns

JUNE 9, 2024

(awealthofcommonsense.com) A review of major asset class performance in May 2024. allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." (allstarcharts.com) A rave review for Kyla Scanlon's "In This Economy: How Money & Markets Really Work." finance.yahoo.com)

Retirement 306

Retirement Economy Assets Marketing 306

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

Calculated Risk

MARCH 7, 2025

economy continues to be in a good place. Recent Economic Data Economic growth The economy has been growing at a solid pace. Recent indicators point to a possible moderation in consumer spending relative to the rapid growth rate over the second half of 2024. GDP expanded at a 2.3 Policy is not on a preset course.

Economics 162

Economics Economy Food Communication 162

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Abnormal Returns

DECEMBER 31, 2024

bloomberg.com) Traditional actively managed equity mutual funds saw record outflows in 2024. heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% nextbigideaclub.com) 11 of the best things from 2024 including 'The Wild Robot.' (cnbc.com) Gold had its best year since 2010. Well, you should.

Media 173

Media Economy Numbers Economics 173

The Big Picture

MAY 16, 2024

The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the economy. It hit those high levels again in 1980 and stayed high until Inflation was vanquished by then-Fed CHair Paul Volcker and the economy recovered in earnest after 1982.

Advertising 321

Advertising Economics Banking Economy 321

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. sherwood.news) Economy Bubbles often leaving interesting stuff behind. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion.

Communication 162

Communication Manufacturing Media Banking 162

Abnormal Returns

JANUARY 2, 2024

albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. ft.com) Venture capital Don't look for a big rebound in VC funding in 2024 despite fresh, new opportunities. hottakes.space) How to be more resilient in 2024.

Financial Advising 285

Financial Advising Economy Media Assets 285

Abnormal Returns

NOVEMBER 29, 2024

nytimes.com) Economy The Russian Ruble is tumbling in value. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg.

Media 162

Media Retail Economy Economics 162

Abnormal Returns

NOVEMBER 15, 2024

on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. (spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. ft.com) Is private credit in a bubble? msn.com) U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

MAY 1, 2024

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Calculated Risk

NOVEMBER 27, 2024

percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 22, 2024. With the growth in for-sale inventory and signs that the economy remains strong, buyers have remained in the market even though rates have increased recently.

Economy 173

Economy Sales Marketing Marketing 173

Abnormal Returns

JULY 31, 2024

Bonds Bonds are doing okay in 2024, except for duration. sherwood.news) PE fundraising is down in 2024. wealthmanagement.com) Economy All the data is pointing toward the need for a Fed rate cut. economy outperformed Europe, post-Covid? capitalspectator.com) Bonds drive markets. government bonds. wsj.com) Why has the U.S.

Financial Advising 278

Financial Advising Media Economy Government 278

Abnormal Returns

DECEMBER 1, 2024

Markets The S&P 500 returned 5.87% in November 2024. sherwood.news) Economy Real wages are still rising. seths.blog) The ten best books about food from 2024 including "Frostbite: How Refrigeration Changed Our Food, Our Planet and Ourselves" by Nicola Twilley. on.spdji.com) It's hard to make the math on hedge funds add up.

Math 173

Math Budgeting Food Taxes 173

Abnormal Returns

DECEMBER 5, 2024

jaywoods.substack.com) Companies Dollar stores have had a rough 2024. wired.com) Economy Heavy truck sales increased in November. (novelinvestor.com) How to combat confirmation bias. safalniveshak.com) Art Cashin Art Cashin was one of a kind. ritholtz.com) A remembrance of Art Cashin. sherwood.news) Palantir ($PLTR) did not.

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

FEBRUARY 10, 2025

apolloacademy.com) China's marriage rate plunged in 2024. reuters.com) Global The Russian economy is under increasing pressure. (philbak.substack.com) China The percentage of U.S. imports from China have been declining since 2016. bloomberg.com) What's next for Ukraine. noahpinion.blog) The U.S. is rapidly alienating its friends.

Media 173

Media Economy Accounting Management 173

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? from 2009, and by 2024 you get (wait for it) $193.44T. That none of these things occurred makes me wonder why we still pay attention to these deficit hawks. population?

Economy 347

Economy Taxes Investing Investments 347

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 Numbers 264

Abnormal Returns

JANUARY 7, 2024

entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. Top clicks this week Some of the best charts of 2023. allstarcharts.com) How major asset classes performed in December 2023.

Assets 296

Assets Economy Investing Investments 296

Abnormal Returns

JUNE 4, 2024

marginalrevolution.com) Economy Q2 GDP Nowcasts are coming down. econbrowser.com) How 2024 Fed expectations have bounced around. apolloacademy.com) Anger about the economy isn't really about the economy. (blogs.microsoft.com) The scale of destruction in Ukraine is unfathomable.

Financial Advising 293

Financial Advising Economy Valuation Media 293

Abnormal Returns

JANUARY 3, 2025

awealthofcommonsense.com) How international stock markets performed in 2024. engadget.com) GLP-1s The growth in GLP-1s is going to continue to transform the broader economy. recursiveadaptation.com) Economy How AI is already making a difference for American business efficiency.

Food 162

Food Manufacturing Economy Media 162

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. You might be surprised at the findings. As the chart above shows, there are long periods of market concentration. Increased concentration is a sign of a bull market and bear markets reduce concentration.”

Marketing 316

Marketing Marketing Engineering Economics 316

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. annual change in national home prices through October.

Marketing 264

Marketing Marketing Financial Advising Economy 264

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. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coincident Indicators out for both January and February 2024.1 ” The 12-month change is +2.9%

Banking 306

Banking Manufacturing Economy 306