Calculated Risk

MARCH 7, 2025

Goods exports were softer than suggested by the Advance Economic Indicators report, while wholesale inventories were slightly firmer. Mar 6th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -2.4 percent on March 6, up from -2.8

Economics 179

Economics Management Investments Investing 179

The Big Picture

MARCH 3, 2025

It made me realize that, despite my extensive research into the psychology underlying behavioral economics, I suffered from the exact same cognitive errors as everyone else. Coming March 18, 2025 see more at HowNOTtoInvestbook.com The post My Bias Blind Spot Bubble appeared first on The Big Picture. But it was.

Economics 308

Economics Assets Clients Investments 308

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investments 62

Investments Investing Valuation Advertising 62

Calculated Risk

APRIL 7, 2025

Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. This graph uses new home sales, single family housing starts and residential investment. (I

Sales 182

Sales Economy Economics Investments 182

Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. bpsandpieces.com) A round of recent research including 'Do Generalist CEOs Reduce Corporate Default Risk?' (alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson.

Math 147

Math Assets Economics Portfolio 147

Abnormal Returns

JANUARY 10, 2025

(decrypt.co) Finance What David Einhorn thinks about the state of active investing. sherwood.news) RIP Venu Sports: 2024-2025. cnbc.com) Global Trudeau's economic record in Canada is disappointing. ft.com) Big hedge funds are following a well-worn playbook. ft.com) Streaming How many ads do streaming services actually show?

Economy 162

Economy Media Economics Sales 162

Calculated Risk

SEPTEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. Click on graph for larger image.

Clients 323

Clients Numbers Economics Investments 323

Validea

APRIL 3, 2025

By maintaining and increasing shareholder payments through different economic environments, these businesses have shown their ability to generate reliable profits and manage cash flow effectively. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions.

Economics 52

Economics Economy Sales Investments 52

Validea

JANUARY 6, 2025

By maintaining and growing shareholder payments across various economic conditions, they’ve proven their capacity to generate sustainable profits and manage cash flow effectively. This makes them particularly attractive to those seeking steady, reliable investment returns over the long term.

Healthcare 52

Healthcare Manufacturing Economics Management 52

Harness Wealth

APRIL 4, 2025

In transactions between unrelated parties, economic forces such as the law of supply and demand produce a fair price; when the entities to the transaction are controlled by the same party, the pricing of the transaction is within the groups control. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

Taxes 52

Taxes License Banking Government 52

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. 2025 Inflation creeps up The U.S. This was also higher than the 2.9

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Calculated Risk

MAY 29, 2023

See Pandemic Economics, Housing and Monetary Policy: Part I and Part II. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 Two key leading economic indicators are suggesting a recession this year. However, I wasn't even on recession watch!

Sales 363

Sales Economy Banking Economics 363

Harness Wealth

MARCH 7, 2025

Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. The Dirty Dozen IRS Tax Scams to Watch for in 2025 ( Isaac M.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

MARCH 10, 2025

No, no one should ever invest purely on the calendar, but March has had some nice lows over the years and as we show below, the past two decades it has been perfectly normal to see late February to early March weakness, but then a nice bounce. As uncomfortable as this recent volatility feels, know that it is the toll we must pay to invest.

Marketing 78

Marketing Marketing Economy Government 78

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Set up recurring transfers to your emergency fund, investment accounts, or other savings goals.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Investment Writing

MARCH 4, 2025

The book is scheduled for release on March 18, 2025. The show runs through May 4, 2025. What my clients say about me Fast, effective, insightful. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. I can think of no better resource for superior financial writing.

Clients 113

Clients Communication Investments Investing 113

The Big Picture

JANUARY 22, 2025

At the Money: Compounding Health and Wealth , with Phil Pearlman (January 22, 2025) We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman : If we take the first 50 years of behavioral economics, we go back. I’m Barry Ritholtz. And it would be this: Humans.

Wealth Management 130

Wealth Management Management Food Investments 130

Tobias Financial

MARCH 11, 2025

In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Zoe Financial

MARCH 10, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Q1 2025 earnings forecast: Dropped from 11.5% Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

MARCH 21, 2025

This one just happened early in 2025. No Recession on the Horizon: Despite the market drop, consumer and corporate balance sheets remain strong, and economic data doesnt signal a downturn. Tariffs & Growth Expectations: Optimism on economic growth has cooled, and tariff uncertainty is contributing to market swings.

Marketing 52

Marketing Marketing Economics Investments 52

Calculated Risk

OCTOBER 23, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. Click on graph for larger image.

Clients 195

Clients Investments Investing Numbers 195

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. to 2025% the highest in 100+ years. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

Marketing 52

Marketing Marketing Risk Tolerance Financial Advisor 52

The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? How should investors view the relationship between trade policy and inflation in the current economic environment? He’s president of the Federal Reserve Bank of Chicago.

Economy 162

Economy Economics Food Banking 162

Zoe Financial

MARCH 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Raised inflation outlook for 2025, and lowered GDP growth expectations for this year.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

MARCH 3, 2025

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. And lower exports are a drag on US economic growth.

Marketing 76

Marketing Marketing Government Economy 76

Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. Earnings: 2025 estimates still project double-digit growth, with non-tech sectors performing well. Economic Update: Retail Sales: Weaker than expected in January. Welcome to this week’s Market Drama! Nasdaq: Down 3.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

JULY 24, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. Click on graph for larger image.

Investments 189

Investments Investing Numbers Economics 189

Validea

MARCH 31, 2025

In todays fast-moving, highly competitive market environment, companies with wide economic moats stand out as exceptional long-term investments. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Here are our top wide moat stocks for March of 2025.

Economics 52

Economics Investments Investing Sales 52

Carson Wealth

NOVEMBER 15, 2024

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appears to be normalizing, particularly in housing, which may benefit (..)

Economy 73

Economy Economics Marketing Marketing 73

Validea

MARCH 17, 2025

Discover how Valideas Warren Buffett-inspired ‘Patient Investor’ strategy can help you identify high-quality, long-term investments even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles. APH AMPHENOL CORP $63.00 $76,298 32.9

Investments 52

Investments Investing Economics Sales 52

Carson Wealth

NOVEMBER 4, 2024

Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two. Residential investment (housing) dragged on GDP growth for the second quarter in a row. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

OCTOBER 23, 2024

Deloitte has released a promising forecast for India’s economic growth. percent for FY 2024-2025. Therefore, these factors work together to drive economic progress. Dr. Majumdar notes that many Indian states already invest in these areas. Hence, private investments will likely increase soon.

Economy 116

Economy Manufacturing Economics Investing 116

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Safety is relative and investors should always understand that any investment involves risk. Indices not available for direct investment. But history offers a helpful lens.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Validea

JANUARY 14, 2025

As AI continues to dominate market sentiment, companies at the forefront of this revolution have not only fueled impressive stock market gains but are positioned to be key drivers of economic expansion in the decades ahead. Here are the top 10 most fundamentally sound AI stocks selected using our guru models as of January 2025.

Economics 59

Economics Sales Marketing Marketing 59

Validea

MARCH 3, 2025

By maintaining and growing shareholder payments across various economic conditions, they’ve proven their capacity to generate sustainable profits and manage cash flow effectively. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today!

Healthcare 52

Healthcare Economics Manufacturing Sales 52

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes 52

Taxes Investments Investing Startup 52