Abnormal Returns

MARCH 4, 2025

(alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. morningstar.com) Research The 2025 Global Investment Yearbook is here. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns.

Math 146

Math Assets Economics Portfolio 146

Mr. Money Mustache

FEBRUARY 25, 2025

So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Its just basic math. although in my opinion its okay to check in weekly with The Economist, which has been my favorite source of world economic news for 32 years and counting!

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And I think it partly depends on the economic comfort in which you grew up. I’m hoping I’ll make it through 2025.

Investments 147

Investments Investing Management Retirement 147

Abnormal Returns

MARCH 4, 2025

ft.com) Economy Heavy truck sales fell in February 2025. econbrowser.com) Economic growth was set to slow in 2025, even before DOGE-related uncertainty. stayathomemacro.substack.com) Of course economic policy uncertainty has spiked. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Research links: more than math.

Retail 146

Retail Math Economics Media 146

Abnormal Returns

MARCH 5, 2025

(readthejointaccount.com) Some signs that economic uncertainty is bleeding through into consumer intentions. abnormalreturns.com) Research links: more than math. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out! abnormalreturns.com) What you missed in our Tuesday linkfest.

Math 146

Math Government Engineering Economy 146