James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. from an earlier forecast of 5%.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. We’re counting on inflation pressures easing next year while economic growth potentially picks up from the anemic level in the first half of 2022 to provide additional support. The numbers.

Marketing 52

Marketing Marketing Valuation Numbers 52

James Hendries

JULY 26, 2022

Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. Personal consumption expenditures (PCE) is a measure of price changes in consumer goods and services released monthly by the Bureau of Economic Analysis (BEA). IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Banking 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates. times the Committee’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. There should be considerably more understandable clarity from what corporate leaders tell us about the economic and financial environment than what Fed officials are able to offer. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. Click here to download a PDF of this report. The shape of U.S

Marketing 52

Marketing Marketing Banking Economy 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Businesses often begin cutting these jobs during periods of economic uncertainty and an increasingly large number of individuals in these roles is inherently unstable for the labor market. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Valuation Insurance 52

Brown Advisory

JANUARY 1, 2021

Download it here > What is Time? When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? What is Space? What is Time? In particular, what is the right time-frame?

Investments 52

Investments Investing Valuation Economics 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates. But that doesn’t change our belief that stocks have more room to run through year end and into 2023. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:09:12 [Speaker Changed] Also giant legacy infrastructure… 00:09:15 [Speaker Changed] With great economics wants that, right?

Media 147

Media Wealth Management Investing Investments 147

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. For us, all business starts with the customer.

Investments 52

Investments Investing Valuation Clients 52

Clever Girl Finance

OCTOBER 30, 2023

Or make and sell things from home such as digital products and printables that your customers can download using your store. Experience required: CPA license, and a bachelor’s degree in a related field may help. It’s one of the best work from home jobs if you are entrepreneurial. Average salary: Around $62,291 on average.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. Those two things finally came together.

Banking 147

Banking Economics Business Planning Economy 147

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You turned out to be the first dual economics financial management major at Quinnipiac. There’s not significant licensing, you know, that that takes place. RITHOLTZ: Meaning?

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We were one of the last to get what’s called a value added license to the compus stat database. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So I leave the Bureau of Labor Statistics and I move into economic consulting. ? ?. Transcript: Marta Norton. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Well, also just to give a little historical perspective on how much things have changed, and that there is an economic backdrop to all of this stuff. KLINSKY: Well, thank you.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

OCTOBER 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You don’t go for a doctorate in economics. The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing , is below. So you run a long short portfolio.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Like what are the economic costs of what’s going on with all of these climate-related disasters we keep seeing. Does it become harder to get insurance?

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

DECEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Would you license these models to me? There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. Oh yeah, for sure.

Portfolio 147

Portfolio Management Marketing Marketing 147

Aleph

MARCH 11, 2023

Mar 08, 2023 Ken Griffin said his firms are in the process of negotiating an enterprise-wide license to use OpenAI’s ChatGPT tool [link] I’m considering it as well; I’m less certain about how much it would help me. I thought it was quite good. Here is a good guess as to where they come from.

Banking 59

Banking Government License Marketing 59

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. RITHOLTZ: I can imagine.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. Cass Sunstein, welcome to Bloomberg.

Economics 245

Economics Media Government Numbers 245

James Hendries

NOVEMBER 8, 2022

Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. But as seen in the energy example above, larger economic forces tend to be more meaningful. Click here to download a PDF of this report. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Government Banking 52