Economics Economy Investing 
The Big Picture
OCTOBER 2, 2023
Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Hence, whatever your views are about the economy, markets, your portfolio, etc.,
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. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.
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Nerd's Eye View
JANUARY 3, 2024
The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.
Abnormal Returns
AUGUST 4, 2023
whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% bonddad.blogspot.com) The American economy is normalizing. unemployment rate.
Abnormal Returns
AUGUST 18, 2023
wsj.com) Why Germany's economic growth is slowing, relative to the rest of Europe. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. axios.com) How higher interest rates are going to affect the economy. financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates.
Nerd's Eye View
OCTOBER 4, 2023
People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.
The Big Picture
APRIL 5, 2024
He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. Ed Hyman’s favorite books The post MiB: Ed Hyman on Using Economic Data Opportunistically appeared first on The Big Picture.
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