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Sunday links: asymmetric returns

Abnormal Returns

scheplick.com) Business The degenerate economy is booming. howardlindzon.com) How veterinary medicine became a big business. msn.com) Heat is going to increasingly play a role in how the economy works. wapo.st) Economy More companies are now touting price cuts. axios.com) The economic schedule for the coming week.

Medicine 307
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Supply Chain Is 40% of Inflation

The Big Picture

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. Still, I cannot help but observe that the FOMC response to pandemic-induced inflation is blunt, excessive and unnecessarily painful to the middle and lower economic earners. Liberty Street Economics, August 24, 2022).

Medicine 363
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Podcast links: better financial decisions

Abnormal Returns

washingtonpost.com) Economy Jim O'Shaughnessy talks with Dror Poleg about AI and the future of work. infiniteloopspodcast.com) Cardiff Garcia talks with economist Angus Deaton author of the forthcoming book "Economics in America: An Immigrant Economist Explore the Land of Inequality." axios.com) How to keep your voice is good shape.

Medicine 259
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The Great Resignation Is Long Over

The Big Picture

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. This attests to the robustness of the labor economy, recession or not. By any measure, we still have an enormous number of unfilled positions.

Medicine 331
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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

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At The Money: Behavior Beats Intelligence

The Big Picture

I think one analogy here would be think about health and medicine. It’s not just what the economy is doing and what the market’s doing. It’s you trying to align your specific time horizon to a market and an economy that does not know or care what your goals are. It’s not just mathematical calculations.

Math 273
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Market Commentary: The Case Against a Stock Market Bubble

Carson Wealth

Here’s AMC for a perfect example. Amazon now sends customers medicine, and Apple is practically a bank with Apple Pay. Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Even better, the economy grew 3.1%