Abnormal Returns

SEPTEMBER 10, 2023

(fastcompany.com) Venture capital Why VC-backed startups focused on the 'creator economy' have disappointed. nytimes.com) China is facing a lost economic decade. nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves.

Startup 278

Startup Financial Advising Taxes Economy 278

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Economics 363

Abnormal Returns

AUGUST 18, 2024

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). thesling.org) Economy Sam Ro, "In other words, the American consumer isn’t spending as recklessly as they used to. (sherwood.news) The Ozempic shortage is over.

Financial Advising 278

Financial Advising Taxes Media Government 278

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) Investing in ports has positive spillover economic effects. papers.ssrn.com) Economy Signs that the bottom 50% of the income spectrum have done well post-pandemic. wsj.com) The economic schedule for the coming week.

Financial Advising 279

Financial Advising Budgeting Economics Media 279

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. economy, but American society as a whole. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S.

Taxes 327

Taxes Retail Economy Economics 327

Abnormal Returns

NOVEMBER 24, 2023

citywire.com) Economy Five economic reasons to be thankful including 'Low unemployment claims.' econbrowser.com) Falling response rates are putting economic data quality at-risk. bloomberg.com) Earlier on Abnormal Returns Podcast links: tax fairness. calculatedriskblog.com) Where do year-ahead inflation expectations sit?

Financial Advising 262

Financial Advising Economics Media Taxes 262

Abnormal Returns

MARCH 17, 2024

axios.com) Everybody wants simpler taxes, but it never happens. bloomberg.com) Economy Consumer balance sheets are in good shape. bonddad.blogspot.com) The economic schedule for the coming week. (axios.com) Private equity return dispersion is a problem. mrzepczynski.blogspot.com) How search funds work.

Financial Advising 289

Financial Advising Commission Valuation Consulting 289

Abnormal Returns

JULY 9, 2023

(crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. vox.com) Economy Will interest rates eventually slow the U.S. vox.com) Economy Will interest rates eventually slow the U.S. econbrowser.com) The economic schedule for the coming week.

Financial Advising 246

Financial Advising Taxes Economy Media 246

Abnormal Returns

OCTOBER 22, 2023

(thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked. arstechnica.com) Economy Another chart crime debunked. ritholtz.com) The apartment economy continues to loosen. ft.com) How has the first wave of semi-transparent active ETFs done?

Financial Advising 276

Financial Advising Media Economy Taxes 276

The Big Picture

APRIL 18, 2023

Ask people what they’ve heard about the economy, and they’ll tell you it’s bad. The economic recovery is strong. Americans remain deeply pessimistic about the economy: A large percentage mistakenly think we’re in a recession or will be hit by one this year. This year looks worse. (

Engineering 278

Engineering Economics Taxes Economy 278

Abnormal Returns

NOVEMBER 23, 2022

cbsnews.com) Economy Is crude oil losing its salience as an economic indicator? awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. bonddad.blogspot.com) What does the Taylor Swift ticket situation tell us about the economy?

Financial Advising 245

Financial Advising Advertising Economy Economics 245

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. washingtonpost.com) Economy American consumer behavior is normalizing. noahpinion.blog) The NBA is a model for immigration policy.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

JUNE 4, 2023

msn.com) Policy Who gains from corporate tax cuts? statnews.com) Economy Economic data doesn't move in straight lines. thebasispoint.com) Immigrants and women are leading the labor economy recovery. washingtonpost.com) The economic schedule for the coming week. tker.co) Heavy truck sales were up sharply in May.

Financial Advising 241

Financial Advising Startup Banking Economy 241

Abnormal Returns

OCTOBER 27, 2024

npr.org) How the alcohol lobby has kept higher taxes at bay. statnews.com) Economy Where does economic growth come from? conversableeconomist.com) The economic schedule for the coming week. (advisorperspectives.com) In many states a rape exception is no help at all. awealthofcommonsense.com) R&D spending in the U.S.

Financial Advising 294

Financial Advising Economics Media Taxes 294

Abnormal Returns

OCTOBER 29, 2023

(noahpinion.blog) Why international tax evasion has fallen. npr.org) Economy The Fed is on the verge of breaking something. npr.org) Economy The Fed is on the verge of breaking something. disciplinefunds.com) Some cracks are showing in the consumer economy. bloomberg.com) The economic schedule for the coming week.

Financial Advising 262

Financial Advising Retirement Budgeting Economy 262

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." should let China continue to shoot itself in the (economic) foot. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. nytimes.com) Why the U.S.

Financial Advising 246

Financial Advising Startup Economics Valuation 246

The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. Stanford Institute for Economic Policy Research ). • But we first need to understand, as well as catalogue, what is causing the current economic carnage. ( The Political Economy Blog ). New York Times ).

Commission 313

Commission Budgeting Economics Retail 313

Mish Talk

NOVEMBER 29, 2022

A 30-year-fixed mortgage with 5% down (including principal, interest, taxes, insurance and maintenance) on such a home cost $3,058 a month, while the median monthly rent on such a single-family house was $2,170, based on John Burns research.". Existing Home Sales long-term chart courtesy of Trading Economics. Not a Crash?!

Sales 285

Sales Economics Consulting Economy 285

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 298

Valuation Advertising Economy Food 298

Abnormal Returns

JULY 23, 2023

npr.org) Social Security Raise Social Security taxes now before it becomes too painful. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already? awealthofcommonsense.com) The economic schedule for the coming week. wired.com) Why Egyptian men are fleeing to Europe.

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

DECEMBER 24, 2023

wsj.com) The employee-retention tax credit, or ERC, is a hot mess. shepherd.com) Economy You can't guarantee a soft landing just yet. econbrowser.com) The economic schedule for the coming holiday-shortened week. (nytimes.com) Policing Why perceptions of crime are out of sync with the statistics.

Financial Advising 260

Financial Advising Media Taxes Economy 260

Abnormal Returns

JUNE 18, 2023

(msn.com) Cutting IRS funding reliably reduces overall tax revenue. papers.ssrn.com) Economy The world is the most equal it has been in a century. foreignaffairs.com) The economic schedule for the coming week. washingtonpost.com) Should parental leave be split down the middle? msn.com) How the GOP and big business broke up.

Financial Advising 246

Financial Advising Media Government Taxes 246

The Big Picture

NOVEMBER 21, 2022

And it was a miserable economic time, with both of these elevated measures together creating a period of unhappy people that the Misery index neatly captured. As Zunbrun observes, “ The Misery Index, as commonly constructed, doesn’t adequately capture how overall economic conditions affect attitudes.”. Should it be? 46, October 2014).

Economics 325

Economics Budgeting Taxes Economy 325

The Big Picture

JULY 27, 2022

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

Medicine Numbers Food Insurance 331

The Big Picture

MARCH 22, 2023

CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill. CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill.

Risk Management 293

Risk Management Manufacturing Management Government 293

Abnormal Returns

DECEMBER 1, 2024

reason.com) Taxing unrealized capital gains is a bad idea. paragraph.xyz) Can adjusting the tax code help increase fertility? sherwood.news) Economy Real wages are still rising. econbrowser.com) The economic schedule for the coming week. (prospect.org) The math on mass deportation doesn't add up. Just ask Norway.

Math 174

Math Budgeting Food Taxes 174

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. 1) Economic growth: Economic growth was probably close to 1% in 2022 as the economy slowed following the economic rebound in 2021. How much will the economy grow in 2023? The FOMC is expecting growth of just 0.4%

Economy 111

Economy Sales Economics Investing 111

The Big Picture

NOVEMBER 28, 2023

This is before we get to the issue of capital gains tax’ hurdle of 20% on those pesky profits. ( He coined the phrase “K-Shaped Recovery” to describe the confidence divide between the top and bottom of the economy post-pandemic. The good news stretches far beyond the rich. New York Times ) see also Wages are rising.

Economy 234

Economy Manufacturing Taxes Economics 234

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. Hence, whatever your views are about the economy, markets, your portfolio, etc., 10 Quotes That Shaped My Investment Philosophy 1.

Investing 345

Investing Investments Economy Portfolio 345

Nationwide Financial

FEBRUARY 27, 2023

Analysis: Acceleration in consumer inflation increases the odds of further Fed action Robust spending and income for January was in line with other strong economic data for the month, showing renewed economic vigor despite the Fed’s efforts to cool inflationary conditions. Personal consumption expenditures (PCE) climbed by 1.8

Economics 98

Economics Sales Manufacturing Economy 98

Abnormal Returns

JANUARY 8, 2023

Numerous attempts to streamline the American tax system have run into a wall of money from the tax-prep industry." slate.com) Economy Why data revisions matter when it comes to economic forecasting. ritholtz.com) The economic schedule for the coming week. theatlantic.com) The case for a 'National Success Fund.'

Financial Advising 130

Financial Advising Media Taxes Economics 130

Abnormal Returns

FEBRUARY 19, 2023

semafor.com) Detroit wants to implement a land-value tax. nytimes.com) Economy The economy is walking a fine line between too hot and just right. axios.com) The economic schedule for the coming holiday-shortened week. (danieldrezner.substack.com) The Affordable Care Act is no longer a campaign issue.

Financial Advising 130

Financial Advising Economy Media Management 130

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% How much will the economy grow in 2024? An exception for this data series was the mid '60s when the Vietnam buildup kept the economy out of recession.

Economy 80

Economy Sales Economics Investing 80

Abnormal Returns

DECEMBER 4, 2022

morningstar.com) Economics The economics profession has a sexual harassment problem. theatlantic.com) Five insights from Owen Ullmann's new book "Empathy Economics: Janet Yellen’s Remarkable Rise to Power and Her Drive to Spread Prosperity to All." vox.com) The public health case for sin taxes.

Financial Advising 130

Financial Advising Startup Economics Economy 130

Abnormal Returns

APRIL 23, 2023

vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (politico.com) Not every HOA sucks, but a lot do. awealthofcommonsense.com) Companies are not afraid to raise prices.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

FEBRUARY 16, 2023

axios.com) Funds Tax efficiency is the secret sauce of ETFs. bloomberg.com) Economy What does a 'no landing' economic scenario look like? (howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. pragcap.com) Fidelity is hiring!

Financial Advising 148

Financial Advising Engineering Valuation Retail 148

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105