The Better Letter

APRIL 29, 2022

The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy. Advertising white papers, research reports and educational events that are nothing but marketing exercises. Fear-mongering and/or bandwagoning for business.

Media 52

Media Advertising Accounting Management 52

Brown Advisory

NOVEMBER 8, 2021

If climate friendly bond portfolios do not generate competitive returns, there is a risk that not enough capital will be available to fund a low-carbon economy. Fixed income assets, in our view, will continue to be an essential part of the financing mix for decarbonizing the economy. This linkage is essential.

Portfolio 52

Portfolio Assets Investing Investments 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. The S&P 500® Index represents the large-cap segment of the U.S. company.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. Manager Characteristics. An index constituent must also be considered a U.S.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. I, is the allocator issue with commodities a function of, hey, we just don’t have the white papers to show this is a good long-term investment or is it something else? So I actually went to work in m and a and payments and I enjoyed that.

Assets 147

Assets Management Investing Investments 147

Nationwide Financial

SEPTEMBER 30, 2022

The midterm elections are around six weeks away, and this cycle is shaping up to be like previous elections where the state of the economy is likely to define the results. With inflation still at record highs and a recession looming, economic concerns appear likely to remain top of mind for most of the electorate.

Government 59

Government Retirement Planning Retirement Distribution 59

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 147

Banking Marketing Marketing Investing 147

Investing Caffeine

FEBRUARY 5, 2025

Regardless, positive economic and corporate data coupled with other pro-business fiscal policies (e.g., Source: VisualCapitalist.com But what does this mean for the economy? The bottom-line findings from the Tax Foundation were that tariffs would shrink economic output by -0.4% In short, it will mean higher prices for U.S.

Taxes 52

Taxes Economics CFP Investing 52

The Big Picture

JANUARY 23, 2024

But because of his deep and broad knowledge of the technologies behind climate change, he said, this isn’t a green investment so much as a moneymaking economic investment. We need to seal those wells permanently or make use of the methane because the methane has a great deal of economic value.

Government 130

Government Startup Manufacturing Investing 130

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. WA was the career plan, always economics and finance.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. RITHOLTZ: So 5% funds rate, what does that do to the economy? RITHOLTZ: Did you see the Liberty Street Economics research paper? SIEGEL: Then it was — you know, I tried to read a couple of things that aren’t just economics. SIEGEL: Yeah.

Numbers 147

Numbers Investing Investments Marketing 147