Abnormal Returns

JULY 14, 2024

wsj.com) Why Medicare Advantage costs the government more the traditional Medicare. nbcnews.com) Economy An economic soft landing is still on track. dallasfed.org) The economic schedule for the coming week. (on.ft.com) How Polymarket became the go-to election prediction market.

Financial Advising 262

Financial Advising Economics Government Media 262

Abnormal Returns

DECEMBER 31, 2023

bloomberg.com) Policy More of government should work like Operation Warp Speed. nytimes.com) Economy The economic graph of 2023. wsj.com) The economic schedule for the coming week. (avc.com) Health care In a study, private equity-owned hospitals have higher rates of serious medical complications.

Financial Advising 285

Financial Advising Medical Economy Economics 285

The Big Picture

NOVEMBER 29, 2024

I spend far too much time debunking economic b t. But the latest statistics show that nearly all jobs that are being created in California are government jobs. Between January 2022 and June 2024, total California jobs grew by about 156,000, with government jobs accounting for 96.5 MSM uncritically repeated the false number.

Government 356

Government Media Economics Numbers 356

Abnormal Returns

JUNE 30, 2024

npr.org) The debate is on about government drinking guidelines. calculatedriskblog.com) The economic schedule for the upcoming holiday-shortened week. (downtownjoshbrown.com) Policy The Supreme Court has overturned the Chevron doctrine. axios.com) Cities can now punish the homeless for sleeping in public places.

Financial Advising 302

Financial Advising Government Media Economy 302

Advisor Perspectives

SEPTEMBER 6, 2023

government debt is risk free. Every economic and financial textbook, media outlet, and bond guru says so. Investors believe that U.S. Why shouldn't they?

Government 98

Government Media Economics 98

Abnormal Returns

OCTOBER 18, 2024

slate.com) Global Japan's government bond yields now exceed China's. semafor.com) This year's Nobel Prize winners in Economics did not come with universal acclaim. (tomtunguz.com) Data centers are reaching some size limits. semafor.com) Automattic Automattic is in turmoil. wsj.com) How donor fatigue is affecting Ukraine's defense.

Assets 279

Assets Financial Advising Communication Banking 279

Carson Wealth

SEPTEMBER 28, 2023

I just watch the government and report the facts.” Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills before the September 30 funding deadline. Here are ten things to know about a potential government shutdown.

Government 111

Government Banking Food Marketing 111

Abnormal Returns

AUGUST 7, 2022

morningstar.com) Corporate governance only works if shares actually get voted. politico.com) How friendships across economic classes affect income mobility. theconversation.com) Economics Putting the July NFP into some historical perspective. mrzepczynski.blogspot.com) The economic schedule for the coming week.

Financial Advising 246

Financial Advising Economics Food Manufacturing 246

Abnormal Returns

AUGUST 18, 2024

nytimes.com) Covid demonstrated what the federal government can do to support people. apolloacademy.com) The economic schedule for the coming week. (axios.com) Mass deportation wouldn't accomplish what advocates think it would. noahpinion.blog) We need better means for legal immigration. But they aren’t falling apart."

Financial Advising 278

Financial Advising Taxes Government Media 278

Abnormal Returns

OCTOBER 8, 2023

nytimes.com) Policy Is there a viable fix for the recurrent threat of a government shutdown? wsj.com) The economic schedule for the coming week. (nytimes.com) Immigrants often work to clean up after natural disasters with little thought to their protection. grist.org) How Chicago became a magnet for Venezuelan migrants.

Financial Advising 298

Financial Advising Economy Government Media 298

The Big Picture

JULY 21, 2023

@TBPInvictus here; Let’s cut to the chase : A popular video on YouTube claims the poor are much less poor than the official statistics suggest because those statistics ignore government welfare programs like Food Stamps and Aid to Dependant Children and lots of other safety net programs. It is untrue. ” Was this ignorance?

Math 246

Math Government Economics Valuation 246

Abnormal Returns

SEPTEMBER 3, 2023

(theatlantic.com) Not every government in the world is getting older. theweek.com) The economic schedule for the coming week. semafor.com) More Indian boarding schools have been identified. washingtonpost.com) Economy The U.S. labor market is slowing. disciplinefunds.com) The case against further Fed tightening.

Math 265

Math Financial Advising Advertising Distribution 265

Abnormal Returns

NOVEMBER 22, 2023

om.co) The OpenAI fiasco highlights the importance of corporate governance. bonddad.blogspot.com) Economic growth is running around 2%. (bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans."

Financial Advising 265

Financial Advising Startup Media Economy 265

Abnormal Returns

JANUARY 1, 2023

slate.com) Financial conflicts of interest in government are rife. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. (nytimes.com) Policy Jane C. wsj.com) The pandemic set off a wave of laws making for easier alcohol access.

Financial Advising 279

Financial Advising Medical Economics Government 279

The Big Picture

OCTOBER 2, 2023

Barron’s ) • What China’s economic problems mean for the world : There is a saying that when the United States sneezes, the rest of the world catches a cold. The Federal Government’s Direct Payroll Hasn’t Grown Much in 50+ Years Source: Chartr Sign up for our reads-only mailing list here.

Economics 245

Economics Banking Accounting Government 245

The Big Picture

JULY 28, 2022

The smaller decrease in the second quarter primarily reflected an upturn in exports and a smaller decrease in federal government spending.” ” Despite the robustness of the labor market and consumer spending during the first half of the year, this is the second consecutive quarter of real (Inflation-adjusted) economic contraction.

Government 299

Government Economy Economics Marketing 299

Trade Brains

NOVEMBER 1, 2023

10 Best Stocks With Over 1000% Returns : Over the last few years, India has witnessed a remarkable transformation in its economic landscape under the leadership of Prime Minister Narendra Modi. The Department of Fertilizers, Ministry of Chemicals & Fertilizers, Government of India, is in charge of its administrative management.

Government 104

Government Manufacturing Engineering Electronics 104

Abnormal Returns

AUGUST 17, 2023

axios.com) Global government bond yields are at 15-year highs. morningstar.com) Economy Any single economic data point is filled with noise. Rates Mortgage rates are at levels not seen since 2001. finance.yahoo.com) Markets Valuations don't matter in the short term. theirrelevantinvestor.com) Forecasting is hard, the GMO edition.

Financial Advising 246

Financial Advising Valuation Manufacturing Government 246

Abnormal Returns

JULY 24, 2022

marketwatch.com) Policy Government employment is not back to pre-pandemic levels. axios.com) The economic schedule for the coming week. (constructionphysics.substack.com) The U.S. needs more housing, but home builders are set to slow down. nytimes.com) Why starter homes are expensive to build.

Financial Advising 264

Financial Advising Food Manufacturing Government 264

The Big Picture

JUNE 23, 2023

Apricitas Economics ) • How much did Congress lose by defunding the IRS? Every dollar available for auditing taxpayers generates many times that amount for government coffers — and the rate of return is especially astonishing for audits of the wealthiest Americans, according to new research. Now he’s battling BlackRock – again.

Government 278

Government Media Economics Planning 278

Abnormal Returns

JUNE 18, 2023

msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." foreignaffairs.com) The economic schedule for the coming week. (bigtechnology.com) The bull case for the Apple ($AAPL) Vision Pro. trungphan.substack.com) Tesla's ($TSLA) last great advantage is its charging network.

Financial Advising 246

Financial Advising Government Media Taxes 246

The Big Picture

AUGUST 6, 2022

?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. She specializes in corporate governance and regulations. Professor Admati points out that while banking is intertwined with government via regulations, the Tech sector has been mostly left unregulated.

Banking 211

Banking Startup Government Economics 211

The Big Picture

MARCH 22, 2023

But the government-orchestrated deal has angered many investors. But the government-orchestrated deal has angered many investors. Even though it feels like I’ve lived through every economic or market environment imaginable, I know there will be plenty of stuff that happens in the future that will surprise me. (

Risk Management 293

Risk Management Manufacturing Management Government 293

The Big Picture

AUGUST 22, 2022

Liberty Street Economics ) see also Pizza? . • Remote Work Is Sticking : About a third of all service work and just under 10% of manufacturing work in the region was being done remotely—a huge jump from 8% and 3%, respectively, before the pandemic. You Need Banh Mi to Get Employees Back to the Office. Falling Oil Prices Defy Predictions. .

Food 306

Food Manufacturing Government Retirement 306

The Big Picture

SEPTEMBER 17, 2022

Market Share: Understanding Competitive Advantage Through Market Power “There is no more important proposition in economic theory than that, under competition, the rate of return on investment tends toward equality in all industries. The West’s favored form of self-government is looking creaky. Morgan Stanley ). • New Yorker ). •

Engineering 298

Engineering Food Management Government 298

Nerd's Eye View

OCTOBER 8, 2024

In this episode, we talk in-depth about how Michael and his fellow partners used the perpetual purpose trust, which now "owns" the underlying RIA, to implement a succession that provided them with an up-front payment financed by a loan taken out by the business as well as ongoing earn-outs, and allowing them to monetize their original stakes in the (..)

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

Mish Talk

DECEMBER 16, 2022

Nonetheless, economic cheerleaders tout the monthly data even when the household survey shows major discrepancies. Fall & Winter Double Issue With that background please consider the Philadelphia Fed Fall & Economic Insights Winter Double Issue for 2022 Q3 and Q4, emphasis mine.

Food 361

Food Sales Economics Retail 361

The Big Picture

MAY 16, 2023

Some on the political right are still suspicious that EVs are a government-subsidized scheme to reduce their standard of living, while some on the left worry that EVs will cause exploitation and environmental destruction and suburban sprawl. Call it Schrödinger’s swap. Now College Graduates Are Leaving, Too.

Economy 263

Economy Economics Education Government 263

Mish Talk

DECEMBER 20, 2022

Yesterday, the Bank of Japan unexpectedly lifted its ceiling on 10-year government bonds from 0.25 Japan 10-year bond yield courtesy of Trading Economics. US 10-year bond yield courtesy of Trading Economics. percent to 0.50 The BOJ lifted the ceiling to stop an unwelcome slide in the yen. US Treasury Note 10-Year Yield.

Banking 191

Banking Economics Government Taxes 191

The Big Picture

MAY 25, 2023

Just days or weeks before the government faces a possible funding shortfall, investors are shunning U.S. My morning train WFH reads: • Debt-Ceiling Fight Sends Investors Hunting for New Havens : Traders worried about a potential U.S. default are swapping their go-to safe haven for the bonds of America’s top-rated companies.

Distribution 263

Distribution Government Media Economy 263

The Big Picture

JUNE 28, 2024

Before co-founding Legalist at 20, Eva studied economics at Harvard College. They also fund two other strategies, Debtor-in-Possession financing, and government accounts receivables financing. The firm began in a computer science class at Harvard, data scraping the Massachusetts state court record website.

Engineering 182

Engineering Valuation Government Accounting 182

A Wealth of Common Sense

OCTOBER 20, 2022

This was the gist of it: If the stock market during the worst economic contraction in 90 years can be smoothed out by government spending and Fed actions, does this change the risk-return framework in the stock market going forward? Said another way — if stocks don’t have.

Government 139

Government Economics Marketing Marketing 139

The Big Picture

FEBRUARY 14, 2024

But after this this war period, there was inflation stimulated by government spending. In the past, governments have talked about the peace dividend when the Berlin Wall came down as an example, the shift of government spending from the military and the Pentagon to civilian usage. It’s government spending period.

Marketing 317

Marketing Marketing Government Numbers 317

Calculated Risk

JULY 28, 2022

percent in the second quarter of 2022, according to the "advance" estimate released by the Bureau of Economic Analysis. From the BEA: Gross Domestic Product, Second Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.9 In the first quarter, real GDP decreased 1.6

Government 133

Government Economics Investing Investments 133

Advisor Perspectives

DECEMBER 2, 2024

Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.

Economics 59

Economics Government Economy 59

The Big Picture

OCTOBER 25, 2022

There are some technical explanations, but before we get there, a quick reminder as to how we got here: The global pandemic forced governments around the world to shut their economies down; everything was closed, from schools to businesses, restaurants, entertainment venues, retail stores, and offices. See also : Why Isn’t Inflation Falling?

Government 290

Government Assets Retail Manufacturing 290

Alpha Architect

SEPTEMBER 20, 2024

Knowing what economic regime we might be in won’t provide you with the crystal ball allowing you to foresee what geopolitical events will drive markets, whether “black swans” will appear, or identify whatever unexpected events or government policy actions will drive markets.

Government 114

Government Economics Marketing Marketing 114