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Surprise! California’s 40 Qs of Rising Minimum Wage & Fast Food Industry Growth (Beating USA)

The Big Picture

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. ” The Chronicle also noted the following about the Economic Policies Institute: “The results [of the study] defy a lot of the doom-and-gloom predictions made when Gov.

Food 306
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Research links: more than math

Abnormal Returns

mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.' alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. (rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction.

Math 147
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Research links: crowdsourced bias soup

Abnormal Returns

(blogs.cfainstitute.org) How economic trend can complement price trend in momentum models. alphaarchitect.com) A round-up of recent research white papers including 'Apples and IRRanges: Peeling Back the Challenges of Performance Measurement in Private Markets.' alphaarchitect.com) Some thoughts on return stacking as a strategy.

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Research links: expensive protection

Abnormal Returns

advisorperspectives.com) What 200 years of news-based economic sentiment tells us. klementoninvesting.substack.com) A round-up of recent white papers including 'History Lessons: How “Transitory” Is Inflation?' (mrzepczynski.blogspot.com) Don't fool yourself when it comes to picking a proper benchmark. bpsandpieces.com).

Economics 130
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At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

The Big Picture

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy 162
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Manage client expectations through the midterms

Nationwide Financial

Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023. See chart below.) That may be easier said than done.

Clients 116
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Freedom + Control: Fueling The Independent RIA Movement

Advisor Perspectives

Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. If that’s what you’re looking for, this white paper explains it all from a top-down view. Over 10,000 advisors became RIAs between 2015 and 2020 alone.