Calculated Risk

SEPTEMBER 16, 2022

We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession). And other measures of the economy were also positive, especially employment. I disagreed and noted I wasn't even on recession watch! And guess what?

Sales 363

Sales Economy Economics Investing 363

Trade Brains

AUGUST 17, 2023

Fundamental Analysis of Elecon Engineering Company: The stock of Elecon Engineering Company has generated a whopping return of 1,000% in the last five years for its investors. In this article, we’ll perform a fundamental analysis of Elecon Engineering Company and attempt to know if it can be a good investment pick.

Engineering 98

Engineering Manufacturing Sales Investing 98

Abnormal Returns

JANUARY 14, 2024

papers.ssrn.com) Economy People have nostalgia for a time that never existed. theatlantic.com) Why your search engine results are getting worse. (vox.com) Threats of violence against elected officials and government officials are on the rise. washingtonpost.com) The number of American centenarians is set to quadruple.

Financial Advising 289

Financial Advising Engineering Food Economics 289

Calculated Risk

DECEMBER 7, 2022

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. This has happened , but this usually leads the economy by a year or more.

Sales 361

Sales Economy Engineering Investments 361

The Big Picture

JULY 25, 2022

How much will the economy slow in Q3 and Q4? How much will the economy slow in Q3 and Q4? There are so many variables in answering this question reverse engineering possible Q3 and Q4 earnings and coming up with some multiple seems to be a fool’s errand. Here are five of those questions: 1. The trillion-dollar question.

Economy 345

Economy Economics Engineering Food 345

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. That’s not the case anymore. How do I know this? Wealth of Common Sense ). • Wall Street Journal ). •

Engineering 306

Engineering Economy Manufacturing Retirement 306

The Big Picture

MARCH 1, 2025

Economy Depends More Than Ever on Rich People : The highest-earning 10% of Americans have increased their spending far beyond inflation. Previously, she was co-Head of Innovation Economy and Head of Specialized Industries, She has been with JPM Chase for more than 20 years, working with founders, entrepreneurs and startups.

Math 162

Math Startup Engineering Economy 162

The Big Picture

SEPTEMBER 21, 2022

We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( For Gen Z, TikTok Is the New Search Engine : Need to find a restaurant or figure out how to do something?

Financial Advice 288

Financial Advice Engineering Economy Management 288

Abnormal Returns

AUGUST 2, 2023

theverge.com) ESPN ESPN has gone from profit engine to problem for Disney ($DIS). thestreamable.com) Economy The July ADP national employment report showed 324k new jobs. (nbcnews.com) Amazon ($AMZN) is streamlining its online food ordering system. nytimes.com) ESPN and FS1 continue to lose subscribers.

Financial Advising 245

Financial Advising Engineering Food Media 245

The Big Picture

DECEMBER 3, 2022

This is how the cardboard economy works. ( An engineering marvel just saved Venice from a flood. The city was spared from disaster because of a $6 billion engineering project designed to protect Venice from mass flooding and the exhausting cycle of cleanup and recovery. . • Where Does All the Cardboard Come From? Slate ). •

Engineering 264

Engineering Food Economy Management 264

The Big Picture

MAY 6, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. The weekend is here!

Wealth Management 311

Wealth Management Engineering Assets Management 311

Abnormal Returns

AUGUST 10, 2023

wsj.com) Why Engine No. frontofficesports.com) Economy July CPI came in at 3.2% (youngmoney.co) Reddit doesn't seem to be driving this round of meme stocks. msn.com) Timing is everything when it comes to investing. ft.com) Activist investors Activist investors are struggling to find targets these days. year-over-year.

Financial Advising 242

Financial Advising Engineering Media Economy 242

Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. My sense is growth will stay sluggish in 2023, but the economy will avoid recession.

Sales 363

Sales Economy Banking Economics 363

The Big Picture

AUGUST 16, 2022

Chinese Shun Debt and Pile Up Savings, Threatening Global Growth Engine Households downbeat about their prospects are retrenching, with consequences for local giants as well as multinationals. economy and affect millions of Americans ( Washington Post ). • Wall Street Journal ). Businessweek ). • The Secret Life of Leftovers.

Engineering 298

Engineering Food Management Taxes 298

Trade Brains

NOVEMBER 5, 2024

Infra Engineering Limited: H.G. Infra Engineering Limited is a leading infrastructure development company in India, specializing in EPC (Engineering, Procurement, and Construction) projects. Infra Engineering Limited share price : Shares of H.G. Infra Engineering Limited are trading at Rs.1,320, Share Price H.G.

Engineering 52

Engineering Marketing Marketing Transportation 52

The Big Picture

JULY 22, 2022

. • What’s Going On…With Jobs The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don’t favor a soft-landing outcome for the economy. in engineering from Princeton. Charles Schwab ) see also ‘A bigger paycheck? is this the end of ambition?

Engineering 278

Engineering Management Economy Economics 278

Trade Brains

NOVEMBER 13, 2023

Fundamental Analysis of Gensol Engineering : India is currently undergoing a massive energy revolution, actively taking measures to slow down its dependency on energy generated from non-renewables. Company Overview Gensol Engineering was Incorporated in 2012 and is part of the Gensol group of companies. GW in FY 2016 to 54.00

Engineering 69

Engineering Government Valuation Manufacturing 69

Trade Brains

JUNE 5, 2024

Jash Engineering: Water, the elixir of life, is a precious resource facing ever growing pressures. Jash Engineering Ltd, a leading player in this vital sector, has been a key contributor for over 50 years. Jash Engineering focuses on manufacturing a comprehensive range of equipment for water and wastewater treatment plants.

Engineering 59

Engineering Management Planning Manufacturing 59

Trade Brains

OCTOBER 10, 2024

Larsen & Toubro (L&T) is widely known for its engineering and construction expertise, but it’s also a master of diversification. Larsen & Toubro was founded on February 7, 1946, by two Danish engineers, such as Henning Holck-Larsen and Soren Kristian Toubro. L&T’s history of bold, strategic moves supports this.

Economy 98

Economy Investments Investing Engineering 98

The Big Picture

OCTOBER 31, 2022

A downturn in the market doesn’t always precede a downturn in the economy. The Front Trunk Is Electric Cars’ Most Divisive Feature : The “frunk” that comes standard with most electric vehicles is proving the best kind of marketing engine: one that runs on its own. At its low, the S&P 500 was 25% below its high. Cumulative vs. . •

Engineering 264

Engineering Economics Assets Media 264

The Big Picture

JANUARY 8, 2024

Federal Reserve : While a recession is possible in 2024, it mostly depends upon how long the FOMC keeps rates tighter (higher) than is appropriate for the economy. But just as likely is that equity markets see their biggest growth engine sputter, dragging the major indices back to much smaller gains — or worse.

Economy 331

Economy Banking Marketing Marketing 331

Advisor Perspectives

MAY 18, 2024

For more than two decades, a simple handshake has shaped how people find information online. It works like this: Websites allow Google’s web crawler to index their content so it can appear in search results.

Engineering 69

Engineering Economy 69

Trade Brains

MAY 24, 2023

Fundamental Analysis of Swaraj Engines : The name “Mera Swaraj” is the most well-known household name in India. In this article, we shall perform the Fundamental Analysis of Swaraj Engines , a company that has revolutionized farming in India. It stands firmly amongst the top tractor brands in India.

Engineering 59

Engineering Planning Manufacturing Accounting 59

Discipline Funds

NOVEMBER 4, 2024

During periods where Democrats were in total control the economy performed better, but the markets performed worse. And during periods of total Republican control the economy did worse and the markets performed better. The point here is that the markets and the economy don’t really care about politics.

Government 58

Government Economy Economics Engineering 58

Abnormal Returns

MAY 31, 2023

barrons.com) What has Engine No. bloomberg.com) Economy Are tightening lending standards (and credit) going to tip the U.S. economy into recession? wsj.com) The labor economy is strong but decelerating. (awealthofcommonsense.com) Tactical allocation funds have failed miserably. now owns 24.9%

Financial Advising 130

Financial Advising Startup Media Engineering 130

Trade Brains

OCTOBER 4, 2024

Garuda Construction and Engineering Limited Company is coming up with an IPO size of Rs. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. Let’s dive in!

Engineering 52

Engineering Management Portfolio Marketing 52

Abnormal Returns

FEBRUARY 16, 2023

theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. bloomberg.com) Economy What does a 'no landing' economic scenario look like? (bloomberg.com) Bitcoin is at its highest level since June 2022.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Validea

JULY 10, 2023

Moreover, India and Southeast Asia will supersede China as the main engine for growth this decade. The economy in India will slow down for the next 6-12 months, thanks to global headwinds caused by higher interest rates in developed markets and a possible recession in the latter half of 2023, even as investment demand is robust.

Engineering 52

Engineering Banking Economy Food 52

Abnormal Returns

SEPTEMBER 18, 2022

awealthofcommonsense.com) A good reminder that the economy is not the stock market. twitter.com) Economy It's getting harder to ignore the strength in the U.S. newsletter.abnormalreturns.com) Mixed media Gen Z treats TikTok like a search engine. Markets By most measures, international stocks are cheap relative to the U.S.

Financial Advising 130

Financial Advising Engineering Economy Insurance 130

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Abnormal Returns

JULY 26, 2023

axios.com) ETFs Why TCW Group bought the ETF business of Engine No. etf.com) Economy Consumer confidence is making a comeback. (ft.com) The Indianapolis office market is seeing a tentative recovery. institutionalinvestor.com) Morgan Stanley ($MS) is filing for more ETFs. axios.com) Is a 2% inflation target the right one?

Financial Advising 130

Financial Advising Engineering Manufacturing Media 130

The Big Picture

JANUARY 20, 2024

New Yorker ) • The Barcode Engineered Its Own Downfall : For decades, the tiny symbol has been the plumbing of global capitalism. The record-high $6trn in money market accounts is likely a tailwind to equities, credit, and rates, and ultimately the economy, in particular hiring, housing, and inflation. It might finally be replaced. (

Startup 173

Startup Advertising Engineering Accounting 173

The Big Picture

FEBRUARY 10, 2023

Vox ) see also If You Have to Have a Recession, Make It a Rolling One Mild slumps that ripple through the economy can slow inflation without putting too many people out of work. technology into its search engine. ( technology into its search engine. ( Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 173

Math Engineering Manufacturing Investing 173

Advisor Perspectives

MARCH 12, 2025

As the consumer goes, so goes the U.S. Consumers make up roughly 70 percent of U.S.

Engineering 52

Engineering Economics Economy 52

David Nelson

SEPTEMBER 19, 2022

Flight 1549 experienced a bird strike that shut down both engines. Captain Powell is trying to engineer a soft landing of an economy quickly losing thrust and in danger of stalling. economy is like steering an oil tanker. ” Today the Federal Reserve is attempting a similar effort. aircraft on a river with no power.

Engineering 98

Engineering Economy Banking Food 98

Advisor Perspectives

AUGUST 18, 2023

But even if we cannot anticipate every contingency, we can understand quite a lot by assessing the US Federal Reserve’s prospects for engineering a soft economic landing in the near term.

Economy 52

Economy Engineering Economics 52

The Big Picture

JULY 25, 2022

Their model of the economy and views on what’s causing inflation risk making a bad situation much worse. in engineering from Princeton. . “It’s pretty sudden,” one said. Recession: medicine that’s worse than the disease Some experts say we need a recession to bring high inflation down.

Medicine 147

Medicine Engineering Valuation Management 147