Calculated Risk

MARCH 7, 2025

economy continues to be in a good place. Recent Economic Data Economic growth The economy has been growing at a solid pace. percent over the 12 months ending in January and that, excluding the volatile food and energy categories, core PCE prices rose 2.6 Data released last week showed that total PCE prices rose 2.5

Economics 162

Economics Economy Food Communication 162

Abnormal Returns

JANUARY 3, 2025

(engadget.com) GLP-1s The growth in GLP-1s is going to continue to transform the broader economy. newscientist.com) How GLP-1 use affects consumer food demand. recursiveadaptation.com) Economy How AI is already making a difference for American business efficiency. papers.ssrn.com) GLP-1 micro-dosing is only going to grow.

Food 162

Food Manufacturing Economy Media 162

Abnormal Returns

NOVEMBER 7, 2023

marketwatch.com) Food How Celsius ($CELH) became an energy drink powerhouse. fooddive.com) Economy Why attitudes about the state of the American economy are so divergent. (wsj.com) Mark Cuban Cost Plus Drug Co. is shining a light on high generic drug prices. fastcompany.com) Fruit juice sales are in secular decline.

Economy 147

Economy Financial Advising Food Media 147

Abnormal Returns

OCTOBER 9, 2024

ft.com) Food Growth is hard to come by in the food business. frontofficesports.com) Economy Manufacturing jobs are back above pre-pandemic levels. (bloomberg.com) Institutional What institutional investors are doing isn't working. blogs.cfainstitute.org) How much wealth do the Gulf states control?

Recruitment 270

Recruitment Financial Advising Food Manufacturing 270

Abnormal Returns

MAY 31, 2024

wsj.com) Food What to make of the Amazon-GrubHub tie-up. fastcompany.com) The fast food pricing backlash is here. lefsetz.com) Economy The April PCE came in at or near the Fed's expectations. (ft.com) As transactions pick up, the losses in the commercial real estate sector are getting realized.

Financial Advising 278

Financial Advising Food Media Economy 278

Abnormal Returns

OCTOBER 6, 2024

eig.org) Immigration affects the economy in a lot of different ways. apricitas.io) California's new fast food wage law did not generate job losses. thecausalfallacy.com) Economy The labor economy is still on track. economy at present. (wsj.com) The pros and cons of buffered ETFs.

Financial Advising 278

Financial Advising Economy Food Insurance 278

Abnormal Returns

JANUARY 24, 2025

fastcompany.com) Coke products are coming back to the Costco ($COST) food court. bigtechnology.com) Economy Sales of existing homes in the US hit their lowest level since 1995. (wsj.com) More crypto ETFs are likely coming to market. sherwood.news) Costco Costcos ($COST) shareholders rejected a proposal to reverse its DEI practices.

Food 147

Food Taxes Media Economy 147

Abnormal Returns

MARCH 28, 2025

fastcompany.com) Economy The February PCE ticked higher to 2.8% abnormalreturns.com) Mixed media Matt Zeiger, "When we say a person has good taste in music, or art, or even food, were saying theyre good curators of emotional inspirations." (wsj.com) Beverages Americans still love soda. year-over-year. Well, you should be.

Marketing 147

Marketing Marketing Food Media 147

Abnormal Returns

MARCH 15, 2024

fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner. nytimes.com) Kernel is a vegan takeout place where the food is made largely by robots. wsj.com) Economy 2024 Q1 GDP still tracking around 2% growth. hottakes.space) How the pandemic unleashed the 'introvert economy.'

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Abnormal Returns

MARCH 18, 2024

thebasispoint.com) Economy National homebuilder confidence ticked up in March. apolloacademy.com) Food inflation is set to slow in 2024. econbrowser.com) Strong economy? (wsj.com) How home buying is going to change with a new commission regime. insights.finominal.com) Disruption of the Suez Canal is real. Thank immigrants.

Financial Advising 276

Financial Advising Commission Food Economy 276

Abnormal Returns

NOVEMBER 15, 2024

asteriskmag.com) Food Berkshire Hathaway ($BRK.A) spyglass.org) Economy Industrial production fell in October 2024. (bloomberg.com) Prediction markets How big can prediction markets get? marketwatch.com) Prediction markets can be about more than just elections. vitalik.eth.limo) How Google has experimented with prediction markets.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

SEPTEMBER 27, 2024

eater.com) Will robotic food delivery ever become profitable? nytimes.com) How China plans to boost the economy. sherwood.news) Economy Lower interest rates do not guarantee a soft landing. (bloomberg.com) What restaurants offer customers on their birthday. wsj.com) Do you remember the 'recession' of 2022?

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

JULY 16, 2024

wsj.com) Economy National homebuilder confidence is soft. calculatedriskblog.com) Food inflation is now low and stable. (econbrowser.com) Real estate Striking out on your own these days is expensive. housingwire.com) Evictions are on the rise in a lot of localities.

Financial Advising 278

Financial Advising Food Media Economy 278

The Big Picture

JUNE 1, 2023

Wall Street Journal ) • Why Are Food Prices So High in Europe? Throughout the European Union, consumer food prices were on average 17% higher in April than a year earlier — the fastest pace of growth in over two and a half decades. food inflation was 7.7%. ( Employees explain why they will keep working from home.

Food 277

Food Retail Medical Banking 277

Abnormal Returns

MARCH 22, 2024

usatoday.com) Aldi is thriving amid rising food prices. 404media.co) Economy Q1 2024 GDP is tracking around 2% growth. economy is in bad shape? (theirrelevantinvestor.com) How AI could help SaaS companies. tomtunguz.com) Grocery Large grocery chains took advantage of their supply relationships during Covid shortages.

Financial Advising 264

Financial Advising Food Economy Media 264

Abnormal Returns

APRIL 28, 2024

sherwood.news) Economy Americans are making more grocery store stops in order to combat food inflation. (wapo.st) More countries are seeing a drop in working age populations. axios.com) The U.S. fertility rate is at its lowest level since measurement started. wsj.com) Americans are not defaulting very much on their mortgages.

Financial Advising 277

Financial Advising Food Media Retirement 277

Abnormal Returns

MARCH 14, 2024

sportico.com) Economy Still no sign of a sustained pickup in initial unemployment claims. arstechnica.com) Why more research into ultra-processed foods is needed. (spyglass.org) Sports Who is the proposed sports streaming service for? wsj.com) Private equity is eyeing college sports. wsj.com)

Financial Advising 289

Financial Advising Media Food Economy 289

The Big Picture

MARCH 6, 2025

Now, I know it can drive people nuts, like it drive my mom nuts that we put our focus on core inflation and not food and energy inflation because my mom’s like, what do you mean you’re not paying attention to food and energy inflation? There’s no, nobody’s ever getting sick from the food. I feel that way.

Economy 162

Economy Economics Food Banking 162

Abnormal Returns

JUNE 13, 2024

ft.com) Economy Weekly initial unemployment claims are clearly headed higher. bonddad.blogspot.com) Food is no longer a big part of inflation. (wired.com) Russia Russia is counting on the West to win its war for it in Ukraine. snyder.substack.com) Russia is putting stolen Ukrainian children up for adoption.

Financial Advising 264

Financial Advising Food Media Economy 264

Abnormal Returns

OCTOBER 4, 2024

thegeneralist.substack.com) Food How chicken tenders took over America. nytimes.com) PepsiCo ($PEP) is buying Mexican American food company Siete Foods for $1.2 theatlantic.com) Economy The U.S. labor economy chugs along with a solid September NFP report. economy is on track for a soft landing.

Food 173

Food Financial Advising Startup Economy 173

Abnormal Returns

SEPTEMBER 29, 2023

stratechery.com) Economy The August PCE price index shows continued disinflation. axios.com) The Fed can't have any effect on higher food prices. (priceactionlab.com) Companies Brian Barrett, "Amazon is now less of a store than a mall, or maybe a sprawling bazaar." bloomberg.com) Remote work has been a boon for working mothers.

Financial Advising 264

Financial Advising Food Media Economy 264

Abnormal Returns

MARCH 7, 2024

(spyglass.org) Shopping Smaller Whole Foods Market Daily Shops are coming to urban areas. theincidentaleconomist.com) Global Italy's economy is having a moment. cnn.com) Economy Wholesale used car prices are down 13.1% ny.eater.com) The same-day delivery battle is heating up. nytimes.com) Global income inequality has fallen.

Financial Advising 264

Financial Advising Food Economy Media 264

Abnormal Returns

JUNE 28, 2024

slate.com) Economy The May PCE increased 2.6% sherwood.news) Food prices have NOT tripled (or quadrupled). (sportico.com) Major marathons are filling up, pushing runners to secondary races. year-over-year, down from a peak of 7.0%. calculatedriskblog.com) Real income rose smartly in May.

Financial Advising 245

Financial Advising Food Media Banking 245

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 other worrisome changes in consumer behavior: Two Wall Street Journal columns reported that a widespread switch towards cheaper store brands and less expensive names is already pressuring consumer food, beer and tobacco companies.

Economy 345

Economy Economics Engineering Food 345

Abnormal Returns

JANUARY 14, 2024

gothamgal.com) 15 states have rejected a new, federally funded summer program to give food assistance to hungry children. papers.ssrn.com) Economy People have nostalgia for a time that never existed. (nber.org) Policy Obvious societal issue remain in the wide open, but nobody does anything about them. workers.

Financial Advising 289

Financial Advising Engineering Food Economics 289

Abnormal Returns

DECEMBER 29, 2022

wsj.com) Cal-Maine Foods ($CALM) stock rode higher egg prices all year, until today. wsj.com) Economy Continuing unemployment claims continue to trend higher. (capitalspectator.com) The stock market is not a Ponzi scheme. awealthofcommonsense.com) Here is Eddy's 2023 Buy List. barrons.com) 2022 was a disaster for Big Tech.

Financial Advising 275

Financial Advising Startup Food Media 275

Abnormal Returns

APRIL 11, 2023

theinformation.com) Food Does the Michelin guide still matter? wsj.com) Economy What Jamie Dimon is worried about. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? (axios.com) The current environment is bad for first time VCs. trungphan.substack.com) Italy wants no part of lab-grown meat.

Financial Advising 243

Financial Advising Startup Food Banking 243

Trade Brains

OCTOBER 23, 2024

Dr. Rumki Majumdar sees India’s economy showing strong resilience after the election period. The country maintains its position among the world’s fastest-growing large economies. Indian Economy Looking to Hit $5 Trillion Looking ahead, India moves steadily toward becoming a $5 trillion economy by 2027-2028.

Economy 116

Economy Manufacturing Economics Investing 116

Abnormal Returns

DECEMBER 1, 2022

collabfund.com) Business The American economy runs on cardboard. bloomberg.com) How the Netherlands became a food export powerhouse. (evidenceinvestor.com) How did pro sports teams become such a sought after investment? theringer.com) Getting vs. staying wealthy, an except from "The Psychology of Money" by Morgan Housel. wapo.st).

Food 246

Food Economy Investments Investing 246

Calculated Risk

NOVEMBER 30, 2022

economy for the benefit of the American people. This is especially painful for those least able to meet the higher costs of essentials like food, housing, and transportation. Price stability is the responsibility of the Federal Reserve and serves as the bedrock of our economy.

Economy 264

Economy Transportation Budgeting Food 264

The Big Picture

NOVEMBER 23, 2023

My Turkey Day reads: • The Wild World Inside Your Gut : We tackled everything from heartburn, stress, spicy foods and colon cleanses to antibiotics and more. He coined the phrase “K-Shaped Recovery” to describe the confidence divide between the top and bottom of the economy post-pandemic.

Transportation 264

Transportation Food Economy Management 264

Abnormal Returns

OCTOBER 19, 2023

novelinvestor.com) Food Fertilizer shortages are reverberating throughout the world. on.ft.com) Longreads Linette Lopez, "China's leader, Xi Jinping, has shifted the CCP's raison d'être to national security over the economy. (readtrung.com) Losing local newspapers is bad, but let's not romanticize their history.

Food 262

Food Government Economy 262

The Big Picture

APRIL 7, 2023

Wall Street Journal ) • How Models Get the Economy Wrong : Seemingly complex and sophisticated econometric modeling often fails to take into account common sense and observable reality. 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

The Big Picture

AUGUST 4, 2022

The weird contradictions rendering the US economy inexplicable : Thanks to the pandemic and how advanced economies responded to it, we’re in a very strange place indeed. The typical relationships between one signal from the economy and another have diverged in surprising ways. Food Inflation Is Rampant Around the World.

Economy 277

Economy Startup Economics Banking 277

Abnormal Returns

MARCH 30, 2024

economy continues to get more energy efficient. wapo.st) Food Chick-fil-A is going to reintroduce chicken treated with antibiotics. abnormalreturns.com) Podcast links: the introvert economy. Ports need to accommodate them. ft.com) A history of bridge collisions. theconversation.com) Swapping trucks for barges to transport goods.

Pharmaceutical 289

Pharmaceutical Education Financial Advising Advertising 289

Discipline Funds

APRIL 4, 2025

One of the worst narratives that came out of the GFC was this idea that America was a house of cards, built on market manipulation that masked an underlying real economy of collapsing living standards. The world has so much food that we are suffering from an obesity epidemic. The misery index is low by historical standards.

Economics 118

Economics Economy Healthcare Food 118

Mish Talk

DECEMBER 16, 2022

Early Benchmark Methodology Preliminary (not-yet-benchmarked) state employment estimates from the Bureau of Labor Statistics (BLS) continue to be subject to significant revisions around turning points in the economy. Economy Added 263,000 Jobs in November" Both reports and mainstream in general miss the big picture captured in my lead chart.

Food 361

Food Sales Economics Retail 361