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. bonddad.blogspot.com) The American manufacturing economy is bumping along. (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

Abnormal Returns

SEPTEMBER 8, 2024

riabiz.com) Policy Government agencies, like the BLS, revise data all the time. nytimes.com) Economy The risks of a recession are rising. (humbledollar.com) Finance The CBOE ($CBOE) has launched a platform to trade shares in private companies. finance.yahoo.com) Vanguard is now a 'no' on ESG shareholder votes.

Marketing 279

Marketing Marketing Financial Advising Economics 279

Abnormal Returns

JUNE 30, 2024

npr.org) The debate is on about government drinking guidelines. econbrowser.com) Economy Q2 GDP is tracking around 2.0%. (downtownjoshbrown.com) Policy The Supreme Court has overturned the Chevron doctrine. axios.com) Cities can now punish the homeless for sleeping in public places. ft.com) How the CPI and PCE differ.

Financial Advising 302

Financial Advising Media Government Economy 302

Abnormal Returns

NOVEMBER 22, 2023

om.co) The OpenAI fiasco highlights the importance of corporate governance. economist.com) Economy Still no sign of a pickup in weekly initial unemployment claims. econbrowser.com) Thanks to the Fed the economy is slowing. theatlantic.com) Finance Banks are planning to start.lending again.

Financial Advising 265

Financial Advising Startup Media Economy 265

Abnormal Returns

OCTOBER 18, 2024

slate.com) Global Japan's government bond yields now exceed China's. politico.com) Economy There's still no sign of a recession in the data. (semafor.com) Automattic Automattic is in turmoil. 404media.co) Can users still rely on Wordpress and more importantly Matt Mullenweg? wsj.com) How donor fatigue is affecting Ukraine's defense.

Assets 279

Assets Financial Advising Communication Banking 279

Abnormal Returns

JANUARY 14, 2024

vox.com) Threats of violence against elected officials and government officials are on the rise. papers.ssrn.com) Economy People have nostalgia for a time that never existed. (washingtonpost.com) Measuring economic inequality is harder than it looks. washingtonpost.com) The number of American centenarians is set to quadruple.

Financial Advising 290

Financial Advising Engineering Food Economics 290

Abnormal Returns

MARCH 16, 2023

nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. (thisisthetop.substack.com) Ukraine The conflict in Ukraine is the first GoFundMe war. wsj.com) Russia has committed war crimes by taking Ukrainian children across the border. semafor.com) Ukraine is running low on munitions.

Government 130

Government Media Financial Advising Banking 130

The Big Picture

SEPTEMBER 28, 2023

Flying blind, with things about to get much worse, the government responses were: 1) Operation Warp Speed, a commitment to getting a COVID vaccine ready; 2) CARES Act 1, a $2.2 And without those government-ordered mitigation measures, cases and deaths would have surged uncontrollably. Total US death count: 10 or 20 million.

Government 306

Government Medicine Economy Healthcare 306

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. (on.ft.com) How Polymarket became the go-to election prediction market. wsj.com) Medicare How Medicare got taken for billions by Medicare Advantage providers.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

SEPTEMBER 25, 2024

morningstar.com) The Texas Capital Government Money Market ETF ($MMKT) has launched. (fa-mag.com) morningstar.com) Economy Mortgage refinancing applications are on the rise. (allstarcharts.com) Visa ($V) dominates debit card transaction processing. axios.com) ETFs Low vol ETFs have plodded along.

Math 268

Math Financial Advising Media Government 268

Abnormal Returns

AUGUST 18, 2024

(nytimes.com) Covid demonstrated what the federal government can do to support people. thesling.org) Economy Sam Ro, "In other words, the American consumer isn’t spending as recklessly as they used to. crr.bc.edu) Where high schools required to provide financial literacy classes. theatlantic.com) The antitrust case against SpaceX.

Financial Advising 278

Financial Advising Taxes Media Government 278

Abnormal Returns

NOVEMBER 10, 2023

Economy Kyla Scanlon talks with David Dayen about the gap between the economy and consumer sentiment. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance. youtube.com) Business Matt Reustle talks with Staley Cates about the history of FedEx ($FDX).

Retirement Planning 265

Retirement Planning Estate Planning Economy Media 265

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. The government actively supports manufacturing sector growth. Moreover, this matches the RBI’s own growth projection of 7.2

Economy 116

Economy Manufacturing Economics Investments 116

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

SEPTEMBER 3, 2023

theatlantic.com) Not every government in the world is getting older. washingtonpost.com) Economy The U.S. (theatlantic.com) Americans say they want more children than they actually have. wsj.com) Congress has abandoned their responsiblity over trade policy. semafor.com) More Indian boarding schools have been identified.

Math 265

Math Financial Advising Advertising Distribution 265

Abnormal Returns

JUNE 5, 2023

morningstar.com) How real estate poses a risk to the Chinese economy. noahpinion.blog) China's local governments are full-up on debt. ft.com) Economy This measure of inflation has been falling for months. (techcrunch.com) China You can't talk about emerging markets without mentioning China.

Financial Advising 227

Financial Advising Economy Media Government 227

The Big Picture

AUGUST 26, 2022

An overlooked indicator shows the US economy actually grew in the first half of 2022 : Gross domestic income (GDI) showed the economy expanded during the first half of the year. Bloomberg ) see also The NY Fed vs Larry Summers : Some pundits were right on high inflation but for the wrong reasons. Financial Times ). • higher, after a 1.8%

Economy 295

Economy Government Accounting Portfolio 295

Abnormal Returns

DECEMBER 18, 2023

craincurrency.com) Governance What do limited partner advisory committees actually do? bbc.com) How young Chinese are dealing with a lethargic economy. (wsj.com) A look at the world's largest e-commerce companies. genuineimpact.substack.com) Why Marc Benioff, CEO of Salesforce ($CRM), sells stock every day.

Financial Advising 277

Financial Advising Startup Media Government 277

The Big Picture

MAY 10, 2023

This has been a unique and (dare I say it) unprecedented set of factors that have sent prices higher despite the intentions of the Federal government and the FOMC. To get back to 2% inflation target, the economy would need some combination of ZIRP, or higher unemployment, or more than a mild recession.

Government 304

Government Economy 304

Abnormal Returns

OCTOBER 19, 2023

(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. businessinsider.com) Why governments should focus on subjective well-being. Getting rich isn't China's big project anymore; the project is power."

Food 262

Food Government Economy 262

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

JULY 28, 2022

Following a negative GDP print in the first quarter, a strong but inflation-racked economy expanded in the second quarter on a nominal basis, but contracted in real inflation-adjusted terms. The smaller decrease in the second quarter primarily reflected an upturn in exports and a smaller decrease in federal government spending.”

Government 299

Government Economy Economics Marketing 299

The Big Picture

NOVEMBER 29, 2024

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 percent of that growth. (De-empahsis I don’t know where the 46k loss comes from. Don’t care.

Government 356

Government Media Economics Food 356

The Big Picture

NOVEMBER 27, 2023

Barron’s ) • Economists May Have Been Flying Blind All Along : Declining response rates to official surveys raise the possibility that government and central bank officials have been making decisions based on flawed data. economy. ( After it nearly blew up on him, he now emerges with closer ties to its leader, Sam Altman. (

Advertising 246

Advertising Economy Media Government 246

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 Media 246

Abnormal Returns

MAY 25, 2023

slate.com) Economy Weekly initial unemployment claims are still now screaming recession. ritholtz.com) Why are politicians willing to destroy trust in the government's ability to pay its bills? (semafor.com) No job requires 17 interviews. bonddad.blogspot.com) Consumer sentiment is now all mixed up with political beliefs.

Financial Advising 246

Financial Advising Startup Media Government 246

MarketWatch

FEBRUARY 3, 2023

economy is showing strength. Biden said in a statement at the White House: "I'm happy to report that the state of our union, and the state of our economy, is strong." from 3.5%, the government reported. Biden spoke after the U.S. Biden spoke after the U.S. The unemployment rate slid to a 54-year low of 3.4% on Tuesday night.

Economy 98

Economy Government Numbers Marketing 98

Abnormal Returns

JULY 24, 2022

marketwatch.com) Policy Government employment is not back to pre-pandemic levels. humbledollar.com) Economy James Surowiecki, "Regardless, the essential point is that Americans are treating the job market as irrelevant next to inflation and gas prices." (constructionphysics.substack.com) The U.S.

Financial Advising 264

Financial Advising Food Manufacturing Media 264

Abnormal Returns

JANUARY 1, 2023

slate.com) Financial conflicts of interest in government are rife. vox.com) Economy Small businesses are finding it easier to hire. Hu, "We know that nothing special is guaranteed to happen at 25, or 21, or 18—yet our legal system dictates hard limits." wsj.com) The pandemic set off a wave of laws making for easier alcohol access.

Financial Advising 279

Financial Advising Medical Economics Media 279

Abnormal Returns

JUNE 18, 2023

msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." papers.ssrn.com) Economy The world is the most equal it has been in a century. (bigtechnology.com) The bull case for the Apple ($AAPL) Vision Pro. washingtonpost.com) Should parental leave be split down the middle?

Financial Advising 246

Financial Advising Media Government Taxes 246

The Big Picture

OCTOBER 21, 2022

Markets are like this much of the time: The economy has been doing okay, earnings are pretty good, inflation is modest, the overall trend has been upwards. If you were going away for the weekend, you would have a pretty good idea of what assortment of clothes to pack for that trip. real (8-9% nominal). .

Budgeting 306

Budgeting Government Marketing Marketing 306

Abnormal Returns

APRIL 20, 2023

semafor.com) India Stack, a government-backed set of APIs, is a new model for digital business. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. (theblock.co) Media Buzzfeed News is shutting down. variety.com) Insider is doing a round of layoffs.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

The Big Picture

NOVEMBER 25, 2023

Noema ) • Here’s the Proof There’s No Government Alien Conspiracy Around Roswell : Roswell, New Mexico, remains synonymous with the “discovery” of alien life on Earth—and a US government coverup. He coined the phrase “K-Shaped Recovery” to describe the confidence divide between the top and bottom of the economy post-pandemic.

Government 221

Government Retirement Economy Sales 221

A Wealth of Common Sense

APRIL 30, 2024

It feels like we’re in a weird place from the perspective of the economy and financial assets. Government debt seems too high. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. I understand why people are worried. Bear markets, financial crises, recessions, etc.

Government 144

Government Economy Assets Marketing 144

The Reformed Broker

SEPTEMBER 26, 2023

Risks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans. On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►The ‘flation – 75% probability of a shutdown.

Government 161

Government Economy Investments Investing 161

The Big Picture

MARCH 22, 2023

But the government-orchestrated deal has angered many investors. CIO ) see also Job Listings Abound, but Many Are Fake : In an uncertain economy, companies post ads for jobs they might not really be trying to fill. Financial Times Alphaville ) • Why Job Reshoring Is Merely a Trickle : U.S.

Risk Management 293

Risk Management Manufacturing Management Government 293

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