Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. marginalrevolution.com) Economy Prices don't decline, but wages can increase. crr.bc.edu) How much has manufacturing slowed? optimisticallie.com) 20 pandemic darlings that have yet to rebound. ft.com) How the cannabis landscape is changing.

Financial Advising 293

Financial Advising Startup Manufacturing Media 293

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. axios.com) Economy What rate cuts mean for the economy. bonddad.blogspot.com) How worried should we be about manufacturing? ft.com) Are rate cuts going to help boost startup exits?

Financial Advising 271

Financial Advising Startup Manufacturing Economy 271

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. marginalrevolution.com) Economy The manufacturing sector was treading water in April. klementoninvesting.substack.com) By any measure, the economy is better than it was four years ago. (collabfund.com) Markets have to clear.

Marketing 274

Marketing Marketing Financial Advising Economy 274

Abnormal Returns

OCTOBER 2, 2024

(riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace.

Financial Advising 274

Financial Advising Startup Manufacturing Media 274

Abnormal Returns

AUGUST 22, 2024

(wealthmanagement.com) Fund management How passive investing has created market inefficiencies. thecooldown.com) Economy The manufacturing sector is weakening. youngmoney.co) Hedge funds are pulling back from the Mag 7. ft.com) Bill Ackman is having a rough summer.

Financial Advising 270

Financial Advising Media Manufacturing Economy 270

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. First, the manufacturing sector shows remarkable expansion.

Economy 116

Economy Manufacturing Economics Investing 116

Abnormal Returns

JUNE 27, 2024

carsongroup.com) Strategy Investing is planning. sherwood.news) Can India continue to take share in manufacturing from China? nytimes.com) Economy Continuing unemployment claims are heading higher. Markets By this measure, the stock market is at record-high concentration.

Financial Advising 272

Financial Advising Startup Valuation Manufacturing 272

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

Abnormal Returns

JULY 19, 2024

Markets How climate change could strand trillions in investments. manufacturing economy that are booming. bloomberg.com) Why the stock-bond correlation matters. mrzepczynski.blogspot.com) Companies Crowdstrike ($CRWD) has some explaining to do as the world's computers go down. om.co) Have we already passed peak AI hype?

Financial Advising 260

Financial Advising Media Economics Manufacturing 260

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. nytimes.com) Economy Regional manufacturing surveys are rolling over. Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

Engineering 130

Engineering Manufacturing Media Economy 130

Abnormal Returns

NOVEMBER 21, 2022

thewaiterspad.com) Why you should spend as little time on investing as possible. slate.com) Despite some big moves, Apple ($AAPL) is still dependent on China for manufacturing. institutionalinvestor.com) Economy Why this yield curve inversion is different than the prior two. abnormalreturns.com) Don't borrow money to invest.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

APRIL 25, 2024

No matter their manufacturer, nearly all future EVs in America will rely on Tesla." axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 261

Accounting Consulting Financial Advising Valuation 261

Abnormal Returns

SEPTEMBER 5, 2023

awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. morningstar.com) Economy Heavy truck sales are still expanding. calculatedriskblog.com) These two manufacturing sectors have yet to roll over. (wsj.com) High real yields are hurting the Federal budget deficit.

Financial Advising 273

Financial Advising Budgeting Manufacturing Media 273

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. nytimes.com) The UK has 'deconverged' from the rest of the global economy. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

AUGUST 7, 2023

coindesk.com) Companies How Apple ($AAPL) saves money on new chips manufactured by Taiwan Semi ($TSM). ft.com) ESG investing is shifting toward indexing not activism. wsj.com) Economy Tyler Cowen, "It’s important to resist the temptation to think of economic expansions in moral terms." second quarter results.

Financial Advising 246

Financial Advising Manufacturing Media Banking 246

Abnormal Returns

MARCH 17, 2023

institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? calculatedriskblog.com) It's hard to run a semiconductor manufacturing plant without trained workers. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. abnormalreturns.com) Longform links: combating burnout.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

The Big Picture

AUGUST 18, 2022

My morning train WFH reads: • 4 Common Sense Rules of Investing : Almost 60% of all calendar years have seen gains in excess of 10%. Grid ) but see also The Squeeze on Russia Is Loosening: The latest numbers from the major manufacturing powers suggest that exports to Russia are rising. A Wealth of Common Sense ). • The Overshoot ).

Manufacturing 305

Manufacturing Taxes Planning Economy 305

Abnormal Returns

MAY 1, 2023

etftrends.com) Economy Is the U.S. calculatedrisk.substack.com) The ISM Manufacturing index has been below 48 for 5 months. abnormalreturns.com) A list of the best investing blogs of 2023. (nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

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 29, 2022

Taking rates to the 1.50%-1.75% range had some bite, and we see the impact of this higher cost of credit combined with inflation impacting the economy. The GDP report showed final private domestic demand — consumer spending and fixed investment — was flat in 2Q after a 3.0% “For the entire United States. increase in 1Q.

Economics 321

Economics Banking Retail Economy 321

The Big Picture

MARCH 22, 2023

manufacturing can’t compete on cost, but it has a leg up in some areas. ( 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. But the government-orchestrated deal has angered many investors.

Risk Management 293

Risk Management Manufacturing Management Government 293

Trade Brains

OCTOBER 10, 2024

The company has expanded into emerging sectors like defence manufacturing, nuclear power, green hydrogen, semiconductor chip design, and data centers. These calculated investments have turned L&T into a major player in new-age industries, and its latest forays could become key growth drivers in the coming decade.

Economy 98

Economy Investing Investments Engineering 98

The Big Picture

AUGUST 22, 2022

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. Geopolitics, the economy and unforeseen events will determine whether the relief will last. ( Wall Street Journal ). New York Times ).

Food 306

Food Manufacturing Government Retirement 306

Abnormal Returns

JANUARY 21, 2024

(thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. apparel manufacturers are facing new competitive pressure. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." noahpinion.blog) U.S.

Financial Advising 209

Financial Advising Economy Manufacturing Media 209

Abnormal Returns

APRIL 9, 2023

humbledollar.com) Rich people can take flyers on risky investments that you can't. manufacturing plants is at a record high. vox.com) Economy Hours worked are below where they were pre-pandemic. Strategy Risk comes in many shapes and forms. wsj.com) Why so many financial services companies introduce friction into the system.

Financial Advising 227

Financial Advising Startup Financial Services Banking 227

Calculated Risk

MARCH 1, 2024

But we have made upward revisions to the non-conconsumer sectors of the economy. We still expect consumption growth to slow due to the negative impact from seasonal factors and extreme weather in January. percent and 3.0 percent, respectively, to 2.2 percent and 1.1 percent.

Manufacturing 195

Manufacturing Economy Sales Management 195

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Wealth Management

FEBRUARY 15, 2023

SUPP invests in companies that will help make supply chains more resilient through the “relocalization of manufacturing, automation and innovation” after Covid-19 snarled the logistics of the global economy,

Engineering 147

Engineering Manufacturing Economy Investing 147

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

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Abnormal Returns

JUNE 25, 2024

(morningstar.com) ETF is not a euphemism for good investment. tomtunguz.com) Weight loss Novo Nordisk ($NVO) is building a new plant in North Carolina to manufacture weight loss drugs. wapo.st) Economy The March Case-Shiller home prices indices showed a 6.3% etf.com) Finance Can Citi ($C) ever catch up to its peers?

Financial Advising 167

Financial Advising Manufacturing Media Economy 167

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

JULY 12, 2023

The fact that weakness in housing was followed by weakness in manufacturing and then a few layoffs in tech doesn’t mean a thing if the overall economy continues booming. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients.

Insurance 244

Insurance Distribution Economics Consulting 244

The Big Picture

MARCH 6, 2025

They put the capacitor in a seat, gets sent to the seat manufacturer in Michigan, it goes to Canada, comes back to the us, finally gets put in a car and you go buy it on the lot and drive it out. Or business investment are the thing that drives the recession. Why does the real economy channels matter more to the wealth effects?

Economy 162

Economy Economics Food Banking 162

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

AUGUST 31, 2022

theirrelevantinvestor.com) How the Dempster Mill Manufacturing Company made Warren Buffett miserable. rationalwalk.com) Keep you politics far away from your investments. forbes.com) Economy The Fed is talking a big game at the moment. Strategy Evidence to the contrary, the U.S. stock market is still in a downtrend.

Startup 176

Startup Financial Advising Manufacturing Media 176

Carson Wealth

APRIL 21, 2025

Additionally, the National Association of Active Investment Managers (NAAIM) Exposure Index came in at its lowest level in 17 months, suggesting RIAs are finally tossing in the towel as well. Powell’s prepared remarks started off by saying the economy was/is in good shape, including labor markets and the inflation picture.

Marketing 75

Marketing Marketing Economy Investing 75