Abnormal Returns

SEPTEMBER 23, 2024

techcrunch.com) Economy Inflation stung, but wages are now outpacing price growth. bloomberg.com) The services economy is far outpacing manufacturing. (sherwood.news) Automattic CEO and WordPress co-creator Matt Mullenweg is at war with WP Engine. optimisticallie.com) Don't expect much lower mortgage rates absent a recession.

Financial Advising 287

Financial Advising Engineering Manufacturing Economy 287

Abnormal Returns

SEPTEMBER 20, 2024

axios.com) Economy What rate cuts mean for the economy. bonddad.blogspot.com) How worried should we be about manufacturing? (espn.com) MLS contemplates a post-Messi world. bloomberg.com) Local sports broadcast rights are in flux. awealthofcommonsense.com) The stock market doesn't see a recession on the horizon.

Financial Advising 275

Financial Advising Startup Manufacturing Economy 275

Abnormal Returns

SEPTEMBER 5, 2024

bloomberg.com) Business John Kay, "Apple is the epitome of the “hollow corporation”; it is less a manufacturer than a coordinator of activities mostly undertaken by others." noemamag.com) Society NAFTA was a hinge on which the American economy pivoted. on.ft.com) ESPN is preparing for the launch of its standalone streaming service.

Startup 277

Startup Manufacturing Economy Economics 277

Abnormal Returns

AUGUST 19, 2024

marginalrevolution.com) Economy Prices don't decline, but wages can increase. crr.bc.edu) How much has manufacturing slowed? (wapo.st) Hungary's subsidies have not meaningfully boosted birth rates. on.ft.com) Kiwis are emigrating, largely to Australia. econbrowser.com) Why Jay Powell needs to say in Jackson Hole.

Financial Advising 298

Financial Advising Startup Manufacturing Media 298

Abnormal Returns

MAY 1, 2024

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. (wsj.com) How at-risk is Japan to financial instability? bonddad.blogspot.com) Take Fed policy leaks with a big grain of salt.

Marketing 278

Marketing Marketing Financial Advising Manufacturing 278

Abnormal Returns

OCTOBER 6, 2023

bbc.com) Economy The employment economy is re-accelerating. economy has grown jobs for 33 straight months. calculatedriskblog.com) Manufacturing investment is booming. (outsideonline.com) If you are reading this you are helping generate carbon emissions. semafor.com) More clothes retailers are eliminating free returns.

Financial Advising 278

Financial Advising Medical Economy Retail 278

Abnormal Returns

APRIL 9, 2024

(cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector. wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous. nytimes.com) Russia is illegally holding Ukrainians in Crimea.

Financial Advising 264

Financial Advising Manufacturing Economy Media 264

Abnormal Returns

FEBRUARY 22, 2024

(investmenttalk.co) AI Intel ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). wsj.com) Economy Still no sign of an uptick in weekly initial unemployment claims. bonddad.blogspot.com) How lower income households are faring in this economy. arstechnica.com) We really don't want AI to train on its own output.

Financial Advising 270

Financial Advising Manufacturing Economy Media 270

Abnormal Returns

MAY 13, 2024

wsj.com) Economy Manufacturing is expanding, just not in places it used to dominate. (awealthofcommonsense.com) How do trends in educational attainment affect the unemployment rate? calculatedriskblog.com) Global birth rates are falling faster than anyone really thought possible. econbrowser.com) The U.S.

Financial Advising 288

Financial Advising Education Manufacturing Media 288

Abnormal Returns

APRIL 1, 2024

(ft.com) Global How India's economy performed under Modi. nytimes.com) Economy Economists are struggling with post-pandemic labor data. ft.com) Some positive news on the manufacturing front. nytimes.com) When living in France is a better option in retirement.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

AUGUST 22, 2024

thecooldown.com) Economy The manufacturing sector is weakening. (institutionalinvestor.com) EVs Police departments are increasingly adopting EVs. theatlantic.com) South Pasadena has replaced all their ICE vehicles with EVs. econbrowser.com) A lot of the newly unemployed were not previously working.

Financial Advising 275

Financial Advising Media Manufacturing Economy 275

The Big Picture

APRIL 9, 2024

As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coincident Indicators out for both January and February 2024.1 ” The 12-month change is +2.9%

Banking 307

Banking Manufacturing Economy 307

Abnormal Returns

OCTOBER 9, 2024

frontofficesports.com) Economy Manufacturing jobs are back above pre-pandemic levels. (vox.com) Sports The future of pro football is domed stadiums. bloomberg.com) Finding your game on TV keeps getting harder. frontofficesports.com) The NHL has landed in Utah. eig.org) Companies aren't laying people off, but they also are not hiring.

Recruitment 270

Recruitment Financial Advising Food Manufacturing 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 Investments 116

The Big Picture

APRIL 21, 2023

Manufacturing firms? This is not the same economy as the pre-Covid era. This is the economy of “pushing price” and finding that marginal dollar. That was supposed to be a headwind to the US economy and inflationary pressures. And P&G does not appear to have found it yet. Pushing price. Services firms? Pushing price.

Economy 329

Economy Banking Manufacturing Management 329

Abnormal Returns

OCTOBER 2, 2024

bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. disciplinefunds.com) Why you don't want manufacturing and construction to turn down simultaneously. (advisorperspectives.com) Venture capital firm CRV is giving back capital to investors.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

The Big Picture

SEPTEMBER 2, 2022

You can see why the NBER does not rely on GDP (pink line) alone; GDP was slightly negative, while Manufacturing and Trade Sales were more negative. Rather than spill more pixels on this, I will instead direct you to the Menzie Chin chart above (hat tip Invictus ).

Manufacturing 325

Manufacturing Economy Economics Sales 325

Abnormal Returns

JUNE 27, 2024

sherwood.news) Can India continue to take share in manufacturing from China? nytimes.com) Economy Continuing unemployment claims are heading higher. (hollywoodreporter.com) Global Shipping rates on the rise again. nytimes.com) Why Gulf States are building data centers in the desert.

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

Abnormal Returns

NOVEMBER 12, 2023

ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. ft.com) How this manufacturer is making a four-day workweek work. (politico.com) Why the U.S. doesn't have legalized prediction markets. statnews.com) Winners and losers in the WeWork bankruptcy. npr.org)

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

SEPTEMBER 4, 2024

(capitalallocators.com) Semiconductors There is no aspect of which Intel ($INTC) is a leader in chip manufacturing. jacc.org) Economy The July JOLTS report was not great. stratechery.com) The origin story of Taiwan Semi ($TSM). quartr.com) GLP-1s WeGovy use reduces the risk of stroke, heart attack in obese patients.

Financial Advising 263

Financial Advising Manufacturing Media Economy 263

Abnormal Returns

JULY 19, 2024

manufacturing economy that are booming. (neilpaine.substack.com) Sports gambling companies routinely ban bettors who win too much. wsj.com) Economics Q2 GDP is tracking around 2%. calculatedriskblog.com) Is it even possible to weaken the U.S. ft.com) Three sectors in the U.S.

Financial Advising 263

Financial Advising Media Economics Manufacturing 263

Abnormal Returns

SEPTEMBER 12, 2024

wsj.com) Economy Hiring has slowed. calculatedriskblog.com) New manufacturing facilities attract additional investment. (etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. nytimes.com) 25 or 50? Probably 25.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

DECEMBER 31, 2023

nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. (marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. bbc.com) Belarus is complicit in the abduction of Ukrainian children.

Financial Advising 284

Financial Advising Medical Economy Economics 284

Abnormal Returns

MARCH 20, 2024

(entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

APRIL 21, 2024

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. npr.org) Economy Why wealth inequality is growing. (microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. theatlantic.com) How success is changing Novo Nordisk ($NVO).

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

FEBRUARY 1, 2024

thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. (etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC). econbrowser.com) Construction spending is still headed higher.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

AUGUST 1, 2024

wsj.com) Economy Weekly initial unemployment claims are ticking higher. bonddad.blogspot.com) The July ISM Manufacturing report was soft. (wsj.com) Novo Nordisk ($NVO) is a Danish success. Maybe to successful. npr.org) How Huawei has been able to shrug off U.S. ft.com) Americans are increasingly saying they want to move.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Calculated Risk

DECEMBER 1, 2022

The ISM manufacturing index indicated contraction. Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The November Manufacturing PMI® registered 49 percent , 1.2 The Manufacturing PMI® figure is the lowest since May 2020, when it registered 43.5 (Posted with permission).

Manufacturing 105

Manufacturing Economy Economics Management 105

Abnormal Returns

APRIL 24, 2023

forbes.com) Economy The American consumer is getting more cautious. manufacturing plant. (advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. ft.com) Don't discount Apple's ($AAPL) push into financial services. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 264

Marketing Marketing Financial Advising Startup 264

Abnormal Returns

SEPTEMBER 5, 2023

morningstar.com) Economy Heavy truck sales are still expanding. calculatedriskblog.com) These two manufacturing sectors have yet to roll over. (stratechery.com) Fund management Why the ETF structure might be perfect for long-short strategies. institutionalinvestor.com) Investors are starting to stretch out their bond fund durations.

Financial Advising 277

Financial Advising Budgeting Manufacturing Media 277

Abnormal Returns

MAY 19, 2024

awealthofcommonsense.com) The stock market is not the economy. sherwood.news) First Solar ($FSLR) is now the world's most valuable solar panel manufacturer. economist.com) Economy Why is labor continuing to decline as a percentage of the economy? humbledollar.com) Companies It was a busy week in AI.

License 210

License Financial Advising Economy Manufacturing 210

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 307

Engineering Economy Manufacturing Retirement 307

Abnormal Returns

MARCH 15, 2023

washingtonpost.com) Economy The economy is on the verge of a manufacturing recession. (nytimes.com) France is a big outlier when it comes to retiree income support. wsj.com) Russia's population is spiraling downward. bonddad.blogspot.com) National homebuilder confidence ticked higher in March 2023.

Financial Advising 246

Financial Advising Media Risk Management Banking 246

Mish Talk

DECEMBER 1, 2022

A Big Trucking Red Flag Composite PMI Manufacturing Has Peaked This Cycle. ISM data provides strong evidence that Manufacturing Has Peaked This Cycle The only major component of the Manufacturing PMI ® not in contraction is production. One way or another and perhaps both, there is huge problem somewhere. Thanks for Tuning In!

Manufacturing 208

Manufacturing Retail Economy Economics 208

Abnormal Returns

APRIL 25, 2024

No matter their manufacturer, nearly all future EVs in America will rely on Tesla." klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% (collabfund.com) Expect to see some overconfidence tonight in Detroit. seeitmarket.com) There's no return without risk. theatlantic.com) Tesla ($TSLA) needs a full-time CEO.

Accounting 264

Accounting Consulting Financial Advising Valuation 264

Abnormal Returns

JULY 5, 2023

businessinsider.com) Economy Consumer inflation expectations don't tell us all that much. manufacturing construction is booming. (bloomberg.com) Work It's not just office building owners who are losing out from hybrid work. wsj.com) Mondays and Fridays are the biggest losers in the return to the office. ritholtz.com) U.S.

Financial Advising 242

Financial Advising Manufacturing Media Economy 242

Calculated Risk

MAY 1, 2023

The ISM manufacturing index indicated contraction. From ISM: Manufacturing PMI® at 47.1% From ISM: Manufacturing PMI® at 47.1% Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The April Manufacturing PMI® registered 47.1 The PMI® was at 47.1% in March, up from 46.3%

Manufacturing 100

Manufacturing Economy Economics Management 100