Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal."

Financial Advising 246

Financial Advising Retail Economy Media 246

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. Markets What a 'breakaway momentum thrust' means for investors.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. (thediff.co) Why there's never a shortage of pundits willing to make a big market call.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. ft.com) Retail Suburban malls are now selling for pennies on the dollar. wsj.com) Economy "The Fed is no longer behind the curve." morningstar.com) Finance Why PE is stepping up their purchase of technology companies.

Financial Advising 246

Financial Advising Retail Media Economy 246

Abnormal Returns

OCTOBER 16, 2022

alphaarchitect.com) The all-weather portfolio has not fared well in 2022. tker.co) Do we need to throw the economy into recession to tame inflation? awealthofcommonsense.com) More signs that retail investors are abandoning crypto. Top clicks this week How millionaires invest. Prune it back properly, and you make it stronger.

Retail 162

Retail Economy Portfolio Investing 162

The Big Picture

FEBRUARY 15, 2023

Here’s how to build an AI portfolio. Financial Times ) • The Little Research Firm That Took On India’s Richest Man : Nate Anderson’s Hindenburg, named for the exploding airship, is locked in a battle with Gautam Adani, whose conglomerate is a pillar of the nation’s economy. There is no one to induct. ( What happened? (

Advertising 278

Advertising Media Startup Retail 278

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? theathletic.com) Economy There is one big difference between PPI and CPI. (ft.com) Strategy Big market bubbles can have a lasting effect on investors.

Financial Advising 188

Financial Advising Banking Food Retail 188

The Big Picture

FEBRUARY 3, 2024

Wired ) • If you want to know where the world economy is headed, look at the bottom of this toy car : We have a small collection of these cars, and occasionally I use them as a teaching tool. He is the portfolio manager for the Quality Fund ( GQETX ). As the Mac enters its fifth decade, Apple says it will continue to evolve.

Portfolio Management 290

Portfolio Management Economics Retail Manufacturing 290

Abnormal Returns

JUNE 12, 2024

fortunesandfrictions.com) How to use TIPS in your portfolio. theverge.com) Economy June CPI came in below expectations. bonddad.blogspot.com) Looking at retail sales two ways. (theirrelevantinvestor.com) Strategy Small advantages, consistently applied compound over time. axios.com) CVS ($CVS) has a generics problem.

Financial Advising 147

Financial Advising Retail Sales Media 147

The Big Picture

SEPTEMBER 28, 2023

Oh, and the economy would have hurtled into the worst depression since the Great Depression of 1929. Recall that the Atlanta Fed’s GDP Now in June 2020 showed the economy had been cut in half, down -52.8%. Major industries – Travel & Hospitality, Retail, Entertainment, and Services – would have completely broken down.

Government 306

Government Medicine Economy Healthcare 306

Abnormal Returns

SEPTEMBER 11, 2024

(awealthofcommonsense.com) Few investors are able to outperform a passive portfolio. barrons.com) GameStop ($GME) is sitting on a pile of cash, thanks to retail investors. semafor.com) Economy August CPI showed 2.5% mrzepczynski.blogspot.com) Companies Alphabet ($GOOGL) has never been this cheap relative to the market.

Financial Advising 162

Financial Advising Retail Media Retirement 162

Discipline Funds

OCTOBER 20, 2023

The answer is that this is a fairly small slice of the aggregate bond market and an even smaller slice of most investors’ portfolios. B) Retail investors hold a miniscule amount of long-term bonds. According to the Fed retail investors hold just 9% of outstanding bonds. 3) The “This is Fine” Economy.

Economy 101

Economy Retail Government Banking 101

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143

Marketing Marketing Economy Retail 143

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

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

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

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 173

Economy Valuation Education Retail 173

Abnormal Returns

JANUARY 18, 2023

allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Economy Retail sales fell 1.1% (visualcapitalist.com) Strategy A quick reminder that a covered call position is equivalent to being short a put. wsj.com) PE firms are still having problems keeping junior analysts.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. npr.org) Economy Retail sales are pointing to weaker growth. (axios.com) The biggest risk to the market right now is central bank policy error. morningstar.com) Companies Details on Netflix ($NFLX) Basic with Ads is here.

Marketing 130

Marketing Marketing Financial Advising Retail 130

The Big Picture

DECEMBER 23, 2023

annual retail sales, and more for sellers of clothes, toys, and other prime gift items. economy is centered on the holidays.It His research appears regularly in Monthly Chart Portfolio of Global Markets, Market Analysis Comment, Sectors and Stocks on the Move, Thematic Stock Charts, and Chart Blast. Here’s How It Became One.

Retail 162

Retail Manufacturing Media Banking 162

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Trade Brains

OCTOBER 4, 2023

The government holds these companies with the intent of nation-building and advancement of the economy rather than having profits as the primary objective like corporations held by private citizens or other entities. The post Top Stocks Held By President Of India – President’s Portfolio Analysis!

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Carson Wealth

AUGUST 19, 2024

As we will discuss below in more detail, we still believe the US economy is just fine. Recession Narrative Fades on Strong Retail Sales As long as employment is strong, consumer spending will be strong. Those numbers were the underpinning of a large upside surprise in July retail sales. Headline retail sales came in at 1.0%

Retail 95

Retail Marketing Marketing Sales 95

Trade Brains

OCTOBER 3, 2024

Tradition and modernity are merging in the fast-changing retail world. As a result, the retail industry in India is flourishing. Popular retail businesses including Westside and Zudio are operated by the corporation. In the end, Trent is a part of the retail industry’s success story.

Valuation 98

Valuation Retail Food Marketing 98

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

Marketing 142

Marketing Marketing Economy Numbers 142

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Consumption was Strong Retail sales rose at a 4.7% Right now, it says the economy grew 2.4%

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Retail investors sold stocks to the tune of $15.6 But that was just a survey.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Trade Brains

JUNE 14, 2024

Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. In FY 2022-23, YES BANK’s retail advances climbed to 45%, up from 24% in FY 2019-20.

Banking 105

Banking Retail Accounting Assets 105

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. BITTERLY MICHELL: … obviously, the United States, the global economy. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 299

Clients Wealth Management Banking Investing 299

Carson Wealth

SEPTEMBER 18, 2023

At the same time, we do not expect Fed members to even hint that they’re thinking about cutting rates any time soon, especially since the economy continues to show strength, as evidenced by relatively strong retail sales and industrial production data last week. This newsletter was written and produced by CWM, LLC.

Marketing 95

Marketing Marketing Economy Retail 95

Carson Wealth

SEPTEMBER 23, 2024

Let’s Not Get Too Excited Yet Yes, stocks hit new highs across the board last week on optimism about an economy that would likely avoid a recession and a Fed that was now cutting rates. Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

SEPTEMBER 21, 2024

The sheer size of the proposed IPO presents unique challenges, particularly in mobilizing retail investors, as a significant portion of the offering is reserved for this segment. Hero FinCorp specializes in providing financial products to retail and MSME clients across India, aiming to boost its market presence. Comment below.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

APRIL 13, 2023

Top Agriculture Stocks In India: It is a known fact that the agriculture sector is one of the most important industries in the Indian economy. The company employs approximately 5,000 employees and 8,000 contract staff across its 17 manufacturing facilities and 750 retail outlets. Keep Reading! This has allowed the company to have a 4.5

Manufacturing 88

Manufacturing Retail Pharmaceutical Economy 88

Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. Stock P/E 27.6 ROCE 43.7 % ROE 37.2 % Face Value ₹ 1.00

Planning 98

Planning Retail Economy Taxes 98

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. To increase its market share and presence, the bank diversified primarily into retail banking and later merged with Capital First.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

SEPTEMBER 22, 2024

As land prices soar across the world, especially in growth economies they tend to get more pricier. LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Housing is a basic necessity for humans.

Assets 96

Assets Portfolio Retail Planning 96