Abnormal Returns

JUNE 23, 2024

scheplick.com) Business The degenerate economy is booming. libertystreeteconomics.newyorkfed.org) Wealth taxes are attractive in theory, impractical in reality. msn.com) Heat is going to increasingly play a role in how the economy works. wapo.st) Economy More companies are now touting price cuts.

Medicine 311

Medicine Financial Advising Economy Media 311

Abnormal Returns

DECEMBER 1, 2024

reason.com) Taxing unrealized capital gains is a bad idea. paragraph.xyz) Can adjusting the tax code help increase fertility? sherwood.news) Economy Real wages are still rising. (prospect.org) The math on mass deportation doesn't add up. Just ask Norway. vox.com) The SEC is paying out (big) to whistleblowers.

Math 173

Math Budgeting Food Taxes 173

Abnormal Returns

AUGUST 4, 2024

papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. sherwood.news) Economy The U.S. economy is on shakier ground. ft.com) The labor economy has slowed down to pre-pandemic levels. papers.ssrn.com) How McDonalds' ($MCD) wages vary by geography. sherwood.news) The U.S.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications.

Risk Management 52

Risk Management Compliance Taxes Management 52

Abnormal Returns

JANUARY 24, 2025

drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. bigtechnology.com) Economy Sales of existing homes in the US hit their lowest level since 1995. Strategy Market consensus is max bullish. downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks.

Food 147

Food Taxes Media Economy 147

Wealth Management

FEBRUARY 2, 2023

A rash of new proposals by US states reveal the folly of tax-the-rich schemes, which are wasteful, damaging to the economy and almost impossible to execute fairly.

Taxes 147

Taxes Economy 147

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Staying informed about these tax updates isn’t just about being prepared for tax seasonit’s about making smart money moves all year long. More Money Protected from Taxes Good news for your walletyou can shield more of your income from taxes in 2025.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Abnormal Returns

APRIL 21, 2024

philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? theatlantic.com) Is there a better way to maximize charitable giving instead of a tax deduction? vox.com) Trying to tax all families equitably is a dilemma. npr.org) Economy Why wealth inequality is growing.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

MAY 26, 2024

downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa. washingtonmonthly.com) Tax enforcement pays for itself. slowboring.com) Economy Air travel is now well above pre-pandemic levels. calculatedriskblog.com) The economy isn't in recession, but it isn't perfect.

Financial Advising 267

Financial Advising Economy Education Media 267

Abnormal Returns

MAY 12, 2024

(theatlantic.com) Do data centers really deserve tax breaks? vox.com) Economy Some signs of economic caution. newconsumer.com) Opportunity zones have been a disappointment. ft.com) Immigration Bryan Caplan, "America is immigration, and immigration is America. It’s my story. It’s your story. bloomberg.com) Crime The U.S.

Financial Advising 278

Financial Advising Economy Economics Media 278

Calculated Risk

JANUARY 10, 2024

How much will the economy grow in 2024? A year ago, I argued that "the economy will avoid recession" in 2023, even though some key indicators suggested a possible recession, the FOMC was forecasting an employment recession, and many Wall Street analysts were forecasting an economic recession. Or will the economy lose jobs?

Economy 200

Economy Sales Economics Investments 200

The Big Picture

OCTOBER 18, 2022

Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road.

Budgeting 363

Budgeting Economy Taxes Numbers 363

The Big Picture

JUNE 17, 2023

economy, but American society as a whole. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S. Senators Baldwin, Manchin, Brown have repeatedly introduced legislation to close the Carried Interest Tax Loophole but it remains stubbornly in place.

Taxes 327

Taxes Retail Economy Economics 327

Abnormal Returns

AUGUST 26, 2024

nytimes.com) Economy Why the Fed is often behind the curve. bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. (time.com) How drones are being used in Ukraine to find mines. ritholtz.com) Inflation is a real problem, but a lot of the discourse around inflation is wrong.

Financial Advising 279

Financial Advising Media Economy Taxes 279

Abnormal Returns

AUGUST 18, 2024

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). thesling.org) Economy Sam Ro, "In other words, the American consumer isn’t spending as recklessly as they used to. (sherwood.news) The Ozempic shortage is over.

Financial Advising 277

Financial Advising Taxes Media Government 277

Abnormal Returns

SEPTEMBER 10, 2023

fastcompany.com) Venture capital Why VC-backed startups focused on the 'creator economy' have disappointed. nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves. readtrung.com) Can you merge two Apple IDs? Not easily.

Startup 277

Startup Financial Advising Economy Taxes 277

Abnormal Returns

JULY 9, 2023

(crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. vox.com) Economy Will interest rates eventually slow the U.S. vox.com) Economy Will interest rates eventually slow the U.S. econofact.org) Why relative unknowns run for President.

Financial Advising 246

Financial Advising Economy Taxes Media 246

Calculated Risk

SEPTEMBER 16, 2022

We did see negative real GDP growth in Q1 and in Q2 - but that didn't mean the US economy was in a recession (and this has never been the definition of a US recession). And other measures of the economy were also positive, especially employment. This is now happening , but this usually leads the economy by a year or more.

Sales 363

Sales Economy Economics Investments 363

Abnormal Returns

APRIL 18, 2023

wsj.com) Economy New home sales have seemingly bottomed. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! newsletter.abnormalreturns.com) Mixed media Americans spend more time filling out their taxes than other countries. apnews.com) Why getting a tax refund may not be irrational.

Financial Advising 241

Financial Advising Taxes Media Economy 241

Abnormal Returns

MAY 31, 2024

Economy Katie Gatti Tassin about the disconnect in the economy with Mark Zandi and Judd Cramer. joincolossus.com) Finance Rick Ferri talks with Wes Gray, CEO of Alpha Architect, about ETFs and their unique tax characteristics. podcast.moneywithkatie.com) Matt Reustle talks with Todd Fisher who is the CIO of the CHIPS Act office.

Compliance 263

Compliance Economy Government Banking 263

Abnormal Returns

FEBRUARY 7, 2025

honest-broker.com) Economy Patrick Collison talks with Noah Smith about the energy transition, falling fertility and thoughts on longer term growth. lewisenterprises.blog) Eric Golden talks taxes and ETFs with Meb Faber, co-founder and CEO of Cambria Investments. Spotify Spotify ($SPOT) reported its first full year of profitability.

License 147

License Education Retail Media 147

Abnormal Returns

JUNE 17, 2024

etf.com) Why ETFs are more tax efficient than mutual funds. obliviousinvestor.com) Economy Post-pandemic labor force growth has come entirely from immigration. apolloacademy.com) How climate change is helping to drive inflation. slate.com) Earlier on Abnormal Returns Adviser links: Roth crazy.

Financial Advising 272

Financial Advising Media Economy Taxes 272

The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. Asset Economy. Your buying and selling is a few thousand or even a few million dollars worths of stocks do not impact the trillion dollar capital markets, They will do what they do regardless of your puny existence.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

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

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

The Big Picture

SEPTEMBER 29, 2022

However, they are significant — and rising rates this year have been a headwind for both equities and the economy. Alas, today’s inflation is 1) not like that of the 1970s; 2) the economy is nothing like the 1980s double-dip recession; and 3) Jerome Powell is no Paul Volcker. 1 and 2 are good, I suspect 3 is problematic.

Economy 312

Economy Taxes Marketing Marketing 312

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Dangerous for economy. Perhaps most important of all, are the behavioral advantages of passive. Passive investing is: Marxist.

Taxes 334

Taxes Portfolio Management Investing 334

Abnormal Returns

SEPTEMBER 27, 2023

(podcasts.apple.com) Christine Benz and Jeff Ptak talk with Michael Santoli about the state of the stock market and economy. awealthofcommonsense.com) Why you should keep track of the tax basis of your house. morningstar.com) A first-hand account of the case for hiring a tax preparer.

Estate Planning 278

Estate Planning Taxes Insurance Retirement 278

The Big Picture

MARCH 2, 2025

Previously, she was co-Head of Innovation Economy and Head of Specialized Industries, She has been with JPM Chase for more than 20 years, working with founders, entrepreneurs and startups. Morgan , where she is co-head of commercial banking.

Government 229

Government Food Startup Banking 229

Abnormal Returns

OCTOBER 22, 2023

(thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. arstechnica.com) Economy Another chart crime debunked. arstechnica.com) Economy Another chart crime debunked. ritholtz.com) The apartment economy continues to loosen. ft.com) How has the first wave of semi-transparent active ETFs done?

Financial Advising 274

Financial Advising Media Economy Taxes 274

Abnormal Returns

JULY 23, 2024

wsj.com) Economy All things considered the American consumer is in good shape. leads the world in low corporate tax rates. (asia.nikkei.com) Demographics Japan is going to greater lengths to facilitate marriages. wsj.com) Why Americans are having fewer babies. apolloacademy.com) The U.S.

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

FEBRUARY 1, 2024

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). thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. (om.co) ETFs More covered call ETFs are coming.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

JULY 18, 2024

slate.com) The GOP really doesn't like EV tax credits. theverge.com) Economy Weekly initial unemployment claims continue to tick higher off the bottom. (axios.com) EVs EVs are becoming an increasingly realistic option for new car buyers. news.dealershipguy.com) Amid all the sturm and drang, the EV ecosystem is on track.

Financial Advising 263

Financial Advising Media Economy Taxes 263

Calculated Risk

DECEMBER 7, 2022

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. This has happened , but this usually leads the economy by a year or more.

Sales 361

Sales Economy Engineering Investments 361

Abnormal Returns

SEPTEMBER 10, 2024

spyglass.org) Apple owes Ireland a lot of money in back taxes. sixcolors.com) Economy Q3 GDP nowcasts are coming in around 2.5% (theverge.com) Apple Intelligence still isn't here. spyglass.org) Apple's events are way too long these days. econbrowser.com) Real median household income rose 4.0%

Financial Advising 278

Financial Advising Media Economy Taxes 278

Abnormal Returns

FEBRUARY 21, 2024

ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. awealthofcommonsense.com) Taxes Do you know how to pay taxes on your Series I savings bonds? Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. washingtonpost.com) Economy American consumer behavior is normalizing. noahpinion.blog) The NBA is a model for immigration policy.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242