Calculated Risk

JANUARY 29, 2024

The BEA reported that investment in non-residential structures increased at a 3.2% Investment in petroleum and natural gas structures increased in Q4 compared to Q3 and was up 5% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q4. Click on graph for larger image.

Commission 289

Commission Manufacturing Investing Investments 289

Wealth Management

FEBRUARY 6, 2023

Multi-Housing News looks at whether manufactured housing remains a good investment option. A New Yorker article examines how explosive population growth in Austin, Texas has affected quality of life in the city. These are among today’s must reads from around the commercial real estate industry.

Manufacturing 264

Manufacturing Investing Investments 264

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. calculatedriskblog.com) Manufacturing investment is booming. macworld.com) A review of the Apple ($AAPL) iPhone 15 Pro and Pro Max.

Financial Advising 274

Financial Advising Medical Economy Retail 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. disciplinefunds.com) Why you don't want manufacturing and construction to turn down simultaneously.

Financial Advising 274

Financial Advising Startup Manufacturing Media 274

Abnormal Returns

FEBRUARY 26, 2025

wired.com) GLP-1s Eli Lilly ($LLY ) is investing big in U.S.-based based manufacturing capacity. (macworld.com) Microsoft ($MSFT) is letting Softbank take the lead with OpenAI. spyglass.org) Amazon ($AMZN) Alexa+, powered by AI, is coming. biopharmadive.com) More options for GLP-1 users are coming to market.

Government 157

Government Manufacturing Media Taxes 157

Abnormal Returns

SEPTEMBER 5, 2024

theconversation.com) AI How AI will change startup investing. 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." (numlock.com) Insights from “Hoof Beats: How Horses Shaped Human History,” by William Taylor.

Startup 273

Startup Manufacturing Economy Economics 273

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. 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. wapo.st) Hungary's subsidies have not meaningfully boosted birth rates.

Financial Advising 293

Financial Advising Startup Manufacturing Media 293

Trade Brains

OCTOBER 29, 2024

The company operates through multiple strategic business verticals including Airports, Roads, Data Centers, Solar Manufacturing, Mining, Defense & Aerospace, and Green Hydrogen. Written By Fazal Ul Vahab C H Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing 105

Manufacturing Management Investment Advisor Consulting 105

Abnormal Returns

AUGUST 22, 2024

wealthmanagement.com) Fund management How passive investing has created market inefficiencies. thecooldown.com) Economy The manufacturing sector is weakening. (sherwood.news) Credit card companies are adding additional perks like lounges at concert venues. wsj.com) The popularity of sports gambling as a market failure.

Financial Advising 270

Financial Advising Media Manufacturing Economy 270

Calculated Risk

JANUARY 26, 2023

The increase in real GDP reflected increases in private inventory investment, consumer spending, federal government spending, state and local government spending, and nonresidential fixed investment that were partly offset by decreases in residential fixed investment and exports. emphasis added PCE increased at a 2.1%

Government 246

Government Transportation Commission Manufacturing 246

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. bonddad.blogspot.com) How worried should we be about manufacturing? ft.com) Are rate cuts going to help boost startup exits? tomtunguz.com) You can't spell private equity without dividend recap.

Financial Advising 271

Financial Advising Startup Manufacturing Economy 271

Calculated Risk

OCTOBER 31, 2022

The BEA reported that investment in non-residential structures increased at a 3.7% Investment in petroleum and natural gas structures increased in Q3 compared to Q2 and was up 22% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q3. year-over-year.

Commission 228

Commission Manufacturing Investing Investments 228

Calculated Risk

JANUARY 10, 2024

The second table shows the change in construction and manufacturing payrolls starting in 2006. Question #8 for 2024: How much will Residential investment change in 2024? There was strong job growth in 2021 and 2022 as the economy bounced back from the pandemic recession. Job growth slowed in 2023 but was still historically strong.

Economy 298

Economy Manufacturing Economics Sales 298

Trade Brains

NOVEMBER 6, 2024

Titan Company Limited RSI : 28.24 – Titan Company, part of the Tata Group, is India’s leading watch and jewelry manufacturer. However, investors should consider both technical indicators and fundamental analysis before making investment decisions. Investing in equities poses a risk of financial losses.

Banking 98

Banking Distribution Valuation Retail 98

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

The Big Picture

SEPTEMBER 26, 2022

manufacturing is experiencing a rebound, with companies adding workers amid high consumer demand for products. ( Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • Wall Street Journal ). New York Times ). •

Engineering 306

Engineering Economy Manufacturing Retirement 306

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. marginalrevolution.com) Economy The manufacturing sector was treading water in April. (collabfund.com) Markets have to clear. fortunesandfrictions.com) Companies Berkshire Hathaway ($BRK.A) ft.com) How Elon Musk's decision can affect broader society.

Marketing 274

Marketing Marketing Financial Advising Economy 274

Calculated Risk

OCTOBER 26, 2023

The increase in real GDP reflected increases in consumer spending, private inventory investment, exports, state and local government spending, federal government spending, and residential fixed investment that were partly offset by a decrease in nonresidential fixed investment. Imports turned up.

Government 220

Government Financial Services Food Retail 220

Abnormal Returns

JUNE 27, 2024

carsongroup.com) Strategy Investing is planning. sherwood.news) Can India continue to take share in manufacturing from China? Markets By this measure, the stock market is at record-high concentration. axios.com) It's been awhile since we had a 2% stock market drop. bloomberg.com) A24 just raised a new round of capital.

Financial Advising 272

Financial Advising Startup Valuation Manufacturing 272

Abnormal Returns

NOVEMBER 10, 2023

blogs.cfainstitute.org) Energy Solar panel manufacturing is finally on the rise in the U.S. wired.com) Blackrock ($BLK) is investing in an Occidental Petroleum ($OXY) direct air capture project. (allstarcharts.com) The case for bonds. nytimes.com) Why the cancellation of the NuScale, small modular reactor, project is such a bummer.

Financial Advising 273

Financial Advising Manufacturing Media Portfolio 273

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 ($CRWD) has some explaining to do as the world's computers go down. theverge.com) Google ($GOOGL) just keeps getting worse.

Financial Advising 260

Financial Advising Media Economics Manufacturing 260

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. abnormalreturns.com) Don't borrow money to invest. Strategy The best uncorrelated asset in a downturn is mindset.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

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

Trade Brains

OCTOBER 31, 2024

Gretex Industries Limited Gretex Industries Limited was founded in 2009 and manufactures hosiery products like wollycoats, thermal innerwear, and leggings near Kolkata. Registered with RBI, it specializes in securities trading and investments. Investing in equities poses a risk of financial losses.

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Trade Brains

NOVEMBER 4, 2024

Some of the top manufacturers in this sector are driving advancements in chemotherapy, immunotherapy, and targeted therapies. These trends make cancer-focused pharma stocks a compelling investment opportunity in India. Beta Drugs Beta Drugs is a leading manufacturer of oncology drugs and part of the Adley Group.

Manufacturing 98

Manufacturing Pharmaceutical Planning Healthcare 98

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Abnormal Returns

SEPTEMBER 5, 2023

awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. calculatedriskblog.com) These two manufacturing sectors have yet to roll over. (wsj.com) High real yields are hurting the Federal budget deficit. axios.com) Strategy Dollar-cost averaging makes downturns less painful.

Financial Advising 273

Financial Advising Budgeting Manufacturing Media 273

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. Crypto PayPal ($PYPL) has launched its own stablecoin. theverge.com) Five questions about the PayPal stablecoin. second quarter results. second quarter results.

Financial Advising 246

Financial Advising Manufacturing Media Banking 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

The Big Picture

MARCH 22, 2023

manufacturing can’t compete on cost, but it has a leg up in some areas. ( fivethirtyeight ) Be sure to check out our Masters in Business this week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management. But the government-orchestrated deal has angered many investors.

Risk Management 293

Risk Management Manufacturing Management Government 293

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. (theblock.co) Companies Tesla's ($TSLA) brand value has taken a hit. axios.com) U.S. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

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. Wall Street Journal ). Liberty Street Economics ) see also Pizza? You Need Banh Mi to Get Employees Back to the Office. . Axios ). •

Food 306

Food Manufacturing Government Retirement 306

Abnormal Returns

MARCH 17, 2023

(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. wsj.com) Earlier on Abnormal Returns Podcast links: third places. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 1, 2023

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. (etftrends.com) Economy Is the U.S. inventory drawdown finally over? bloomberg.com) At some point this year, annualized rents will turn negative.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

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

Abnormal Returns

FEBRUARY 6, 2024

behaviouralinvestment.com) How to pick a proper investment benchmark. biopharmadive.com) Novo Nordisk ($NVO) is beefing up its manufacturing capacity. (allstarcharts.com) Strategy A long term look at bond yields vs. stock yields. morningstar.com) What kind of investor are you?

Financial Advising 261

Financial Advising Valuation Manufacturing Media 261

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. It is one of the world’s largest and oldest aerospace and defense manufacturers. Value in Rs. Value in Rs.

Investing 105

Investing Investments Engineering Budgeting 105