Calculated Risk

APRIL 29, 2024

The BEA reported that investment in non-residential structures decreased at a 0.1% The first graph shows investment in offices, malls and lodging as a percent of GDP. Investment in offices (blue) increased slightly in Q1 and was up 4.1% And the office vacancy rate is at a record high, and this will hold down office investment.

Commission 278

Commission Manufacturing Investing Investments 278

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 162

Government Manufacturing Media Taxes 162

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 277

Startup Manufacturing Economy Economics 277

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 298

Financial Advising Startup Manufacturing Media 298

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

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 278

Financial Advising Startup Manufacturing Media 278

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 278

Financial Advising Medical Economy Retail 278

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Fund management The proposed SPDR SSGA Apollo IG Public & Private Credit ETF would invest in a mix of public and private investment-grade debt securities. calculatedriskblog.com) New manufacturing facilities attract additional investment. wsj.com) Economy Hiring has slowed. nytimes.com) 25 or 50?

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

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

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 275

Financial Advising Media Manufacturing Economy 275

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

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 275

Financial Advising Startup Manufacturing Economy 275

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 264

Accounting Consulting Financial Advising Valuation 264

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

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 278

Marketing Marketing Financial Advising Manufacturing 278

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 277

Financial Advising Startup Valuation Manufacturing 277

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 278

Financial Advising Manufacturing Media Portfolio 278

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 263

Financial Advising Media Economics Manufacturing 263

Abnormal Returns

JULY 5, 2023

brklyninvestor.com) Finance If ESG investing can be restricted, then so can religious-focused funds. manufacturing construction is booming. abnormalreturns.com) Research links: today's investment practices. (allstarcharts.com) Strategy Six signs to help you avoid 'value traps.' ritholtz.com) U.S.

Financial Advising 242

Financial Advising Manufacturing Media Economy 242

Investing Caffeine

MARCH 25, 2025

A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. Source: United Therapeutics Investment Opportunity of a Lifetime?

Investments 59

Investments Investing Fiduciary Duty Healthcare 59

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

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

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

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

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 277

Financial Advising Budgeting Manufacturing Media 277

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

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

The Big Picture

MARCH 20, 2023

manufacturing can’t compete on cost, but it has a leg up in some areas. Chief Investment Officer ) • Go West, young banker! Wall Street Journal ) Be sure to check out our Masters in Business this week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management. They exited as a stone-cold legend.

Banking 290

Banking Retail Manufacturing Management 290

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

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 264

Financial Advising Valuation Manufacturing Media 264

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

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 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

Calculated Risk

APRIL 25, 2024

The increase in real GDP primarily reflected increases in consumer spending, residential fixed investment, nonresidential fixed investment, and state and local government spending that were partly offset by a decrease in private inventory investment. annual rate, and residential investment increased at a 13.9%

Government 189

Government Commission Financial Services Manufacturing 189

The Big Picture

JUNE 29, 2023

This is the key difference between investing and other pursuits, like politics, sports or religion: The feedback loop in markets is just so much faster than everything else. All of this is so obviously applicable to the thought process that goes into investing. For how long? All good investors must regularly — even constantly!

Investments 321

Investments Investing Manufacturing Accounting 321

Trade Brains

SEPTEMBER 7, 2023

In this article, we’ll conduct a comparative analysis of Olectra Greentech vs JBM Auto , two leading e-buses manufacturers. Olectra Greentech Olectra Greentech is a prominent manufacturer of electric buses in India. It manufactures a wide range of electric buses and electric tippers with an estimated range from 150 km to 300 km.

Manufacturing 116

Manufacturing Investments Investing Transportation 116

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 Investments Investing Investment Advisor 105