The Big Picture

JANUARY 24, 2023

KLINSKY: That was a super hot theme in the year 1999 and 2000. There was XO Communication and McLeod. RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. After I left, they changed their strategy and went into what were called CLECs. RITHOLTZ: I recall.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162

Carson Wealth

AUGUST 26, 2024

While not in any way a formal policy meeting, Jackson Hole has often provided the Fed chair with an opportunity to communicate policy shifts, and this meeting did not disappoint with a significant policy pivot. on Friday, a solid day, but the Russell 2000 Index of small cap stocks was up an impressive 3.2%. The S&P 500 was up 1.1%

Marketing 95

Marketing Marketing Economy Communication 95

Carson Wealth

JULY 15, 2024

We will continue to communicate our views throughout the year as we monitor the markets and the economy and share what we see ahead. The Russell 2000 Index, a basket of small cap stocks, rose 3.6% That’s a prize worth always keeping an eye on. We hope you find our Midyear Outlook a useful guide to what may lie ahead this year.

Investments 97

Investments Investing Marketing Marketing 97

The Big Picture

JANUARY 14, 2025

Maybe we should do this out from under the compliance regulations of a broker dealer? 00:17:16 [Speaker Changed] Starting back, this is around 2000 let’s say. Always learn from mistakes, get the communication out there and constantly improve. And then how much longer was it before? What was the key driver of that?

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And I think that helped fuel the smart beta boom of the 2000 tens. When managed futures go through a lost decade like they did in the 2000 tens, the investor will barely notice it.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. 00:14:15 [Speaker Changed] What was Silver Lake like in 2000 as the dot coms all imploded?

Engineering 130

Engineering Consulting Manufacturing Investments 130

The Big Picture

MAY 16, 2023

In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. I mean, a lot of the best trades that Cramer did as a hedge fund manager, you know, tapping out before everything went to hell in 2000.

Media 290

Media Investments Investing Valuation 290

Carson Wealth

DECEMBER 30, 2024

One thing people say when small caps underperform is that the Russell 2000 index has a lot of negative earners. In fact, year to date (through 12/26/24), the Russell 2000 index is up almost 14% on a total return basis, versus 10.7% However, we use the S&P indices, which screen for positive earnings, so thats not an excuse.

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

JULY 22, 2024

Weakness was focused in the technology sector and some of the index’s largest stocks, but there was resilience beneath the surface and the small cap Russell 2000 Index climbed 1.7%. The past week has been incredible for small caps, with the Russell 2000 up at least 1% five days in a row. on average.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97