The Big Picture

JULY 24, 2023

So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. In a secular bear market, the average decline is 43%, and the recovery to the high is 48 months. MIAN: Wakeup call and you want to — and money’s a proxy for safety. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Investing Caffeine

DECEMBER 2, 2024

Combined, these negative side effects have the potential of significantly dampening economic growth. Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% per year) because of the -20% hit on stocks during 2022.

Marketing 52

Marketing Marketing Valuation Economics 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

Government 52

Government Commission Economics Distribution 52

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically. You know, a big sci-fi fan.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. 00:01:34 [Bill Dudley] I, I was there in the, what’s called, called the financial studies section, which is one of the very small places in the Fed that is not macroeconomics driven.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. And when that light goes on, it’s like, Hey, if everybody is discounting a recession, then the market’s figured it out a long time ago.

Math 147

Math Marketing Marketing Engineering 147

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Instead, after the Great Financial Crisis of 2008, we entered a period of ultra-low interest rates from which we are only now emerging. Stiglitz insisted , “the inflationary impacts will be at most negligible.”

Economy 117

Economy Economics CFP Management 117

Calculated Risk

MAY 22, 2023

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Budgeting 145

Budgeting Taxes Economy Economics 145

Calculated Risk

MAY 21, 2024

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Taxes 128

Taxes Budgeting Economy Economics 128

David Nelson

OCTOBER 10, 2023

Five of the world’s largest oil producers are now part of the economic bloc. Financial markets take in all available information, pricing assets based on hundreds of metrics including earnings, cash flows, dividends, interest, liquidity and of course, risk. Bloomberg Data It isn’t lost on U.S.

Government 52

Government Numbers Budgeting Marketing 52