The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. And then I was the beneficiary of the TMT bubble bursting in 2001. What can I say about Julian Salisbury?

Assets 299

Assets Clients Investing Investments 299

Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.

Marketing 96

Marketing Marketing Economy Economics 96

Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Note: 2001-2021 period is annualized. small-caps particularly attractive, especially from a risk management perspective. Furthermore, U.S.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Note: 2001-2021 period is annualized. Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G. Furthermore, U.S.

Valuation 52

Valuation Investing Investments Government 52

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. Even the guy you think of so highly, you know, after three hedge funds open and close, you got to wonder if there’s some risk management issue there. RITHOLTZ: There’s safety in numbers.

Assets 285

Assets Investing Investments Management 285

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets 162

Assets Investing Investments Valuation 162