The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. And so, that didn’t happen until 2002. RITHOLTZ: Right.

Assets 163

Assets Investing Investments Valuation 163

Trade Brains

OCTOBER 18, 2023

The Kuwaiti economy is primarily based on oil exports, and the Kuwaiti dinar is frequently regarded as a safe-haven currency due to the country’s excellent financial position. Jordan’s economy is classified as a small open economy that heavily depends on tourism and remittances as major sources of revenue.

Banking 104

Banking Economy Accounting Pharmaceutical 104

Carson Wealth

JUNE 5, 2023

Instead, the economy is showing resilience. The economy created 339,000 jobs in May, beating expectations for the 14th consecutive month. However, in the second half of the year, we expect investors to realize the economy is not headed for a recession (more on that below), which should help broaden the bull market. million jobs.

Economy 52

Economy Numbers Compliance Banking 52

Discipline Funds

MAY 8, 2023

In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. The cause of this mini crisis is the re-pricing of everything in the economy following the COVID boom and bust.

Banking 63

Banking Economy Assets Portfolio 63

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Those new lows took place in 2002 before a generational three-year bear market and before the COVID-induced bear market and a 100-year pandemic. on average. Let’s focus on housing.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JANUARY 24, 2024

Understanding the Indian Wealth Management Industry India’s wealth management market is experiencing a dynamic boom, spurred by a thriving economy, rising disposable incomes, and a thriving high net-worth Individuals(HNWI) population. These changes in the economy present immense opportunities for players like ARWL to flourish.

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

The Better Letter

MARCH 18, 2025

In June 2002, electrician Mike McDermott won £194,501 on the UK National Lottery after correctly choosing five numbers and the bonus ball. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.”

Numbers 75

Numbers Marketing Marketing Medicine 75

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range.

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. These are some of the important questions we grapple with in an effort to understand if our investments will continue to deliver the high returns on invested capital we seek.

Investments 52

Investments Investing Insurance Ethics 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. economy following the financial crisis. Not only have U.S. Possible Signs.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

MAY 10, 2022

Conversely, failures can have a devastating effect on a company , our economy , and society more broadly. The Sarbanes-Oxley Act of 2002 elevated debates around corporate responsibility and enhanced the integrity of financial reporting. Planned changes include declassifying director election terms (i.e.,

Government 52

Government Investing Investments Clients 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 53

Marketing Marketing Retirement Investing 53

Trade Brains

AUGUST 13, 2022

NIFTY SmallCap 50 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching index funds, ETFs, and structured products. Founded in 2002, Indigo paints is the fourth largest decorative paint company in India. The Nifty smallcap 50 index represents the top 50 companies. 02 Dividend Yield (%): 0.

Financial Services 52

Financial Services Distribution Healthcare Sales 52

The Big Picture

SEPTEMBER 23, 2024

Tell us a little bit about that growth, especially the first few years, and what led you to opening another London office in, in 2004 when 00:23:57 [Speaker Changed] We started, we were focused on distressed debt and restructurings in 2001, 2002. Or was it just generally across the economy? 00:37:57 [Speaker Changed] Old economy.

Banking 148

Banking Investing Investments Assets 148

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

AUGUST 29, 2022

That’s how good the economy was. And so, I was doing that in 2000, 2002, 2003, 2004. And so what he thought was they broke their stewardship by not sharing any of those economies of scale, the dollar fees were enormous. of that fund had to call himself a portfolio administrator. And then in ’99-ish — no, no.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. I try to analyze the economy from the top. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different.

Economy 148

Economy Numbers Marketing Marketing 148

The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. Music] I’m Barry Ritholtz, and on today’s edition of At The Money , we’re gonna discuss how to accurately identify– in advance, in real-time – when the economy is going into recession. Tell us what happens to the economy during a recession.

Economy 299

Economy Economics Consulting Marketing 299

The Better Letter

JANUARY 12, 2023

trillion into the economy in addition to the $4.1 In 1998, the then-future Nobel laureate Paul Krugman made a remarkable and erroneous prediction : “By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s.” Inflation was already hot.

Economy 118

Economy Economics CFP Management 118

The Big Picture

OCTOBER 15, 2024

And so you had this massive amount of money there and because these guys were so big, when they would hedge their mortgage portfolios, it would move all the global fixed income. And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall.

Government 148

Government Electronics Engineering Management 148

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends.

Valuation 299

Valuation Education Numbers Government 299

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. Maybe less so for equities or fixed income.

Numbers 148

Numbers Management Banking Marketing 148

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p.

Economy 97

Economy Economics Math Banking 97