The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. I mean, I cite a description of the failure of the Soviet economy.

Banking 147

Banking Valuation Economy Investments 147

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. Possible Signs.

Investments 52

Investments Investing Valuation Assets 52

David Nelson

OCTOBER 17, 2022

I accept that rising rates means stock valuations have to go lower. this year so at the very least much of the valuation correction is behind us. Growth vs Value October 2002 – December 2007. The bottom occurred in October of 2002 as we were gearing up for the war but even here value outperformed by a wide margin.

Marketing 40

Marketing Marketing Valuation Banking 40

The Big Picture

SEPTEMBER 23, 2024

But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. Or was it just generally across the economy? 00:37:57 [Speaker Changed] Old economy. Which is a lot of money.

Banking 147

Banking Investments Investing Assets 147

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. the economy is stabilizing, China is growing. and maybe the economy is coming off, the central bank, not in ‘23, but will start to ease. By the way, it seemed like every four years — RITHOLTZ: Right.

Economy 147

Economy Numbers Marketing Marketing 147

Brown Advisory

MAY 10, 2018

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., Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? From a U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

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., Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? From a U.S.

Economy 52

Economy Portfolio Clients Sales 52