Calculated Risk

DECEMBER 11, 2023

Here is a graph of the participation rate by age cohort for November (1983, 1993, 2003, 2013 and 2023 NSA). Second, the reason we use the 25 to 54 group is that the participation rate is fairly steady across the entire age spectrum.

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The Big Picture

OCTOBER 1, 2022

Events such as the tech/dotcom implosion, the double low in Oct 2002 and March 2003, the Great Financial Crisis in late 2007/early 2008, the lows in March 2009, and more recently, the 2020 pandemic. For context, think about the times when all of the stars lined up and a major reversal was fairly obvious.

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The Big Picture

NOVEMBER 2, 2023

February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going? appeared first on The Big Picture.

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NAIFA Advisor Today

OCTOBER 5, 2023

A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. Gandy , LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

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NAIFA Advisor Today

NOVEMBER 12, 2024

He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. It is with great sadness that NAIFA shares news of the passing of Past President Richard A. Koob, AEP, CASL, ChFC, CLU, who passed away at his home in Waukesha, Wisconsin, on Sunday.

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NAIFA Advisor Today

APRIL 24, 2023

Richardson, RICP® LACP® , loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist 's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern. See John D.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

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Advisor Perspectives

AUGUST 26, 2023

A one-time investment in Cummins of $10,000 in 2003 would have turned that $10,000 into $323,000 by August 21st. And more importantly, that $10,000 original investment would have generated $73,634 in income.

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NAIFA Advisor Today

APRIL 5, 2023

He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. From an early age, Marques learned how to define his values and set goals for himself. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast.

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The Big Picture

AUGUST 11, 2024

It had been hit in the right front end in 2003 (expect rust!), I thought I was done with renos when this unusual 1987 Carrera Coupe came along : Lagoon Green Metallic (a rare color) in “ slicktop ” (factory sunroof delete) guise. And a rear wiper! TMU was unknown, but the odometer was showing 276,049 miles.

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Aleph

SEPTEMBER 11, 2024

Remember, we ripped out the head of CFA International back in 2003. Please stop following fads, please create better exams, lower the fees, and stick to matters that CFAs genuinely care about. We can do it again. I was at the meeting in Boston. We can have another revolution.

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Validea

NOVEMBER 2, 2024

over five years from 2003-2008, nearly quadrupling the S&P 500’s gain. The strategy showed particular strength in 2003, 2004, and 2006, with returns exceeding 30% in each of those years. The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.

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The Big Picture

SEPTEMBER 30, 2023

Started in 2003 as little more than an online repository for résumés, the Microsoft-owned behemoth has recently transformed. With 950 million members as of July, LinkedIn is poised to soon have a billion users, joining a rarefied three-comma club with the likes of Facebook, Instagram, and TikTok.

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NAIFA Advisor Today

OCTOBER 21, 2022

Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland , and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council.

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MarketWatch

APRIL 6, 2023

Loeffler, who had total compensation of $277,520 in 2022, was elected to Southwest’s board of directors in 2003. Denison, who made $310,020, was appointed in 2008. Shares of Southwest were down 0.2% after hours on Thursday. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

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The Big Picture

MARCH 3, 2023

February 27, 2023) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets Behavioral Finance 1. And as it turns out, that is (somewhat) in your control… Previously : What if Dunning Kruger Explains Everything? Thanks to Josh and Mike for chatting this up in this week’s What Are Your Thoughts?

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The Big Picture

AUGUST 8, 2023

That is before we consider the false positives in years like 1965, ’68, ’78, ’86, ’96, ’98, 2003, ’05, ’15, and ’22. At best, it’s coincidental, although the chart above suggests it actually lags quite a bit. Investors want a crystal ball that can tell them what is going to happen.

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The Big Picture

FEBRUARY 14, 2023

Stop Fighting the Last War : I have a vivid recollection of being offered “Downside protected S&P500 notes” early 2003 (from Lehman Brothers), after the dotcom crash, with the Nasdaq 100 down about 80%. Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. Thanks, but you are about 3 years too late.

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The Big Picture

JULY 10, 2023

Though Kindleberger died in 2003, his work has never seemed more relevant. ( Works in Progress ) • As Greedflation Starts to Fade, Wageflation Creeps In : Softer demand, more supply and rising labor costs all take the air out of profit margins. London School of Economics ) • Meta’s New Threads App Is Terrible.

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Calculated Risk

JANUARY 10, 2024

Change in Payroll Jobs per Year (000s) Total, Nonfarm Private Public 1997 3,406 3,211 195 1998 3,048 2,735 313 1999 3,181 2,720 461 2000 1,938 1,674 264 2001 -1,733 -2,284 551 2002 -515 -748 233 2003 125 167 -42 2004 2,038 1,891 147 2005 2,528 2,342 186 2006 2,092 1,883 209 2007 1,145 857 288 2008 -3,549 -3,729 180 2009 -5,041 -4,967 -74 2010 1,027 (..)

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The Big Picture

AUGUST 29, 2023

2000-2003 Dotcom implosion 6. ( Popular Information ) see also Is Partisanship Driving Consumer Sentiment? Does it make sense that current sentiment readings are worse than: 1. 1980-82 Double Dip Recession 2. 1987 Crash 3. 1990 Recession 4. 9/11 Terrorist Attacks 5. 2007-09 Great Financial Crisis 7. 2020 Pandemic Panic ?!? (

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Aleph

JANUARY 7, 2023

And you could be adventurous, as I was when I was a corporate bond manager (2001-2003) buying long single-A and BBB/Baa bonds. It is lower than the yield on the 10-year T-note, and lower than current inflation (which is falling like a stone, don’t tell the geniuses at the FOMC).

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The Big Picture

OCTOBER 19, 2023

2000-2003 Dotcom implosion 6. (August 9, 2022) I asked the simple question: Does it make sense that current sentiment readings are worse than: 1. 1980-82 Double Dip Recession 2. 1987 Crash 3. 1990 Recession 4. 9/11 Terrorist Attacks 5. 2007-09 Great Financial Crisis 7.

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Trade Brains

APRIL 22, 2023

Currently, more than 2003 stocks are listed on the National Stock Exchange (NSE). 2003 companies are currently listed on the National Stock Exchange as of 31st December 2021 with an average daily trade volume of over Rs forty thousand crores. The number of companies listed on BSE is more than that of NSE.

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The Irrelevant Investor

NOVEMBER 21, 2020

trillion, the second highest volume in the history of the series and second only to the historic refinance boom in 2003 Q3." Mortgage originations, which include refinances, were at $1.05 This comes from a new report on total household debt from the Federal Reserve Bank of New York.

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Validea

FEBRUARY 10, 2023

In December, Japanese bonds lost the most in any quarter since 2003, according to Nomura BPI Index data that is cited by Bloomberg. While the Bank of Japan’s monetary policies put pressure on domestic bonds, the GPIF didn’t shift its allocation, according to the fund’s president Masataka Miyazono.

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The Irrelevant Investor

AUGUST 10, 2021

In 2003, breakevens were 3%. So the question is, how accurate are these expectations? Actually, not terrible. George Pearkes made this chart that shows breakevens versus actual inflation on a forward basis. Over the next 5 years, actual inflation was 1.4%.

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Trade Brains

JANUARY 20, 2023

The firm was worth $1billion in 2003. The foundation of the metro plans was laid in the year 2003. Satyam’s books were cooked by overstating its revenues, profit margins, and profits for over a period of 5 years from 2003 to 2008. Satyam was now seen as the prime example of an Indian Success story. How were Satyam books cooked?

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Validea

JULY 10, 2023

since its inception in 2003. And to those that believe making the most money is more important than considering ESG, Baron says that his firm has outperformed because they do consider ESG factors; 98.8% of their funds have beaten the market, and 45.5% are in the top one percent and number one in their categories.

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Random Roger's Retirement Planning

APRIL 16, 2024

When I first joined the department in 2003, there were "older" guys who set the same example for me that I am trying to set that example forward. We had a 2003 and upgraded to 2023. It would be nice to give up being fire chief in a couple of years or so, I'm 12+ years in and 15 years seems like a good term. We upgraded our 4runner.

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Bell Investment Advisors

NOVEMBER 6, 2023

In the summer of 2003, an index of long-term U.S. While higher rates suppress asset prices, they also tend to reward us with higher future returns. Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher. Take an example. over the following three years.

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Economy Economics Investment Advisor Numbers 52

Random Roger's Retirement Planning

MAY 28, 2024

I've been very actively volunteering since 2003 and the chief of our department since 2012. On this one, I didn't go out into the field at all. I won't post 47 selfies of me at a desk but I will include a couple of fire truck pictures.

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The Irrelevant Investor

SEPTEMBER 25, 2019

The past five years have been slightly elevated, at least relative to the years from 2003-2013, but it looks very much in line with the last six decades. The biggest winners have been a big driver of returns, but that's almost always the case. I don't see much of a story in this chart.

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Carson Wealth

OCTOBER 13, 2022

The highest it got to during the 2003–2007 expansion was 80.3%. The good news is that the prime-age employment-population ratio is now at 80.2%, not far from the pre-pandemic high of 80.5%. It did go higher in the late 1990s, indicating we may still have room for improvement. Initial unemployment benefit claims are near record lows.

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Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

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The Irrelevant Investor

AUGUST 8, 2016

From 2003-today, Emerging Markets grew 11% a year. The reason why the numbers are so different when you change the goalposts is because from 1970-1989, Japanese stocks rocketed 6067%, and then fell 60% from the end of 1989 through the spring of 2003 From 1929-today, U.S. But from 2008-today, Emerging Markets fell -1.7%

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Trade Brains

SEPTEMBER 28, 2023

In 2003, Social Activist Anna Hazare filed a Public Interest Litigation (PIL) with the Bombay High Court, alleging the then Commissioner of Mumbai Police R.S. As per a report by The Financial Times published in 2003, at least 12 cases were filed against Telgi in Maharashtra alone, relating to these stamps.

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