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.

Taxes 288

Taxes Portfolio Marketing Marketing 288

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?

Marketing 336

Marketing Marketing Economics Portfolio 336

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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Investments Investing Valuation Portfolio 52

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.

Engineering 290

Engineering Budgeting Distribution Insurance 290

A Wealth of Common Sense

FEBRUARY 20, 2024

Derek Thompson provided some more ammo for my take in a recent piece on the fact that young people aren’t hanging out as much anymore: From 2003 to. The TL;DR version is I think it’s bullish for Apple but bearish for humanity because it just means more time with a screen and less time with other people.

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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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Distribution Economics Communication Media 246

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.

Media 351

Media Economy Economics Wealth Management 351

oXYGen Financial

OCTOBER 9, 2022

![CDATA[ In 2003, Starbucks debuted the Pumpkin Spice Latte or PSL for short, which grew to be the company's most popular seasonal drink. Rival coffee chains scrambled to adopt this new flavored drink and keep up with their competitors hoping to see their own profits soar. only to have the. ]]

Economics 97

Economics 97

NAIFA Advisor Today

DECEMBER 5, 2022

In 2003, Kevin Bontrager hit a ceiling in his sales career. He wanted to help people in a more direct way, so he decided to become a financial advisor and created an independent firm.

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CFP Financial Advisor Sales Clients 98

Indigo Marketing Agency

MARCH 20, 2025

A notable example is 2003, when the S&P 500 reversed an 8.6% For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1% drop in the first 48 trading days of the year marks its worst start since 2020, such declines are not unprecedented. early-year loss to finish up 26.4%.

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% Sales Size The strategy targets companies with annual sales below $500 million, looking for hidden gems that institutions havent widely discovered yet. annual return (477% cumulative).

Portfolio 52

Portfolio Sales Investing Investments 52

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.

Distribution 130

Distribution Economics Retail Assets 130

Walkner Condon Financial Advisors

SEPTEMBER 10, 2024

Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors.

Accounting 52

Accounting Healthcare Financial Advisor 52

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?

Banking 131

Banking Accounting Ethics Sales 131

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 ?!? (

Insurance 130

Insurance Math Economics Economy 130

Validea

MARCH 13, 2025

Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%. Performance Highlights The Graham Value Model has delivered strong long-term performance despite facing challenges common to deep value strategies.

Valuation 52

Valuation Investing Investments Portfolio 52

Carson Wealth

MARCH 10, 2025

to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019). Even the prime-age (25-54) employment-population ratio, which corrects for an aging population and definitional issues around who is unemployed, pulled back from 80.7%

Marketing 73

Marketing Marketing Economy Government 73

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.

Strategic Planning 59

Strategic Planning Financial Services Insurance Planning 59

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.

Government 52

Government 52

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.

Marketing 98

Marketing Marketing Numbers Investing 98

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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Sales Marketing Marketing 52

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.

Financial Services 52

Financial Services Insurance Consulting Clients 52

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.

Assets 59

Assets Investing Investments Marketing 59

Random Roger's Retirement Planning

FEBRUARY 28, 2025

There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. That's a long time for a broad based index to not make any progress. It then had a huge snap back year in 2009.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

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.

Marketing 98

Marketing Marketing Insurance Economy 98

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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Medical Marketing Marketing 52

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%

Numbers 52

Numbers Investing Investments Marketing 52

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.

Nonprofit 59

Nonprofit Economics Marketing Marketing 59

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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Investments Investing 40

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.

Banking 52

Banking Taxes Marketing Marketing 52

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).

Media 59

Media Management Marketing Marketing 59

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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Retirement Insurance Retirement Planning Food 97

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.

Marketing 52

Marketing Marketing Management 52

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.

Retirement 75

Retirement Planning Food Investment Advisor 75

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%.

Marketing 52

Marketing Marketing Economy 52

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. June, which is historically not a good month, gained eight out of 10 times for a very solid 1.0% MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing 142

Marketing Marketing Economy Numbers 142

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.

Government 59

Government Portfolio Assets Banking 59