The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: This is 2003. BERRUGA: Yeah. RITHOLTZ: Yeah. RITHOLTZ: Really?

Clients 162

Clients Investing Investments Management 162

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. RITHOLTZ: They just became distressed. SALISBURY: The high yield bonds quickly went to zero and then you’re buying the bank loans at discounted prices. And that was fairly evolutionary.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. So any compliance people listening, I’m just spitballing here. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 173

Assets Management Portfolio Taxes 173

Carson Wealth

JUNE 3, 2024

In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Imagine how mad the bears would be if that happened again this year.

Marketing 93

Marketing Marketing Financial Services Distribution 93