The Irrelevant Investor

APRIL 1, 2020

The market has done a good job reflecting what's going on in the real economy. Recreational Vehicles (-54%) It's hard to believe, but Harley Davidson had a bigger market cap than Apple in 2004. Regional Banks (-47%) These companies are as exposed to small businesses as any other area of the economy. When do they reopen?

Retail 52

Retail Economy Marketing Marketing 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

A changing political landscape, the state of the economy, donor sentiment, and industry changes are four areas which present challenges and opportunities alike. Politics and the Economy We’ve seen recently how current world affairs can affect donor sentiment in some of the most high profile universities across the country.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. BRYANT: Yes sir.

Banking 147

Banking Economics Business Planning Economy 147

Trade Brains

JUNE 7, 2024

In 2004, Angel one expanded its offering by opening a commodity broking division. As the Indian economy flourishes, the demand for investment opportunities is expected to rise. The company is headquartered in Mumbai, India.

Retail 59

Retail Wealth Management Education Investments 59

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. Industry Overview The other part of Bharti Hexacom IPO Review is an industry overview in which Rapid digital transformation has been fundamentally reshaping the Indian economy. Established in 1995, the Company was originally incorporated as Hexacom India Ltd.

Government 59

Government Communication Valuation Consulting 59

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. stocks since the middle of 2004. is not particularly notable. company.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. stocks since the middle of 2004. is not particularly notable. company.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%.

Marketing 52

Marketing Marketing Valuation Banking 52

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Following that, we’ll go into the stock’s financials. million in 2022 and is projected to grow at a CAGR of 6.9%

Planning 72

Planning Medical Manufacturing Healthcare 72

Brown Advisory

APRIL 22, 2020

Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy. and around the world, big investments are needed--the kinds of investments that only large utilities with scale economies can make.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

APRIL 22, 2020

Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy. and around the world, big investments are needed--the kinds of investments that only large utilities with scale economies can make.

Portfolio 52

Portfolio Clients Investments Investing 52

The Better Letter

JUNE 7, 2024

The greatest generation offered us their legacy of liberty and so very much more. Issue 177 (June 7, 2024) 1 The NFL’s unbalanced schedule, that pits the top teams from the previous year against other top teams, is also a factor. 3 The Patriots were paying Drew Bledsoe 12.3

Investments 85

Investments Investing Management Education 85

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. For the Upper Mid Scale it is Lemon Tree Premier, Keys Prima, and Economy Segment it is Redfox and Keys Lite. Company Overview Of Lemon Tree Hotels Lemon Tree Hotels operates and owns a business chain and leisure hotels in India. billion in 2024 to US$31.01

License 52

License Portfolio Marketing Marketing 52

Trade Brains

JANUARY 24, 2024

It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. Conclusion The IT sector will continue to remain the backbone of the global economy, and India with its vast expertise & talent will continue to extend its decade-long dominance in the sector. The Company was founded by Mr. C V Subramanyam in 1998.

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Unsurprisingly, as volume has increased, so have valuations. company.

Investing 52

Investing Investments Valuation Assets 52

Trade Brains

JUNE 2, 2023

Industry Overview The banking industry in India is a significant contributor to the country’s economy. In June 2004, the bank amalgamated with Ashok Leyland Financing, one of India’s leading leasing financing and hire purchase businesses. Keep reading to find out more about the Best Private Bank Stocks in India.

Banking 52

Banking Financial Services Retail Assets 52

The Big Picture

OCTOBER 17, 2023

So this is more like the real economy, slower growth businesses. A lot of different management teams across the economy. And so it’s really positive for the economy to unwind all of these and to use all this idle cash. We measure so 00:50:21 [Speaker Changed] Cheaper but not outright cheap. That was the most extreme point.

Investing 130

Investing Investments Clients Management 130

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

Assets 59

Assets Investments Investing Marketing 59

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

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. It will ruin the economy. BALCHUNAS: And so, I always had an eye on Bloomberg for my early career.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. Barry Ritholtz : Big money. What year was that?

Media 147

Media Food Advertising Investments 147

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. Asia is, I have the chance to go back there from time to time, and each time I’m there I found local economies that have been transformed. You’re at Deutsche Bank, your colleague Antoine is at Goldman Sachs.

Banking 147

Banking Assets Investments Investing 147

The Better Letter

DECEMBER 7, 2023

Issue 161 (December 8, 2023) 1 What Lewis captures in his book – the revenge of the nerds – mirrors what has been happening throughout the American economy ( see , e.g., Fredrik deBoer’s The Cult of Smart ). He started out in Boston as an unconventional general manager, a neophyte swimming against the current.

Consulting 95

Consulting Management Investments Investing 95

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent. We started doing deals on our own.

Assets 162

Assets Investments Investing Valuation 162

Calculated Risk

JANUARY 5, 2025

2) Employment: Through November 2024, the economy added 2.0 Or will the economy lose jobs? There was strong job growth in 2021 and 2022 as the economy bounced back from the pandemic recession. Or will the economy lose jobs? Here is a review of the Ten Economic Questions for 2024. million jobs in 2024. This is down from 3.0

Economy 113

Economy Economics Sales Investments 113

The Better Letter

JANUARY 10, 2025

From the tech sector, the top ten included four names, including the entry of Apple (the first-generation iPhone was announced by then–Apple CEO Steve Jobs on January 9, 2007) and Google (which had only come to market in 2004). The broader economy matters. We’ll see what 2030 and beyond bring. Here are ten to start.

Retail 97

Retail Numbers Pharmaceutical Government 97

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things. All of those companies, right?

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. 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. One is inflation, the other is what’s going to happen to the economy. They match up.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. How’s my 10 grand doing? LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC. RITHOLTZ: Right.

Media 290

Media Investments Investing Valuation 290

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? I mean, it’s used to be called FANG. They had gone out of favor obviously with the bear market or have shifted. SIEGEL: — or 2006, ’07, ‘08. SIEGEL: Yeah.

Numbers 147

Numbers Investments Investing Marketing 147

The Big Picture

AUGUST 23, 2022

And so, one by one by one, some oligarchs went to Putin after Khodorkovsky was convicted and sentenced to 10 years and they say to Putin, it’s the summer of 2004, Vladimir, what do we have to do so we don’t sit in the cage, and Putin says, real simple, 50 percent. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investments 321

Calculated Risk

MAY 22, 2023

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Budgeting 363

Budgeting Taxes Economy Economics 363

Calculated Risk

MAY 21, 2024

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets.

Taxes 321

Taxes Budgeting Economy Economics 321

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. If, as I do, you believe economies and markets perform better when there is more freedom, you might take a look at this (DISCLOSURE: I own it). My wife and I were busy rearing our children during that time and missed it entirely.

Portfolio 65

Portfolio Asset Allocation Investments Investing 65

Carson Wealth

NOVEMBER 11, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. Right now, we are looking at an economy that is outperforming and showing no signs of slowing down.

Marketing 95

Marketing Marketing Economy Numbers 95