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. stocks since the middle of 2004. But it is a meaningful change worthy of discussion after a long period of time. is much clearer.

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. stocks since the middle of 2004. But it is a meaningful change worthy of discussion after a long period of time. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

APRIL 4, 2024

And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. And you’re right, the first example of emergency policy was after 9/11, when they cut rates down to the unfathomable level back then, of around 1%. Can you beat the course? Jim Bianco : Yes.

Portfolio 163

Portfolio Management Assets Banking 163

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. What led you to acquire the company in 2004? That was back in 1983.

Planning 163

Planning Clients Investing Investments 163

Random Roger's Retirement Planning

JUNE 3, 2023

If congress does nothing, then starting in 2034 incoming payroll taxes would cover 80% of retiree payouts implying a 20% cut. Cutting benefits and raising taxes are the two most talked about way to fix it. There's been talk of raising the cap on payroll taxes. More taxes on workers? Nearly half of U.S. FRA of 72?

Retirement 72

Retirement Taxes Math Accounting 72

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. 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. And you could look around and find Munis running a tax equivalent — NORTON: That’s right. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investments 130

Investments Investing Clients Management 130

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 299

Valuation Education Numbers Government 299

The Big Picture

JUNE 14, 2023

” ( Barron’s ) • The government numbers are not fake. They’re just noisy : In which David Sacks and Balaji raise a false alarm about the jobs numbers. He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank, and runs the US division. That has obviously been corrected.

Nonprofit 280

Nonprofit Taxes Numbers Assets 280

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

Government 322

Government Banking Numbers Investing 322

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. gain was the best in exactly two years.

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 291

Media Investing Investments Valuation 291

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. Third, sensible investors create portfolios with concern for tax considerations. The principles of equity orientation, diversification, and tax sensitivity find support both in common sense and academic theory.” Of course, it’s a pickup line.

Portfolio 65

Portfolio Asset Allocation Investing Investments 65

Carson Wealth

NOVEMBER 8, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. gain was the best in exactly two years.

Economy 142

Economy Investing Investments Taxes 142