Remove 2005 Remove Communication Remove Numbers
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What Earnings Recession?

The Big Picture

Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. We will see something similar in the next few CPI reports, as the hottest year-ago numbers drop off from the 12-month series. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries.

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Medium Size, Large Opportunity: Where to Look?

Brown Advisory

Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005. Exhibit 3: Sector Composition.

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Finding What We’re Not Looking For

The Better Letter

The late David Foster Wallace spoke eloquently, movingly even, about this egocentric delusion in a fantastic commencement address he delivered at Kenyon College in 2005 in a way that just might help to loosen the hold of this delusion on those of us able to hear what he had to say. This isn’t news.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

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.

Investing 130
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BLS E-Services IPO Review – GMP, Financials and More

Trade Brains

BLS E-Services IPO Review : BLS International Services is a nearly two-decade-old business enterprise that was born out of providing visa processing services way back in 2005. Madhya Pradesh provides the highest number of services at 936, followed by Karnataka at 866.

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Transcript: Eric Balchunas

The Big Picture

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — I couldn’t believe the numbers. Not really.

Assets 173
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Government Debt and Stock Returns

ClearMoney

General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. 2005), MSCI Turkey Index (gross div.)(2000), This material is not a sales communication. US Department of the Treasury (2021).