The Big Picture

DECEMBER 7, 2022

The new owners of the channel needed to attract viewers if they want to sell advertising and generate a return on their investment. Lose the News (June 2005). Eventually, that program became ABC’s Nightline, which Koppel hosted until November 2005. They encouraged their guests to engage in arguments. Who Do You Trust?

Financial Advice 290

Financial Advice Media Engineering Advertising 290

The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important. Time named Amazon.com Inc.

Marketing 336

Marketing Marketing Media Investments 336

The Big Picture

JANUARY 20, 2023

Breakaway : For only the 25 th time since World War II (an average of once every 3 1/2 years), the Dow Jones Industrials registered what technician Walter Deemer calls “breakaway momentum” (or “breadth thrust”).

Retail 298

Retail Banking Economics Marketing 298

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. The firm focuses on mortgage and securitized products, as well as a real estate investment, management and operating platform. They manage $16.8

Portfolio Management 182

Portfolio Management Management Portfolio Investments 182

Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024? Question #9 for 2024: What will happen with house prices in 2024? Question #10 for 2024: Will inventory increase further in 2024?

Economy 298

Economy Manufacturing Economics Sales 298

A Wealth of Common Sense

MARCH 10, 2024

I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk.

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Management Investments Investing Wealth Management 145

The Big Picture

FEBRUARY 25, 2023

Layton , who joined Partners Group in 2005, leads the firm’s executive team and global executive board and is also a member of the global investment committee. The firm has invested $195 billion since 1996. He was previously the head of Partners Group’s private equity business department.

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Assets Consulting Management Investments 37

Calculated Risk

JANUARY 3, 2023

Today, in the Real Estate Newsletter: Question #8 for 2023: How much will Residential investment change in 2023? 8) Residential Investment: Residential investment (RI) was a drag on growth in 2022 as the housing market slowed sharply. Here is a table showing housing starts and new home sales since 2005.

Sales 130

Sales Investments Investing Commission 130

Calculated Risk

JANUARY 10, 2024

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Here is a table of the annual change in real GDP since 2005. For 2023, I used a 2.6% this gives 2.4%

Economy 200

Economy Sales Economics Investments 200

Fortune Financial

JANUARY 28, 2025

Additionally, the baby boomer generation continues to prefer aging in place and investing in their homes, while millennials and other first-time homebuyers are purchasing homes in need of upgrades due to limited available inventory and affordability concerns. These demographic trends are all supportive of repair and remodel.”

Financial Advisor 96

Financial Advisor Retirement Clients Marketing 96

Calculated Risk

AUGUST 27, 2024

Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger.

Medical 182

Medical Sales Accounting Portfolio 182

Validea

JANUARY 8, 2025

The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created for value stocks. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

Advertising 52

Advertising Assets Investments Investing 52

Nerd's Eye View

DECEMBER 19, 2022

Yet the irony of FPA's new initiative for Title Protection is that "Financial Planner" actually did have protected status as a title all the way back in 2005, when the SEC issued a rule that would allow broker-dealers to offer fee-based brokerage accounts without being required to register as investment advisers and be a fiduciary… and as a part (..)

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Financial Planner CFP Certified Financial Planner Financial Planning 243

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Investing Investments Clients Management 130

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

The Chicago Financial Planner

OCTOBER 21, 2021

The estimate was $190,000 in their 2005 survey. Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Not sure if your investments are right for your situation?

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Validea

FEBRUARY 7, 2025

The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. The system looks at how consistently a company invests in its future through R&D, capital investments, and advertising.

Advertising 52

Advertising Investments Investing Sales 52

Validea

MARCH 5, 2025

The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. This analytical system evaluates how consistently companies invest in their future through research and development, capital expenditures, and advertising initiatives. Start a Free Trial! 8 AVY AVERY DENNISON CORP $187.97 $14,849 21.5

Advertising 52

Advertising Sales Assets Investments 52

Random Roger's Retirement Planning

JULY 22, 2022

The best investment we ever made was buying our first cabin in Walker in 1998. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since.

Investing 75

Investing Investments Taxes Retirement 75

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? But, what’s the problem with investing in popular narratives? Most probably not! Why is that so?

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Investments Investing Valuation Government 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005.

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Numbers Taxes Investments Investing 81

Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

Assets 119

Assets Investments Investing Numbers 119

The Big Picture

AUGUST 17, 2023

It’s like a bad syllogism : Observe a Single Data Point; Reach a broad conclusion about it; Express this in a trade or investment idea The problem with any single data point is that the real world is complicated, messy, and filled with randomness and noise. This includes the monthly employment situation report and quarterly GDP releases.

Economics 130

Economics Media Government Investing 130

Validea

JANUARY 12, 2023

We interviewed Andy Berkin, the co-author of the book “The Complete Guide to Factor Investing” for our podcast this week and we discussed the topic of multi-factor investing. The magic of multi-factor investing comes in when you look at the P1 through P3 rows. The Two Major Approaches to Multi-Factor Investing.

Investing 59

Investing Investments Portfolio CFP 59

Trade Brains

AUGUST 18, 2023

India has multiple investors with crores of personal wealth invested in the stocks. Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? EPS ₹2 Stock P/E 357.18 Price to Book Value 10.20

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations.

Advertising 52

Advertising Investing Investments Manufacturing 52

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

The Irrelevant Investor

JULY 31, 2019

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Valuation 52

Valuation Portfolio Investments Investing 52

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Productivity gains help create a virtuous cycle in which real wages grow without adding pressure to inflation, helping to keep interest rates low, which in turn spurs further investment. So, what now?

Marketing 97

Marketing Marketing Economy Investments 97

The Big Picture

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

Banking 147

Banking Portfolio Assets Investments 147

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017). Source: Goldman Sachs. .

Marketing 52

Marketing Marketing Clients Assets 52

The Irrelevant Investor

JULY 31, 2017

On July 31, 2008, investors were reminded of the fact that investing is a relative game, not governed by absolute laws. on the same day) The chart below is a great example of how markets act like a discounting machine.From 2005 to its peak in 2007, as Exxon became the greatest cash generating company of all-time, its stock rose 85%.

Marketing 52

Marketing Marketing Government Investments 52

Random Roger's Retirement Planning

SEPTEMBER 9, 2022

Low volatility is of course a factor way to invest in a broad equity index like momentum or value, plenty of fund providers offer low vol funds like Invesco S&P 500 Low Volatility ETF (SPLV) or the iShares MSCI Minimum Volatility ETF (USMV). Here's the above chart with NEE added in.

Clients 75

Clients Investments Investing Marketing 75

Carson Wealth

JANUARY 29, 2024

This time is different” are the four most dangerous words in the investment business, but I think the current situation warrants it. Investment remains relatively solid, with a sharp pickup in investments related to technology, equipment, and structures. average between 2005 and 2019 and closer to the late 1990s.

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Marketing Marketing Economy Government 97

Trade Brains

JUNE 14, 2024

They act as intermediaries, collecting savings from individuals and businesses, then channelling those funds into productive investments. Company outlook Of Yes Bank Yes Bank was established as a private sector bank in 2005 by Ashok kapur and Rana kapoor. RBI also asked SBI to form a consortium of banks to invest in Yes bank.

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Banking Retail Accounting Assets 105

Validea

JANUARY 9, 2023

He earned his reputation after solidly beating the S&P 500 for 15 straight years from 1991 through 2005 with the Legg Mason Value Trust (now known as the ClearBridge Value fund), where he recorded a 16.44% annualized return, compared to the 11.52% return from the S&P 500.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Trade Brains

OCTOBER 13, 2023

High FII holding Stocks Under Rs 100 : When it comes to investing in the stock market, we always try to find the most intricate balance between affordability & sustainability. The Company already invested Rs. GMR later ventured into Airports in the year 2005. The Company has CAPEX plans for FY23-24 worth Rs. Market Cap (Cr.)

Banking 105

Banking Financial Services License Retail 105