Brown Advisory

JUNE 3, 2015

Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. In many clients’ portfolios we have eliminated our overweight position in U.S. equities and U.S. fixed income.

Valuation 52

Valuation Economy Banking Economics 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. The DJIA did reach 35,000 in June 2021, but Dent had long been a permabear by then.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

So subsequent to that business at Indosuez, I launched my own firm in 2006, and this is now further into that bank consolidation dynamic. So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. Tell us a little bit about that experience.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. They’re asset allocation model driven folks. It was what, what was your experience?

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. This was the era, 2005, 2006, all of my friends were looking to get banking roles. Well, most naive value portfolios are stuffed with financials.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

Investments 52

Investments Investing Asset Allocation Investment Planning 52

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? And this was back in 2005 or 2006. MORGENSON: And so, he buys this portfolio of junk bonds. MORGENSON: This is a really, really crucial question for the whole private equity industry. And these guys don’t like money sitting on a shelf.

Insurance 147

Insurance Healthcare Retail Medicine 147