The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. The F, there is a subsequent change in 2006 called the Pension Protection Act. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.

Assets 170

Assets Management Portfolio Taxes 170

Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. This year, financial markets are grappling with a long list of pressing questions.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

JULY 24, 2023

So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. 10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. And that’s going to continue to increase.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. I remember when I bought my first house in 2006, they, all I was asked was if I intended to repay the debt. Panossian ] 00:05:18 Yeah.

Banking 130

Banking Investing Investments Clients 130

Brown Advisory

DECEMBER 2, 2015

We also continue to see opportunities in hedged equity strategies, real estate and emerging market small-cap stocks. We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates. The world economy is on pace to grow 3.1%

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. That’s just unprecedented. And then you get an MBA from MIT. Four years.

Economy 146

Economy Clients Banking Economics 146

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. 00:01:34 [Bill Dudley] I, I was there in the, what’s called, called the financial studies section, which is one of the very small places in the Fed that is not macroeconomics driven.

Banking 146

Banking Economy Marketing Marketing 146

The Big Picture

DECEMBER 26, 2023

I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets. It was, I think it bottomed out in 2006. I guess that keeps it pretty simple. Oh, really? Who knows?

Marketing 159

Marketing Marketing Financial Advisor Clients 159

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Instead, after the Great Financial Crisis of 2008, we entered a period of ultra-low interest rates from which we are only now emerging. Stiglitz insisted , “the inflationary impacts will be at most negligible.”

Economy 116

Economy Economics CFP Management 116

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. Here is a brief discussion.

Taxes 127

Taxes Budgeting Economy Economics 127

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. Here is a brief discussion.

Budgeting 145

Budgeting Taxes Economy Economics 145

The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz: 00:07:19 [Speaker Changed] This was 2006, for the first time in my adult life, I had the opportunity to move away from the trees and start to see the forest Peter Atwater: 00:07:31 And to see what was happening in the mortgage space, to your point, ninja Loans, right? So we have the great financial crisis, oh 8, 0 9.

Banking 257

Banking Media Economics Food 257