The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. I led the corporate research team there for a few years.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 26, 2023

I remember when I bought my first house in 2006, they, all I was asked was if I intended to repay the debt. Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction.

Banking 130

Banking Investing Investments Clients 130

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. 2020 : “[E]xtreme valuations. He missed this one, too. ” The S&P earned 15.89

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. In 2006, ’07, ’08, you saw the financial crisis. BARATTA: Yeah. In the long run.

Assets 162

Assets Investing Investments Valuation 162

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. We participated in that with treasury and FHFA and the regulators, the White House.

Banking 147

Banking Marketing Marketing Investing 147