The Big Picture

MAY 16, 2023

These urban centers have become a class of their own — “superstar cities” — with outsized impact on the American economy fueled by the clustering of workers with degrees. ( PC Magazine ) • This New Airline Is Raising the Bar, From First Class to Economy : Starlux has officially begun flying in the US. Let’s hope we’re ready. (

Economy 263

Economy Economics Education Government 263

Abnormal Returns

JANUARY 11, 2024

wsj.com) Uranium prices are at their highest level since 2007. blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live. ft.com) Economy Weekly initial unemployment claims aren't budging. abnormalreturns.com) Personal finance links: investment politicians.

Financial Advising 159

Financial Advising Media Taxes Economy 159

Nationwide Financial

OCTOBER 12, 2022

The previous bear market occurred in 2007-09, during the Global Financial Crisis. What investments do well in bear markets? These are traditionally safe and conservative investments where values don’t fluctuate much. The post Investing strategies for bear markets appeared first on Nationwide Financial. Conclusion.

Investing 105

Investing Investments Risk Tolerance Marketing 105

The Big Picture

MARCH 6, 2025

Or business investment are the thing that drives the recession. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Um, and so I, I think in a higher rate environment, if you’re trying to cool the economy, this is always true. The Fed had a 2% inflation target.

Economy 162

Economy Economics Food Banking 162

The Big Picture

OCTOBER 26, 2022

There is a rosy projection for the US economy. Stanley Druckenmiller recently relayed this message to an audience, saying: “Do not invest in the present. Meltdown of 2007-09 fostered less risky tactics; not as much debt. Eccles Federal Reserve building in Washington, DC. Bloomberg ). Americans may not have felt it : 2.9%

Banking 130

Banking Economy Economics Retail 130

Zoe Financial

NOVEMBER 18, 2024

economy, comments from Federal Reserve Chairman suggest they may not lower interest rates as quickly as previously anticipated. Overall, consumer balance sheets are in strong shape , especially when compared to the Great Recession (2006-2007). Discretionary income is currently around 11% , lower than the 13% seen in 2006-2007.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. And so, 2007, I came over to Citi.

Clients 299

Clients Wealth Management Banking Investing 299

Nationwide Financial

MARCH 8, 2023

For example, the six-month Treasury bill yields around 5.12% as of this writing – the highest level since 2007. This is a significant break from the post-Global Financial Crisis era when low bond rates pushed yield-hungry investors into speculative investments and asset classes. over the next ten years.

Assets 111

Assets Financial Planning Economy Investing 111

The Big Picture

MAY 12, 2023

The post-pandemic economy differs significantly from the 2010s. ( He is the founder and CIO of Social Leverage , where he makes early-stage investments. He founded Wall Strip (sold to CBS in 2007), co-founded StockTwits (which pioneered the ‘cashtag’ e.g., $AAPL), and was the first investor in Robin Hood.

Economics 147

Economics Banking Accounting Economy 147

Validea

NOVEMBER 13, 2023

Between the 1970s and 2007, value investing—where investors identify stocks that are trading below their intrinsic value—reigned supreme for two generations of investors. Value investing was made even more attractive by the most famous value investor of all time: Warren Buffett, who deployed the strategy to enormous success.

Investing 52

Investing Investments Valuation Economy 52

Advisor Perspectives

OCTOBER 6, 2023

We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

Investing 52

Investing Investments Economy 52

Carson Wealth

SEPTEMBER 16, 2024

The bottom line is if the economy was truly about to fall apart like so many economists keep telling us, we’d expect to see more weakness in high-yield bonds right here. Instead they are making more than two-year highs, yet another sign the economy is on firm footing despite what the nightly news tells you.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

AUGUST 29, 2023

economy is doing well, why do so many Americans say it’s terrible? economy is performing well, but most Americans still believe economic conditions are extremely poor — as if the country was mired in a deep recession. 2007-09 Great Financial Crisis 7. But if you’re in need of credit, current rates are a curse.

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. All this is very positive for the economy. on average.

Marketing 96

Marketing Marketing Economy Economics 96

Discipline Funds

MAY 23, 2023

Now, I want to be careful here because I could have said the exact same thing in 2007, but I do believe this time is different. And the “when” in this equation is a long drawn out process mainly because housing is such a slow moving part of the economy. It’s not a matter of if in my view, but when.

Economy 105

Economy Banking Sales Marketing 105

Validea

FEBRUARY 17, 2023

Many investors opt out of the safety of a money-market fund or Treasury bill and choose to take greater risks in their investing for two basic reasons: they want to secure future yields and don’t anticipate that cash will remain attractive, or that it’s a long-term place to put their money. more, that’s the lowest bonus since 2007.

Investing 59

Investing Investments Economy Portfolio 59

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Investing involves risks including possible loss of principal.

Marketing 98

Marketing Marketing Sales Economy 98

Carson Wealth

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. ECONOMY The economy saw blockbuster productivity growth in the third quarter. Since March, forward 12-month profit margins have increased.

Marketing 96

Marketing Marketing Economy Startup 96

Yardley Wealth Management

SEPTEMBER 14, 2022

The post Back to the Investment Basics appeared first on Yardley Wealth Management, LLC. Back to the Investment Basics Part 1: Remembering Summers Past There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. 2020: COVID-19 shuts down economies worldwide.

Investing 52

Investing Investments Wealth Management Government 52

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 97

Marketing Marketing Economy Retirement 97

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Assets 162

Assets Investing Investments Valuation 162

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Two: Fed members are buying that the economy is strong. That is a huge shift and an acknowledgement that the economy is strong.

Marketing 96

Marketing Marketing Economy Government 96

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S. Low interest rates.

Investing 52

Investing Investments Assets Economics 52

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Truemind Capital

JANUARY 19, 2024

If you are concerned about how your investment will play out, you must watch out for events happening globally besides domestic developments. Many people hold the misconception that risks associated with their investments are mostly domestic. Whereas in reality, our investment returns are majorly affected by what happens globally.

Economy 52

Economy Investments Investing Economics 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

for the first time since 2007, while mortgage rates hit 8%–the highest level since mid-2000. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Investing 59

The Irrelevant Investor

NOVEMBER 15, 2020

Matthew Klein wrote about the end of Moore's law and the effect it's having on the economy in Barron's this weekend. economy grew about 4.3% economy during that period came from the tech sector. From 2007 to 2016, by contrast, the U.S. economy grew just 1.2% Here’s What That Means for Investors and the Economy.

Manufacturing 52

Manufacturing Economy Economics Investing 52

Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

JANUARY 19, 2023

Great Financial Crisis October 2007 April 2009 -39.0% 1 Yet, it’s not uncommon for the market multiple to expand during a recession, given both the heavy economic cyclicality of certain sectors of the economy, as well as the expectation of a drop in the 10-year yield (along with a more dovish Fed). 8/31/1998 12/31/1998 122 28.4%

Clients 98

Clients Economy Economics Marketing 98

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. stock market returns?” Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns. Endowment funds provide a useful window into this issue: Investment committees and boards of trustees with which we work recognize that the institutions they represent depend on a reasonably predictable level of cash flow to help fund their operating requirements. Fri, 07/01/2016 - 06:00.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

Investing 52

Investing Investments Clients Portfolio Management 52

Trade Brains

SEPTEMBER 21, 2024

Canara Robeco Mutual Fund, a joint venture between Canara Bank and the Robeco Group since 2007, has shown impressive growth with assets under management worth ₹839.3 Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment.

Banking 111

Banking Financial Services Insurance Assets 111