The Big Picture

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. The firm’s investment strategy is “differentiated thinking” primarily focused on equities.

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Calculated Risk

JANUARY 29, 2024

The BEA reported that investment in non-residential structures increased at a 3.2% Investment in petroleum and natural gas structures increased in Q4 compared to Q3 and was up 5% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q4. Click on graph for larger image.

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The Big Picture

OCTOBER 1, 2022

Events such as the tech/dotcom implosion, the double low in Oct 2002 and March 2003, the Great Financial Crisis in late 2007/early 2008, the lows in March 2009, and more recently, the 2020 pandemic. Genius bottom tick (2007-09): . Buying on the way down and on the way up (2007-09): .

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The Big Picture

JANUARY 26, 2023

-Avoid costly errors -Remove classic pitfalls -Create a robust, bullet-proof portfolio It’s going to be the most valuable 45 minutes you will spend this year thinking about your investments. August 10, 2007) What is your Value Add ?

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Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? Job growth slowed in 2023 but was still historically strong. The second table shows the change in construction and manufacturing payrolls starting in 2006. Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024?

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The Big Picture

JANUARY 23, 2023

Unemployment is low, job openings are still high, and what looks salaries are still rising. ~~~ I have a very vivid recollection of massive firings during the 2007-09 financial crisis. Last, the Labor market remains very robust. As the chart above shows, Unemployment spiked to 10%, layoffs were ubiquitous.

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Abnormal Returns

JUNE 16, 2023

Markets The spread between the 10-year Treasury and the dividend yield on the S&P 500 is at its highest level since 2007. theinformation.com) Strategy A well thought out investment philosophy will save you a lot of trouble. marginalrevolution.com) A review of "What I Learned about Investing from Darwin" by Pulak Prasad.

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Calculated Risk

OCTOBER 31, 2022

The BEA reported that investment in non-residential structures increased at a 3.7% Investment in petroleum and natural gas structures increased in Q3 compared to Q2 and was up 22% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q3. year-over-year.

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The Big Picture

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” Legal, but a terrible investment, and a poor alignment of risks relative to reward. Never confuse risk-free returns with return-free risks.

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The Big Picture

SEPTEMBER 29, 2022

2022 may not be 1981-82, but for the first time in several years, bonds are attractive investment options. Despite what you may have heard, the Fed isn’t the only factor driving equity markets. 1 and 2 are good, I suspect 3 is problematic. to 6% yield or better (according to Bankrate’s Tax Equivalent Yield Calculator ).

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The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” The dotcom top, the double bottom in Oct 02-March 03; the highs in 2007, the lows 2009.

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Fortune Financial

JANUARY 28, 2025

Let’s first look at the data: From 1959 through 2007, housing starts for single family homes in the U.S. These factors combine to make for an interesting setup for all sorts of housing-related construction and services as the housing market works to find an equilibrium. averaged more than 1.1 million per year.

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Calculated Risk

JANUARY 13, 2023

The other two times were in early 2007 (housing bust), and in March 2020 (pandemic). 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. 2008 0.1% -2.5%

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The Big Picture

MAY 10, 2024

He is the host of the Infinite Loops podcast and the author of How to Retire Rich , Invest Like the Best , and Predicting the Markets of Tomorrow. He was the director of systematic investing at Bear Stearns, leaving in 2007 to launch O’Shaughnessy Asset Management, now a part of Franklin Templeton.

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Trade Brains

OCTOBER 31, 2024

per equity share Also read… Pharma stock down by more than 3% after promoter sells stake worth ₹3000 Cr SPS Finquest Limited SPS Finquest Limited was incorporated in 1996 and is a non-deposit-taking, non-systemically important NBFC, primarily offering loans and investment services. Investing in equities poses a risk of financial losses.

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The Big Picture

AUGUST 24, 2023

This cover reveals the how they saw this debate: The media’s tendency to treat everything like a horserace, be it in technology, investing, or politics, is more than just a poor construct — it is a lazy way to cover anything. It lacks insight; it oversimplifies, and ages quite poorly.

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The Big Picture

MAY 13, 2023

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. So were cultural institutions, museums, universities, subways, buses, cars, and garages. (

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Wealth Management

FEBRUARY 17, 2023

The safest investment in the world is paying more than anytime since 2007. But you’re still going to lose money unless there’s a historic slowdown in inflation.

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Calculated Risk

MAY 29, 2023

The other two times were in early 2007 (housing bust / financial crisis), and in March 2020 (pandemic). 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.

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Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. Making this bull market probably the longest in many decades. .

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The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. 2007-09 Great Financial Crisis 7. 1987 Crash 3.

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Media Economy Economics Wealth Management 351

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. abnormalreturns.com) Personal finance links: investment politicians. semafor.com) Crypto How to choose among the many spot Bitcoin ETFs.

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The Big Picture

JANUARY 3, 2023

Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! The rally from those lows were close to a market double by the time we saw the next peak in October 2007. Welcome to 2023! through January 4, 2022.

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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.

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Investments Investing Risk Tolerance Marketing 105

Calculated Risk

JANUARY 10, 2024

Recessions can be the result of exogenous events, like the pandemic or the oil shocks due to geopolitical issues in the 1970s, the bursting of speculative bubbles like in 2001 (stock) or 2007 (housing), or - most frequently - the Fed tightening monetary policy to slow inflation. For 2023, I used a 2.6% growth rate Q4 over Q4. this gives 2.4%

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The Big Picture

MARCH 16, 2023

While I can’t guarantee you nothing untoward will occur, I can tell you this is not the subprime/securitized mortgage debacle that metastasized into the 2007-09’s Great Financial Crisis. That investment decision ran head-on into the buzzsaw of unprecedented rate increases by the Federal Reserve.

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Banking Accounting Insurance Marketing 340

The Big Picture

JUNE 20, 2024

These include July 1990 (1990-91 recession), March 2000 (dotcom top), October 2007 (GFC), September 2018 (Q4 20% drop), February 2020 (COVID), and January 2022 (525 bps of rate hikes in 18 months). The table above shows the major market peaks going back to 1990.

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The Big Picture

MAY 16, 2023

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. Then election deniers decided to run for local office.

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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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Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. Hold cash or invest? The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. But it won’t last forever.

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Carson Wealth

MARCH 10, 2025

No, no one should ever invest purely on the calendar, but March has had some nice lows over the years and as we show below, the past two decades it has been perfectly normal to see late February to early March weakness, but then a nice bounce. As uncomfortable as this recent volatility feels, know that it is the toll we must pay to invest.

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Validea

NOVEMBER 16, 2024

In a landmark paper titled “Migration,” finance luminaries Eugene Fama and Kenneth French uncover the dynamic mechanisms driving two of investing’s most studied phenomena: the small-cap and value premiums. Practical Applications While written in 2007, Fama and French’s insights remain highly relevant today.

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Engineering Portfolio Investments Investing 52

Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. Making this bull market probably the longest in many decades. .

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Marketing Marketing Asset Allocation Valuation 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Wealthfront

SEPTEMBER 18, 2023

This year, interest rates reached their highest level since 2007 and are expected to stay relatively high through 2024. Thankfully, we have decades of data […] The post Why Higher Interest Rates Shouldn’t Prevent You From Investing appeared first on Wealthfront Blog.

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Zoe Financial

NOVEMBER 18, 2024

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. Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

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