Wealth Management

JUNE 27, 2023

Established in 2007, a private equity capital investment by Corsair Capital recently kicked off a new phase of growth for the firm.

Investments 241

Investments Investing 241

Abnormal Returns

JUNE 18, 2023

morningstar.com) The spread between the 10-year Treasury and the dividend yield on the S&P 500 is at its highest level since 2007. herbgreenberg.substack.com) When it comes to investing, more activity doesn't guarantee better results. (thereformedbroker.com) Five common portfolio mistakes including 'portfolio sprawl.'

Portfolio 274

Portfolio Investing Investments Marketing 274

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 ?

Accounting 297

Accounting Portfolio Investing Investments 297

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.

Commission 228

Commission Manufacturing Investments Investing 228

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.

Numbers 325

Numbers Economics Planning Investing 325

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.

Marketing 304

Marketing Marketing Math Retirement Planning 304

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): .

Marketing 306

Marketing Marketing Investing Investments 306

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?

Economy 298

Economy Manufacturing Economics Sales 298

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.

Wealth Management 105

Wealth Management Investments Investing Investment Advisor 105

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%

Economy 278

Economy Sales Economics Investing 278

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

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 ).

Economy 312

Economy Taxes Marketing Marketing 312

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.

Retirement 195

Retirement Banking Assets Investing 195

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.

Financial Advisor 96

Financial Advisor Retirement Clients Marketing 96

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.

Sales 363

Sales Economy Banking Economics 363

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.

Media 246

Media Numbers Marketing Marketing 246

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. (

Commission 276

Commission Economy Investing Investments 276

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. .

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

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.

Investing 102

Investing Investments Accounting Wealth Management 102

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.

Investments 130

Investments Investing 130

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.

Economy 328

Economy Economics Portfolio Marketing 328

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.

Financial Advising 159

Financial Advising Media Taxes Economy 159

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%

Economy 200

Economy Sales Economics Investing 200

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.

Banking 340

Banking Accounting Insurance Marketing 340

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.

Economy 263

Economy Economics Education Government 263

Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. Why Does Low Volatility Investing Work? Pim van Vliet, author of the book High Returns from Low Risk, has also conducted and compiled considerable research on low volatility investing.

Investing 59

Investing Investments Pharmaceutical Risk Tolerance 59

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.

Investing 59

Investing Investments Economics 59

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? But, what’s the problem with investing in popular narratives? Most probably not! Why is that so?

Investments 52

Investments Investing Valuation Government 52

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

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. .

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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.

Engineering 52

Engineering Portfolio Investing Investments 52

Validea

DECEMBER 15, 2022

Over and over, Baron writes that he’s seen those companies weather any market storm, coming out better positioned once conditions normalized again, such as through the 1973-74 bear market, the crash of 1987, the 2000-01 dot-com bust, and the financial crisis of 2007-08. “[I]nvest Those earnings can grow at a faster and faster pace over time.

Investments 59

Investments Investing Portfolio Economics 59

The Richer Geek

MAY 18, 2022

Brent began investing in real estate to support his family while having more time to spend with them. His interest inreal estate began in 2007 when he purchased his first home, so Brent beganexploring real estate investing as a way to support his family while being able toenjoy more time with them as well.

Investments 52

Investments Investing Clients 52

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

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.

Marketing 195

Marketing Marketing Valuation Media 195

The Irrelevant Investor

FEBRUARY 19, 2019

I spend the majority of this space writing about the challenges associated with investing. So how hard is investing really? First we have to breakdown investing into its two simplest components. But investing can be as simple as owning stocks and bonds and doing it in just two products. I even wrote a whole book on it.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

The Irrelevant Investor

JULY 22, 2015

Since the iPhone first launched in 2007, Apple has compounded at nearly thirty percent a year, turning a $100 investment into $800 today. Since 2007, Apple has had single-day declines of at least five percent thirty-four times, and three different days of double digit declines.

Investing 52

Investing Investments Banking 52