Abnormal Returns

SEPTEMBER 21, 2023

Markets The credit markets are very different than they were in 2009. semafor.com) Despite a slowdown, the warehouse industry is raising rents. wsj.com) IPOs Shopify ($SHOP) is a winner in the Klayvio ($KVYO) IPO. theinformation.com) Is the IPO window really that open?

Financial Advising 300

Financial Advising Media Economy Numbers 300

The Big Picture

OCTOBER 1, 2022

” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.”

Economics 303

Economics Marketing Marketing 303

The Big Picture

NOVEMBER 26, 2022

This week, we speak with Boaz Weinstein, the chief investment officer of Saba Capital Management LP, which Weinstein founded in 2009 as a lift-out of Saba Principal Strategies. Prior to founding Saba, Boaz Weinstein was co-head of global credit trading at Deutsche Bank, where he oversaw approximately 650 professionals.

Banking 246

Banking Management Assets Investing 246

The Big Picture

OCTOBER 25, 2024

In 2009 Toto combined his passion for racing and business by investing in the Williams F1 Team.  This week, we speak with Toto Wolff , Team Principal & CEO of the Mercedes-AMG PETRONAS F1 Team. Prior to joining Mercedes, Toto spent time in the investment world, founding his own company Marchfifteen in 1998 and Marchsixteen in 2004.

Healthcare 294

Healthcare Management Investing Investments 294

The Big Picture

NOVEMBER 27, 2023

The dotcom top, the double bottom in Oct 02-March 03; the highs in 2007, the lows 2009. Luck : I put luck last because it’s so often overlooked. Consider what you would have had to do over the past 2 decades to be a successful timer.

Marketing 304

Marketing Marketing Math Retirement Planning 304

The Big Picture

SEPTEMBER 29, 2023

Kidding aside, Tim Harford reminds us that “In 2008, the consensus from forecasters was that not a single economy would fall into recession in 2009.” .” If it does happen, your warnings were prescient, it was a very real (e.g., 40%) probability of happening.

Economy 298

Economy Banking Economics 298

The Big Picture

OCTOBER 7, 2022

Who is to Blame, 1-25 (June 29, 2009). _. Blame the Fed For Everything! June 9, 2022). Normalization vs Inflation (March 14, 2022). How Greenspan Became the ex-Maestro (August 11, 2014). For the full calendar year 2020, the total return for the S&P 50 index was 18.4%; the 67.9% return is from the March 23, 2020 low.

Banking 336

Banking Economics Portfolio Assets 336

The Big Picture

AUGUST 25, 2022

I had flipped bullish in March 2009, but I have vivid recollections that Fall of listening to Jim O’Shaughnessy of OSAM explain the history of markets following a 50+% crash. Over the years, I have been involved in a fair share of investment conferences. He was even more bullish than I was, and had the data to back it up.

Wealth Management 337

Wealth Management Investing Investments Marketing 337

The Big Picture

SEPTEMBER 21, 2022

November 22, 2009). Regardless, this is an area of research ripe for further exploration. I hope to address this in greater detail in the coming weeks… Previously : How Overrated is Sentiment in Economics? Black Friday #Fails. Source : Inflation Expectations Continue Decline at the Short-, Medium-, and Long-Term Horizons.

Risk Tolerance 334

Risk Tolerance Budgeting Numbers Banking 334

The Big Picture

OCTOBER 13, 2023

March 2008) NAR Housing Affordability Index is Worthless (August 2008) Former NAR Economist David Lereah is a Jackass (January 6th, 2009) Its ALWAYS a Good Time to Buy a House!

Numbers 298

Numbers Sales Management Marketing 298

The Big Picture

AUGUST 15, 2022

The S&P 500 topped out in early October 2007 and bottomed in March 2009. Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. Let’s look at the 2008 scenario as an example. How Remote Work is Shifting Population Growth Across the U.S.

Communication 298

Communication Startup Management Economics 298

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. For context, think about the times when all of the stars lined up and a major reversal was fairly obvious.

Marketing 306

Marketing Marketing Investing Investments 306

The Big Picture

MARCH 15, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B But what he’s really after is human connection. (

Banking 298

Banking Food Startup Media 298

The Big Picture

FEBRUARY 16, 2024

Dudley explains how he became President of the NY Fed in January 2009 — right in the heart of the GFC. He describes that as a turning point in the banking crisis.

Banking 162

Banking Wealth Management Portfolio Management Management 162

A Wealth of Common Sense

MAY 14, 2024

Since 2009, a total U.S. A lot of investors have abandoned international diversification (or at least strongly considered it) in recent years. I understand why this is happening. stock market has destroyed all comers ever since the Great Financial Crisis ended. That’s annual returns of more than 14% per.

Marketing 145

Marketing Marketing Asset Allocation Assets 145

Mish Talk

NOVEMBER 25, 2022

With the exception of the early stages of the pandemic, the decrease in total new sales was the sharpest since 2009. Demand conditions worsened as the fourth quarter progressed, with new orders across the private sector falling in November at the fastest pace since the initial pandemic wave in May 2020.

Economy 290

Economy Manufacturing Numbers Sales 290

A Wealth of Common Sense

JUNE 23, 2024

Since the start of 2009, the S&P 500 has seen returns of 14.5% Here’s a good follow-up question on these numbers: This is a legitimate concern. Since 2020 the S&P 500 has compounded at more than 14% per year. That’s not just a pandemic phenomenon either. From the bott.

Marketing 144

Marketing Marketing Numbers 144

The Big Picture

MARCH 10, 2023

Hollywood Reporter ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B The film has inspired legions of fans, an annual festival and even a religion, but it wasn’t an instant hit in 1998.

Startup 287

Startup Media Banking Sales 287

The Chicago Financial Planner

JUNE 13, 2022

For example during the 2008-2009 market debacle I looked at funds to see how they did in both the down market of 2008 and the up market of 2009. If a fund did worse than the majority of its peers in 2008 I would expect to see better than average performance in the up market of 2009.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

A Wealth of Common Sense

AUGUST 13, 2024

That’s roughly 1% of the time, meaning that since July 2009, the United States has avoided a recession 99% of the time. Do you know how long we’ve been in a recession for since the end of the Great Financial Crisis? Two months. In 15 years, the U.S. economy has been in a recession for just two months!

Economy 142

Economy 142

The Big Picture

MAY 31, 2024

Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charter holder. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MAY 15, 2023

But even GE beat CSCO for the next decade, through January 2009, so choosing CSCO over GE was also a bad pick: How did the stock pick do against a benchmark? At this point, the column appears as just a dart-throwing exercise dressed up as stock analysis. 1 Pick your poison: The S&P500 is up 194.4%

Marketing 333

Marketing Marketing Management 333

The Big Picture

AUGUST 4, 2022

I noted near the lows in June that I “ The contrarian in me is just starting to get that itch to buy here, but it’s not a full-throated “Gotta gotta gotta get some” like 2020 or 2009.” ” I suspect the possibility of a great trading entry is out there somewhere. In the meantime, the Dog Days of Summer are here.

Economics 264

Economics Economy Marketing Marketing 264

A Wealth of Common Sense

DECEMBER 19, 2023

The tech-heavy index is on pace for its first half-century performance since 2009. The Nasdaq 100 is up more than 50% this year. The Magnificent 7 stocks are a big reason for this year’s massive gains but it also helps that the Nasdaq crashed last year, falling more than 32%.

Marketing 143

Marketing Marketing 143

The Big Picture

APRIL 11, 2024

Most of the hedge fund community would be revealed post-2009 as not worth their costs. The 2000s saw a few major changes: Computers had become ubiquitous and relatively cheap, data became widely available and people soon found out how well their active managers had — or had not — done.

Commission 351

Commission Taxes Management Electronics 351

The Big Picture

FEBRUARY 11, 2023

Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners. This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. trillion in assets.

Communication 189

Communication Banking Investing Investments 189

The Big Picture

MARCH 12, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B An Idaho community college may never be the same. (

Government 242

Government Media Assets Investing 242

The Big Picture

OCTOBER 9, 2023

These days, I am much more an investor than a trader, and more willing to rise the markets up and down than to try to time them or bet against them.

Banking 331

Banking Media Clients Marketing 331

The Irrelevant Investor

OCTOBER 25, 2022

Today we learned that home prices had their largest drop since 2009. This is just a small preview of what I believe we’ll see in the coming months as the market adjusts to 7% mortgages. In fact, a lot of the economic data will likely worsen.

Economics 130

Economics Marketing Marketing 130

Wealth Management

MAY 26, 2023

Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend.

Retail 119

Retail Assets Investing Investments 119

Meb Faber Research

FEBRUARY 9, 2024

Between the end of 1979 and the end of 2009, […] The post Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. Recorded: 1/24/2024 | Run-Time: 1:03:53 Summary: We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets.

Investing 117

Investing Investments Marketing Marketing 117

Calculated Risk

MAY 13, 2024

Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. The dashed line is the April 2024 seasonally adjusted annual sales rate (SAAR). Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019. Click on graph for larger image.

Sales 126

Sales 126

The Big Picture

MARCH 14, 2023

Be sure to check out our Masters in Business interview this weekend with Rich Bernstein of Richard Bernstein Advisors (RBA), which was founded in 2009 and is running $14.6B At the European Space Agency’s main technology hub in the Netherlands, a futuristic space mission that will uncover cosmic mysteries is taking shape.

Banking 258

Banking Assets Media Investing 258

Calculated Risk

OCTOBER 31, 2022

For loans made in 2005 through 2008 (1% of portfolio), 3.83% are seriously delinquent (down from 3.95%), For recent loans, originated in 2009 through 2021 (98% of portfolio), 0.55% are seriously delinquent (down from 0.57%). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 145

Portfolio 145

Calculated Risk

DECEMBER 28, 2022

For loans made in 2005 through 2008 (1% of portfolio), 3.49% are seriously delinquent (down from 3.71%), For recent loans, originated in 2009 through 2021 (98% of portfolio), 0.52% are seriously delinquent (down from 0.53%). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 144

Portfolio 144

Calculated Risk

OCTOBER 4, 2022

Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. The dashed line is the September 2022 seasonally adjusted annual sales rate (SAAR). Then heavy truck sales increased to a new all-time high of 570 thousand SAAR in April 2019. Click on graph for larger image.

Sales 140

Sales 140

The Big Picture

OCTOBER 3, 2024

November 29, 2009) Harvard: Not So Smart After All (December 4, 2008) Archive: University Endowments Sources : Harvard ignored warnings about investments ( Mirror ) Advisers told Summers, others not to put so much cash in market; losses hit $1.8b

Medical 133

Medical Management Investing Investments 133