Fortune Financial

AUGUST 16, 2021

Here is why I favor sector-neutral positioning: I would argue that if you are deviating from the index by making active bets with your portfolio, and if you are subject to benchmarking, it makes sense to limit the number of things you have to “get right” in order to perform favorably relative to the benchmark.

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Mr. Money Mustache

JANUARY 11, 2022

Here in the US, our economy has grown by about 25% even after inflation, world economic output has grown even faster, and the number of people living in extreme poverty has been cut roughly in half. US Real Economic Growth over the Mustachian Era. If this seems like just a fluke, you might be happy to learn that it is not.

Economics 52

Economics Retirement Engineering Economy 52

Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. All charts, economic and market forecasts presented herein are for illustrative purposes only.

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Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. All charts, economic and market forecasts presented herein are for illustrative purposes only.

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Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

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Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

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The Big Picture

JULY 24, 2023

RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. RITHOLTZ: Right. ” RITHOLTZ: Right.

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Mr. Money Mustache

SEPTEMBER 4, 2023

Interest rates, which have been gliding along at close to zero since before the Dawn of Mustachianism in 2011, have suddenly shot back up to 20-year highs. The one thing all sides seem to agree on is that we are “experiencing hard economic times” and that “the country is headed in the wrong way”.

Economy 84

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Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. Multiple Risks.

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The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. So I actually went to work in m and a and payments and I enjoyed that.

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Brown Advisory

JUNE 2, 2016

When equities with high dividend yields fell during a market panic in 2011, we “overweighted” equity income strategies, recognizing the bargain in solid companies with high yields. economic growth and competition from Uber and driverless cars also pushed down Avis. Estimates for the broader market have decreased as well.)

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The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. So your next stop is Citadel in 2011, and you spend six years there, Citadel also, like Millennium has a fantastic reputation. It’s beta neutral, market neutral. 00:08:21 [Speaker Changed] Wow.

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Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. First of all, it helps to remember a fundamental piece of economics: your spending dollars will probably have a much bigger impact than your investment dollars.

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Brown Advisory

NOVEMBER 28, 2018

As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. The universe of trust vehicles is quite varied, and different structures benefit from different economic conditions—some offer stronger benefits in a low-rate environment while others offer greater benefit when rates are higher.

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The Better Letter

FEBRUARY 17, 2022

If there is one thing economists agree on, one seminal idea undergirding the study of economics, it’s that incentives matter. Seatbelt laws increase the number of seatbelt wearers. In other words, we may be stupid but we’re not that stupid. This idea is simple common sense, of course. Sullivan remains good law.

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Brown Advisory

JUNE 12, 2017

Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. Businesses pay for a lot of health care here, so “medical costs are the tapeworm of American economic competitiveness.”

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Brown Advisory

JUNE 12, 2017

In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. Businesses pay for a lot of health care here, so “medical costs are the tapeworm of American economic competitiveness.” Berkshire Hathaway.

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Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

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ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. 5Reuters (2011). Review of Finance 22, no.

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ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Reuters (2011). Review of Finance 22, no.

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Government Commission Economics Distribution 52

ClearMoney

FEBRUARY 21, 2022

Geopolitical events like military or economic conflicts can affect stock markets in many ways. If imposed, they would add to sanctions on Russia that have been in place for a number of years. During the Egyptian revolution of 2011, the Egyptian Stock Exchange closed after January 27 and remained closed for over a month.

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Commission Portfolio Government Distribution 52

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011.

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The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? RITHOLTZ: Or the flash crash in 2010 and 2011.

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The Big Picture

OCTOBER 8, 2024

You don’t go for a doctorate in economics. And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. After spending time at, at various healthcare boutiques, you joined Millennium in 2011, they are a giant and highly regarded hedge funds.

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The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. Really, what I would think is getting to my natural home and that happened in 2011. ! So, you wrote the prior book a decade ago, 2011 the “Expected Returns.” My really first stroke of luck, I think, was getting that job. ILMANEN: Yes.

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The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. ’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Let, let’s talk a little bit about your background.

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The Big Picture

AUGUST 12, 2022

Taking place right before the Jackson Hole Economic Symposium, the gathering is a chance for money managers, traders, and economists to discuss crucial issues without restraint. In the current era of low rates, low inflation, and modest economic expansion, the Fed’s rate policy is having little to no impact on stimulating the broader economy.

Economics 189

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The Big Picture

AUGUST 5, 2024

He is the co- founder of ri, the Economic Cycle Research Institute. And I’ve always found his take on the world of economics and recessions and inflation and employment just fascinating and unique and different from what everybody else does. One preceded covid, I’m, I’m just talking numbers here.

Economy 173

Economy Economics Numbers Marketing 173

The Better Letter

JANUARY 26, 2023

For a surprising number of people, including the atomic scientists who run the Doomsday Clock, the apocalypse is always nigh. Even as the population continued to grow, grain prices fell, the number of people suffering food insecurity dropped, and the poverty rate was cut in half. ‘But this is the real thing.’”

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Food Numbers Economics Distribution 83

Nationwide Financial

MAY 1, 2023

This is concerning as investors are beginning to overly rely on a small number of tech names. Themes include strong pricing power, healthy consumer spending, and a recovery in housing and autos, though there are clear signs of an economic slowdown. Economic data continues to send mixed signals, though the pattern clearly shows slowing.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? That’s unbelievable.

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The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

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Economics Economy Marketing Marketing 147

MarketWatch

APRIL 21, 2023

By contrast, the White House and congressional Democrats have called for an increase in the ceiling without conditions.Since debt-ceiling negotiations may be the most contentious since 2011, TD strategists said they see a chance that the use of the Federal Reserve’s overnight Reverse Repo (or RRP) facility could grow in the near term.

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The Big Picture

NOVEMBER 7, 2024

It was literally the headline of my very first Washington Post column back on February 6, 2011: “ Why politics and investing don’t mix ” (Paywall free version: Big Picture ) The financial media spent a lot of time—way too much, in my opinion—covering the election. Aggregating bad numbers just gives you an average of bad numbers.

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Investing Investments Media Numbers 340

Carson Wealth

MAY 25, 2023

President Biden has increased it twice already, which is the least number of times any President has increased it going back 11 Presidents. Janet Yellen recently said it needs to be increased or such a failure would lead to a “steep economic downturn” in the U.S. What happens if the current debt ceiling isn’t increased? and Denmark.

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The Big Picture

NOVEMBER 9, 2022

This often leads to higher economic activity and stock prices in presidential year 3. Gasoline costs the same as it did in 2011-12). in an era where the under 40 set no longer has landlines and fraud/spam calls have led people to not answer numbers they don’t recognize.

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The Big Picture

SEPTEMBER 17, 2024

And what happened was I became the head of the Economic Club of Washington where I was supposed to get people to come in and give speeches and the speeches that were being given by business people were boring. So you’ve written a number of really interesting books based on conversations with various leaders, the highest calling.

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