The Irrelevant Investor

JANUARY 28, 2019

million miles of roads between 1996 and 2016 Between 2011 and 2013, China used more cement than the U.S. million miles of roads between 1996 and 2016 Between 2011 and 2013, China used more cement than the U.S. How much money would you put into this country's stock market? So how much better did China's stock market do versus ours?

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Numbers Economy Marketing Marketing 52

The Irrelevant Investor

FEBRUARY 23, 2022

Historical numbers should be taken with a grain of salt, but I do think it can help set baseline expectations. So, I had Nick Maggiulli run the numbers for me, and since 1950, the S&P 500 has declined 10% from its highs 25 times*. Or the economy. Few people are worried about a correction. Or the Fed. Or tech valuations.

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Numbers Distribution Valuation Investing 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. RITHOLTZ: Right. RITHOLTZ: Right.

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Marketing Marketing Economy Valuation 130

The Better Letter

MARCH 14, 2024

And about 60 percent of national champions are one of the four number one seeds. Five 11-seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, and UCLA in 2021. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

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Numbers Medicine Math Marketing 82

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. Interest rates are like a giant gas pedal that revs the engine of our economy, with the polished black dress shoe of Federal Reserve Chairman Jerome Powell pressed upon it.

Economy 84

Economy Banking Budgeting Investing 84

The Better Letter

MARCH 16, 2023

2 Nobody knows for sure what the actual numbers are, but it is estimated that as many as 100 million NCAA Tournament brackets are filled out each year. Five 11-seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, and UCLA in 2021. The 11 and 10 seeds win 39 percent of the time.

Math 93

Math Numbers Medicine Marketing 93

Trade Brains

JULY 12, 2022

Under the cap-and-trade program, the government allows a certain number of credits every year and beyond which companies cannot pollute. In the free-market economy, things do not work as intended and a lot of big organizations are blamed for hoarding these carbon credits which has caused the asymmetry in supply. Company Profile.

Certification 52

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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. In 2018 alone, Ecolab reported that it had helped customers conserve 164.5 million pounds of waste, and 16.1

Portfolio 52

Portfolio Numbers Management Investments 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. STRONG FOUNDATION. In 2018 alone, Ecolab reported that it had helped customers conserve 164.5

Portfolio 52

Portfolio Numbers Management Investments 52

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. Yet even after adjusting for that inflation, the net output of our economy has grown by over twenty times – over 2000%”.

Economics 52

Economics Retirement Engineering Economy 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon. ” Well, how interesting.

Marketing 53

Marketing Marketing Retirement Investing 53

Brown Advisory

JUNE 16, 2021

economy, seem poised to benefit from a potential postpandemic rebound. As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8%

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Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

economy, seem poised to benefit from a potential postpandemic rebound. As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). With record 94.8% return in the first quarter of 2020), U.S. small-cap universe.

Valuation 52

Valuation Investments Investing Government 52

The Big Picture

SEPTEMBER 19, 2023

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. It could be off on the wage increase number somewhere around there. What, how do you work around those sort of numbers?

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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. A number of funds have also been hurt by the rally in energy and basic materials shares that was prompted by China’s stimulus measures during the first quarter.

Marketing 52

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The Better Letter

JUNE 7, 2024

There are ways for teams to juggle their cap numbers, of course. He was below the Young threshold. 6 Even so, only one quarterback per year wins a Super Bowl, so it’s easy to overstate what the data means. In other words, small sample size. Most obviously, cheap rookies help. 3 The Patriots were paying Drew Bledsoe 12.3

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Investing Investments Management Education 83

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.

Investing 52

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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. The stock market isn’t the whole economy, it’s just the publicly traded companies, which are the big ones.

Investing 52

Investing Investments Retirement Accounting 52

Clever Girl Finance

OCTOBER 17, 2023

Created in 2011, it includes exposure to companies like Crown Castle and Public Storage. Created in 2001, it invests in a number of investment-grade bonds, such as U.S. Like the VGSLX, this index fund is geared towards investors who want exposure to the real estate market. companies that tend to grow quicker than the broader market.

Risk Tolerance 52

Risk Tolerance Investments Investing Portfolio 52

Sara Grillo

AUGUST 14, 2023

The entire economy, the world of investing, is based upon being able to trust who we are listening to. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. RIAs do not generally operate that way; it is usually the broker dealer model.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JUNE 12, 2017

Investments in Apple and IBM, and Technology Misses: Amazon and Google After years of avoiding investments in technology companies, Buffett was asked what he had learned about technology companies, and what is different about his recent investment in Apple and a 2011 investment in IBM that was recently reduced in size. company.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

After years of avoiding investments in technology companies, Buffett was asked what he had learned about technology companies, and what is different about his recent investment in Apple and a 2011 investment in IBM that was recently reduced in size. Buffett said he views Apple and IBM differently. 2018 Annual Shareholders Meeting. company.

Investments 52

Investments Investing Ethics Taxes 52

David Nelson

JANUARY 30, 2023

Déjà vu all over again In 2011, when we went down this path, markets we’re fairly sanguine about the coming deadline. The Budget Control Act of 2011 ended the crisis, increasing the debt limit immediately with several measures to reduce spending. I know a staggering number and believe me when I say this.

Budgeting 52

Budgeting Media Government Retirement 52

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investments Investing 69

The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. 2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011.

Assets 104

Assets Valuation Management Marketing 104

Truemind Capital

OCTOBER 17, 2023

Equity markets are at a very interesting juncture where the market participants have not been able to ascertain the future outlook of the US and world economy (with a bias for positive outcomes). Despite the rosy outlook, the valuations do not provide comfort for the short to medium term given our strong linkages with the Global economies.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Reuters (2011). US Department of the Treasury (2021).

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Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 5Reuters (2011). 1US Department of the Treasury (2021).

Government 52

Government Commission Economics Distribution 52

ClearMoney

FEBRUARY 21, 2022

We believe current market prices quickly incorporate expectations about the effects of these events on economies and companies. If imposed, they would add to sanctions on Russia that have been in place for a number of years. Geopolitical events like military or economic conflicts can affect stock markets in many ways.

Commission 52

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. middle market is the third largest economy in the world. And so five years into that growth of our business, we sold the firm to Carlyle in 2011.

Banking 147

Banking Management Investing Investments 147

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.

Math 147

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The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. What is that role like?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

AUGUST 5, 2024

And what I found so interesting about his work was it was applied economics and it brought some cohesiveness to the way economies work around the world. Free market oriented economies. I saw all these different economies and different currencies, and, and I wondered how does this all fit together? What are the impacts we have?

Economy 173

Economy Economics Numbers Marketing 173

The Big Picture

AUGUST 12, 2022

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. The economy is having the expected textbook reaction to tariffs, treating them as an unnecessary tax on consumer spending, both here and abroad.

Economics 189

Economics Banking Government Electronics 189

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. If you were alive and writing checks in 2006 to 2011.

Media 290

Media Investing Investments Valuation 290

Nationwide Financial

MAY 1, 2023

The Fed is walking a delicate tightrope in raising rates with a slowing economy, disruption in the banking sector, and tightening financial conditions. This is concerning as investors are beginning to overly rely on a small number of tech names. SoftBank’s Arm filing for an IPO is just an example of this.

Marketing 52

Marketing Marketing Economy Economics 52