The Big Picture

AUGUST 25, 2022

Over the years, I have been involved in a fair share of investment conferences. The take-away from these experiences was that we could curate insightful and compelling speakers to share their expertise with an investing audience. This began with the Big Picture Conference at the New York Athletic Club, post-GFC. Javitz Center?

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Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? 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

NOVEMBER 2, 2023

The Pandemic crash and rally was a 34% reset and a continuation of the bull that formally began in March 2013. Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through? appeared first on The Big Picture.

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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.” And, it has the advantage of leaving your actual investments alone.

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A Wealth of Common Sense

SEPTEMBER 17, 2024

In 2014 I wrote a piece called What If You Only Invested at Market Peaks? It’s hard to believe it now, but many investors assumed after a massive 30%+ run-up in the S&P 500 in 2013 that a peak was imminent. Here’s a look back at the most popular post in A Wealth of Common Sense history. * So I decided to simply run.

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The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Good investing demands humility. For too many people in the investing world, this remains an anathema. I credit Ray Dalio for first bringing this to the forefront in investing.

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Trade Brains

OCTOBER 31, 2024

The firm started as Heritage Barter Private Limited before evolving into Gretex Industries Limited in 2013. Registered with RBI, it specializes in securities trading and investments. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

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Carson Wealth

JANUARY 22, 2025

Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.

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Brown Advisory

DECEMBER 1, 2013

The Advisory | December 2013. Sun, 12/01/2013 - 09:56. equities, European markets and the Fed go from here—and we ask our investment team to share some of the ideas that they are excited about as we head into 2014. In This Issue : we look at some big questions for next year—specifically, where U.S.

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The Big Picture

OCTOBER 31, 2022

How Twitter Will Change as a Private Company : The social media company went public in 2013. Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. Green ). • But Elon Musk is taking it private as part of his acquisition of the firm. Here’s what that means. (

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The Big Picture

SEPTEMBER 5, 2024

billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. Wells Fargo Advisors said at the end of 2013 it had $375 billion in managed account assets, roughly 27% of the $1.4

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The Big Picture

JULY 26, 2023

Laurence Ball, Professor of Economics at Johns Hopkins and Research Associate at the National Bureau Of Economic Research, made the case in 2013 that 4% was a more rational target. The case for 4% inflation , Laurence Ball, VoxEU/CEPR 24 May 2013 3. The problem with this approach is as we have repeatedly shown, it is utterly useless.

Economy 246

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Brown Advisory

NOVEMBER 1, 2013

Strategic Advisory Letter | 2013 Year-End Planning Checklist. Fri, 11/01/2013 - 12:07. Today, the tax environment is far more stable, but we recommend considering several tax-planning moves along with reviewing investment and asset protection plans before year’s end.

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Calculated Risk

JANUARY 11, 2023

2013 62.9% -0.8 Question #8 for 2023: How much will Residential investment change in 2023? Unemployment and Participation Rate for December each Year December of Participation Rate Change in Participation Rate (percentage points) Unemployment Rate 2008 65.8% 2009 64.6% -1.2 2010 64.3% -0.3 2011 64.0% -0.3 2012 63.7% -0.3 2014 62.8% -0.1

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The Big Picture

APRIL 29, 2023

Be sure to check out our Masters in Business next week with Julian Salisbury , Chief Investment Officer of Goldman Sachs Asset & Wealth Management , with $737 billion in assets under management. 2013: Talking Watches with John Mayer 2,344,287 views Sep 25, 2013 Well. You asked for it. You got it.

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Validea

MARCH 27, 2025

Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. His wit and accessible ideas helped popularize equity investing for everyday investors.

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The Big Picture

JULY 27, 2023

Morningstar ) • How to Invest Like the 1% : In 1989, the top 1% of households in the United States controlled a little less than 23% of the wealth in this country. The Amazon founder, who purchased The Washington Post for $250 million in 2013, has taken a more active role in the paper’s operations this year. (

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Calculated Risk

JANUARY 13, 2023

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. Residential investment has also peaked. Real GDP Growth Year Annual GDP Q4 / Q4 2005 3.5%

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The Big Picture

DECEMBER 13, 2024

Prior to joining BlackRock in 2013, he held key roles at institutions like Artisan Partners, Neuberger Berman, and Merrill Lynch. We discuss the success of passive investing at BlackRock, the general tech investing landscape, and what it takes to build a career that combines a passion for technology with finance.

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The Big Picture

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

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Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. The second half of 2013 marked another major spike—from $68 on July 4th to $1,237 on December 3rd before declining again. in January) before declining again later that year.

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Random Roger's Retirement Planning

JUNE 16, 2024

We've all seen Tweets or notes in articles or other places where someone says something like $1000 invested in Amazon in nineteen ninety whatever would be worth a gazillion dollars today. Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013. We've talked about this before.

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Meb Faber Research

NOVEMBER 16, 2022

Fama, 2013 Nobel laureate in economic sciences, is widely recognized as the “father of modern finance.” ” His research is well known in both the academic and investment communities. The post Episode #455: Eugene Fama: A Life in Finance appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Investments Investing Risk Tolerance Accounting 108

Trade Brains

FEBRUARY 18, 2024

Gravita India : Investors often seek out the potential for significant returns, sometimes investing in speculative “story stocks” that lack revenue, let alone profitability. However, the truth is that consistently losing money can eventually prompt investors to withdraw their investments. 83.32 % Aluminium 338.81

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Calculated Risk

JANUARY 9, 2024

2013 62.9% -0.8 Question #8 for 2024: How much will Residential investment change in 2024? Unemployment and Participation Rate for December each Year December of Participation Rate Change in Participation Rate (percentage points) Unemployment Rate 2008 65.8% 2009 64.6% -1.2 2010 64.3% -0.3 2011 64.0% -0.3 2012 63.7% -0.3 2014 62.8% -0.1

Economics 173

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Carson Wealth

SEPTEMBER 28, 2023

Should we have a full government shutdown (the last time was in 2013), then all 1.9 It was estimated that the full shutdown in 2013 lead to a loss of $500 million in spending at national parks according to the National Park Services. It will take a bipartisan deal to avoid a shutdown or to reopen it. Libby Cantrill, head of U.S.

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Calculated Risk

JANUARY 10, 2024

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. Question #8 for 2024: How much will Residential investment change in 2024? this gives 2.4%

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The Big Picture

AUGUST 17, 2023

It’s like a bad syllogism : Observe a Single Data Point; Reach a broad conclusion about it; Express this in a trade or investment idea The problem with any single data point is that the real world is complicated, messy, and filled with randomness and noise. This includes the monthly employment situation report and quarterly GDP releases.

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Brown Advisory

DECEMBER 20, 2013

Investment Case | On The Rise. Fri, 12/20/2013 - 13:11. While the fixed income market sits on pins and needles in anticipation of rising rates in 2014, we believe that one sector of the market—mortgage-backed securities—stands poised to offer opportunities to investors regardless of where rates go from here.

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Brown Advisory

MAY 1, 2013

2012 Annual Report | Thoughtful Investing. Wed, 05/01/2013 - 12:00. It is hard to believe that it has been 20 years since the idea behind Brown Advisory was put into place. Launched as an “independently minded” group at Alex. Brown, we became an “independently owned” firm in 1998 and have continued in this form ever since.

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Validea

APRIL 5, 2023

If we want to adopt an investment strategy that works over the long-term, then academic research offers a great testing ground to help us figure that out. There are many ways in which real world investment strategies can differ from those run in academic testing. And that makes a lot of sense. Chaves et al.

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Validea

MARCH 7, 2025

This feature blends educational investing insights with potential investment ideas, helping you better understand and apply these time-tested approaches in your own investment process. Profit Margin Consistency Stable or improving margins over multiple years indicate efficient management and a sustainable competitive advantage.

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Validea

MARCH 13, 2025

This Weeks Featured Strategy: The Benjamin Graham Value Investor Model This week, we turn to one of the most foundational and influential investment strategies ever createdthe Benjamin Graham Value Investor Model , based on principles laid out in Grahams classic, The Intelligent Investor.

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The Big Picture

SEPTEMBER 25, 2024

Why Stocks Are Your Best Bet with Jeremy Schwartz, WisdomTree (September 25, 2024) Are equities the best long-term investment? Stocks can be risky, even volatile, over long periods of time, and there are so many different approaches to investing that it can get confusing. They have a 30 or a 40-year investment horizon.

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Brown Advisory

OCTOBER 10, 2013

Investment Voices | Bad News Bears. Thu, 10/10/2013 - 14:26. Fear and worry sent the municipal bond market tumbling and investors racing for the exits over the spring and summer of 2013. But where others have seen calamity, we see opportunity.

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Good Financial Cents

JUNE 25, 2023

That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If you’re looking into cryptocurrency for the first time, you may be wondering, “can I start by investing $100 in Bitcoin?”

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