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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Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." (fortunesandfrictions.com) What lessons are investors going to take away from 2022? blog.validea.com) FTX Felix Salmon, "The collapse of FTX is the most consequential failure the crypto world has seen since Mt. axios.com) The FTX empire is complicated to say the least.

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The Big Picture

JULY 7, 2023

How did they develop their investment philosophy? Since MiB launched in 2014, smarter, longer-form, in-depth interview formats have become increasingly popular. I wanted to be able to reach investors and show them there was a better way to learn about investing. How did they make important career decisions?

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Brown Advisory

JUNE 1, 2014

NOW 2014 Conference Supplement. Sun, 06/01/2014 - 20:23. Brown Advisory recently hosted NOW 2014, our biennial forum for provocative inquiry into the trends that shape our world and influence our investment thinking.

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The Big Picture

NOVEMBER 2, 2023

Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through? February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going?

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The Big Picture

JANUARY 5, 2024

Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. It was all an education for what became his favorite job, writing about all of Wall Street finance, investing and business on a daily basis. This week, we speak with Matt Levine , Opinion columnist at Bloomberg.

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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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Brown Advisory

MAY 1, 2015

2014 Annual Report | Putting The Pieces Together. We are pleased to share with you the 2014 annual report for Brown Advisory. Fri, 05/01/2015 - 12:00. The purpose of this report is to provide an update on the firm's performance as a business and its financial condition.

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The Big Picture

SEPTEMBER 2, 2023

You can hear our previous interviews from 2014 , 2016 , 2020 , 2021 and 2022. Be sure to check out our Masters in Business next week with John McAuliffe co-founder and Chief Investment Officer at the Voleon Group. Voleon was one of the first hedge funds to use AI as a core of its investing model. Previously, he was at D.

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The Big Picture

OCTOBER 3, 2024

Investment performance has never recovered. 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

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Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The last time gold had two consecutive years of negative returns was 2014 and 2015. Market is subject to wild mood swings.”. Tool: [link].

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The Big Picture

MAY 16, 2023

Well, the consolidation we predicted has happened: Last year saw 112 hospital mergers (up 18% from 2014). He is the founder and CIO of Social Leverage , where he makes early-stage investments. Then election deniers decided to run for local office. Social Leverage recently launched its 4th fund.

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Meb Faber Research

MARCH 8, 2024

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014.

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The Big Picture

DECEMBER 5, 2024

Invest as If It Won’t. Sources : Art Cashin, New York Stock Exchange fixture for decades, dies at age 83 Bob Pisani CNBC, Dec 2 2024 Cashin on the Cuban Missile Crisis / North Korea (August 14, 2017) The World Is Ending?

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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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Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? —ask WHERE Where in the world should you invest?

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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The Big Picture

JULY 18, 2023

That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception. Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.”

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The Big Picture

JANUARY 13, 2024

She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave!

Portfolio Management 162

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The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

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The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.”

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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. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

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The Big Picture

JANUARY 27, 2024

Lynch remembered Burke Robinson, a lecturer at nearby Stanford who’d been his instructor in a spring 2014 course called “The Art and Science of Decision Making.” “I’m The digital investment advisor manages over $40 billion in assets for 800,000 clients. In 2020, Fox News drew 4.4 million viewers overall.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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The Big Picture

MARCH 9, 2023

She points to studies that show that male-dominated hedge funds represent a missed opportunity to generate more alpha — it’s simply a poor investment strategy. In this space, Hedge funds lag finance, which in turn lags the broader economy.

Wealth Management 162

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Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 The result is soaring investment in ways to maximize reductions in headcounts. Respondents’ satisfaction with wage compensation, non-wage benefits, and promotion opportunities at their current job all improved in November compared to July. Percent Not Working: +14.3%

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The Chicago Financial Planner

OCTOBER 21, 2021

This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Need help getting on track?

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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?

Economy 119

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Brown Advisory

JANUARY 2, 2015

Investment Perspectives | Dealing with Risk. With the exception of a few sudden downdrafts, stocks gained meaningful ground in 2014 with relatively low volatility, so now may seem like an odd time to write about risk. Fri, 01/02/2015 - 15:59.

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Random Roger's Retirement Planning

JULY 22, 2022

The best investment we ever made was buying our first cabin in Walker in 1998. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker 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. The data says that it is. We clearly can.

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Carson Wealth

SEPTEMBER 11, 2023

trillion (37%) This is a big shift from 2014, when foreigners were the largest holders of U.S. The share held by the Federal Reserve has jumped between 2014 and 2022, but the chart below shows that percentage has fallen over the last year as the Fed has ended its bond purchases. debt has fallen from 26% to 15% between 2014 and 2023.

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The Big Picture

NOVEMBER 1, 2024

Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT.

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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

APRIL 21, 2023

While this buoyed energy markets, it renewed palpable fears of prolonged inflation across the broader economy and investment community. The strategy is currently invested ~65% in what the PMs view as durable and less cyclical businesses, and 35% in more rapidly growing and less mature business models.

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Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits. Nurturing Well-Being Through Sustainable Investing. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. Only a few of the investments were aligned with environmental stewardship and other value-based goals.

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