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 298

Economy Manufacturing Economics Sales 298

The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He’s the chief investment officer at Bitwise Asset Management. Gox in 2014. Are these coins an investment or are they a speculation?

Assets 130

Assets Investing Investments Banking 130

The Big Picture

SEPTEMBER 13, 2023

Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. Investing really is a profession. Previously : MiB: Laszlo Birinyi (September 13, 2014) How News Looks When Its Old (October 29, 2021) The post Birinyi’s Axioms appeared first on The Big Picture. Free advice is not worth it.

Media 219

Media Clients Investments Investing 219

The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important.

Marketing 336

Marketing Marketing Media Investing 336

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.

Investing 108

Investing Investments Risk Tolerance Accounting 108

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].

Investing 128

Investing Investments Valuation Portfolio 128

The Reformed Broker

JUNE 4, 2023

Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Michael, Duncan and I popped up in the Tampa / St. Watch or listen to the episode below.

Investing 177

Investing Investments 177

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.

Investing 130

Investing Investments Clients Numbers 130

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?

Engineering 331

Engineering Media Management Investing 331

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?

Taxes 288

Taxes Portfolio Marketing Marketing 288

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%

Economy 278

Economy Sales Economics Investing 278

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.

Education 189

Education Management Investments Investing 189

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.

Investments 147

Investments Investing Marketing Marketing 147

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.

Investing 52

Investing Investments 52

Calculated Risk

JANUARY 11, 2023

2014 62.8% -0.1 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 2013 62.9% -0.8

Economics 242

Economics Sales Investing Investments 242

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.

Consulting 182

Consulting Banking Sales Investing 182

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.

Investing 93

Investing Investments Portfolio Assets 93

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

Medical 133

Medical Management Investing Investments 133

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.

Clients 52

Clients Investing Investments 52

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.

Investing 162

Investing Investments Portfolio Management 162

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.

Investing 75

Investing Investments Taxes Retirement 75

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?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

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.

Economy 263

Economy Economics Education Government 263

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice.

Investing 147

Investing Investments Management Retirement 147

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.

Investing 69

Investing Investments CFP Portfolio 69

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

Wealth Management Management Engineering Banking 162

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.

Investing 52

Investing Investments 52

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.

Education 111

Education Investing Investments Marketing 111

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?

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Brown Advisory

DECEMBER 20, 2013

Investment Case | On The Rise. 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. Fri, 12/20/2013 - 13:11.

Investing 52

Investing Investments Marketing Marketing 52

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.”

Portfolio Management 237

Portfolio Management Economy Assets Management 237

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.

Assets 119

Assets Investing Investments Numbers 119

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? 2008 0.1% -2.5%

Economy 200

Economy Sales Economics Investing 200

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.”

Numbers 334

Numbers Communication Media Investing 334

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.

Advertising 147

Advertising Media Food Investment Advisor 147

Calculated Risk

JANUARY 9, 2024

2014 62.8% -0.1 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 2013 62.9% -0.8

Economics 173

Economics Sales Investing Investments 173

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

Portfolio Management Economy Economics Portfolio 162