The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130

Valuation Investing Investments Assets 130

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The economy has surprised to the upside and stocks had one of their best starts to a year. Retail sales and food services rose 0.7% Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point.

Marketing 98

Marketing Marketing Economy Retail 98

Brown Advisory

JANUARY 1, 2023

There are many disturbing parallels in today’s global economy. We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. For us, all business starts with the customer. and TK Maxx in the U.K.)

Investing 52

Investing Investments Valuation Clients 52

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. All the big brokerage firms have large compliance departments, and they should. Berkshire is the sixth most valuable company in the U.S.

Investing 52

Investing Investments Ethics Taxes 52

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. All the big brokerage firms have large compliance departments, and they should. Berkshire Hathaway. Berkshire is the sixth most valuable company in the U.S.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. KLINSKY: Yeah.

Investing 260

Investing Investments Numbers Banking 260

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Economic data continues to come in strong, including for retail sales and vehicle production. Housing may no longer be a drag on economic growth the rest of this year.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

Assets 157

Assets Investing Investments Portfolio 157

The Big Picture

APRIL 25, 2023

The Information ) • The global economy’s slow-motion reset : We are now in the early stages of a slow-moving process of markets, companies and governments adapting and readjusting to that reality. But this new understanding is being undermined by a lingering adherence to growth-inhibiting austerity policies.

Consulting 144

Consulting Compliance Accounting Retail 144

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. You turned out to be the first dual economics financial management major at Quinnipiac. And I would constantly hear them frustrated by the compliance department. RITHOLTZ: Right.

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

SEPTEMBER 5, 2023

MILLER: And my wife always kids me about being overly eager to pay full retail. And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss.

Sales 130

Sales Numbers Taxes Marketing 130

SEI

SEPTEMBER 6, 2022

The space is still relatively nascent, terminology is still enigmatic at times, and there remains a large degree of uncertainly and opaqueness with regulatory and tax compliance, which hinders broader institutional adoption. . The creator economy, or Web 3.0, As always, there are trade-offs. Ownership and monetization.

Assets 52

Assets Investing Investments Government 52

Carson Wealth

APRIL 22, 2024

Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. and hides underlying strength.

Marketing 96

Marketing Marketing Economy Government 96