Brown Advisory

MARCH 24, 2021

And like gold, Bitcoin is expensive to mine, difficult to value and impractical for everyday economic transactions. If a business has wonderful economics that are easy to understand but extremely difficult to replicate, then we believe in holding the investment for the long term. In other words, it’s akin to digital gold. Catherine D.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

And like gold, Bitcoin is expensive to mine, difficult to value and impractical for everyday economic transactions. If a business has wonderful economics that are easy to understand but extremely difficult to replicate, then we believe in holding the investment for the long term. In other words, it’s akin to digital gold. Catherine D.

Assets 52

Assets Economics Investing Investments 52

Cornerstone Financial Advisory

AUGUST 7, 2023

6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. 1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears. 6,7 This Week: Key Economic Data Monday: Wholesale Inventories.

Marketing 90

Marketing Marketing Economics Taxes 90

The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we? That’s very funny. NORTON: Right. And so you can think of that.

Portfolio 130

Portfolio Management Assets Investing 130

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. Businesses pay for a lot of health care here, so “medical costs are the tapeworm of American economic competitiveness.”

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. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Tell us about that.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

OCTOBER 8, 2024

You don’t go for a doctorate in economics. And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Recently, more recently, a company in Chicago called Tempus, it got a big data precision medicine to help people who are diagnosed with cancer. RITHOLTZ: I love them. I just flew out JFK.

Startup 173

Startup Investing Investments Numbers 173

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.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. So what I always say is that, you know what the Nobel Prize winners and behavioral economics will tell you is that emotionally losses hurt four to five times more than gains satisfy. It’s volatile.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

Aleph

JANUARY 7, 2023

’ Jan 07, 2023 Silicon Valley staff rush to offload start-up shares as valuations plummet [link] Watch for more deals where a big investor buys in at the last round price, but with additional goodies atached. Valuations are *still* not cheap yet. link] 80/20 is best for the long haul. ” Keep the two systems separate.

Banking 64

Banking Certification Startup Medical 64

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. RITHOLTZ: Right.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

SEPTEMBER 28, 2023

Hollywood Reporter ) • The art of keeping it simple, by JPMorgan’s Jan Loeys : “We feel that keeping things simple in finance, fewer assets, simple valuation rules, simple investment rules, is an underrated strategy and one that too few of us actively pursue as the mainstay of their strategic allocation.”

Medicine 255

Medicine Valuation Economics Government 255