The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

Random Roger's Retirement Planning

APRIL 17, 2024

That period ending in May 2000 was relatively bad for PRPFX. I'd argue it all worked out in the end but imagine how you might handle being that far behind in early 2000. I don't know whether those weightings can vary but the numbers come off the home page for the fund.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

The Big Picture

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. So, so those numbers are astonishing. Welcome to Bloomberg.

Food 130

Food Numbers Investing Investments 130

Walkner Condon Financial Advisors

AUGUST 18, 2022

You plan on leaving the company before the stock is fully vested; You don’t have enough liquid assets or it would strain your finances to pay the taxes upfront; You think the stock value will go down or stay the same; or. 2000. $ 3,000.00 . $ 4,000.00 . 2000. $ 4,000.00 . $ 3,000.00 . Cost Basis.

Planning 98

Planning Taxes Certification CFP 98

Random Roger's Retirement Planning

MAY 6, 2024

The FT also said that Man Group, Gotham Asset Management, Ionic Capital Management and others were going the same route. Based on those numbers alone which go back to 1999, yeah, I want to learn more. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. Here's the year by year though.

Assets 98

Assets Portfolio Taxes Numbers 98

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. Her name is Kristen Bitterly Michell. RITHOLTZ: Right.

Clients 296

Clients Wealth Management Banking Investing 296

Good Financial Cents

MARCH 22, 2023

As of the March of this year according to the FDIC, there have been 565 bank closings since Oct 1st, 2000. Quick Note: You can see the number of bank closings at the FDIC site under their list of Failed Banks. While the worst is presumed to be over, you never know when your bank could be taken over by the FDIC.

Banking 92

Banking Insurance Accounting Assets 92

Trade Brains

SEPTEMBER 30, 2023

It is primarily used for jewellery production, as an asset for investment and also a small amount is used in industries as it conducts electricity and is resistant to chemical reactions. As Gold is widely considered to be a safe asset, it tends to hold its value or rise in times of political and economic uncertainty.

Economics 119

Economics Food Manufacturing Government 119

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. 00:44:09 [Speaker Changed] Variance really candidly, just been pay attention to what the numbers say and pay attention to the data. That’s the single most valuable asset for most people. Federal government. Don’t do it.

Investing 159

Investing Investments Management Engineering 159

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Management 159

Management Investing Investments Portfolio 159

Random Roger's Retirement Planning

JANUARY 1, 2025

Keeping the same 25% in risk assets but going with ProShares Ultra S&P 500 (SSO) equates to 50% in equities plus then 75% in T-bills or The Vanguard Total Bond Fund (VBTLX). The second backtest also cuts out the lost decade of the 2000's. What about leveraging up the equity exposure with a 2x fund?

Retirement 52

Retirement Portfolio Clients Assets 52

The Big Picture

FEBRUARY 21, 2023

If you looked at our ETF assets, at that time, less than half of them actually would have been considered lowest cost in the industry. And we gave back $125 billion in assets, which most people think is crazy. If you look at that ETF low cost leadership space, I believe 86 percent of our assets would now be considered lowest cost.

Clients 276

Clients Investing Investments Retirement 276

Random Roger's Retirement Planning

AUGUST 18, 2022

Get out a spreadsheet, list your fixed expenses, list out what you typically spend on discretionary stuff, add it all up and pad it by $1000 or maybe $2000 depending on how lucky you are/are not with one-off expenses like vet bills, new tires and all the rest of things like that. That's the number you need to cover.

Retirement Planning 92

Retirement Planning Retirement Planning Asset Allocation 92

The Big Picture

NOVEMBER 21, 2023

1999, 2000, the internet was blowing up. The SNL crisis Tiger Chase had started, you know, in the wake of the internet melding down in 2000. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. And that was 25 years ago. Sales centers are, are more productive.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. Then we stayed open until about 2000.

Management 292

Management Investing Investments Economy 292

The Irrelevant Investor

JULY 30, 2017

By Sean McLaughlin In 2000, the average endowment portfolio was 23% in alternative assets; in 2014, the corresponding number was 51%. By Josh Brown I call it the foie-gras bubble, where you’re being force-fed risk assets. By All About Alpha As one adds complexity, one can add fragility.

Startup 52

Startup Assets Numbers Portfolio 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

households donating to charity decreased from 66% in 2000 to 53% in 2016.” However, AFP also points to the lack of grassroots engagement and the lack of agility and adaptation within the nonprofit sector as reasons behind the decreasing numbers. increase in their asset size from 2022.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Dear Mr. Market

JULY 8, 2023

Employment numbers continued to improve, consumer spending remained robust, and corporate earnings surprised to the upside. Below is a screenshot of one site we look at often and it allows an interactive look at each asset class year by year. Yet, as the months unfold, the predicted recession has remains elusive.

Economics 111

Economics Economy Media Marketing 111

The Irrelevant Investor

OCTOBER 8, 2015

According to Morningstar , “Strategic Beta” now accounts for 21% of total industry (ETP) assets, up from under 5% in 2000. As assets have exploded, so too has the number of strategic-beta ETPs, which have grown from 673 to 844 in the past year, while assets grew 25% to $497 billion.

Assets 52

Assets Investing Investments Accounting 52

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So I have a recollection of the era following the.com ramp up and then the, the crash in 2000. 00:21:36 [Speaker Changed] Huh. Really, really interesting.

Banking 130

Banking Economy Startup Marketing 130

The Irrelevant Investor

OCTOBER 28, 2016

This range is determined by a number of factors, including but not limited to the business cycle, valuations, interest rates, inflation, and the collective mood of millions of investors. Since the top in March 2000, the S&P 500 has outperformed risk-free assets by just 2.7% a year, the largest spread over a 7.5

Valuation 52

Valuation Numbers Investing Investments 52

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 146

Investing Investments Valuation Management 146

The Irrelevant Investor

JULY 21, 2015

Fuson is from the old school and thinks there are some things numbers just can’t tell you that intuition can. Baseball isn’t just numbers. Will different asset classes behave similarly, the same, or the exact opposite? You don’t put a team together with a computer Billy” “No? “No.” It’s not science. To this I say so what?

Numbers 52

Numbers Investing Investments Economics 52

The Irrelevant Investor

JANUARY 5, 2021

In his latest piece, Waiting For The Last Dance , he writes: "I believe this event will be recorded as one of the great bubbles of financial history, right along with the South Sea bubble, 1929, and 2000." tech in 2000, and more or less everything in 2007. Yikes Grantham is famous for calling the Japanese, tech, and housing bubbles.

Valuation 52

Valuation Assets Marketing Marketing 52

The Irrelevant Investor

JUNE 12, 2022

Financial assets fo all shapes and sizes are in a transition period. It's hard to stay optimistic when you're losing money. Everything is easier to believe in when the price is going up. During the second half of 2020, prices went up every day; Large caps and small caps, SPACs and IPOs, Bitcoins and altcoins.

Numbers 52

Numbers Portfolio Assets Investing 52

Bell Investment Advisors

NOVEMBER 6, 2023

Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. That’s occurred alongside an impressive number of jobs still unfilled. To be sure, the number of unfilled job openings has declined to 9.6 Since the latest yield paid by the U.S. There is a silver lining to this.

Economy 52

Economy Economics Numbers Investment Advisor 52

Validea

DECEMBER 19, 2022

An array of quant investing strategies that do particularly well in turbulent times are on track to have their best year since 2000, reports an article in The Wall Street Journal , and they’re hoping the market turmoil will continue to extend their successful run.

Portfolio 59

Portfolio Management Investing Investments 59

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 159

Assets Investing Investments Valuation 159

Trade Brains

APRIL 12, 2023

Stock exchange furnishes the required edifice and framework to the brokers and members who deal with asset classes. EURONEXT was established in 2000 by the consolidation of the exchanges in Amsterdam, Paris, and Brussels. And, securities are bought and sold out according to clear-cut rules and regulations. dollars) NYSE 22.77

Marketing 105

Marketing Marketing Electronics Government 105

The Irrelevant Investor

JUNE 30, 2018

From 1995 until the peak in March 2000, these four added $1.768 trillion in market cap. The combined four companies were trading at 100x earnings and 26x sales by early 2000. In the 63 days from January through March 2000, the S&P 500 market cap increased by $371 billion. This increases the risk of bubbles, as in 2000.

Valuation 52

Valuation Sales Accounting Marketing 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

The Irrelevant Investor

FEBRUARY 15, 2017

Below are some of the peak-to-trough numbers that support this idea. Russell 2000 -27% Japanese Stocks -29% Dow Jones Transportation Average -32% Emerging Market stocks -40% Chinese stocks -49% Small Cap Biotech -51% Oil -76% NYSE new 52-week lows were at their highest point since November 2008, which is shown below.

Marketing 52

Marketing Marketing Transportation Numbers 52

Brown Advisory

AUGUST 1, 2018

equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. A December 2017 working paper of the National Bureau of Economic Research examines the rates of return between 1870 and 2015 in several asset classes across 16 developed economies. Concentration: Much of the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. A December 2017 working paper of the National Bureau of Economic Research examines the rates of return between 1870 and 2015 in several asset classes across 16 developed economies. Concentration: Much of the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

JUNE 14, 2023

At the same time, market leadership thus far in June (since the effective end of the debt ceiling drama) has shown a broader trend with the Russell 2000 Value Index substantially outperforming the Russell 1000 Growth Index. The Russell 2000® Value Index measures the performance of the small-cap segment of the U.S. equity universe.

Marketing 52

Marketing Marketing Clients Communication 52