The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 143

Banking Economics Economy Business Planning 143

James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). The S&P 600 small cap index has returned about 1.5%

Assets 52

Assets Marketing Marketing Asset Allocation 52

The Big Picture

JANUARY 24, 2023

KLINSKY: That was a super hot theme in the year 1999 and 2000. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: Right. KLINSKY: Right.

Investing 259

Investing Investments Numbers Banking 259

James Hendries

SEPTEMBER 20, 2022

Since 2000, the average increase in the 10-year yield has been around 1.8%. However, as Fed rate hikes flow into the real economy, the risk of a recession increases, which should help bring down yields. And as long as there are concerns about a slowing economy, we could see either stable or lower long-end rates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 27, 2022

Since 2000, the average increase in the 10-year yield during major moves higher is around 1.8%. Insurance products are offered through LPL or its licensed affiliates. Clearly, we’re not in normal times, but the move on the 10-year Treasury yield since it bottomed in August 2020 has been significant.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? It was written in 2000, and it’s about the rise and then decline of social capital.

Portfolio 130

Portfolio Management Assets Investing 130

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2000), MSCI Korea Index (gross div.), Dimensional Japan Ltd.,

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2000), MSCI Korea Index (gross div.), Dimensional Japan Ltd.,

Government 52

Government Commission Economics Distribution 52

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. And the reason why I say that is, in 2000, January 1st of 2018, the federal SALT tax was initiated. And I just don’t think that’s- RITHOLTZ: It’s not realistic. MILLER: It’s not realistic in my mind. RITHOLTZ: And now?

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

Because when I started MarketCounsel and the Hamburger Law Firm back in 2000, the only firms that were doing regulatory compliance work were registration services and service bureaus. RITHOLTZ: So, you launch both Hamburger Law Firm and MarketCounsel in 2000. They talk about economies of scale. That’s some timing.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. 1994 to 2000. And then they took some off and then hiked into, you know, 99 2000 with this environment for these particular names.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

FEBRUARY 7, 2023

When we look at GE from ‘82 to 2000, under the Jack Welch reign, it began priced as a stodgy industrial and I have argued that he left this giant ticking time bomb of a 47 PE on an industrial, with a cratering capital business that had a ticking time bomb of an accounting fraud that SEC finds about to happen. COHAN: — whatever it was.

Engineering 254

Engineering Banking Management Numbers 254

The Big Picture

AUGUST 22, 2023

SUNSTEIN: So back in 2000, I agreed to write a book for Princeton University Press called “Republic.com.” So if you think the economy’s going to go sour and then you learn that’s not true, you might well be extremely credulous, meaning willing to believe the happy thing, even though it’s disconfirming of your belief. .”

Economics 245

Economics Media Government Numbers 245