The Big Picture

FEBRUARY 14, 2024

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. Also looking back to the 2002 9/11 situation and then going into Afghanistan and all that stuff. And the regular media does a terrible job covering the economy.

Marketing 309

Marketing Marketing Government Numbers 309

Discipline Funds

MAY 8, 2023

In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. The cause of this mini crisis is the re-pricing of everything in the economy following the COVID boom and bust.

Banking 62

Banking Economy Assets Portfolio 62

Trade Brains

OCTOBER 18, 2023

The Kuwaiti economy is primarily based on oil exports, and the Kuwaiti dinar is frequently regarded as a safe-haven currency due to the country’s excellent financial position. Jordan’s economy is classified as a small open economy that heavily depends on tourism and remittances as major sources of revenue.

Banking 104

Banking Economy Accounting Pharmaceutical 104

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. These are some of the important questions we grapple with in an effort to understand if our investments will continue to deliver the high returns on invested capital we seek.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

MAY 10, 2022

Conversely, failures can have a devastating effect on a company , our economy , and society more broadly. The Sarbanes-Oxley Act of 2002 elevated debates around corporate responsibility and enhanced the integrity of financial reporting. Planned changes include declassifying director election terms (i.e.,

Government 52

Government Investing Investments Clients 52

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

JANUARY 31, 2024

Bad things happen when the economy contracts. Music] I’m Barry Ritholtz, and on today’s edition of At The Money , we’re gonna discuss how to accurately identify– in advance, in real-time – when the economy is going into recession. Tell us what happens to the economy during a recession.

Economy 289

Economy Economics Consulting Marketing 289

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. economy following the financial crisis. Not only have U.S. Possible Signs.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. I try to analyze the economy from the top. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different.

Economy 143

Economy Numbers Portfolio Marketing 143

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Commodity price increases aren’t uniform.

Investing 90

Investing Investments Portfolio Food 90

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range.

Investing 52

Investing Investments Valuation Accounting 52

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. Those new lows took place in 2002 before a generational three-year bear market and before the COVID-induced bear market and a 100-year pandemic. on average. Let’s focus on housing.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

AUGUST 29, 2022

That’s how good the economy was. And so, I was doing that in 2000, 2002, 2003, 2004. And so what he thought was they broke their stewardship by not sharing any of those economies of scale, the dollar fees were enormous. of that fund had to call himself a portfolio administrator. And then in ’99-ish — no, no.

Assets 164

Assets Management Marketing Marketing 164

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p.

Economy 95

Economy Economics Math Banking 95

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. And so, that didn’t happen until 2002. RITHOLTZ: Right.

Assets 154

Assets Investing Investments Valuation 154

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Investing 72

Investing Investments Clients Portfolio 72

Trade Brains

AUGUST 13, 2022

NIFTY SmallCap 50 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching index funds, ETFs, and structured products. Founded in 2002, Indigo paints is the fourth largest decorative paint company in India. The Nifty smallcap 50 index represents the top 50 companies. 02 Dividend Yield (%): 0.

Financial Services 52

Financial Services Distribution Healthcare Sales 52

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends.

Valuation 289

Valuation Education Government Numbers 289

The Better Letter

JANUARY 12, 2023

trillion into the economy in addition to the $4.1 In 1998, the then-future Nobel laureate Paul Krugman made a remarkable and erroneous prediction : “By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s.” Inflation was already hot.

Economy 116

Economy Economics CFP Management 116