The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. No, no overlap.
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. Not only have U.S. So, it may be a good time to revisit the bubbles theme.
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The Big Picture
OCTOBER 19, 2022
He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was.
The Big Picture
MARCH 27, 2023
She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct. MIELLE: Correct.
The Better Letter
JANUARY 11, 2024
As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. So did Ron Paul. The funniest.
The Big Picture
DECEMBER 12, 2023
And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. If it’s a cyclical low Yeah.
Sara Grillo
FEBRUARY 13, 2023
Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. We’re going to just serve you beta.
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