The Big Picture

OCTOBER 1, 2022

Events such as the tech/dotcom implosion, the double low in Oct 2002 and March 2003, the Great Financial Crisis in late 2007/early 2008, the lows in March 2009, and more recently, the 2020 pandemic. For context, think about the times when all of the stars lined up and a major reversal was fairly obvious.

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Calculated Risk

JANUARY 10, 2024

Change in Payroll Jobs per Year (000s) Total, Nonfarm Private Public 1997 3,406 3,211 195 1998 3,048 2,735 313 1999 3,181 2,720 461 2000 1,938 1,674 264 2001 -1,733 -2,284 551 2002 -515 -748 233 2003 125 167 -42 2004 2,038 1,891 147 2005 2,528 2,342 186 2006 2,092 1,883 209 2007 1,145 857 288 2008 -3,549 -3,729 180 2009 -5,041 -4,967 -74 2010 1,027 (..)

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Economy Manufacturing Economics Sales 298

Validea

JUNE 23, 2025

Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% annually , more than 4.5 percentage points ahead of the S&P 500. A $100,000 investment would have grown to $1.5

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Valuation Portfolio Sales Insurance 59

The Big Picture

NOVEMBER 2, 2023

February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going? appeared first on The Big Picture.

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Validea

JUNE 16, 2025

7/15/2003 Warren Buffett Patient Investor +2.5% +11.9% +8.8% 12/5/2003 Benjamin Graham Value Investor +1.0% +17.1% +10.8% 7/15/2003 S&P 500 (for comparison) – +1.6% +14.5% ~8.4% – Strategy Matchmaker: Which Style Fits You? Choosing the “best” investing strategy isn’t always just about performance.

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Valuation Risk Tolerance Math Portfolio 52

The Big Picture

MARCH 3, 2023

February 27, 2023) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets Behavioral Finance 1. And as it turns out, that is (somewhat) in your control… Previously : What if Dunning Kruger Explains Everything? Thanks to Josh and Mike for chatting this up in this week’s What Are Your Thoughts?

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Marketing Marketing Economics Portfolio 336

Validea

MARCH 27, 2025

Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% Long-Term Performance : With a cumulative return over 1,100% since 2003, the strategy has proven effective for disciplined, long-term investors.

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Banking Investing Investments Portfolio 80

A Wealth of Common Sense

FEBRUARY 20, 2024

Derek Thompson provided some more ammo for my take in a recent piece on the fact that young people aren’t hanging out as much anymore: From 2003 to. The TL;DR version is I think it’s bullish for Apple but bearish for humanity because it just means more time with a screen and less time with other people.

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The Big Picture

FEBRUARY 14, 2023

Stop Fighting the Last War : I have a vivid recollection of being offered “Downside protected S&P500 notes” early 2003 (from Lehman Brothers), after the dotcom crash, with the Nasdaq 100 down about 80%. Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. Thanks, but you are about 3 years too late.

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The Big Picture

AUGUST 11, 2024

It had been hit in the right front end in 2003 (expect rust!), I thought I was done with renos when this unusual 1987 Carrera Coupe came along : Lagoon Green Metallic (a rare color) in “ slicktop ” (factory sunroof delete) guise. And a rear wiper! TMU was unknown, but the odometer was showing 276,049 miles.

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Validea

NOVEMBER 2, 2024

over five years from 2003-2008, nearly quadrupling the S&P 500’s gain. The strategy showed particular strength in 2003, 2004, and 2006, with returns exceeding 30% in each of those years. The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.

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Investing Investments Valuation Portfolio 52

Discipline Funds

MAY 28, 2025

We lost almost 3MM jobs and the rate of GDP growth slowed, but from 2000 until 2003 RGDP actually averaged 2.25%. Many people don’t realize that GDP never went negative in the aftermath of the tech bubble.

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Government Economy Financial Advisor Taxes 115

oXYGen Financial

OCTOBER 9, 2022

![CDATA[ In 2003, Starbucks debuted the Pumpkin Spice Latte or PSL for short, which grew to be the company's most popular seasonal drink. Rival coffee chains scrambled to adopt this new flavored drink and keep up with their competitors hoping to see their own profits soar. only to have the. ]]

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Economics 97

NAIFA Advisor Today

DECEMBER 5, 2022

In 2003, Kevin Bontrager hit a ceiling in his sales career. He wanted to help people in a more direct way, so he decided to become a financial advisor and created an independent firm.

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Trade Brains

JUNE 24, 2025

The Multi Commodity Exchange of India Limited (MCX) is India’s largest and most prominent commodity derivatives exchange, established in 2003 and headquartered in Mumbai. Additionally, the company has achieved a solid average 3-year revenue growth of 23.06%, reflecting its robust business performance.

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Trade Brains

JUNE 19, 2025

Dayanidhi Maran reportedly sent a legal notice on June 10, threatening civil, criminal, regulatory, and enforcement action unless the shareholding structure of Sun TV is restored to its original form from 2003. This is the second such notice, following a previous one in October 2024.

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Fintoo

JUNE 12, 2025

584 – 614 Issue Size (Rs.) – 13,873 mn Face Value (Rs) 1 Lot Size (shares) 24 Oswal Pumps Limited (OPL), incorporated in 2003, is engaged in the business of manufacturing of solar-powered and grid-connected submersible and monoblock […] The post Oswal Pumps Limited (May Subscribe) appeared first on Fintoo Blog.

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Manufacturing Financial Planning Investments Investing 66

Trade Brains

JUNE 12, 2025

Here are a few stock that are taking supports of 200 day exponential moving average (200-D EMA) PG Electroplast Limited PG Electroplast Limited was established in 2003 and is a leading Indian electronic manufacturing services provider. In this article, we look at 5 such stocks showing positive signs near this key support level.

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Random Roger's Retirement Planning

MAY 3, 2025

In 2003 the SPY ETF was up 28%, up 10% in 2004 and 15% in 2006 which is why there is a decent weighting to equities. In 2022, that blend was down 89 basis points so some drag (PRPFX did worse than BLNDX that year) but not problematic. Portfolio 3 is sort of close to what we blog about regularly.

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Indigo Marketing Agency

MARCH 20, 2025

A notable example is 2003, when the S&P 500 reversed an 8.6% For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1% drop in the first 48 trading days of the year marks its worst start since 2020, such declines are not unprecedented. early-year loss to finish up 26.4%.

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Communication Financial Advisor Marketing Marketing 69

Validea

MAY 16, 2025

Since 2003, Validea has tracked model portfolios inspired by legendary investors like Peter Lynch, Benjamin Graham, and Warren Buffett. Motley Fool Small-Cap Growth Investor 10 Tax Efficient 7/15/2003 13.50% 8.50% 5.00% 1.11 Martin Zweig Growth Investor 20 Tax Efficient 7/15/2003 12.70% 8.50% 4.20% 1.06

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Marketing Marketing Taxes Portfolio 52

Trade Brains

JUNE 20, 2025

According to a legal notice dated June 10, 2025, Dayanidhi Maran alleges that: Kalanithi Maran illegally altered the shareholding structure of Sun TV while their father, Murasoli Maran, was critically ill in 2003. He has demanded that all such shares and assets be restored to the original stakeholders as per the 2003 structure.

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Ethics Assets Government Investing 64

Trade Brains

JANUARY 20, 2023

The firm was worth $1billion in 2003. The foundation of the metro plans was laid in the year 2003. Satyam’s books were cooked by overstating its revenues, profit margins, and profits for over a period of 5 years from 2003 to 2008. Satyam was now seen as the prime example of an Indian Success story. How were Satyam books cooked?

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Banking Accounting Ethics Sales 131

Walkner Condon Financial Advisors

SEPTEMBER 10, 2024

Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors.

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Accounting Healthcare Financial Advisor 52

The Big Picture

AUGUST 29, 2023

2000-2003 Dotcom implosion 6. ( Popular Information ) see also Is Partisanship Driving Consumer Sentiment? Does it make sense that current sentiment readings are worse than: 1. 1980-82 Double Dip Recession 2. 1987 Crash 3. 1990 Recession 4. 9/11 Terrorist Attacks 5. 2007-09 Great Financial Crisis 7. 2020 Pandemic Panic ?!? (

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Trade Brains

JUNE 21, 2025

The Cleveland Cavaliers selected him first overall in the 2003 NBA Draft, seeding what would blossom into a one-of-a-kind great career. In 2003, he purchased an estate in Akron, Ohio, for $2.1 His early life was characterized by instability; he frequently moved between relatives, friends, and even his youth football coach.

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Investing Investments Education Media 59

Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% Sales Size The strategy targets companies with annual sales below $500 million, looking for hidden gems that institutions havent widely discovered yet. annual return (477% cumulative).

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Random Roger's Retirement Planning

JUNE 9, 2025

From March, 2000-March, 2003 the S&P 500 negatively compounded at 13.95%. The driver of this result of course is that 2 and 3 avoid the volatility of bonds with duration that funds like AGG and VBAIX will take on. Knowing what to avoid can be more important than knowing what to include.

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Trade Brains

APRIL 22, 2023

Currently, more than 2003 stocks are listed on the National Stock Exchange (NSE). 2003 companies are currently listed on the National Stock Exchange as of 31st December 2021 with an average daily trade volume of over Rs forty thousand crores. The number of companies listed on BSE is more than that of NSE.

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NAIFA Advisor Today

OCTOBER 21, 2022

Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland , and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council.

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NAIFA Advisor Today

OCTOBER 5, 2023

A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. Gandy , LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

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Government 52

NAIFA Advisor Today

APRIL 24, 2023

Richardson, RICP® LACP® , loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist 's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern. See John D.

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NAIFA Advisor Today

APRIL 5, 2023

He attended Howard University from 1998-2002 on a football scholarship and received his bachelor’s in finance — being drafted by the NFL in 2003. From an early age, Marques learned how to define his values and set goals for himself. Marques is a best-selling author and host of the Get Authentic With Marques Ogden podcast.

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. That's a long time for a broad based index to not make any progress. It then had a huge snap back year in 2009.

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Validea

MARCH 13, 2025

Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%. Performance Highlights The Graham Value Model has delivered strong long-term performance despite facing challenges common to deep value strategies.

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Valuation Investing Investments Portfolio 52

Carson Wealth

OCTOBER 13, 2022

The highest it got to during the 2003–2007 expansion was 80.3%. The good news is that the prime-age employment-population ratio is now at 80.2%, not far from the pre-pandemic high of 80.5%. It did go higher in the late 1990s, indicating we may still have room for improvement. Initial unemployment benefit claims are near record lows.

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MarketWatch

APRIL 6, 2023

Loeffler, who had total compensation of $277,520 in 2022, was elected to Southwest’s board of directors in 2003. Denison, who made $310,020, was appointed in 2008. Shares of Southwest were down 0.2% after hours on Thursday. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

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