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.

Marketing 297

Marketing Marketing Investing Investments 297

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.

Sales 52

Sales Marketing Marketing 52

Advisor Perspectives

AUGUST 26, 2023

A one-time investment in Cummins of $10,000 in 2003 would have turned that $10,000 into $323,000 by August 21st. And more importantly, that $10,000 original investment would have generated $73,634 in income.

Investing 52

Investing Investments 52

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.

Financial Services 52

Financial Services Insurance Consulting Clients 52

The Big Picture

AUGUST 8, 2023

That is before we consider the false positives in years like 1965, ’68, ’78, ’86, ’96, ’98, 2003, ’05, ’15, and ’22. At best, it’s coincidental, although the chart above suggests it actually lags quite a bit. Investors want a crystal ball that can tell them what is going to happen.

Distribution 246

Distribution Economics Communication Media 246

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.

Strategic Planning 59

Strategic Planning Financial Services Insurance Planning 59

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.

Medical 52

Medical Marketing Marketing 52

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 (..)

Economy 117

Economy Manufacturing Economics Sales 117

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.

Investing 290

Investing Investments Management Insurance 290

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 ?!? (

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

JULY 10, 2023

Though Kindleberger died in 2003, his work has never seemed more relevant. ( Works in Progress ) • As Greedflation Starts to Fade, Wageflation Creeps In : Softer demand, more supply and rising labor costs all take the air out of profit margins. London School of Economics ) • Meta’s New Threads App Is Terrible.

Distribution 130

Distribution Economics Assets Retail 130

Random Roger's Retirement Planning

APRIL 16, 2024

When I first joined the department in 2003, there were "older" guys who set the same example for me that I am trying to set that example forward. We had a 2003 and upgraded to 2023. It would be nice to give up being fire chief in a couple of years or so, I'm 12+ years in and 15 years seems like a good term. We upgraded our 4runner.

Retirement 58

Retirement Planning Investment Advisor Food 58

The Big Picture

OCTOBER 19, 2023

2000-2003 Dotcom implosion 6. (August 9, 2022) I asked the simple question: 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.

Media 350

Media Economy Economics Wealth Management 350

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.

Marketing 98

Marketing Marketing Numbers Investing 98

Validea

FEBRUARY 10, 2023

In December, Japanese bonds lost the most in any quarter since 2003, according to Nomura BPI Index data that is cited by Bloomberg. While the Bank of Japan’s monetary policies put pressure on domestic bonds, the GPIF didn’t shift its allocation, according to the fund’s president Masataka Miyazono.

Government 59

Government Portfolio Assets Banking 59

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?

Banking 131

Banking Accounting Ethics Sales 131

Trade Brains

MARCH 20, 2023

Expense ratio 1.70% Inception Date February 27, 2003 Exit Load (after 1-yr) 0% #Stocks Held 56 Managed by Mr. Dhaval Gala & Mr. Dhaval Joshi. It is the oldest fund on our list with its inception dating back to February 27, 2003. February 27, 2003 Sundaram Dividend Yield Fund 374 18.90 1-yr return 11.53

Pharmaceutical 52

Pharmaceutical Assets Management Planning 52

Validea

JULY 10, 2023

since its inception in 2003. And to those that believe making the most money is more important than considering ESG, Baron says that his firm has outperformed because they do consider ESG factors; 98.8% of their funds have beaten the market, and 45.5% are in the top one percent and number one in their categories.

Economy 40

Economy Numbers Government Economics 40

Bell Investment Advisors

NOVEMBER 6, 2023

In the summer of 2003, an index of long-term U.S. While higher rates suppress asset prices, they also tend to reward us with higher future returns. Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher. Take an example. over the following three years.

Economy 52

Economy Economics Investment Advisor Numbers 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.

Marketing 98

Marketing Marketing Insurance Economy 98

Random Roger's Retirement Planning

JANUARY 28, 2024

There was some sort of spike in interest rates in June/July 2003 that wrecked the space. Before ETFs, CEFs offered a lot of exposures that were otherwise difficult to access and frequently the yield is high because they use leverage. CEFs though have a tendency to get absolutely murdered during certain market events.

Taxes 40

Taxes Distribution Investing Investments 40

Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Trade Brains

SEPTEMBER 28, 2023

In 2003, Social Activist Anna Hazare filed a Public Interest Litigation (PIL) with the Bombay High Court, alleging the then Commissioner of Mumbai Police R.S. As per a report by The Financial Times published in 2003, at least 12 cases were filed against Telgi in Maharashtra alone, relating to these stamps.

Government 59

Government Taxes Numbers License 59

The Big Picture

APRIL 4, 2024

And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. And you’re right, the first example of emergency policy was after 9/11, when they cut rates down to the unfathomable level back then, of around 1%.

Portfolio 154

Portfolio Management Assets Economy 154

AdvisorPR

JULY 14, 2021

” Founded in 2003, JConnelly represents some of the best-known and most respected international brands in financial services, technology, entertainment, health and wellness, and food and beverage, in addition to serving and representing individuals, including celebrities, influencers, CEOs, and authors.

Communication 52

Communication Wealth Management Clients Financial Services 52

Trade Brains

FEBRUARY 9, 2024

Its roots trace back to two separate journeys: Vodafone India, a global telecom giant that entered the Indian market in 2003, and Idea Cellular, a domestic powerhouse established in 1995. Vodafone Idea Business Overview Vodafone Idea (Vi) boasts a history as rich and dynamic as the country itself.

Marketing 111

Marketing Marketing Government Assets 111

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Carson Wealth

AUGUST 16, 2023

Credit card debt as a percentage of disposable income is 21%, still below the 22% from the end of 2019 and well beneath the 2003-2019 average of 26%. Here’s yet another way to show things aren’t as bad out there as it sounds. In other words, people have been making more than they have been adding to their credit cards the past few years.

Media 94

Media Banking Marketing Marketing 94

Trade Brains

FEBRUARY 13, 2024

Company Overview Rail Vikas Nigam Limited (RVNL) was incorporated in January 2003 as a pivotal arm for executing railway projects. Well, let’s dive deep into the business to understand. The company has so far established an expansive footprint, extending to 24 locations and 30 operational project implementation units (PIUs).

Commission 59

Commission Government Budgeting Transportation 59

Random Roger's Retirement Planning

DECEMBER 3, 2023

Some historical examples include June/July 2003, the Taper Tantrum in 2013 and of course now we can add 2022 to this list. The reason CEF yields are usually so high is because they use leverage to increase their holdings which increases the payout.

Portfolio 64

Portfolio Accounting Numbers Management 64

Validea

SEPTEMBER 6, 2023

For instance, in the late ’90s, value (and small-cap value) underperformed for years only to roar back in 2000-2003 and in the bull market that ensued. The great returns have come in bursts and usually after periods of very poor performance.

Valuation 64

Valuation Economics Numbers Investing 64

Trade Brains

APRIL 14, 2023

This corporate scandal was carried on from 2003 till 2008. At last, it was the Central Bank who determined Ketan Parekh to be the mastermind behind this scam and he was barred from trading in the Indian stock exchanges till 2017. The stock price of Satyam fell drastically after this incident.

Marketing 98

Marketing Marketing Retail Banking 98

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets 59

Assets Investing Investments Marketing 59

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The American Association of Individual Investors (AAII) bulls were beneath 20% for the first time since September 2022, while bears were at the highest level they’ve been this year. March is well-known for major market lows and volatility.

Banking 52

Banking Marketing Marketing Compliance 52

Trade Brains

NOVEMBER 1, 2023

which was formally established in 2003 and is now a premier, diversified provider of Indian electronic manufacturing services. Net margins during the period contracted 10 bps. PG Electroplast The PG Group’s flagship business is PG Electroplast Limited (PGEL).

Government 104

Government Manufacturing Engineering Electronics 104

Trade Brains

JANUARY 16, 2024

The Company initially began operations as an Original Equipment Manufacturer (OEM) back in 2003. The Company supplies its air conditioners to big names like Blue Star, Daikin, Carrier Midea, and Voltas. Eventually, the Company turned around its strategy to become an Original Design Manufacturer (ODM).

Manufacturing 59

Manufacturing Valuation Electronics Investing 59

Trade Brains

FEBRUARY 22, 2024

Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector.

Banking 104

Banking Planning Accounting Retail 104