The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Economy

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

Marketing

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. 2) Employment: Through November 2023, the economy added 2.6 2) Employment: Through November 2023, the economy added 2.6 Or will the economy lose jobs? Or will the economy lose jobs? million jobs in 2023. million jobs in 2023.

Economy

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? Alas, utterly nothing. Given all that, perhaps the 20% equity drawdown is less significant than many believe. • March Magic or March Madness? What’s already priced in?

Economy

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. The first bear I experienced was utterly meaningless economically but still felt bad. My economic future was uncertain, but I felt confident I could make a go of it. In fact, it felt horrible.

Marketing

The Big Picture

AUGUST 29, 2023

economy is doing well, why do so many Americans say it’s terrible? The leading economic indicators show the U.S. economy is performing well, but most Americans still believe economic conditions are extremely poor — as if the country was mired in a deep recession. 2000-2003 Dotcom implosion 6. 1987 Crash 3.

Insurance

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. The broader economy surprises, too. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% In the summer of 2003, an index of long-term U.S. stocks and U.S. and 1.3%, respectively.

Economy

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly.

Marketing

Carson Wealth

OCTOBER 13, 2022

Even if the economy created zero jobs over the next year, 2022 would be the 9 th best year for job creation since 1940. The highest it got to during the 2003–2007 expansion was 80.3%. When times are good and the economy is expanding, firms hire temps to ramp up quickly. Initial unemployment benefit claims are near record lows.

Marketing

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline.

Banking

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand.

Marketing

Validea

JULY 10, 2023

since its inception in 2003. At his firm, Baron says they tend not to worry about the market, or interest rates, or the economy. There’s rarely been a good news year in his entire career, Baron says, but the stock market has still managed to go up 34 times since 1970, and the economy has also gone up 33 times in that period as well.

Economy

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. REFERENCES Becker, Bo, and Victoria Ivashina.

Government

James Hendries

NOVEMBER 15, 2022

Since then, value has outperformed growth for the longest sustained period since 2003–2007. The monetary factor is the factor we are focused on, as the two periods of sustained value outperformance in the last 20 years (now, and 2003-2007) coincide with the last two periods when both market interest rates (measured by the 10-year U.S.

Marketing

Brown Advisory

AUGUST 25, 2017

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy achen Fri, 08/25/2017 - 11:34 Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. 6th Edition, 2015. Russell® is a trademark of the Frank Russell Company.

Management

Brown Advisory

AUGUST 25, 2017

Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. Fri, 08/25/2017 - 11:34. src="[link] />?.

Management

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. REFERENCES Becker, Bo, and Victoria Ivashina.

Government

Trade Brains

MARCH 1, 2024

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. This increase was supported by growth in marketing spending of Indian corporates, a rise in the revenue of companies, and an increase in the gross domestic output in the economy. This was higher than the 4.4%

Advertising

Brown Advisory

MAY 12, 2020

Breadth of research is an important aspect of this analysis, and where possible, we spend as much time as we can with competitors, customers and suppliers assessing how wide each company’s economic moat is. BRI is a crucial lender to the informal economy in these rural regions and leads the Indonesian microfinance market.

Portfolio

Brown Advisory

MAY 12, 2020

Breadth of research is an important aspect of this analysis, and where possible, we spend as much time as we can with competitors, customers and suppliers assessing how wide each company’s economic moat is. S&P 500® Index, ROIC, 2003-2013 Data based on a McKinsey & Company study, “Valuation: Measuring and Managing the Value of Companies”.

Portfolio

Brown Advisory

JUNE 1, 2023

market, political or economic risks). Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change. While the energy sector is often personified as the villain, we prefer to view it as a sector of the economy, not a symbol of good or bad.

Portfolio

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. The S&P 500® Index represents the large-cap segment of the U.S. company.

Investments

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Investment Perspectives - The Great Debate. company.

Investments

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. 2 Regardless, something is amiss. Atlantic, Oct.

Media

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation

The Big Picture

NOVEMBER 8, 2022

And so, Crispin and I were having lunch in late 2003. CHANCELLOR: And I actually — one of my last projects at GMO was to do a sort of — to look at what was going on from economic sentiment perspective, looking at various different measures in a bull bear ratio, amount of margin loans in system. And I said, “Yes, I agree.”

Banking

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. 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

Carson Wealth

OCTOBER 16, 2023

Geopolitical events can be tragic; yet, in many cases the economy and stock markets take them in stride. Although we continue to believe yields are rising due to an improved economy, stocks will need yields to at least level off before a major rally can take place. economy can continue to avoid a recession on the resilience of the U.S.

Marketing

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? What is Chattanooga known for?

Recruitment

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Simple answer, demographics.

Marketing

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. There’s a continual, the economy continues to grow. We saw a decrease in industrial production and we saw a broad deterioration in terms of the economy. It goes so far.

Assets

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. RITHOLTZ: Way back when?

Management

Steve Sanduski

AUGUST 8, 2023

In fact, our entire economy is built around the idea that you can never have enough. Adam Smith More recently, Adam Smith, widely known for his book, “The Wealth of Nations,” discussed the moral dimensions of economic life. Had he somehow failed in life to amass “enough” wealth? As an advisor, it’s a bit of a catch-22. .”

Numbers

The Big Picture

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. That’s how good the economy was. RITHOLTZ: Interesting.

Assets

The Big Picture

AUGUST 9, 2022

Even with Inflation at 40-year highs, we should contextualize dour sentiment within a framework of the rest of the economy — Jobs, wages, etc. Winkler’s point is this level of negativity makes little sense economically but is more consistent with partisanship (see chart at top). 2000-2003 Dotcom implosion.

Economy