The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy

Carson Wealth

JUNE 16, 2025

Markets saw strong gains despite the start of the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. Despite several Middle Eastern conflicts that did not lead to market drawdowns, there are some that had market and economic repercussions. And why our portfolios are more diversified than they have been in the past.

Marketing

Random Roger's Retirement Planning

JUNE 9, 2025

Last month we looked at Research Affiliates' take on quadrant style investing with allocations to equities for economic growth, bonds for income and defensiveness, absolute return for alpha and trend following for tail risk. In that last post we equal weighted a possible portfolio to express their idea. is pretty solid.

Portfolio

The Big Picture

MARCH 3, 2023

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. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing

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? But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio.

Economy

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going? we are happy to help ).

Taxes

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. 2000-2003 Dotcom implosion 6. Sapient Capital ) • If the U.S.

Insurance

Validea

MAY 16, 2025

Since 2003, Validea has tracked model portfolios inspired by legendary investors like Peter Lynch, Benjamin Graham, and Warren Buffett. These portfolios offer a rare and consistent lens through which to view the ups and downs of markets over the last two decades. Validea Top Five Gurus 10 Monthly 7/15/2003 11.00% 8.50% 2.50% 1.08

Marketing

Trade Brains

MAY 16, 2024

The company also trapped itself by raising borrowing costs and debt traps followed by global economic crisis, weak economic conditions and covid lockdowns. JBIL got listed in stock exchanges in December 2003. It was the promoters who took the right steps to bounce back and correct the things that went wrong.

Manufacturing

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing

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. Think back to March 2003, March 2009, and March 2020. One of the best reasons to be bullish is very few people are.

Marketing

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. The Indian banking industry has been on a roll, thanks to strong economic growth, rising disposable incomes, increased consumerism, and easier credit access.

Banking

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio

Trade Brains

SEPTEMBER 21, 2023

Manoj Vaibhav Gems ‘N’ Jewellers IPO Review – About The Company Manoj Vaibhav Gems ‘N’ Jewellers Limited, also known as Vaibhav Jewellers, is a South Indian regional jewellery brand incorporated in 2003. It is a leading regional jewellery brand led by a first-generation woman entrepreneur in South India.

Retail

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. We do not buy geographies though, we buy companies.

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

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.

Investing

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. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Wed, 06/21/2017 - 12:35.

Investing

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We are saddened by the considerable impact and disruption this is having on society globally.

Portfolio

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later.

Portfolio

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up. Source: FactSet.

Portfolio

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%. Trading Economics. Review of Finance 22, no.

Government

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%. Trading Economics. Review of Finance 22, no.

Government

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%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing

Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? And why do markets irregularly detach fundamentals from valuation to their own detriment? What does this actually mean?

Investing

Trade Brains

MARCH 1, 2024

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. Lakh Cr by FY28 on account of broader economic recovery and due to the shift towards digital advertising and spending, as internet subscribers rise. This was higher than the 4.4% 1.7 – 1.8

Advertising

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

Trade Brains

MAY 6, 2023

Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur. Worst Performing Stocks in India – Jet Airways All of us remember flying in this economical airline. Worst Performing Stocks in India – Yes Bank The story of Yes Bank is the perfect example of a success story gone wrong in the banking industry. Happy Investing!

Banking

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. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media

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. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

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. The academic side of how to build a portfolio, we can argue about the details, right? You want to put together a portfolio? It’s largely solved.

Management

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

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

The Big Picture

NOVEMBER 22, 2022

I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. RITHOLTZ: What’s some of the economic sectors within that area? It was incredible to really focus on local opportunities for entrepreneurs, for investors.

Recruitment

Trade Brains

NOVEMBER 1, 2023

10 Best Stocks With Over 1000% Returns : Over the last few years, India has witnessed a remarkable transformation in its economic landscape under the leadership of Prime Minister Narendra Modi. which was formally established in 2003 and is now a premier, diversified provider of Indian electronic manufacturing services.

Government

Carson Wealth

OCTOBER 16, 2023

Markets saw strong gains despite the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. The largest economic vulnerability is similar to the hazards presented by the Ukraine conflict. A diversified portfolio does not assure a profit or protect against loss in a declining market. Aggregate Bond Index.

Marketing