Random Roger's Retirement Planning

JULY 18, 2022

For purposes of clarity I will use vol to refer to the asset class and volatility to refer to effect and impact. Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. I don't think of a volatile stock or stock fund as being vol, the asset class.

Assets 57

Assets Portfolio Clients Financial Planning 57

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. 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. So they cut rates to zero to force that money.

Portfolio 154

Portfolio Management Assets Economy 154

Meb Faber Research

AUGUST 3, 2022

Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets Guest: Dwight Anderson launched Ospraie Management in 1999 in partnership with Tudor Investment Corporation before establishing Ospraie as an independent firm in 2004.

Marketing 60

Marketing Marketing Assets Investing 60

Trade Brains

NOVEMBER 18, 2023

Their last offer being from Tata Consultancy Services in 2004. When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs. 718 Cr which become the 3rd largest group of assets of the Company.

Engineering 115

Engineering Assets Clients Manufacturing 115

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Taxes Government 89

Trade Brains

FEBRUARY 14, 2023

The asset management company charges a fee in the form of an expense ratio to compensate them. To make this list, we have considered parameters like expense ratio, assets under management (AUM), trailing returns, the fund manager’s credentials, and so on. It has been in existence since August 16, 2004. 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investing Investments 59

Trade Brains

APRIL 12, 2023

The asset quality ratios demonstrated an improving trend with GNPA at 3.46% and NNPA at 1.73% respectively. The asset quality of the bank has considerably improved in recent years. Lemon Tree Hotels was founded in 2002 and started in 2004 by Mr Pattu Keswani with 1 hotel having only 49 rooms. 6,000 EPS ₹0.6 Book Value ₹10.7

Banking 97

Banking Retail Communication Assets 97

Trade Brains

MAY 7, 2023

The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. HUDCO was awarded the Mini-Ratna status in 2004. The company successfully increased its gross loan assets to Rs. They crossed Rs. 10,000 crores the same year.

Banking 52

Banking Government Financial Services Assets 52

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

JANUARY 24, 2024

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. The Company was founded by Mr. C V Subramanyam in 1998.

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. The Company operates a robust network infrastructure which is a mix of owned & leased assets. The Company is in the Northeastern states of Arunachal Pradesh, Mizoram, Manipur, Nagaland, Meghalaya, and Tripura.

Government 59

Government Communication Valuation Consulting 59

Random Roger's Retirement Planning

OCTOBER 25, 2022

GLD started trading on November 18th, 2004. A friend that has been by my side for 17 or 18 years, helping out more often than not. I expect I will miss this friend some but maybe not a lot. No, no one died thankfully. I sold the SPDR Gold Trust (GLD). Either way, I've been holding it for 17 or 18 years.

Management 58

Management Sales Accounting Portfolio 58

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Free Cash Flow is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

MARCH 8, 2024

billion in assets focused on single-family rentals, mortgage-backed securities and commercial real estate. He is responsible for commercial businesses worldwide, and has been with Blackrock since 2004. The firm manages over $10 trillion in client assets. The firm manages $16.8

Government 164

Government Assets Management Clients 164

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

NOVEMBER 1, 2022

The Adani Family acquired the assets of Holcim India, Ambuja Cements, and ACC for $ 6.4 In another move in 2016, Ambuja bought Holcim’s stake in ACC which the Swiss major had started acquiring in 2004. This begets a question, “What did the Adani Family see in Ambuja Cements and ACC?”

Planning 52

Planning Manufacturing Transportation Accounting 52

Trade Brains

MAY 6, 2023

It began its operation in 2004. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. 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. Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur.

Banking 52

Banking License Government Investing 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 22, 2020

MidAmerican owns more wind-powered generation assets than any other U.S. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity. regulated utility, but it still operates coal and natural gas facilities.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

MidAmerican owns more wind-powered generation assets than any other U.S. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity. regulated utility, but it still operates coal and natural gas facilities.

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. The bank’s willingness to provide loans based on Current assets as capital created suspicion of the bank officials if they were involved in the Vijay Mallya scam. This included a bid that he won at 1.7 million at an auction in New York.

Banking 52

Banking Transportation Taxes Ethics 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. In the more recent decade not including 2023 (2003-2012), U.S.

Assets 59

Assets Investing Investments Marketing 59

Mr. Money Mustache

JANUARY 29, 2021

As example of rapid increase, from 2004-2006 it went up from from 1.25 As the program currently stands, you will get $200 for each new customer, and your friend will get up to $1000 (1% of the value of the assets they use to fund it) – payable in the form of IBKR shares, which is kind of a novel way to pay a bonus.

Accounting 57

Accounting Taxes Investing Investments 57

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 164

Assets Management Marketing Marketing 164

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. Where some of the diversifiers I use might go a little ways down the hedge fund path, John's version of the 75/50 portfolio went much further down hedge fund path.

Portfolio 57

Portfolio Asset Allocation Accounting Management 57

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Moreover, if you look at the rate hiking campaign that began in 2004, the Fed didn’t actually get to its terminal rate until 2006—a full two years after it started. for 2022, with the fourth quarter yet to be reported.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

Investing Investments Clients Numbers 130

Trade Brains

AUGUST 17, 2022

To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. ED attaches assets of Vadra and Hooda. Apart from this, on multiple occasions, ED attached assets of Robert Vadra’s Skylight Hospitality Pvt. What was the modus operandi scam?

License 52

License Government Commission Economics 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 143

Banking Assets Investing Investments 143

The Big Picture

MAY 30, 2023

I wanted to be able to reach into my own pocketbook and to write my own check, which meant I needed assets. BRYANT: Pioneer, and he was an asset owner. They’re not connecting this to the emotions of somebody’s most prized asset, which is where they live. BRYANT: Because small business starts stalled in 2004.

Banking 143

Banking Economics Economy Business Planning 143

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. SETHI: Yes. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MARCH 13, 2023

Should we carve out exceptions to the asset book marks for paper the Fed will repurchase at Par? I was less impressed by the breaking news at the time of each of these and more impressed by what we learned subsequently. We changed the rules for that. But why are we marking to market Treasury Bonds if they are “money good” at maturity?

Banking 348

Banking Commission Accounting Management 348

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 154

Assets Investing Investments Valuation 154

The Better Letter

DECEMBER 7, 2023

Therefore, the crucial lesson of Moneyball was that Beane was able to find value via underappreciated player assets (some assets are cheap for good reason) by way of an objective, disciplined, data driven (Jamesian) process. He started out in Boston as an unconventional general manager, a neophyte swimming against the current.

Consulting 91

Consulting Management Investing Investments 91

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign. We were running the commercial paper funding facility.

Economy 143

Economy Banking Marketing Marketing 143