Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Further, we see room for the European economy to grow.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Further, we see room for the European economy to grow.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent. We started doing deals on our own.

Assets 157

Assets Investing Investments Valuation 157

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Economy 52

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. For the Upper Mid Scale it is Lemon Tree Premier, Keys Prima, and Economy Segment it is Redfox and Keys Lite. This growth is driven by a combination of social, economic, and technological factors. The Hotels are located in Tier 1, 2, and 3 cities.

License 52

License Portfolio Planning Marketing 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. economy following the financial crisis. Then and Now.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things. All of those companies, right?

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 23, 2024

Bachelor of Commerce with honors from Delhi University, a Master’s in Economic from Vanderbilt, and then an MBA from the University of Chicago. But there’s also a very, you know, there’s also a very economic reason for it, right? But then also the economic reason that, hey, I have it marked down.

Banking 144

Banking Assets Investing Investments 144

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson.

Banking 144

Banking Economics Economy Business Planning 144

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 167

Assets Management Marketing Marketing 167

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. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? 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.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier. What made you add economics to your, to your graduate degree? What is that?

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class.

Banking 144

Banking Assets Investing Investments 144

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. They match up. RITHOLTZ: Right. I mean, strong words for Buffett.

Valuation 292

Valuation Education Numbers Government 292

Calculated Risk

MAY 22, 2023

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets. Here is a brief discussion.

Budgeting 363

Budgeting Taxes Economy Economics 363

Calculated Risk

MAY 21, 2024

Here are a few excerpts from a speech by then Fed Chair Alan Greenspan in April 2001: The paydown of federal debt "Today I want to address a subject in which your group and the Federal Reserve share a keen interest--the paydown of the federal debt and its implications for the economy and financial markets. Here is a brief discussion.

Taxes 321

Taxes Budgeting Economy Economics 321

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. And I didn’t know who was going to win this argument but I was 100 percent sure of who wasn’t get in the economic credit for the business and that was going to be me. At that moment in time, 2004, Vladimir Putin became the — becomes the richest man in the world.

Government 318

Government Banking Numbers Investing 318

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Economy 144

Economy Banking Marketing Marketing 144

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? RITHOLTZ: Did you see the Liberty Street Economics research paper? SIEGEL: Then it was — you know, I tried to read a couple of things that aren’t just economics.

Numbers 144

Numbers Investing Investments Marketing 144

Calculated Risk

JANUARY 5, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Here is a review of the Ten Economic Questions for 2024. 2) Employment: Through November 2024, the economy added 2.0 Here is a review of the Ten Economic Questions for 2024. 2) Employment: Through November 2024, the economy added 2.0

Economy 113

Economy Economics Sales Investing 113

Carson Wealth

MAY 5, 2025

It didnt end there though, as stocks have gained the first two days of May, for an incredible nine-day win streak, the longest win streak since November 2004. The economy created 177,000 jobs in April, above expectations for 138,000 jobs. How Large Was Aprils Reversal? At the same time, this number can be revised quite a lot.

Numbers 72

Numbers Marketing Marketing Economy 72

Carson Wealth

NOVEMBER 8, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. Potential higher deficits, more spending, better economic growth and tariffs (which are potentially inflationary) were all cited as reasons for the move higher. In the end, the 10-year yield added 0.14

Economy 142

Economy Investing Investments Taxes 142