Trade Brains

SEPTEMBER 22, 2023

Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market. in a span of one year and by 8% in just one month before the election results, according to an Economic Times report. in one year.

Marketing 69

Marketing Marketing Government Economics 69

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. And they are not the typical hedge fund.

Healthcare 162

Healthcare Portfolio Investing Investments 162

The Irrelevant Investor

APRIL 6, 2021

He wrote: The economic revolution of 1870 to 1970 was unique in human history, unrepeatable because so many of its achievements could only happen once. Gordon wasn't particularly impressed, saying: The main benefits of digitalization for productivity growth have already occurred during the temporary productivity growth revival of 1996-2004.

Financial Planning 52

Financial Planning Economics Portfolio Planning 52

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth.

Marketing 96

Marketing Marketing Economy Numbers 96

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. John Neff Low PE Investor 10 Tax Efficient 1/2/2004 10.20% 8.10% 2.10% 1.07

Marketing 52

Marketing Marketing Taxes Portfolio 52

Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. annual pace between 1996 and 2004. Fed members have watched inflation fall over the past year even as real economic growth has accelerated and unemployment has stayed low.

Marketing 96

Marketing Marketing Economy Startup 96

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. The portfolio has 160+ hotels which includes over 100+ operational hotels. Lemon Tree is looking to increase its portfolio through the Franchisee model which shows its brand value. This growth is driven by a combination of social, economic, and technological factors.

License 52

License Portfolio Marketing Marketing 52

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. So we share themes and we share these economic signals.

Assets 162

Assets Investing Investments Valuation 162

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. It’s remarkable how far the markets have come in the five years since then. Then and Now.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. And so I would say I had an appetite for the public markets. We are all analysts.

Investing 246

Investing Investments Startup Accounting 246

Trade Brains

MAY 6, 2023

It began its operation in 2004. 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. Where Did It All Go Wrong for Yes Bank?

Banking 52

Banking License Government Investing 52

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 147

Banking Assets Investing Investments 147

Trade Brains

OCTOBER 18, 2023

He is also described as a ‘ market master ’ by economic times. During 2004-05, he picked a number of multi-bagger stocks which gave him a return of over 1,000% in the next 10-12 years. Source ‘Indian equities in the first phase of a bull market’: Kedia Securities (Economic times)). 35,69,024 ₹ 596 13.70 % ₹ 212.71 1.95 % ₹ 131.73

Investing 105

Investing Investments Management Portfolio 105

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So I leave the Bureau of Labor Statistics and I move into economic consulting. That’s very funny.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MAY 30, 2023

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. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 147

Banking Economics Economy Business Planning 147

The Big Picture

JULY 4, 2023

And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. It was a spin out from, so this would have been 2004, spin out from a well-known prop group, to my point on doing work for a lot of the prop groups. There are signs that it is — more women enter the industry.

Recruitment 147

Recruitment Management Numbers Banking 147

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. And so, I was doing that in 2000, 2002, 2003, 2004.

Assets 173

Assets Management Marketing Marketing 173

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. large cap horse, lest your portfolio run the risk of colliding into a trolley cart of horse manure returns. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S.

Assets 59

Assets Investing Investments Marketing 59

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. As I said, private credit is another one.

Banking 147

Banking Assets Investing Investments 147

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. DAMODARAN: — idea behind all of modern portfolio theory.

Valuation 298

Valuation Education Numbers Government 298

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. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent.

Government 321

Government Banking Numbers Investing 321

The Big Picture

JANUARY 14, 2025

You graduate with a bachelor’s in economics. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. You know, when you have these quarterly reviews of what’s going in the portfolio, invariably the discussion is let’s talk about the things that are down the most.

Management 147

Management Investing Investments Assets 147

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And so that can cause the impulse of the economic news to be filtered into financial conditions much more, more quickly. Let, let’s talk a little bit about your background.

Economy 147

Economy Banking Marketing Marketing 147

Carson Wealth

NOVEMBER 11, 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

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home.

Numbers 147

Numbers Investing Investments Marketing 147

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. Usually, the best way to gauge underlying economic strength is to look at real final sales to domestic purchasers (final demand). How Large Was Aprils Reversal?

Numbers 72

Numbers Marketing Marketing Economy 72