Remove 2005 Remove Assets Remove Economy Remove Valuation
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Looking at the Rise of Money Losing Companies

Validea

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. Year End Date Negative Earner Percentage 12/30/2005 1.1% Year End Date Negative Earner Percentage 12/30/2005 30.3% By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/29/2006 1.2% 12/31/2007 1.0%

CFP 59
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Transcript: Joe Barratta of Blackstone

The Big Picture

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
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The Year of Stimulus, and Other Great Charts

The Irrelevant Investor

Morgan Asset & Wealth Management just put out their 2021 outlook. Source: Eye on the Market Outlook 2021: The Hazmat Recovery If someone told you that a global pandemic would come out of nowhere and grind the economy to a halt, you would have been incredibly bearish on the stock market. Michael Cembalest and his team at J.P.

Taxes 52
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards. So back then you, you probably remember in 2005, you know, there were a lot of what they called pod shops. 00:08:45 [Speaker Changed] Huh, interesting. H how did you figure that out?

Banking 143
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Recency Bias!!!

Walkner Condon Financial Advisors

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. Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice.

Assets 59
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Transcript: Marta Norton

The Big Picture

They advise or directly manage about $250 billion in flying assets. 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? So I applied and was hired as an ETF analyst in 2005.

Portfolio 130
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Transcript: Antti Ilmanen

The Big Picture

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. RITHOLTZ: Really quite interesting. Explain that. Bonds are the most expensive. RITHOLTZ: Right.

Investing 130