The Big Picture

AUGUST 20, 2022

The founder and CEO of Hermitage Capital Management, which was the investment adviser to the largest foreign investment fund in Russia until 2005, Browder is also the author of “ Red Notice: A True Story of High Finance, Murder and One Man’s Fight for Justice.”

Government 287

Government Assets Media Investments 287

Calculated Risk

JANUARY 13, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Residential investment has also peaked. Here is a table of the annual change in real GDP since 2005.

Economy 278

Economy Sales Economics Investments 278

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Good investing demands humility. For too many people in the investing world, this remains an anathema. For too many people in the investing world, this remains an anathema.

Investments 296

Investments Investing Management Insurance 296

The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important. Time named Amazon.com Inc.

Marketing 336

Marketing Marketing Media Investments 336

The Big Picture

JANUARY 20, 2023

Breakaway : For only the 25 th time since World War II (an average of once every 3 1/2 years), the Dow Jones Industrials registered what technician Walter Deemer calls “breakaway momentum” (or “breadth thrust”).

Retail 296

Retail Banking Economics Marketing 296

Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024? Question #9 for 2024: What will happen with house prices in 2024? Question #10 for 2024: Will inventory increase further in 2024?

Economy 298

Economy Manufacturing Economics Sales 298

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. The firm focuses on mortgage and securitized products, as well as a real estate investment, management and operating platform. They manage $16.8

Portfolio Management 179

Portfolio Management Portfolio Management Investments 179

A Wealth of Common Sense

MARCH 10, 2024

I entered the workforce in 2005. That means I’ve been working in the investment business for 20 years now. The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: 1. Experiences shape your perception of risk.

Management 145

Management Investments Investing Wealth Management 145

The Big Picture

FEBRUARY 25, 2023

Layton , who joined Partners Group in 2005, leads the firm’s executive team and global executive board and is also a member of the global investment committee. The firm has invested $195 billion since 1996. He was previously the head of Partners Group’s private equity business department.

Assets 37

Assets Consulting Management Investments 37

Calculated Risk

JANUARY 3, 2023

Today, in the Real Estate Newsletter: Question #8 for 2023: How much will Residential investment change in 2023? 8) Residential Investment: Residential investment (RI) was a drag on growth in 2022 as the housing market slowed sharply. Here is a table showing housing starts and new home sales since 2005.

Sales 130

Sales Investments Investing Commission 130

Calculated Risk

JANUARY 10, 2024

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Here is a table of the annual change in real GDP since 2005. For 2023, I used a 2.6% this gives 2.4%

Economy 200

Economy Sales Economics Investments 200

Fortune Financial

JANUARY 28, 2025

Additionally, the baby boomer generation continues to prefer aging in place and investing in their homes, while millennials and other first-time homebuyers are purchasing homes in need of upgrades due to limited available inventory and affordability concerns. These demographic trends are all supportive of repair and remodel.”

Financial Advisor 96

Financial Advisor Retirement Clients Marketing 96

Calculated Risk

AUGUST 27, 2024

Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger.

Medical 182

Medical Sales Accounting Portfolio 182

Trade Brains

JUNE 18, 2025

trillion in 2005, a 50-fold rise. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Banking 59

Banking Financial Services Valuation Investment Advisor 59

Trade Brains

JUNE 22, 2025

Gallantt Ispat Limited Gallantt Ispat Limited was established in 2005 and is a leading Indian company engaged in manufacturing and selling iron and steel products such as TMT bars, billets, and sponge iron, along with power generation and agro-processing, serving construction, infrastructure, and industrial sectors. The stock closed at Rs.

Manufacturing 64

Manufacturing Engineering Investment Advisor Investments 64

Validea

JUNE 6, 2025

Professor Partha Mohanram created the G-Score framework in 2005 as a systematic way to analyze growth companies, serving as a growth-focused complement to Joseph Piotroski’s F-Score approach for value investing. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

Education 52

Education Investments Investing Financial Market 52

Validea

JANUARY 8, 2025

The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created for value stocks. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

Advertising 52

Advertising Assets Investments Investing 52

Nerd's Eye View

DECEMBER 19, 2022

Yet the irony of FPA's new initiative for Title Protection is that "Financial Planner" actually did have protected status as a title all the way back in 2005, when the SEC issued a rule that would allow broker-dealers to offer fee-based brokerage accounts without being required to register as investment advisers and be a fiduciary… and as a part (..)

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

Validea

JUNE 23, 2025

David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. A $100,000 investment would have grown to $1.5 Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2%

Valuation 59

Valuation Portfolio Sales Insurance 59

Validea

APRIL 8, 2025

The G-Score framework, developed by Professor Partha Mohanram in 2005, offers investors a systematic approach to evaluating growth stocks. At its core, the G-Score measures how effectively companies invest in future growth through research and development, capital expenditures, and advertising. Start a Free Trial!

Advertising 52

Advertising Sales Investments Investing 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Validea

FEBRUARY 7, 2025

The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. The system looks at how consistently a company invests in its future through R&D, capital investments, and advertising.

Advertising 52

Advertising Investments Investing Sales 52

The Chicago Financial Planner

OCTOBER 21, 2021

The estimate was $190,000 in their 2005 survey. Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Not sure if your investments are right for your situation?

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Validea

MARCH 5, 2025

The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. This analytical system evaluates how consistently companies invest in their future through research and development, capital expenditures, and advertising initiatives. Start a Free Trial! 8 AVY AVERY DENNISON CORP $187.97 $14,849 21.5

Advertising 52

Advertising Sales Assets Investments 52

Random Roger's Retirement Planning

JULY 22, 2022

The best investment we ever made was buying our first cabin in Walker in 1998. In 2001 I got laid off from Schwab, sold our house in Scottsdale while I went to work at Fisher Investments for most of 2002, keeping our cabin in Walker which we moved into full time late that year and have been living in Walker ever since.

Investments 75

Investments Investing Taxes Retirement 75

Trade Brains

JUNE 17, 2025

Originally founded as a partnership firm in 1994 and incorporated as a private limited company in 2005, the company manufactures a wide range of power and distribution transformers, supplying over 17,000 units to various sectors and local utilities. Investing in equities poses a risk of financial losses.

Distribution 59

Distribution Manufacturing Investment Advisor Consulting 59

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? But, what’s the problem with investing in popular narratives? Most probably not! Why is that so?

Investments 52

Investments Investing Valuation Government 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005.

Numbers 81

Numbers Taxes Investments Investing 81

Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

Assets 119

Assets Investments Investing Numbers 119

The Big Picture

AUGUST 17, 2023

It’s like a bad syllogism : Observe a Single Data Point; Reach a broad conclusion about it; Express this in a trade or investment idea The problem with any single data point is that the real world is complicated, messy, and filled with randomness and noise. This includes the monthly employment situation report and quarterly GDP releases.

Economics 130

Economics Media Government Investments 130

Validea

JANUARY 12, 2023

We interviewed Andy Berkin, the co-author of the book “The Complete Guide to Factor Investing” for our podcast this week and we discussed the topic of multi-factor investing. The magic of multi-factor investing comes in when you look at the P1 through P3 rows. The Two Major Approaches to Multi-Factor Investing.

Investments 59

Investments Investing Portfolio CFP 59

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 246

Investments Investing Startup Accounting 246

Trade Brains

AUGUST 18, 2023

India has multiple investors with crores of personal wealth invested in the stocks. Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? EPS ₹2 Stock P/E 357.18 Price to Book Value 10.20

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

The Irrelevant Investor

JULY 31, 2019

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Valuation 52

Valuation Portfolio Investments Investing 52

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations.

Advertising 52

Advertising Investing Investments Assets 52

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Productivity gains help create a virtuous cycle in which real wages grow without adding pressure to inflation, helping to keep interest rates low, which in turn spurs further investment. So, what now?

Marketing 97

Marketing Marketing Economy Investments 97