Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

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Economy Economics Valuation Investing 59

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. equity exposure.

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Valuation Clients Portfolio Government 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. Take Europe, for instance.

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. Thu, 06/01/2017 - 02:47.

Portfolio 52

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Validea

NOVEMBER 16, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

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Validea

NOVEMBER 18, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

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Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

Valuation 52

Valuation Economy Banking Economics 52

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 215

Economics Marketing Marketing Economy 215

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. So I leave the Bureau of Labor Statistics and I move into economic consulting. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? And so I tossed my hat in the ring and moved over in October 15, 2008. NORTON: Right.

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Dear Mr. Market

MARCH 17, 2023

We’ve personally spoken to several experienced bankers who have told us that in their professional opinion this is not a 2008 Lehman Brothers type event nor the start of some wildfire. Secondly, part of these bank failures is an economics issue and not necessarily pure tech exposure or nefarious crypto dealings.

Banking 59

Banking Assets Government Marketing 59

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S.

Management 52

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S. Incremental Equity Risks.

Management 52

Management Investing Investments Valuation 52

Trade Brains

SEPTEMBER 27, 2023

They would have survived any economic adversity affecting their business, managing to stay profitable. Today, it is one of India’s largest retail NBFCs with 1.85LakhCr worth of Assets under Management, with a vast customer base of 73.24 As of FY23, the Company reported Net Interest Margins of 8.37% and Return on Assets of 2.89%.

Healthcare 59

Healthcare Banking Communication Food 59

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

Brown Advisory

OCTOBER 2, 2018

It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. equities at all. Then, in the 1990s, U.S.

Investing 52

Investing Investments Clients Assets 52

Brown Advisory

OCTOBER 2, 2018

It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. equities at all. Then, in the 1990s, U.S.

Investing 52

Investing Investments Clients Assets 52

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). However, this time he sees no reason to “move as quickly” or “cut as rapidly” as in the past.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations.

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Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. Ensuring Legacies Last.

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Taxes Clients Estate Planning Compliance 52

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 55

Marketing Marketing Retirement Investing 55

Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. 1, 2008, until Dec. Economic recoveries usually feature a surge in consumption as employment and wages rebound.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 3, 2015

The Federal Reserve, since pushing down the main interest rate to zero in 2008, has repeatedly acknowledged that a “reach for yield” may threaten financial stability. million in 2006, inhibiting demand and economic growth, according to the Krueger report. By Taylor Graff, CFA, Asset Allocation Analyst. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

JULY 1, 2015

Rising rates also have a direct, negative impact on bond prices, and they tend to constrain stock valuations. The uncertainty associated with forecasting interest rates, inflation and economic growth is therefore exceptionally high. GDP, according to the Bureau of Economic Analysis, the impact of a rising dollar in the U.S.

Investing 52

Investing Investments Banking Economy 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

SEPTEMBER 22, 2015

Late in an economic cycle, investors in corporate bonds tend to snap up securities that offer a comparatively high yield but understate the risks of default. Using such a model, an analyst can stress-test a company, estimating how its cash flow would change under various economic conditions. Compound Interest | Beware the Trap.

Economics 40

Economics Economy Clients Investing 40

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. stocks and Emerging Markets stocks: 2008 and 2011. 2008 may still bring back painful memories for domestic and global investors alike, as U.S.

Assets 59

Assets Investing Investments Marketing 59

Discipline Funds

JULY 10, 2023

Individuals and politicians love to talk about “paying down debt”, but this is actually impossible at the aggregate level because your assets are someone else’s liabilities. And the key manner in which the aggregated system grows is through asset AND liability expansion. This is not good for economic growth.

Government 40

Government Assets Economy Economics 40

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

OCTOBER 11, 2022

Memories of 2008-2009 are still vivid even though global banks, overall, are in much healthier shape due to stringent regulations put in place following the crisis. In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing 52

Marketing Marketing Valuation Economics 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. Interest rates move higher along with the dollar, weighing on risk assets. If the U.S. Our take: The U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

Trade Brains

FEBRUARY 2, 2024

The FSBF offers secured loans to micro-entrepreneurs and self-employed individuals for business purposes, asset creation (home renovation or improvement), or meeting expenses for significant economic events such as marriage, healthcare, and education. Wealth management is flat year over year, while asset management is up 21.03%.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. Regional differences are profound.

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Marketing Marketing Sales Economy 98

The Big Picture

DECEMBER 14, 2022

She and her team manages over $565 billion in real estate assets. MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right?

Assets 157

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The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

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