Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Stocks have officially entered a new bull market, increasing the odds of continued strength. Carson’s leading economic index indicates the economy is not in a recession. This has run contrary to most economists’ predictions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. .

Taxes 52

Taxes Clients Estate Planning Compliance 52

The Better Letter

MAY 9, 2024

Typical thinking – thinking that should be cast to the dustbin of history – fails to grasp the complexity and dynamic nature of financial markets. The financial markets are simply too complex and too adaptive to be readily predicted. Those who cannot, should and will fall by the wayside.

Marketing 91

Marketing Marketing Financial Market Economics 91

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. ADMATI: And I had never taken an economics course before that. But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics.

Banking 198

Banking Government Insurance Taxes 198

The Better Letter

JANUARY 19, 2023

The S&P 500 had risen more than 600 percent since March 2009. More importantly, perhaps, the past 12 months have marked a generational shift for financial markets as the Fed repeatedly raised interest rates to try to contain the worst inflation in four decades. Not anymore. Stocks didn’t get that high again.

Banking 85

Banking Economy Marketing Marketing 85

Brown Advisory

JANUARY 4, 2016

At a minimum, the new rules have raised the bar on the effective economics of being public. It appears that 2015 will go down as the slowest year for technology IPOs since 2009, according to Renaissance Capital. Further, many companies are reluctant to subject themselves to the perceived short-term mentality of Wall Street.

Investing 52

Investing Investments Valuation Numbers 52

Brown Advisory

NOVEMBER 29, 2016

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Such a reassessment is essential given that the range of positive and negative outcomes for financial markets has widened during the past year. Active managers in some market segments beyond U.S.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. We also continue to see opportunities in hedged equity strategies, real estate and emerging market small-cap stocks.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. This year, financial markets are grappling with a long list of pressing questions.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking 130

Banking Investing Investments Clients 130

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%.

Government 52

Government Commission Economics Distribution 52

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 143

Economy Banking Marketing Marketing 143

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. My really first stroke of luck, I think, was getting that job. Bonds are the most expensive. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JUNE 3, 2024

So you mentioned financial repression, you and the rest of the quants in your core group, including gun lock, decide to stand up your own firm in 2009. It’s pretty much in the midst of the worst of the market Jeffrey Sherman : I think was somewhat behind us, but still people were shellshocked. They have yield.

Math 143

Math Engineering Marketing Marketing 143

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. RITHOLTZ: Of course. RITHOLTZ: Yup.

Economics 143

Economics Economy Marketing Marketing 143

The Big Picture

DECEMBER 26, 2023

I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets. First, a a I I bears went to the highest level, the most bearers since early 2009. Oh, really? Who knows?

Marketing 154

Marketing Marketing Financial Advisor Clients 154

James Hendries

JULY 21, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. In the midst of the storm.

Management 52

Management Marketing Marketing Valuation 52

Darrow Wealth Management

MAY 29, 2024

It’s important to keep in mind the myriad of other factors that impact stock market performance aside from who is elected as president of the United States. For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W. Since 1926, U.S. Source: BlackRock U.S.

Marketing 99

Marketing Marketing Asset Allocation Investing 99

The Big Picture

NOVEMBER 28, 2023

. ’cause what they do is gonna trickle down to the rest of the, I don’t mean trickle down in the Reagan sense, but their behavior has a huge impact on the rest of the economy. So there are indicators to me, to all levels of the economy. 00:31:19 [Speaker Changed] So let me push back a little bit economically on this.

Banking 253

Banking Media Economics Food 253