The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. ” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 103

Assets Valuation Management Investing 103

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices.

Investing 52

Investing Investments Valuation Assets 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

It is very difficult to do but anyone able to pull that off would obviously have a smoother ride and if you play with the numbers, you'd see that you'd come out ahead over the long term. I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% There's a lot there, really lot.

Portfolio 59

Portfolio Asset Allocation Accounting Management 59

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

Banking 141

Banking Valuation Economy Investing 141

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investing 52

Investing Investments Economy Assets 52

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. He is just, he’s just bearish all the time. It wasn’t the case. But, but the big ones he really nailed.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 141

Banking Management Investing Investments 141

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. It’s a giant number. DUTTA: — and he still is.

Economics 141

Economics Economy Marketing Marketing 141