The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

Truemind Capital

OCTOBER 17, 2023

debt from AAA to AA+ on August 1, citing rising deficits, a broken budgeting process, and political brinksmanship—echoing S&P’s downgrade after the 2011 debt limit episode. The current fiscal deficit of the US Government is expected to be 7% in the current financial year, which is multi-decade high. Fitch Ratings downgraded U.S.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire is unusual among public companies.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire is unusual among public companies. 2018 Annual Shareholders Meeting.

Investing 52

Investing Investments Ethics Taxes 52

David Nelson

JANUARY 30, 2023

Déjà vu all over again In 2011, when we went down this path, markets we’re fairly sanguine about the coming deadline. The Budget Control Act of 2011 ended the crisis, increasing the debt limit immediately with several measures to reduce spending. I know a staggering number and believe me when I say this.

Budgeting 52

Budgeting Media Government Retirement 52

The Better Letter

JANUARY 26, 2024

2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023.

Assets 104

Assets Valuation Management Marketing 104

The Big Picture

FEBRUARY 19, 2025

To help us understand all of this and its implications for your portfolio, let’s bring in Jeff Hirsch, editor in chief of Stock Trader’s Almanac and author of 2011’s Superboom, why the Dow Jones will hit 38, 820 and how you can profit from it. So let’s discuss what war plus inflation means.

Economy 147

Economy Medical Government Marketing 147

The Big Picture

MARCH 17, 2025

You were the Chief Economist for the US Senate Budget Committee during, was that during the Obama administration? So wait, so you are the Chief economist for the Democrat US Senate Budget Committee, who is the chief economist for the Republicans Stephanie Kelton : Bill something? ’cause I was just teaching economics at UMKC.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

AUGUST 5, 2024

If you study inflation over decades and have a cyclical vantage point on it, what you’ll see is that it doesn’t go down to some number and hang out. And the odds, therefore, in my mind of it going down and hanging out at some prescribed number are pretty low. It’s a lot, but it’s noticeable number, right?

Economy 173

Economy Economics Numbers Marketing 173

The Big Picture

NOVEMBER 9, 2022

Also, energy prices are 3% of a family’s budget today; it was triple that in the 1970s. Gasoline costs the same as it did in 2011-12). in an era where the under 40 set no longer has landlines and fraud/spam calls have led people to not answer numbers they don’t recognize.

Media 299

Media Economy Budgeting Valuation 299

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. It’s 01:00:58 [Speaker Changed] A giant number. It just tells you.

Taxes 280

Taxes Banking Clients Management 280

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 147

Economics Economy Marketing Marketing 147