The Big Picture

JULY 24, 2023

MIAN: Even a secular bull market has like a mid-cycle crash right so for example in the 1950 to 1968 bull market, the mid-cycle crash was the 1961 Kennedy bear market, the market fell down 30%. In the 1980 to 2000 market you had the mid-cycle crash and the 1987 crash. In 2012 Facebook went public, the IPO flopped.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. Crazy number. So I, I think that’s, that’s advice number one. Advice number two is remember that you have it good.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

OCTOBER 10, 2023

and I don’t know if this is from the book or or my research, Forbes settled on that number. Michael Lewis ] 00:06:54 [Speaker Changed] So going back to about, I dunno, maybe 2012, I’d had made several runs at writing about crypto, mainly at the behest of crypto people because they wanted attention. I thought so.

Math 154

Math Numbers Marketing Marketing 154

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Brown Advisory

JUNE 26, 2020

fixed income markets as of the end of 2019, according to the Securities Industry and Financial Markets Association. We believe strong ESG and sustainability diligence should be a driving force behind the divergent performance we expect to see across the varied landscape of the CMBS market. News & World Report.

Medical 52

Medical Food Medicine Assets 52

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. Many people use the CFP designation just to market themselves and the CFP Board is complicit in that behavior. About Scott Salaske.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 26, 2023

And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. 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.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. And so I worked with him until 2012. And so I would do a lot of marketing for equity accounts at Merrill. And then I got approached by RenMac in 2012, and now I’ve been doing it for them for this last decade. RITHOLTZ: Right.

Economics 143

Economics Economy Marketing Marketing 143

The Better Letter

JANUARY 12, 2023

The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012. As of 2020 , the median Wall Street market forecast since 2000 missed its target by an average of 12.9 The rate increases, he forecast, would come in increments so small that financial markets would barely feel them.

Economy 116

Economy Economics CFP Management 116