The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

Abnormal Returns

JUNE 17, 2025

papers.ssrn.com) Economy National home builder confidence fell to one of its lowest levels since 2012. calculatedriskblog.com) Tariff front running is washing out of the economic numbers. (fastcompany.com) People need to be nudged to engage in salary negotiations. abnormalreturns.com) What you missed in our Monday linkfest.

Advertising 162

Advertising Media Economy Banking 162

Calculated Risk

JUNE 17, 2025

Today, in the Calculated Risk Real Estate Newsletter: Housing Market Index and Single Family Starts A brief excerpt: This morning, the National Association of Home Builders (NAHB) released their monthly housing market index: Builder Sentiment at Third Lowest Reading Since 2012. There are several negatives for new home builders now.

Marketing 162

Marketing Marketing Economics Numbers 162

Carson Wealth

JULY 21, 2025

You see, new highs happen in clusters that can last a decade plus, but the flipside is many years can also occur without any new highs, like when we saw a total of 13 new all-time highs in the 12 calendar years from 2000 through 2012. These aren’t particularly concerning inflation numbers, at least as far as the Fed is concerned.

Marketing 72

Marketing Marketing Food Transportation 72

Wealth Management

JUNE 11, 2025

Number 8860726. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Taxes 164

Taxes Wealth Management Estate Planning Distribution 164

The Big Picture

JULY 21, 2025

He was like the guy, like number one in ii right. So you can pretty much tell right away whether the number was good or bad or whatever else, right? What lead you to join Ren Mac in 2012? You think about like the, the biggest names in research sales over the last number of decades. So, you know, right. Neal Dutta : Yeah.

Economics 157

Economics Economy Numbers Marketing 157

Calculated Risk

JUNE 17, 2025

Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Sentiment at Third Lowest Reading Since 2012 In a further sign of declining builder sentiment, the use of price incentives increased sharply in June as the housing market continues to soften.

Sales 147

Sales Numbers Economics Marketing 147

The Big Picture

FEBRUARY 11, 2025

We took that number the 15 times before we die. And we are, we are wired to wanna see the number go up. And I, I think in 10 years of knowing Tim, the number of times we’ve talked about Apple, I can probably count on like one hand. It is to recognize time is your most precious asset to make a change. We made a change.

Media 144

Media Investing Investments Assets 144

The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. 00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. What’s that like?

Investing 144

Investing Investments Economics Marketing 144

Calculated Risk

OCTOBER 18, 2022

Any number below 50 indicates that more builders view sales conditions as poor than good. This is the lowest confidence reading since August 2012, with the exception of the onset of the pandemic in the spring of 2020. All three HMI components posted declines in October. emphasis added Click on graph for larger image.

Sales 352

Sales Numbers Marketing Marketing 352

Calculated Risk

JUNE 8, 2023

From CoreLogic: CoreLogic: US Home Borrowers See First Annual Home Equity Losses Since 2012 in Q1 2023, but Overall Mortgage Performance Remains Strong CoreLogic®. homeowners with a mortgage lost a small amount of equity year over year for the first time since early 2012, while national combined equity followed suit. million to 1.2

Numbers 363

Numbers Distribution Accounting 363

Trade Brains

JULY 2, 2025

The Board also finalized important FPO details, including the number of equity shares, issue price, objectives, material policies, and issue timeline. CFF Fluid Control FPO is coming up with a further public offering(FPO) of equity shares at Rs. 585 per share with an issue size of Rs. Crores with a lot size of 200 shares.

Engineering 59

Engineering Investment Advisor Manufacturing Investing 59

The Big Picture

JUNE 22, 2023

Using IRS data, University of California at Berkeley’s Emmanuel Saez and Gabriel Zucman’s 2014 study found: The share of total wealth of the top 1% has increased steadily, from below 25% in 1978 to 42% in 2012. The top 0.01% of US households had at least $111 million in net worth in 2012, compared to $4 million for the 1 %.

Distribution 301

Distribution Assets Economics Numbers 301

Abnormal Returns

APRIL 24, 2024

Banking The number of bank branches in the U.S. peaked in 2012. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest. morningstar.com) The iShares Bitcoin ETF ($IBIT) is a runaway hit.

Financial Advising 275

Financial Advising Manufacturing Media Economy 275

Calculated Risk

JULY 11, 2023

The last time CoreLogic’s Home Price index saw annual growth fall to less than 2% was in early 2012, but U.S. Annual U.S. single-family home price growth slowed for the 12th straight month in May, falling to 1.4% increase year over year. appreciation still remained positive for the 136th straight month in May.

Numbers 278

Numbers Sales 278

Calculated Risk

DECEMBER 19, 2022

Any number below 50 indicates that more builders view sales conditions as poor than good. This is the lowest confidence reading since mid-2012, with the exception of the onset of the pandemic in the spring of 2020. “In emphasis added Click on graph for larger image. This graph shows the NAHB index since Jan 1985.

Sales 246

Sales Economics Numbers Planning 246

The Big Picture

AUGUST 9, 2023

We will see something similar in the next few CPI reports, as the hottest year-ago numbers drop off from the 12-month series. Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. When looking at any data series, the Base Effects matter. appeared first on The Big Picture.

Communication 246

Communication Banking Numbers 246

Advisor Perspectives

APRIL 9, 2024

The headline number for the NFIB Small Business Optimism Index fell to 88.5 in March, the lowest level since 20212. The latest reading was worse than the forecast of 88.8 and marked the 27th straight month the index has been below the series average of 98.0.

Numbers 119

Numbers 119

Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%.

Financial Advisor 247

Financial Advisor Numbers Budgeting Financial Planning 247

The Big Picture

MAY 9, 2024

I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. @TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American.

Media 335

Media Taxes Math Financial Advice 335

The Big Picture

JULY 25, 2023

Also, given you have to turn DRIP on in most brokerage accounts, I wonder what percentage of investors reinvest as well (have looked but can’t seem to find this number anywhere).” The 10-year returns for equities (2012-2021) when the SPX generated 16.6% Essentially, he was referring to the entire field of behavioral economics.

Assets 246

Assets Accounting Taxes Economics 246

Good Financial Cents

AUGUST 14, 2023

Here’s a look at Bitcoin’s annual returns from 2010 to 2022: Bitcoin 10-Year Return Chart Year Return (%) 2011 1,473 2012 186 2013 5,507 2014 -58 2015 35 2016 125 2017 1,331 2018 -73 2019 95 2020 301 2021 90 2022 -81.02 Initial Price Number of Bitcoins purchased Final Value 10 years (2013-2023) $13.30 2012 186 6.6

Assets 119

Assets Investing Investments Numbers 119

Random Roger's Retirement Planning

JANUARY 22, 2023

From 2012 through 2022, SCHD had a CAGR of 13.51% versus 12.78% for MCW and a standard deviation that was lower by 59 basis points. Some fund had a very good year or even great and the 5 and 10 year numbers look very favorable compared to that fund's benchmark. So better performance and lower standard deviation?

Numbers 74

Numbers Clients Marketing Marketing 74

Random Roger's Retirement Planning

FEBRUARY 9, 2023

He didn't specify which of the two (I believe that is the correct number) funds that Hussman managed back then. For 20 years, holy cow, the numbers look great. The ten year numbers tell a much different story due, I think, to the fund's large allocation to gold. Put it all in the yellow line and forget about then?

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

The Irrelevant Investor

OCTOBER 13, 2020

Because I'm an optimist, I tend to take good news at face value, like for example, the decline in the number of people living in poverty. While there has been progress, the numbers are still beyond horrible. He wrote: By 2012.the He wrote: By 2012.the The number of people living on less than $1.90

Numbers 52

Numbers Banking 52

Trade Brains

SEPTEMBER 19, 2023

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Top Cryptocurrency Exchanges : Cryptocurrency markets are constantly growing with an increase in investors and traders timely.

Accounting 116

Accounting Marketing Marketing Engineering 116

The Irrelevant Investor

FEBRUARY 29, 2016

Gold is up over nine percent in February, its best month since January 2012. You'll also notice however, there were a number of occasions that gold performed well as inflation was coming down. In the chart below, we see all the months where gold rose nine percent (red dots).

Numbers 52

Numbers Investing Investments Marketing 52

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. Since then, India has come a long way in the last 30 years. on July 20, of this year.

Numbers 59

Numbers Economy Economics Government 59

Trade Brains

DECEMBER 28, 2023

According to a 2010 Bloomberg report by economists Michael McDonough and Carl Riccadonna, the correlation between garbage and GDP was as high as 82% between 2001 and 2012. This indicator essentially focuses on the number of people who attempt to get into relationships to feel better when the economy is not functioning properly.

Economy 64

Economy Economics Sales Government 64

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% But the odds favor more green numbers. The logical question is: How much is too much? 2024 is off to a strong start.

Marketing 97

Marketing Marketing Economy Economics 97

Discipline Funds

JUNE 27, 2023

Back in 2012 I wrote a short piece about how the ETF world was in the very early stages of eating up the mutual fund world. It’s also interesting to look at this from the fund number level. It’s also interesting to look at this from the fund number level. Meanwhile there are just 2,989 ETFs.

Retirement Planning 52

Retirement Planning Retirement Marketing Marketing 52

Trade Brains

JANUARY 2, 2024

Maximum number of investors per scheme is limited to 1,000, with a cap of 49 in the case of angel funds. AIFs must be registered under SEBI (Alternative Investment Fund) Regulations, 2012. Minimum investment limit is Rs. 1 crore for investors and Rs. 25 lakh for employees, directors, and fund managers.

Taxes 64

Taxes Investing Investments Retail 64

MarketWatch

APRIL 27, 2023

Kristin Sverchek, who has been with the company since 2012 as general counsel and who became president of business affairs in 2021, will be president of the company, a title new CEO David Risher was originally going to assume. Sverchek's base salary in 2021, the most recent publicly available number, was $450,000.

Commission 40

Commission Numbers Marketing Marketing 40

eMoney Advisor

DECEMBER 15, 2022

While these are only estimates, not forecasts, the numbers seem promising. Though the CFP Board noted increases in the number of female (4 percent), Black (10 percent), and Hispanic (15 percent) CFP® professionals in 2021, the field remains disproportionately male and white. A Wave of Retirements Expected. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

The Irrelevant Investor

MAY 3, 2020

Facebook, Amazon, Apple, Microsoft and Google, which I will refer to as FAAMG, have grown their revenue at 15% a year since 2012, and are now the 5 largest stocks in the S&P 500. All that said, these numbers should be very close, even if they're not precise. 7 years later they would have more revenue than the index itself.

Numbers 52

Numbers Marketing Marketing Investing 52

Walkner Condon Financial Advisors

JANUARY 30, 2024

The 2% number is somewhat arbitrary, but the Federal Open Market Committee (FOMC), or “the Fed”, made it the official target in January 2012. As part of the Fed’s price stability mandate, they would define normal inflation as 2% (measured by Headline Personal Consumption Expenditure, or Headline PCE).

Economy 75

Economy Financial Advisor Banking Economics 75