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The Broken Clock Investor: Always Warning, Rarely Winning

Dear Mr. Market

Prudent risk management, diversification, and strategic planning are essential. Bearish since : 2012 and vocal throughout the longest bull market in U.S. And most importantly, investors allocate capital based on expected future conditions, not current headlines. What Should Investors Do Instead?

Media 59
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Shadow Consumption

Brown Advisory

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. They build meaning and a sense of place not on a home’s foundation, but in the digital cloud. Rude Awakening.

Food 52
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund.

Assets 167
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Transcript: William Cohan

The Big Picture

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. So — RITHOLTZ: This is after The Apprentice, after the 2012 election. They were really an M&A machine. COHAN: Did a ton of deals. COHAN: Right.