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Market Concentration

The Big Picture

Bryan Taylor, Chief Economist at Global Financial Data, breaks these into seven distinct eras over the past 235 years: 1790 to 1840 The Bank of the United States Dominates 1840 to 1875 The Rise of the Railroads 1875 to 1929 The American Commercial Revolution 1929 to 1964 The First (..)

Marketing 312
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Harvard Endowment Underperformance, part MMXXIV

The Big Picture

November 29, 2009) Harvard: Not So Smart After All (December 4, 2008) Archive: University Endowments Sources : Harvard ignored warnings about investments ( Mirror ) Advisers told Summers, others not to put so much cash in market; losses hit $1.8b

Medical 157
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The Advisory | December 2014

Brown Advisory

The Advisory | December 2014. Mon, 12/22/2014 - 16:38. Discussion of U.S. consumer stocks; outlook for European equities; unconstrained fixed-income strategies; the strategic use of trusts in long-term financial plans; the wide gap between the top- and bottom-performing hedged strategies and the importance of manager selection.

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We Are Ready For Prime Time

The Reformed Broker

This week, Michael Batnick, Cathie Wood, and Downtown Josh Brown discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Welcome to the latest episode of The Compound & Friends. Listen here: Apple podcasts Spoti.

Investing 246
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NOW 2014 Conference Supplement

Brown Advisory

NOW 2014 Conference Supplement. Sun, 06/01/2014 - 20:23. Brown Advisory recently hosted NOW 2014, our biennial forum for provocative inquiry into the trends that shape our world and influence our investment thinking.

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The Advisory | September 2014

Brown Advisory

The Advisory | September 2014. Thu, 09/11/2014 - 12:21. In This Issue : Perspectives on steering your portfolio through the market’s peaks and valleys; why rising interest rates spell relief for financial stocks; and why we think cyclical value stocks are even more attractive today than when we first recommended them a year ago.

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The Advisory | March 2014

Brown Advisory

The Advisory | March 2014. Sat, 03/01/2014 - 14:15. From the U.S. to emerging markets, big-picture economic expectations and on-theground reality for companies were out of sync in 2013. Here’s why both are important.