Calculated Risk

JANUARY 10, 2024

Question #8 for 2024: How much will Residential investment change in 2024? The second table shows the change in construction and manufacturing payrolls starting in 2006. Question #7 for 2024: How much will wages increase in 2024? How about housing starts and new home sales in 2024?

Economy 298

Economy Manufacturing Economics Sales 298

Investment Writing

JUNE 18, 2025

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey that I conducted some years ago. Needs to reflect the voice of the investment team not marketing fluff.

Investments 52

Investments Investing Clients Management 52

The Big Picture

NOVEMBER 1, 2024

Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT.

Management 182

Management Healthcare Investments Investing 182

A Wealth of Common Sense

SEPTEMBER 17, 2024

In 2014 I wrote a piece called What If You Only Invested at Market Peaks? I’m at Future Proof this week with 4,000 friends in the financial advice space. Here’s a look back at the most popular post in A Wealth of Common Sense history. *

Investments 103

Investments Investing Financial Advice Marketing 103

The Big Picture

SEPTEMBER 13, 2023

Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. Investing really is a profession. Previously : MiB: Laszlo Birinyi (September 13, 2014) How News Looks When Its Old (October 29, 2021) The post Birinyi’s Axioms appeared first on The Big Picture. Free advice is not worth it.

Media 219

Media Clients Investing Investments 219

The Reformed Broker

JUNE 4, 2023

Petersburg area this week and got to spend some time with the founder of ARK Invest. We talked 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! Michael, Duncan and I popped up in the Tampa / St. Watch or listen to the episode below.

Investing 177

Investing Investments 177

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Good investing demands humility. For too many people in the investing world, this remains an anathema. I credit Ray Dalio for first bringing this to the forefront in investing.

Investing 299

Investing Investments Management Insurance 299

Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." (fortunesandfrictions.com) What lessons are investors going to take away from 2022? blog.validea.com) FTX Felix Salmon, "The collapse of FTX is the most consequential failure the crypto world has seen since Mt. axios.com) The FTX empire is complicated to say the least.

Investments 130

Investments Investing Financial Advising Media 130

The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He’s the chief investment officer at Bitwise Asset Management. Gox in 2014. Are these coins an investment or are they a speculation?

Assets 130

Assets Investments Investing Banking 130

The Big Picture

JULY 7, 2023

How did they develop their investment philosophy? Since MiB launched in 2014, smarter, longer-form, in-depth interview formats have become increasingly popular. I wanted to be able to reach investors and show them there was a better way to learn about investing. How did they make important career decisions?

Engineering 331

Engineering Media Management Investments 331

The Big Picture

MARCH 18, 2024

Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions. The basic premise of the cover indicator is that of a contrary sign of societal sentiment , reflecting when an investment theme has reached a crescendo. This is important.

Marketing 336

Marketing Marketing Media Investments 336

Validea

JUNE 2, 2025

Instead, it’s built to perform reasonably well across a wide range of market conditionsand more importantly, to help investors stay invested during turbulent times. The chart below compares the All Weather Portfolio to a traditional 60/40 stock-bond portfolio from 2007 through 2025 YTD: Year All Weather 60/40 Portfolio 2007 11.1%

Portfolio 52

Portfolio Investments Investing Economics 52

The Big Picture

NOVEMBER 2, 2023

Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through? February 4, 2013) Looking at the Very Very Long Term (November 6, 2003) Bull & Bear Markets The post Where is This Rally Going?

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Big Picture

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

Investments 147

Investments Investing Marketing Marketing 147

Brown Advisory

MAY 1, 2015

2014 Annual Report | Putting The Pieces Together. We are pleased to share with you the 2014 annual report for Brown Advisory. Fri, 05/01/2015 - 12:00. The purpose of this report is to provide an update on the firm's performance as a business and its financial condition.

Clients 52

Clients Investing Investments 52

Calculated Risk

JANUARY 11, 2023

2014 62.8% -0.1 Question #8 for 2023: How much will Residential investment change in 2023? Unemployment and Participation Rate for December each Year December of Participation Rate Change in Participation Rate (percentage points) Unemployment Rate 2008 65.8% 2009 64.6% -1.2 2010 64.3% -0.3 2011 64.0% -0.3 2012 63.7% -0.3 2013 62.9% -0.8

Economics 242

Economics Sales Investments Investing 242

The Big Picture

JANUARY 5, 2024

Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. It was all an education for what became his favorite job, writing about all of Wall Street finance, investing and business on a daily basis. This week, we speak with Matt Levine , Opinion columnist at Bloomberg.

Education 189

Education Management Investments Investing 189

Trade Brains

JUNE 14, 2025

It is widely used by value investors to identify attractive investment opportunities. Gokul Agro Resources Limited was incorporated in 2014 and is a leading FMCG company engaged in the production, distribution, and export of edible and non-edible oils, specialty fats, and feed meals, serving both domestic and international markets.

Manufacturing 66

Manufacturing Pharmaceutical Certification Investing 66

Calculated Risk

JANUARY 13, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. Residential investment has also peaked. Real GDP Growth Year Annual GDP Q4 / Q4 2005 3.5%

Economy 278

Economy Sales Economics Investments 278

The Big Picture

SEPTEMBER 2, 2023

You can hear our previous interviews from 2014 , 2016 , 2020 , 2021 and 2022. Be sure to check out our Masters in Business next week with John McAuliffe co-founder and Chief Investment Officer at the Voleon Group. Voleon was one of the first hedge funds to use AI as a core of its investing model. Previously, he was at D.

Consulting 182

Consulting Banking Sales Investments 182

The Big Picture

OCTOBER 3, 2024

Investment performance has never recovered. 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 133

Medical Management Investments Investing 133

Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The last time gold had two consecutive years of negative returns was 2014 and 2015. Market is subject to wild mood swings.”. Tool: [link].

Investments 128

Investments Investing Valuation Portfolio 128

The Big Picture

MAY 16, 2023

Well, the consolidation we predicted has happened: Last year saw 112 hospital mergers (up 18% from 2014). He is the founder and CIO of Social Leverage , where he makes early-stage investments. Then election deniers decided to run for local office. Social Leverage recently launched its 4th fund.

Economy 263

Economy Economics Education Government 263

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investments 108

Investments Investing Risk Tolerance Accounting 108

Meb Faber Research

MARCH 8, 2024

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014.

Education 111

Education Investing Investments Marketing 111

Trade Brains

JUNE 14, 2025

His fortune is a result of the highly successful cricket career, massive endorsement contracts, and wise business investments and ventures. Business Ventures and Investments In addition to endorsements, Sachin Tendulkar has diversified his fortune through business ventures and strategic investments: SRT Sports Management Pvt.

Investments 66

Investments Investing Startup Retirement 66

Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? —ask WHERE Where in the world should you invest?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

Nerd's Eye View

DECEMBER 23, 2024

Nor do we expect everyone to read and listen to everything – thus why we make the titles and headlines as clear as possible, so you can decide for yourself what to invest your time into (and skip the rest)! by the next day's, week's, and month's worth of content that comes along.

Financial Advisor 130

Financial Advisor Numbers Investments Investing 130

Trade Brains

JUNE 22, 2025

Gokul Agro Resources Limited was established in 2014 and is a leading Indian FMCG company engaged in the production, distribution, and export of edible and non-edible oils, specialty fats, and feed meals, serving both domestic and international markets. Investing in equities poses a risk of financial losses.

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NAIFA Advisor Today

MAY 2, 2025

Chris Henderson , a dedicated member of NAIFA since 2014, has built a successful career in the financial services industry, making a lasting impact at both the local and national levels. Chris serves as Managing Director of M3 Financial.

Financial Services 52

Financial Services Insurance Investment Advisor Education 52

The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

Investing 162

Investing Investments Portfolio Management 162

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.”

Numbers 334

Numbers Communication Media Investing 334

Good Financial Cents

AUGUST 14, 2023

Whether you’re thinking of investing in Bitcoin or you’ve held this cryptocurrency for several years, it’s fun to look back at this groundbreaking asset’s history. 29.54% How Much You’d Have If You Invested $1,000 in Bitcoin 10, 5, 3, or 1 Year Ago Instead of buying one bitcoin, let’s say you decided to invest $1,000 into Bitcoin.

Assets 119

Assets Investing Investments Numbers 119

Calculated Risk

JANUARY 9, 2024

2014 62.8% -0.1 Question #8 for 2024: How much will Residential investment change in 2024? Unemployment and Participation Rate for December each Year December of Participation Rate Change in Participation Rate (percentage points) Unemployment Rate 2008 65.8% 2009 64.6% -1.2 2010 64.3% -0.3 2011 64.0% -0.3 2012 63.7% -0.3 2013 62.9% -0.8

Economics 173

Economics Sales Investments Investing 173

Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 The result is soaring investment in ways to maximize reductions in headcounts. Respondents’ satisfaction with wage compensation, non-wage benefits, and promotion opportunities at their current job all improved in November compared to July. Percent Not Working: +14.3%

Food 130

Food Retirement Banking Taxes 130

The Big Picture

MARCH 9, 2023

She points to studies that show that male-dominated hedge funds represent a missed opportunity to generate more alpha — it’s simply a poor investment strategy. In this space, Hedge funds lag finance, which in turn lags the broader economy.

Wealth Management 162

Wealth Management Management Banking Engineering 162

The Big Picture

JANUARY 13, 2024

She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave!

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162