Calculated Risk

DECEMBER 6, 2022

Asset Quality Metrics Were Favorable Overall Despite Growth in Early Delinquencies : Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks declined $5.7 This graph from the FDIC shows the number of problem banks and assets at problem institutions. billion (11.3 billion to $163.8

Banking 246

Banking Numbers Assets 246

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. Now we have inflation.

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. The book is a fun romp covering the 1998-2018 era. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management. An active researcher, Asness contributes to numerous publications and has received a variety of accolades, including the James R.

Management 310

Management Retirement Sales Investments 310

Calculated Risk

OCTOBER 9, 2023

As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood as compared to last quarter but remained in the $21/$18-per-sqft range, a level relatively unchanged since 2018. since early 2023.

Retail 286

Retail Sales Assets Investments 286

Alpha Architect

DECEMBER 19, 2022

Pastor, Stambaugh, and Taylor (2015) and Zhu (2018) provide significant evidence of decreasing returns to scale (DRS) at both the fund and industry levels. Bigger is Not Always Better in Asset Management was originally published at Alpha Architect.

Assets 102

Assets Management Investments Investing 102

Calculated Risk

JANUARY 1, 2023

in Q4 and remained in the $21/$18-per-sqft range, a level unchanged since 2018. Regional mall properties, on the other hand, continue to be the most at-risk retail subtype according to our commercial mortgage delinquency data, driving overall delinquency behavior among retail assets. Asking/effective rents were up slightly by 0.2%/0.2%

Retail 363

Retail Assets Investments Investing 363

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. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

Assets 130

Assets Investments Investing Banking 130

The Big Picture

FEBRUARY 13, 2023

My back-to-work morning train WFH reads: • How State Street Has Used AI to Find ‘Hidden Gems’ Since 2018 : Natural-language processing used in stock picking: Bartolini Wanted something forward-looking, dynamic, he says of the ETF. Bloomberg ) • What Recession? Some Economists See Chances of a Growth Rebound. Rieder helps to manage $2.5

Economy 283

Economy Management Investments Investing 283

The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection. for SPY.

Financial Planning 186

Financial Planning Math Assets Management 186

The Big Picture

MARCH 9, 2023

She is also the author of “ Damsel in Distressed ,” which (surprisingly) turns out to be the very first memoir written by a woman working at a hedge fund (it’s a fun romp through 1998-2018 era). In our discussion, we covered the lack of female representation at hedge funds.

Wealth Management 162

Wealth Management Management Banking Engineering 162

Calculated Risk

SEPTEMBER 7, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks decreased from $58.0 billion This graph from the FDIC shows the number of problem banks and assets at problem institutions. noncurrent loans) increased to 0.76

Numbers 182

Numbers Banking Insurance Assets 182

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. It depends on your asset allocation. She can go anywhere, do anything.

Assets 147

Assets Management Investments Investing 147

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

MARCH 18, 2024

The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. The key takeaway: The value of the signal here is just about zero.

Marketing 336

Marketing Marketing Media Investments 336

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investments Investing Numbers 119

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. A Letter of Introduction From The Portfolio Managers. . As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2018 -3.6% -2.3%

Portfolio 52

Portfolio Investments Investing Economics 52

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management.  This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. Previously : MiB: Adam Karr, Orbis Investments (January 16, 2021) Why Pay Alpha Prices for Beta?

Investments 182

Investments Investing Startup Management 182

The Big Picture

APRIL 21, 2024

NBC News ) Be sure to check out our Masters in Business next week with Ashish Shah , Co-Head and CIO of Public Investing at Goldman Sachs Asset Management : He joined GS as a partner in 2018, and previously served as global co-head and CIO of Fixed Income + Liquidity Solutions. trillion in client assets. His group manages $2.3

Accounting 162

Accounting Education Assets Management 162

Darrow Wealth Management

JULY 1, 2024

In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investments Investing Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes 52

Taxes Investments Investing Clients 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Gold, the unproductive asset, delivered less than 1 cent for every dollar delivered by U.S.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018. Gold, the unproductive asset, delivered less than 1 cent for every dollar delivered by U.S.

Assets 52

Assets Investments Investing Insurance 52

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. It's only down year was 2018 with a decline of 7.91%.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Thu, 11/08/2018 - 09:35. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment?

Assets 52

Assets Portfolio Investments Investing 52

Random Roger's Retirement Planning

MARCH 12, 2025

AQR Multi-Asset (AQRIX) used to be called Risk Parity and it also does some quadranty stuff. It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). PRPFX is the inspiration for all of these so of course we're including that one.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today. million ($27.98

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

MAY 7, 2025

According to a report from the consultancy Altrata , charitable contributions from ultra-high net worth individuals increased by almost 25% between 2018 and 2022 , illustrating a growing trend of philanthropic engagement. But they must distribute at least 5% of the assets each year.

Compliance 52

Compliance Distribution Taxes Consulting 52

Harness Wealth

APRIL 16, 2025

The Tax Cuts and Jobs Act’s impact on recharacterizations On January 1, 2018, the Tax Cuts and Jobs Act fundamentally revised Roth conversion provisions by eliminating the ability to recharacterize conversions. Some investors even convert stable-value assets first to minimize market risk.

Taxes 52

Taxes Retirement Distribution Retirement Planning 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

Portfolio 59

Portfolio Management Risk Management Distribution 59

Random Roger's Retirement Planning

SEPTEMBER 18, 2023

RSST is similar to client/personal holding Standpoint Multi Asset (BLNDX/REMIX) in that both blend equities and managed futures but I think they are targeting different return profiles. I think that is attributable to a terrible year for 100/100 in 2018. Terrible year in 2018 or 2022? Pick your poison.

Management 75

Management Portfolio Clients Investments 75

MarketWatch

MARCH 30, 2023

trillion asset cap that was placed on it in 2018 by the Fed. The bank violated U.S. sanctions by providing a trade finance platform to an unnamed foreign bank, which used the platform to process $532 million in prohibited transactions between 2010 and 2015, according to a statement.

Compliance 75

Compliance Banking Assets Marketing 75