2023 Compliance Math Numbers 
The Better Letter
MARCH 16, 2023
The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading.
Carson Wealth
FEBRUARY 5, 2024
The huge end-of-year rally in 2023 (the S&P 500 was up 14% in November and December) did suggest some weakness in late December and early January would be normal. We are officially three calendar months off the October 27, 2023, correction lows. in inflation-adjusted terms in 2023. in October 2023). Stocks gained 19.6%
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Brown Advisory
JANUARY 17, 2024
Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2
The Big Picture
JUNE 27, 2023
Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works.
Sara Grillo
JUNE 12, 2023
Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. In 2023, they concluded again that their methodology didn’t work so they came out with AG 49-B. 2023, May 1). There is an admin charge of about $49k. There is an insurance charge of about $246k. Here’s another example.
The Big Picture
MAY 9, 2023
He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.
The Big Picture
FEBRUARY 13, 2023
And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.
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