The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And from a public market, that sounds like it’s a compliance and conflict nightmare. And I’ve been investing in a lot of computer companies over the years.

Valuation 293

Valuation Investing Investments Engineering 293

Carson Wealth

MAY 8, 2023

Let’s get to the numbers. Payroll numbers in February and March were less than what was originally reported, as they were revised down by 149,000. A Historically Strong Labor Market Any skepticism of the job creation numbers washes away with the unemployment rate, which fell to 3.4%. That’s the lowest level since 1969!

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. However, we saw it differently after taking a closer look at the numbers. The good news is that the contribution from food prices (bright red bar) has also shrunk significantly. Headline CPI inflation did rise 0.4%

Food 97

Food Marketing Marketing Economy 97

Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. Core inflation, which strips out volatile food and energy components, has been going the wrong way.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks. The chart below shows core inflation — excluding food, energy, and owners’ equivalent rent — enabling cross-country comparisons.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JUNE 26, 2023

The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. It doesn’t appear we are late in the economic cycle nor on the precipice of a recession (within the next 4-6 months). Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

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.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? I mean, look at this beautiful Bloomberg building with the food.

Assets 152

Assets Investing Investments Portfolio 152

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. You turned out to be the first dual economics financial management major at Quinnipiac. And I would constantly hear them frustrated by the compliance department. RITHOLTZ: Really?

Compliance 152

Compliance Wealth Management Clients Management 152

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? Because that’s just the law of large numbers.

Math 141

Math Risk Management Management Marketing 141