Brown Advisory

MARCH 18, 2022

Download transcript. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory. These trademarks have been licensed to S&P Dow Jones Indices LLC. Watch the Video. Listen to the Podcast.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

James Hendries

AUGUST 23, 2022

Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. Click here to download a PDF of this report.

Marketing 98

Marketing Marketing Sales Economy 98

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society.

Banking 141

Banking Economics Economy Business Planning 141

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 13, 2022

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 25, 2022

economy enters a recession, the causes and potential outcome will be hotly debated. Diffusion describes an economy that has experienced a contraction in a wide range of sectors, such as trade, business activity, and consumer spending. Click here to download a PDF of this report. If the U.S. Technical Definition.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

OCTOBER 11, 2022

If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates. Powell has repeated, in what has become his mantra, that without price stability we cannot have a strong economy or a strong labor market. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 20, 2022

However, as Fed rate hikes flow into the real economy, the risk of a recession increases, which should help bring down yields. Over the past six months, the Fed has been aggressively raising short-term interest rates in an effort to arrest these continued consumer price increases and deliberately slow the economy.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

The news on the economy and corporate profits hasn’t been great lately, but thanks to low expectations, it’s been good enough to push stocks nicely higher. economy into recession, causing unemployment to rise and slashing corporate profits. Click here to download a PDF of this report. Encouraging Signs. Technical Signals.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. due to expectations of slowing economic growth. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. Value Target to 4,000-4,100 from 4,300-4,400. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. After an 8.4%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 7, 2022

The economy is now employing more workers in temporary help services than ever before, and this could be a cause for concern. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates. Home Sales Fall (Again). What’s Next? – August 22, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Insurance 52

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.

Portfolio 130

Portfolio Management Assets Investing 130

Aleph

MARCH 11, 2023

Mar 08, 2023 Ken Griffin said his firms are in the process of negotiating an enterprise-wide license to use OpenAI’s ChatGPT tool [link] I’m considering it as well; I’m less certain about how much it would help me. I thought it was quite good.

Banking 59

Banking Government License Marketing 59

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I don’t care whether the economy is strong or weak, it’s not going to be the same. And I just don’t think that’s- RITHOLTZ: It’s not realistic.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They talk about economies of scale. There’s not significant licensing, you know, that that takes place. HAMBURGER: And you can scale it down to a single user license.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. I mean, it’s just not healthy.

Insurance 141

Insurance Healthcare Retail Medicine 141

James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He had decided to license his name and just take fees and you know, that’s a much better business model. He was taking fees for licensing his name. COHAN: — whatever it was.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

DECEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

AUGUST 22, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And then people will feel licensed to say what they had shut up about. What is the direction of the economy? Are we on the right track or on the wrong track?”

Economics 245

Economics Media Government Numbers 245

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. – October 31, 2022. Click here to download a PDF of this report. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Government Banking 52