The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

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Investing Investments Numbers Banking 257

ClearMoney

DECEMBER 14, 2021

Decades of research on stock returns has produced a vast number of published factors. 20591, National Bureau of Economic Research, October 2014). Relative price : Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value. 1 (January 2016): 69–103.

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Investing Investments Commission Distribution 52

The Better Letter

FEBRUARY 17, 2022

When Mr. Clement was first in need of Senate approval for a high government appointment, Professor Dellinger called to congratulate him and said , “I will publicly support you or publicly oppose you, whichever will help you more.” The idea that incentives matter is true in business, among non-profits, and in government.

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Pharmaceutical Government License Advertising 52

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. Educational Qualification Requirements.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

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Banking Economics Economy Business Planning 141

Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? And why do markets irregularly detach fundamentals from valuation to their own detriment? What does this actually mean?

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Investing Investments Valuation Economics 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. ESG and the Stock-­Picker’s Dilemma. Fri, 09/22/2017 - 12:58.

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Portfolio Investing Investments Management 52

Steve Feinberg

JUNE 6, 2023

The Importance of Tax for Web Design Companies All service-based businesses, including web design, must identify and pay their taxes to both local and national governments. Taxes are essential sources of revenue for governments and help build and maintain essential infrastructures, promote economic growth, and pay public workers.

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Taxes Advertising Insurance Government 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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Marketing Marketing Economy Communication 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. reading in July is a positive earnings signal.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. Any economic forecasts set forth may not develop as predicted and are subject to change. Corporate bonds are considered higher risk than government bonds. All index data from FactSet.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 8, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

Job gains were broad-based and especially prominent in sectors such as education, health care, and government. Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. is currently not in recession.

Marketing 52

Marketing Marketing Economy Valuation 52

ClearMoney

FEBRUARY 21, 2022

Geopolitical events like military or economic conflicts can affect stock markets in many ways. One way is through government sanctions. In recent days, the US and other Western governments have stated they would impose new sanctions on Russia. Global Developments and Their Impact. Dimensional Japan Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Any economic forecasts set forth may not develop as predicted and are subject to change. Technical analysis perspective.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.

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Retail Marketing Marketing Sales 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Turning to the Data.

Government 52

Government Commission Economics Distribution 52

The Big Picture

JANUARY 30, 2024

00:09:12 [Speaker Changed] Also giant legacy infrastructure… 00:09:15 [Speaker Changed] With great economics wants that, right? We were, we licensed the content so it didn’t require an enormous investment, right? That, that seems like that’s an immense number of, of users. That’s a lot of customers.

Media 141

Media Wealth Management Investing Investments 141

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.

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Sales Numbers Taxes Marketing 130

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Turning to the Data.

Government 52

Government Commission Economics Distribution 52

Trade Brains

JULY 27, 2022

Governments love alcohol too. Since 2001, the alcohol` industry has grown at a CAGR of 12% barring 2019 (economic slowdown) and 2020 & 2021 (Covid-19 virus outbreak) years. This is primarily due to increasing health concerns and bans by state governments on country liquor because of increased death tolls. Industry Overview.

Distribution 52

Distribution Government Sales License 52

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

.” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

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CFP Financial Planner Ethics Financial Planning 80

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. Any battery that can charge fast and discharge fast is likely to be unstable.

Banking 59

Banking Government License Marketing 59

The Big Picture

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. And before we delve into that, let’s jump into your background.

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Compliance Wealth Management Clients Management 152

The Big Picture

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. MORGENSON: Well, they did very well because they got a lot of CARES Act money from the government. That’s not even a rounding error.

Insurance 141

Insurance Healthcare Retail Medicine 141

James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices.

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Marketing Marketing Valuation Economy 52

The Big Picture

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

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Economics Media Government Numbers 245