David Nelson

NOVEMBER 20, 2023

Big Tech’s Market Influence Walmart’s Earnings Report as an economic indicator Small Cap Stocks – Is this the beginning of a sustained rally? Do the math. If consumers buy the same number of items and prices are lower, that forces declining sales. Bloomberg Data Well, the numbers were fine.

Economy 52

Economy Retail Sales Math 52

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. So a variety of risk meetings, a variety of economic meetings.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Assets 258

Assets Investing Investments Management 258

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

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. RITHOLTZ: There’s safety in numbers. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. The numbers are correct.

Assets 274

Assets Investing Investments Management 274

The Irrelevant Investor

AUGUST 9, 2018

These numbers are so incomprehensibly large that they lack any meaning. There are a lot of economic problems that we'll face in the coming years. In a recent Axios article, Being 30 then and now , the author wrote "In 1975, only a quarter of 25 to 34-year-old men made less than $30K per year, but that number rose to 41% in 2016."

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 20, 2023

That’s a shocking number. We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. It’s really attracting a lot of retail dollars.

Insurance 141

Insurance Healthcare Retail Medicine 141

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. Barry Ritholtz: You know, the last time you were here, that number was something like 35 times. Before we get into the details of your career and and your work, how on earth is anyone ranked number one for 43 consecutive times?

Economy 141

Economy Clients Economics Banking 141

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. People are buying junk.

Management 258

Management Investing Investments Retail 258

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. I’m assuming it’s primarily institutional and not retail. You’re actually crunching a lot of numbers.

Banking 141

Banking Investing Investments Marketing 141

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. All you, as the investor, have to do is put up the cash.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. And then he proceeded to say, “Hodinkee is the greatest watch retailer on the planet. Here’s why.”

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

APRIL 2, 2024

Really, the work he’s done on inequality came after the Nobel Prize based on a book him and his wife put out, and a number of papers. He is so knowledgeable about so many unusual areas in economics. But when I got to Cambridge, you know, the math was sort of serious there. He wrote, what, what can I say?

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products.

Startup 161

Startup Investing Investments Numbers 161

The Big Picture

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. I have lots of different ways I can get that number to go up. It’s still a fairly small number.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Starting at the beginning of the administration in 2017.

Taxes 268

Taxes Banking Clients Management 268