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Tuesday links: staying the course

Abnormal Returns

behaviouralinvestment.com) Ten lessons from Warren Buffett including 'Capitalism and ethics can (and should) coexist.' ft.com) Legal LLM Harvey raised $300 million at a $5 billion valuation. sherwood.news) Economy Why housing has a big impact on the overall economy. advisorperspectives.com) The best investors do less.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy. So what’s happening with the global economy, what’s happening with interest rates, what is the Fed going to do?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. Or are we gonna see cuts because the economy is beginning to slow?

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

How do you bring your work ethic and your sense of accountability into the office? So you think of old economy stocks and new economy stocks is another way to think about ’em. I mean, and I immediately got the 80 20 rule. 00:31:04 [Speaker Changed] Well, I like to think that I model it, number one.

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Defense Stocks Rally Amid Rising Global Tensions – Sustainable or Speculative?

Trade Brains

The ongoing war in Ukraine, renewed instability in the Middle East, tensions across the Taiwan Strait, and NATO’s growing focus on deterrence have all led to increased military spending by major economies. While recent stock performance has been impressive, analysts are divided on whether valuations are justified by long-term fundamentals.

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Upholding Ethics in Finance: The Key to a Successful and Responsible Career

International College of Financial Planning

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career. Impact of Ethics on Finance and the Economy.

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Transcript: Antti Ilmanen

The Big Picture

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. Bonds are the most expensive. RITHOLTZ: Right.

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