ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. The media was filled with debates about where inflation would go, what was causing it, how long it might last, and what could, or should, be done in response. (An But growth stocks rallied later in the year.

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Aleph

JANUARY 21, 2023

Jan 19, 2023 India may have already surpassed China as the world’s most-populous nation [link] India’s culture would have to change a lot for it to have a fast-growing economy. Jan 18, 2023 The UK is poised to threaten social media bosses with prison if they break new safety rules.

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Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening. Dream or Opportunity?

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Food Portfolio Management Sales Strategic Planning 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. That is a huge loss on a bond portfolio. Thanks for joining me. My name is Ryan Kelley.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. High portfolio turnover can be an indicator of changing risk.

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Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

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The Big Picture

DECEMBER 14, 2023

The end of artificially cheap money should herald a fairer, more sustainable economy. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. My morning vacation plane reads: • The Era of Easy Money Is Over. That’s a Good Thing.

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Carson Wealth

AUGUST 21, 2023

That got a lot of media attention, and rightfully so. The economy has surprised to the upside and stocks had one of their best starts to a year. The economy has surprised to the upside and stocks had one of their best starts to a year. Four positive stories on the manufacturing front are tailwinds for the economy.

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The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. It’s client related, it’s media like we’re doing today. DAVIS: Well, it’s a lot.

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Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

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Accounting eCommerce Investing Investments 69

The Big Picture

OCTOBER 17, 2023

00:34:50 [Speaker Changed] One of the key things, one of the differentiators potentially of the firm is that all of our analysts run paper portfolios. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. How, how does that work?

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The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

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David Nelson

JULY 18, 2022

As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection. So much so that even the media has picked up on the spread. Data by Bloomberg. Games have rules and the Game of Stocks is no different. Data by Bloomberg. Therein lies the problem.

Electronics 91

Electronics Healthcare Management Portfolio Management 91

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

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The Big Picture

JANUARY 17, 2024

A Wealth of Common Sense ) • Black Investors Are the Biggest New Group of Stock Buyers : Mobile apps, social media and word-of-mouth are reshaping the makeup of the market. ( Wall Street Journal ) • Call it ‘Swiftonomics’: How Taylor Swift brought a gold rush to Kansas City. Google is our Sistine Chapel. Amazon is our Notre-Dame.

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The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p.

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Economy Economics Math Banking 95

The Big Picture

JULY 17, 2023

Barron’s ) • Goodbye to the Prophets of Doom : The conventional wisdom about the global economy is that the rich have been getting richer and the poor have been getting poorer. Bloomberg ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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The Big Picture

MARCH 14, 2023

And our marketing materials, if you go back and look, our marketing materials from 2009, ’10, ’11, ‘12, you’ll see little things about what we call fire extinguishers that we’ve put in the portfolio, things you could pull off the wall in case there was an emergency, to put out the fire in the portfolio. BERNSTEIN: Right.

Economy 154

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The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. And they will decide what they’re going to buy and sell.

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Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So when you talk about those companies, that kind of play also typically fits in a portfolio where you might have like a couple of cheap index funds or your 401k account.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

JULY 31, 2023

The first job I had was at a family-owned media company outside of Chicago, in the west suburbs of Chicago. RITHOLTZ: Well, “The Wall Street Journal” is part of a family-owned media company. And it was day by day from the seat of, it was the month that the economy shut down. I graduated in ’09. RITHOLTZ: Right.

Retail 130

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The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Like employment is really pretty full right now and the economy is kind of humming along.

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