Dear Mr. Market

MARCH 17, 2024

Click here or below to see or enlarge the entire bracket for 2024. Market darling Nvidia ( NVDA ) continues its tear but eventually meets up with another tech and AI leader in juggernaut Microsoft ( MSFT ) and eventually gets knocked off (more on that later).

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management. Michael Carmen: 00:02:58 [Speaker Changed] I joined in 1999 in the middle of the tech bubble as a growth investor. It was April of 99.

Management 152

Management Investing Investments Portfolio 152

The Big Picture

MARCH 12, 2024

And then let’s set up an operating capability that allows us to acquire the homes, renovate the homes, manage the homes, and then more importantly, scale the homes into an investible pool. Everything you need to originate, manage, service, aggregate, and then long-term service these homes on behalf of the residents and the investors.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: Modern technology. JEREMY SCHWARTZ, GLOBAL CHIEF INVESTMENT OFFICER, WISDOMTREE: So I got to Wharton in 99, which was the peak of the tech bubble. I was coming into my own, seeing the tech bubble living through it, having some experience investing until those tech stocks, watched them crashed.

Numbers 141

Numbers Investing Investments Marketing 141