The Motley Fool

SEPTEMBER 14, 2023

All you have to think about to realize that problem, or to see that problem is the history of long term capital management, which is what happens to you when you're really good at the math and you're not really good at the Shakespeare. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. That's the first thing.

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The Motley Fool

JANUARY 13, 2024

They've made a lot of big acquisitions and some big capital investments in the resorts. If you're an investor with us, capital F, a Foolish investor, you're thinking about it for the rest of your life you should be invested all the way through adding, adding, adding, rarely selling. In October 2007 we're back.

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The Motley Fool

DECEMBER 13, 2023

Go back and look at what happened to the US in 2007-2009. They're all generally well-capitalized. If you want to go for about 45 years, I think, since Capital IQ was keeping data, I believe it's about 8.7%, that is with dividends reinvested. A non-zero number of them are going to lose their houses again. I own some myself.

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The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. Markets are on edge ahead of the annual gathering of policy makers at Jackson Hole in Wyoming next week, according to Andrew Hunter, deputy chief US economist at Capital Economics. UK and German bonds advanced.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

MAY 9, 2023

They were starting to want to attract international capital. Capital rules were changing. I don’t have to worry about flying around the world collecting capital from LPs. So what I mean by that is, first, understand the duration of your funding source. Insurance companies have very long-dated capital.

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The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. I wish more mutual funds and ETFs showed that data. Kind of unique. They have a very unique approach.

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Mutual Funds Assets Companies Banks 59

Pension Pulse

MAY 19, 2023

LTK Capital Management is up huge this year, close to 300%, trouncing elite hedge funds and money managers. The buy ratio was among the highest for securities that had at least 50 position changes, according to Bloomberg’s analysis of 13F filings by 1,099 hedge funds. Hedge funds added a net 13.47 dropped $1.15

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. And so it’s not worth putting capital at work there.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. It seemed like the market took a decade or longer to catch up.

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The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007.

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Banks Stock Market Stock Market Legal 59