ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. Using data from International Monetary Fund (2021). Review of Finance 22, no.

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ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. 4Central government debt from International Monetary Fund (2021). Review of Finance 22, no.

Debt 52

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The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? What percentage of the assets are in ETFs relative to mutual funds? billion deal.

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Mutual Funds Assets Funds Companies 64

The Motley Fool

MARCH 5, 2024

I'm 37 years old, so I graduated from the University of Washington in 2008 during the financial crisis, and with a finance degree. In essence, my business career ended in 2009. I completely transform my portfolio from safe and sound ETFs and mutual funds into over 150 company stock portfolio. Adam Nelson: Sure.

Investing 130

Investing Mutual Funds Portfolios Stock Market 130

The Motley Fool

JANUARY 3, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $358,640 !* Almost every financial move I made, few as they were was not a good one until I recently started talking about my finances with Jason. By 2009, it had dropped below $5 a share.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Big Picture

OCTOBER 19, 2022

We also do a lot of education around advice in behavioral finance and coaching, and all these things to help advisors drive great outcomes for their clients. There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. in June of 2009.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Motley Fool

JANUARY 17, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $346,349 !* When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

OCTOBER 24, 2022

I knew finance had a close corollary to econ. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds?

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Motley Fool

MAY 13, 2024

Motley Fool personal finance expert Robert Brokamp and host Alison Southwick look at the 60/40 portfolio, and if it still holds up in 2024. In fact, mutual funds that invest along these lines have come to be known as balanced funds.

Portfolios 245

Portfolios Assets Funds Returns 245

The Motley Fool

DECEMBER 3, 2024

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $359,445 !* I've always had the interest in finance and economics and money and whatnot. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers.

Accounting 130

Accounting Education Assets Portfolios 130

The Motley Fool

NOVEMBER 25, 2024

By December 2009, Nvidia had begun to recover, and for my new monthly Motley Fool Stock Advisor pick, I picked one stock a month from 2002-2021 for Motley Fool Stock Advisor. Yes, that bullish rerecommendation I bravely made in 2009 at 48. But even my price is $47 a share in 2009 and 307 in 2017 look really great.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. And that, you know, really finishing it all out was only very recently we’ve added services along the way, but really getting it like stabilized and going about 2009. He was not brilliant from a finance perspective.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

OCTOBER 21, 2024

Why don’t you just switch over to finance? So you come out of Villanova, you end up at first Boston in, in 1987 in the Special Situations Fund and Distressed Securities Group. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. Which I, I said Sure.

Hedge Funds 59

Hedge Funds Banks Finance Financing 59

The Big Picture

OCTOBER 15, 2024

That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets. 00:03:13 [Speaker Changed] Yeah, sure. So it’s a fun area.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Motley Fool

MARCH 23, 2025

When I was a new investor, for example, I got excited about a mutual fund that had gained around 82% in a single year. They focus on real estate financing, not on the real estate itself. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $305,226 !*

Mutual Funds 237

Mutual Funds Taxes Finance Financing 237

The Motley Fool

MARCH 10, 2025

Indeed, the company he runs, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is more like a mutual fund than a traditional corporation. Buffett is the CEO of that company, which is often lumped into the finance sector. Warren Buffett is one of the most famous investors of all time. Image source: Getty Images.

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Conglomerates Investing Mutual Funds Public Companies 246

The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

APRIL 16, 2025

Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. He teaches corporate finance and valuation at the Stern School of Business at New York University. ETFs and index funds are now more than 50% of all investing in the market. I think there are a couple of reasons.

Investing 130

Investing Mutual Funds Taxes Hedge Funds 130

The Motley Fool

DECEMBER 25, 2024

Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp offer some tips on tax loss harvesting. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,593 !* I'll just highlight a weird thing about mutual funds. Choose another method.

Mergers and Acquisitions 130

Mergers and Acquisitions Mutual Funds Taxes Shareholders 130

The Motley Fool

FEBRUARY 19, 2025

Motley Fool personal finance expert Robert Brokamp and host Alison Southwick continue their conversation on 401(k) plans and how you can get yours in better shape. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $361,466 !* Where to invest $1,000 right now?

Accounting 130

Accounting Mutual Funds Taxes Funds 130

The Motley Fool

MARCH 19, 2025

In Damodaran's analysis, the acclaimed finance professor lists three primary factors influencing the current price action in Tesla stock. Moreover, longtime Tesla bull Ron Baron, a mutual fund manager, thinks robotaxis could generate as much as $375 billion of annual profits by 2040. What's driving the sell-off in Tesla stock?

Mutual Funds 246

Mutual Funds Finance Financing Accounting 246

The Motley Fool

JANUARY 29, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* Our interest expense guidance assumes our current debt levels and does not assume additional financing. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 22, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $365,174 !* When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70-100% in a given year.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

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. You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. It was not.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

JANUARY 21, 2025

Jonathan Clements was the personal finance columnist at the Wall Street Journal for nearly 25 years. And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family.

Mutual Funds 59

Mutual Funds Finance Financing Taxes 59

The Big Picture

DECEMBER 17, 2024

In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. And then eventually I ended up in New York and then transitioned into finance. Tell us what that focus is.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banking 52

The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. So that was a big job in the spring of, of 2009.

Banks 59

Banks Stock Market Stock Market Legal 59

The Big Picture

APRIL 8, 2025

Barry Ritholtz : So what changed your mind to say, all right, let me, let me go see what these finance bros on Wall Street are all about. And you, and I remember March of 2009, the bottom, we were probably looking at an s and p 500 that was trading in the mid 606 6 6. So that’s what I did for the first job.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Banks Consultants 59