Musings on Markets

AUGUST 15, 2023

During 2022, the US treasury did not default, but an investor in a 10-year US treasury bond would have earned a return of -18% on his or her investment, as bond prices dropped. and how much to hold in investments with guaranteed returns over their time horizon (cash, treasury bill and treasury bonds).

Investments 80

Investments Currencies Treasury Hurdle Rate 80

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. The s and p 500 has underperformed his fund by 3.7% a year since 1989. So I took that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And those were Treasuries. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? So just practically speaking, there’s going to be less to do if you’re trading German interest rates, and the central banks not moving them for 10 years. TROPIN: Right. TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56