FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. Seventy years of peace in Europe were shattered as Russia invaded Ukraine in February 2022.

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Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. As we wrote in our Q4 2022 newsletter, we believe that the Fed will stop raising rates during the second quarter of 2023. If you missed our previous coverage, you can read our Q4 2022 newsletter here: [link].) SVB is the second-largest bank failure in U.S.

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Bank Banking Investment Economics 52

FineMark

JANUARY 17, 2024

Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. After first taking the stance that rising inflation was “transitory,” the Fed eventually decided to tighten monetary policy. Not since the early 1980s had such a rapid rise in rates been experienced in the U.S.

S&P 52

S&P Equities Valuation Investment 52

FineMark

OCTOBER 17, 2023

The elevated inflationary period experienced in 2022, combined with challenging demographics faced by our nation, have contributed to this uptick. FIGURE 1 Source: eVestments Labor and the Balance of Power The number of unionized labor organizations in the U.S. has been in secular decline at least 40 years.

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Mergers and Inquisitions

DECEMBER 6, 2023

For example, between 1990 and 2022, Citadel’s Wellington fund delivered 19% annualized returns , which some have said is “ almost impossible.” It’s 100% possible to do asset management internships (or hedge fund internships ), take the CFA , and recruit for one of these large funds – assuming it’s open to undergrads.

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Funds Management Recruitment Portfolio 104

FineMark

JULY 13, 2023

This came to pass in June as the Fed paused its rate-hiking cadence, which began in March 2022. Go to top 2023 Second Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Sophisticated Have Online Scams Become?

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S&P Bank Banking Investment 52