OfficeHours

FEBRUARY 26, 2024

For those of us embarking on careers in finance, including myself, the unease accompanying economic downturns and market volatility is all too familiar. Continuous Learning and Skill Enhancement One of the most effective strategies to maintain your value in the industry, irrespective of economic conditions, is continuous learning.

Economics 130

Economics Finance Finance CFA 130

FineMark

JANUARY 20, 2023

Hyman Minsky, American Economist (1919-1996) Hyman Minsky proposed theories linking market fragility and the normal economic cycle with speculative bubbles innate to financial markets. The bubble of cryptocurrency burst, resulting in economic losses of approximately $2 trillion.

Economics 52

Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

” Warren Buffett, Chairman and CEO of Berkshire Hathaway Corporation Warren Buffett is one of the world’s foremost investors. Investment Themes In our prior letter, we reviewed investment themes including deglobalization, the end of zero-interest-rate policies, tepid economic growth, and the end of the current rate-hiking cycle.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Repeating last year’s behavior, stocks and bonds correlated positively again in Q3, thus denying the traditional 60/40 investor any diversification benefits.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JANUARY 17, 2024

Charles Munger, vice chairman of Berkshire Hathaway Corporation, expressing why he thought he and his business partner, Warren Buffett, had been such successful investors for so long. On November 28, 2023, just five weeks shy of his hundredth birthday, the world said goodbye to famed investor Charlie Munger. history was born.

S&P 52

S&P Equities Valuation Investment 52

FineMark

JULY 13, 2023

We believe this behavior should be ignored by long-term investors. Equity markets are justifiably high risk investments, given the historically high returns they afford investors over long investment horizons. Given the economic data, the Fed also had a more hawkish rate-tightening outlook than expected.

S&P 52

S&P Investment Bank Banking 52