2000 Economics Math Valuation 
The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. In 2000, right. But in extremis, which is the Microsoft and the Tonight 2000 example and maybe some other AI related stocks today, it really does matter.
Mr. Money Mustache
MAY 20, 2022
Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.
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The Big Picture
OCTOBER 17, 2023
A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.
The Big Picture
AUGUST 29, 2023
So a variety of risk meetings, a variety of economic meetings. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. RITHOLTZ: Right. And that’s all sentiment. DAVIS: That’s exactly it.
The Big Picture
AUGUST 15, 2023
You had the run up in the dot coms to 2000. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. What’s the valuation? And what was his response? SEIDES: Yeah.
The Big Picture
MARCH 21, 2023
That is incredibly painful period for our process that both this time, which I think we’re still in the midst of end ’99, 2000, we’ve more than recovered from the roundtrip. But plenty of valuation measures, it has no applicability for price-to-sales. My mom was a math teacher so — RITHOLTZ: Okay.
The Big Picture
MARCH 12, 2024
And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?
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