The Big Picture

MARCH 17, 2025

Wasn’t the Excel spreadsheet error, which changed their math. You know, when Bill Clinton was president and you had the budget, federal budget in surplus for four years in a row, 98 through 2001, the government’s budget was in surplus. And of course, we had a recession in 2001, and then the surpluses disappeared.

Economy 144

Economy Taxes Budgeting Government 144

Mr. Money Mustache

MAY 20, 2022

Even Mr. Money Mustache, as a person who retired 17 years ago, is still in this boat for the simple reason that my retirement income from dividends and hobby businesses is still greater than my annual living expenses (which still hover around $20,000 per year). 3) Okay, but I really am retired and trying to live off my investments now.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. So you retire in 2018. The great bonanza of late ’08 and ’09 is that there were companies that were not stressed at all. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 280

Assets Investing Investments Management 280

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then I was the beneficiary of the TMT bubble bursting in 2001. SALISBURY: Sure. SALISBURY: Yes.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. And that’s when we started to create the, the team that, you know, Dan was on, I was on Elaine Stokes, everybody’s retired except for me off that original team. You gotta go back to the 2001 recession.

Portfolio 144

Portfolio Banking Management Portfolio Management 144

Random Roger's Retirement Planning

APRIL 18, 2025

The math checks out and while the timing for these funds to launch was simply unlucky, I can't figure how these make managing a portfolio easier. First, it was up in 2000, 2001 and 2002 while the S&P 500 was in the process of cutting half. RSSY is 100% stocks and 100% futures yields and RSST is 100% stocks and 100% managed futures.

Management 52

Management Portfolio Math Retail 52