Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 55

Marketing Marketing Retirement Investing 55

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. DCFs are very dangerous if not used thoughtfully.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. I try to analyze the economy from the top. the economy is stabilizing, China is growing. and maybe the economy is coming off, the central bank, not in ‘23, but will start to ease. By the way, it seemed like every four years — RITHOLTZ: Right.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Numbers 141

Numbers Management Banking Marketing 141