The Big Picture
APRIL 17, 2025
Duration and leverage issues are well known, but lets discuss adding risk: In 2004, I walked into my offices conference room to hear a rep from Lehman Brothers pitch a higher-yielding fixed income product: AAA-rated, safe as Treasuries, but yielding 200-300 basis points more. All of these strategies have been money-losers this century.
Fortune Financial
MARCH 11, 2023
Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?
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The Big Picture
NOVEMBER 21, 2023
So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up. 00:44:49 [Speaker Changed] Correct?
The Big Picture
JUNE 6, 2023
So, you start the blog in 2004, more or less. It’s much deeper than math. We’d rather dream about having 10 million then start investing $100 a week. RITHOLTZ: Perfect is the enemy of the good, isn’t it? SETHI: Yes. RITHOLTZ: That’s really fascinating. SETHI: Yes, while I’m in college.
Random Roger's Retirement Planning
AUGUST 17, 2023
In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career. The yellow line stock goes back to 2004.
Random Roger's Retirement Planning
JUNE 3, 2023
The last sentence is about the math involved not about the right and wrong of any of it which we'll get to. Finally at the end of the article was an idea that I have been talking about for ages, like going back to the original version of this site in 2004 which is means testing. if self employed on dollars $160k-$200k.
The Big Picture
MAY 30, 2023
BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. BRYANT: Because small business starts stalled in 2004.
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