2004 Math Numbers 
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
00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. So here’s the math, Barry.
The Big Picture
JUNE 6, 2023
So, you start the blog in 2004, more or less. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining.
Random Roger's Retirement Planning
AUGUST 17, 2023
This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else.
The Big Picture
JULY 4, 2023
.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.
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. Now comes the grim numbers about how much we have collectively saved for retirement. It is generally accepted that the various ideas around extending the retirement age and increasing taxes would solve much of the problem.
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