Discipline Funds

MARCH 1, 2023

But this chart is interesting because the discrepancy has a fundamental impact on the future of home prices and the economy. In fact, we’ve been vocal that this isn’t a repeat of 2008. And that’s where the math on renting comes into play. People have to live somewhere. And they can either rent or buy.

Math 136

Math Numbers Sales Economy 136

The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. And you know, the only thing math works on recognition by peers, and there’s some prizes. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity.

Valuation 293

Valuation Investing Investments Engineering 293

The Big Picture

FEBRUARY 13, 2023

RIEDER: — there was — and then, you know, punctuating with obviously 2008. 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. The economy slows and you come down the other side.

Economy 141

Economy Numbers Portfolio Marketing 141

The Better Letter

MARCH 14, 2024

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 Motoyuki Mabuchi went all-in with four aces in the main event game of the 2008 World Series of Poker but lost to Justin Phillips’ royal flush. quintillion.

Numbers 82

Numbers Medicine Math Marketing 82

The Big Picture

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? Chattanooga is a fascinating city, really steeped in some rich history, but also a city that faces some challenges as they grow from a very small city to a more significant city in the U.S. And many of those gentlemen have gone on to do incredible things as well.

Recruitment 141

Recruitment Engineering Investing Investments 141

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. BERRUGA: Exactly.

Clients 152

Clients Investing Investments Management 152

The Big Picture

AUGUST 17, 2023

This summer’s economy is defying the odds. New York Times ) • Bond Yield Hits Highest Since 2008, Adding Pressure to Borrowing Costs : Bets that interest rates will fall have suppressed 10-year yields for most of 2023, but analysts warn that may be changing. My morning train WFH reads: • What recession?

Insurance 246

Insurance Math Taxes Economy 246

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. ” Nobody does. And lots of surprises.

Economy 95

Economy Economics Math Banking 95

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Your real business is having the best perspective of what is happening this moment in the economy. So, so let’s talk a little bit about the state of the economy today. So at that point, I had a pretty big career. Your side hustle. Really interesting.

Economy 141

Economy Clients Economics Banking 141

The Irrelevant Investor

AUGUST 9, 2018

Sri Thiruvadanthai made the astute observation that "even if pensions had put all their money in stocks at the end of 2008, it wouldn't have made much difference to their funding status." The Atlantic asks Are Stock Buybacks Starving the Economy ? These sort of numbers will always grind higher as the economy grows over time.

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

JULY 31, 2023

And then, you know, at some point, well, I went to grad school because I graduated college in 2008, and was shockingly enough, yeah, having trouble getting a newsroom job. And it was day by day from the seat of, it was the month that the economy shut down. And I’d worked with lots of colleagues around the newsroom.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. But it just didn’t become a great success. RITHOLTZ: Just not a great fit. ILMANEN: Yes. Bonds are the most expensive. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

David Nelson

AUGUST 8, 2022

IBM Stock Buybacks since 2008 – Do the Math. However, the bigger issue is that stock buybacks have their roots in a deeper problem, stock option grants. But that’s another whole can of worms. I’ve been a long outspoken critic against stock buybacks for much of my career.

Taxes 98

Taxes Budgeting Math Management 98

The Big Picture

JUNE 20, 2023

An economy does better if the most people are prosperous, right? MORGENSON: It stopped outperforming in like the mid-2000s or towards 2008. MORGENSON: I just don’t think it’s a good thing to have this coterie of extreme, extreme wealth at the top of the pyramid. I mean, it’s just not healthy.

Insurance 141

Insurance Healthcare Retail Medicine 141

The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. I had my first child in June of 2008. Now, the first half of 2008, I was doing pretty well in the fund. I bought Priceline on November 1st, 2008. Oh, really?

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. They didn’t make it through 2008. And you think it had a positive impact on the economy? 01:18:26 [Speaker Changed] I think it’s had a positive impact on the economy.

Taxes 268

Taxes Banking Clients Management 268

Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. equity market. annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. equity market. annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. MCRANEY: Maybe like 2008, 2007, around there. RITHOLTZ: Right. RITHOLTZ: Okay. is a laggard. MCRANEY: Yes.

Numbers 291

Numbers Medicine Food Math 291

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. he — Putin is trying to distract the Russian populace from the state of their economy and all the corruption that’s taking place. How many do you have in your fleet?

Government 312

Government Banking Numbers Investing 312

The Big Picture

AUGUST 22, 2023

So if you think the economy’s going to go sour and then you learn that’s not true, you might well be extremely credulous, meaning willing to believe the happy thing, even though it’s disconfirming of your belief. What is the direction of the economy? Are we on the right track or on the wrong track?”

Economics 245

Economics Media Government Numbers 245