The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. There’s old and there’s old but there’s not both. Bonds are the most expensive. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 95

Math Numbers Medicine Marketing 95

Good Financial Cents

APRIL 19, 2023

Since Kickstarter’s launch in 2009, 18 million people have backed projects. Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. 00:10:08 [Speaker Changed] Yeah, so I graduated from HBS in summer of 2009 and I was fortunate enough to join the Grassroots Business Fund, which had been a division of the International Finance Corporation and literally spun out first half of 2008.

Investing 147

Investing Investments Economics Marketing 147

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 147

Banking Economics Economy Business Planning 147

The Big Picture

SEPTEMBER 10, 2024

2009, 10 in that role. I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy. So that’s the math. It’s a, it’s the marrying, quite frankly, of macro and micro.

Valuation 162

Valuation Clients Investing Investments 162

Mr. Money Mustache

NOVEMBER 10, 2020

So I decided to take some action, by doing the math for myself using a spreadsheet. And as you scale up the operation, some economies of scale on things like space and equipment make it even better. I am guessing that you might feel the same way these days – most of us Americans are in the same boat.

Insurance 58

Insurance Medical Medicine Healthcare 58

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. So this is more like the real economy, slower growth businesses.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. I mean, think about the deficits we, we have when it’s pretty much full employment, economy’s still pretty strong. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market. So I had real support around Wall Street.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ve had gone through the, the Covid crisis, which stimulated unprecedented fiscal stimulus as a share of GDP and performance, what clients have actually experienced, if you go back to March of 2009, right? 00:37:58 Right?

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

Carson Wealth

APRIL 28, 2025

Dates like the lows in 1982, 2009, and 2020 show up this time, which always catches our attention. Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. But what if demand craters across the economy and you’re stuck with goods you can’t sell? Do you keep hiring?

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Irrelevant Investor

AUGUST 9, 2018

Unfortunately for these people, the minimum wage has not increased since 2009, nor, to state the obvious, has it kept up with inflation. The Atlantic asks Are Stock Buybacks Starving the Economy ? These sort of numbers will always grind higher as the economy grows over time. million people are “near-minimum-wage” workers.

Economics 52

Economics Distribution Investing Investments 52

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 lost 40 pounds and he eventually went to the prison doctor and they diagnosed him as having pancreatitis and gallstones and needing an operation which was scheduled for the 1st of August 2009.

Government 321

Government Banking Numbers Investing 321

The Big Picture

JANUARY 7, 2025

So moved over to London back in 2009 and the rest is history. The interlinkages between women, our education policy, labor force, productivity, and again, ultimately the growth of the economy. But there’s such a difference between how they operate the economy and, and especially the financial sector. Fascinating.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

JULY 31, 2023

And I said, I’ll go get a master’s and things will be better in 2009, because these are one year programs. And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. RITHOLTZ: Right. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147