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Top clicks this week on Abnormal Returns

Abnormal Returns

capitalspectator.com) The credit markets are very different than they were in 2009. aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). (behaviouralinvestment.com) Why selling a stock is harder than buying. flyoverstocks.com) Bond investors are being given an opportunity to lock in 2% real yields.

Math 236
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The “Art” of Market Timing

The Big Picture

The dotcom top, the double bottom in Oct 02-March 03; the highs in 2007, the lows 2009. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. By Jeff Sommer New York Times, Nov.

Marketing 293
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10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 141
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Math Problems

The Better Letter

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 92
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Unstable Value Funds (VI)

Aleph

Well, the last installment in this series was 2009. Photo Credit: Ruin Raider || It is important to recognize the limitations of any system. Don’t overestimate what is possible. I ran a Guaranteed Investment Contract [GIC] desk at Provident Mutual from 1992-1997. ” Now, I know I lost most of you with the last paragraph.

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Transcript: Tom Hancock, GMO

The Big Picture

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

Valuation 130
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Finally, a Stock Market Crash!

Mr. Money Mustache

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). It’d be like retiring at the bottom of 2009 with still-decent numbers. the current blowup) -20% so far What’s your guess?