Brown Advisory

NOVEMBER 13, 2023

Additionally, underbuilding in the years following the subprime mortgage and global financial crisis of 2007-2010 resulted in a systemic shortage of housing that has driven rapid appreciation in home prices and rental costs alike. High-income homeowners reaped more than 70% of the $8.2 trillion increase in the value of U.S.

Portfolio 52

Portfolio Investments Investing Clients 52

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons.

Assets 144

Assets Management Portfolio Investments 144

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

The math is only off by a shade using leverage via UST and a little bit of SSO, remember RPAR is leveraged. This is probably attributable to trend having some weak years in the 2010's. Again, the leverage used in the paper isn't accessible so I built the following to replicate RPAR.

Portfolio 52

Portfolio Assets Management Math 52

The Better Letter

MARCH 14, 2024

During the 2010 World Cup, Paul the Octopus picked the correct winner of eight-straight matches, including the final (his odds of doing so were one in 256 ). 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 quintillion.

Numbers 87

Numbers Medicine Math Marketing 87

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. I mean, when I was in Chicago, one of my best experiences in Chicago was when Spain won the World Cup in 2010.

Clients 157

Clients Investments Investing Management 157

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. Let’s talk a little bit about the pushback to low expected returns. Bonds are the most expensive. Stocks are pricey.

Investments 130

Investments Valuation Investing Portfolio 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, if you were someone who was sitting in cash, let’s say from like 2000 to 2010, you were earning on a real basis about three percent per annum. I was econ and kind of geeky.

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. RITHOLTZ: Oh no, it’s much worse. SEIDES: It’s lower. It’s lower. 14, 15% a year?

Management 130

Management Investments Investing Government 130

Good Financial Cents

APRIL 14, 2023

Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. And once you get up and running, you can expand to writing all kinds of content.

Accounting 91

Accounting Communication Media Investments 91

The Big Picture

JUNE 27, 2023

RITHOLTZ: Or the flash crash in 2010 and 2011. And so it’s one of these things that math works. Tell us about Math for America that seeks to improve math education in US public schools. BORISH: So Robinhood Foundation, Math for America, those are the two not-for-profit boards that I sit on. RITHOLTZ: Right.

Math 144

Math Risk Management Marketing Marketing 144

Random Roger's Retirement Planning

NOVEMBER 19, 2023

Part of the math that determines options premiums is the risk free rate of return from T-bills. When I retired in 2010, I had about $360K in a deferred IRA and $60K in a Roth IRA. I have taken RMD's since 2010 when I turned 70 and now I have over $550K in my deferred IRA and about $450K in my Roth without investing a dime.

Retirement 75

Retirement Accounting Math Healthcare 75

The Big Picture

SEPTEMBER 19, 2022

And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary. There’s like the famous Fields Medal, and there’s some other prizes.

Valuation 299

Valuation Investments Investing Food 299

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. ADMATI: Yes.

Banking 201

Banking Government Insurance Taxes 201

The Big Picture

NOVEMBER 15, 2022

NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010. I read all those academic papers, I understand where the math comes from. It’s how math works.

Management 273

Management Assets Portfolio Marketing 273

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. You didn’t even have Uber in 2010. Very few people want to quote unquote, get onto a smartphone.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

AUGUST 1, 2019

Background Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Since January 1, 2010, all individuals, regardless of income levels, have been able to convert existing retirement accounts such as traditional IRAs into Roth IRAs. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

SEPTEMBER 26, 2022

The math never seems to work out. You join the Giving Pledge in 2010. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust. We see it every time, some billionaires’ stadium gets paid for by taxpayers.

Startup 167

Startup Investments Investing Numbers 167

The Irrelevant Investor

AUGUST 9, 2018

Since 2010, IBM and General Electric have spent $95 and $72 billion respectively on share buybacks. If you're curious to learn how the math behind this, read this piece from Econompic. I suppose the $56 billion in profits Apple earned over the last twelve months has nothing to do with the stock's success.

Economics 52

Economics Distribution Investments Investing 52

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But by 2010, Amazon is immense. Jeff, what were you doing in 2010? This was probably 2010 or so. He gave me his Omega Speedmaster, which is a really nice watch. All these companies had migrated.

Retail 167

Retail Insurance Numbers Advertising 167

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. And then it turns out, you know, the market, if you go from 91 forward market just sort of went up and business was good and it was good basically until maybe 2010. So at that point, I had a pretty big career. You had the bull market in the nineties.

Economy 144

Economy Clients Banking Economics 144

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

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 144

Math Marketing Marketing Engineering 144