David Nelson

OCTOBER 31, 2022

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Do the Math!

Communication 98

Communication Math Economy Management 98

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. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

Investing Investments Clients Management 130

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. For example, the three worst-performing sectors of the S&P 500 in 2022 (Communications Services, Consumer Discretionary, and Information Technology) were the only sectors to outperform in the first half of 2023. Did you catch it? Here’s about as close as I could come.

Certified Financial Planner 93

Certified Financial Planner Investing Investments Portfolio 93

The Big Picture

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. 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: The communication was bad also. And that’s sort of the math. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. They kept the reputation intact by communicating with their investors. And I mentioned, you said it’s 2014. So this is the math that I applied. So think about this, do the math. So these people were beat up, but they were all smart.

Media 278

Media Investing Investments Valuation 278