Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. most people should at least own some bonds), even if bonds are currently very expensive relative to other asset classes (see Sleeping on Expensive Financial Pillows ). Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Economics Marketing Marketing 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. RITHOLTZ: Wow.

Clients 162

Clients Investing Investments Management 162

Brown Advisory

MAY 3, 2018

It's All Relative ajackson Thu, 05/03/2018 - 15:32 We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall. Our strategies are not “muni credit” strategies.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

Thu, 05/03/2018 - 15:32. Simple math dictates that when yields rise, fixed-rate bond prices fall. It should not be assumed that investments in such securities or asset classes have been or will be profitable. It's All Relative. MUNICIPALS AND RISING RATES. However, there are a few important caveats to that statement.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% The last time U.S.

Investments 52

Investments Investing Accounting Valuation 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. Mike Green : Barry, thank you for having me.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. I think, you know, it’s not until probably Farallon came into existence, that it became a real asset class in itself, that stressed and distressed was a category that was thought as investable.

Assets 285

Assets Investing Investments Management 285

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: OK.

Banking 204

Banking Government Insurance Taxes 204

Carson Wealth

MARCH 2, 2023

Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. Having a good-sized pool of liquid assets is important so you can preserve your capital rather than making withdrawals during an ongoing market downturn, which can have a damaging impact. Contact us today.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

SEPTEMBER 10, 2024

I wouldn’t say I like one better than the other, but what I would say is I do find more personal satisfaction in helping the asset owner clients who really need the help. And that should tell you whether or not an asset’s probably going to be appreciating or depreciating. So that’s the math. 00:24:26 Okay.

Valuation 162

Valuation Clients Investing Investments 162

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

OCTOBER 21, 2024

Really, there are a few people in the world who have a better sense of distress, asset credit, real estate, and how to not only do the fundamental research, but tactically trade around the positions. The buyers didn’t have the ability to go cross assets and cross, let’s say, ratings as, as they are today.

Numbers 147

Numbers Banking Investing Investments 147

Random Roger's Retirement Planning

APRIL 18, 2025

The math checks out and while the timing for these funds to launch was simply unlucky, I can't figure how these make managing a portfolio easier. Leveraging equity beta with more stock exposure was a mistake to learn from, leveraging into uncorrelated assets makes more sense, it should be safer.

Management 52

Management Portfolio Math Retail 52

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. What was the career plan?

Numbers 147

Numbers Banking Management Marketing 147

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

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. Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on.

Government 321

Government Banking Numbers Investing 321

The Big Picture

JUNE 2, 2025

He’s been a member of the Richmond Fed since 2018. And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. 00:12:04 [Speaker Changed] So you joined the Fed in 2018 and it was a very consequential seven years.

Economy 130

Economy Economics Numbers Banking 130

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. You’ve got a big asset management business that you care about. And to hedge your position, you know, how do you hedge, you know, a a long dated future versus a short dated future?

Taxes 280

Taxes Banking Clients Management 280

The Better Letter

JANUARY 11, 2024

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. A similar academic study from 2018 found roughly 48 percent accuracy. Stop with the math.` And lots of surprises.

Economy 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

UBS Asset Management said if its base case soft landing was achieved, “global equities will comfortably ascend to new all-time highs in 2024.” From its January 22, 2018 inception through November 1, 2024, the fund lost 2.8 .” Stifel called for a range-bound S&P and growth underperformance. There were a few bulls.

Management 103

Management Marketing Marketing Economics 103