The Big Picture

JUNE 23, 2025

It’s sort of like math with dollar signs attached to it. So for sure, February, March, 2020, you know, even treasuries, high quality investment grade, you know, the whole thing e everything was seeing dislocation, right? You need to get those assets allocated, you know, on a risk basis. I really like it.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I did it during the coronavirus collapse in 2020, and I did it again in 2022. They will earn that market return less, whatever they’re paying.

Investing 144

Investing Investments Retirement Management 144

The Big Picture

JULY 15, 2025

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? The sell side indicator is a sentiment indicator that’s based on Wall Street’s consensus, recommended asset allocation. Absolutely. Here’s the fact pattern, here’s the applicable Absolutely.

Numbers 144

Numbers Investing Investments Economics 144

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Education Investing 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. It depends on your asset allocation.

Assets 144

Assets Management Portfolio Investing 144

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. So let’s talk a little bit about the current environment in the past couple of years starting with the 2020 pandemic. Of course, we have strategic asset allocations, strategic portfolios.

Clients 293

Clients Wealth Management Banking Investing 293

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. So it was certainly stressful.

Assets 293

Assets Clients Investing Investments 293