Brown Advisory
JANUARY 17, 2024
We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020).
The Big Picture
SEPTEMBER 19, 2022
And from a public market, that sounds like it’s a compliance and conflict nightmare. 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 you go.
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Carson Wealth
FEBRUARY 5, 2024
The prime-age employment-population ratio is 80.6%, matching the highest recorded in the last cycle in January 2020, when the economy appeared to be in pretty good shape (pre-COVID). It indicates that more people are working and want to work than at any point between 2001 and 2020. in October 2023).
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. I didn’t know what any of these terms meant. And I thought, great, I just made partner.
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. 2020 was a huge year. You know, we had a really good 2020. BERRUGA: Yeah. 21, were up 28 percent.
The Big Picture
AUGUST 15, 2023
SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: It’s lower.
The Big Picture
FEBRUARY 13, 2023
Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. How are we doing in literacy versus math versus science? I use immense amount of data and analysis.
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