Random Roger's Retirement Planning

JULY 15, 2022

Commodities can easily go down with equities or in the case of the pandemic crash, the Invesco DB Commodity Tracking Fund (DBC) dropped more than the S&P 500 during the Pandemic Crash of 2020 and took longer to snap back. and that is the number I will assume. The math shows the NTSX/ARBIX/BTAL combo would be down 14.7%

Portfolio 47

Portfolio Math Numbers Marketing 47

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. New York is number one. Two reasons.

Assets 141

Assets Management Portfolio Investing 141

Clever Girl Finance

OCTOBER 4, 2022

They aren’t likely to get rid of the person who knows the numbers. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! The national pet industry made over $100 billion in sales for the first time in history in 2020!

Food 104

Food Economy Healthcare Economics 104

The Big Picture

SEPTEMBER 19, 2022

WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. We went from having religions where, you know, everything was a spirit, a tree, a rock, everything had a spirit, and then we went from that to theistic religions where there was some different number of gods.

Valuation 293

Valuation Investing Investments Engineering 293

Mr. Money Mustache

MAY 20, 2022

But in the Mustachian Era (the years since 2011 when I started writing this blog ), there has only been one: the 2020 Covid Crash which only lasted about a month. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.).

Marketing 57

Marketing Marketing Retirement Investing 57

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).

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

NOVEMBER 22, 2022

I think what’s important, though, and what’s key is that we found ourselves at a very interesting point in time, in 2020, in the wake of George Floyd, in the middle of COVID. Number one, and I think they both reflect strong leadership at the firms. SHAW: Yeah. So I think there are two factors. SHAW: That’s right.

Recruitment 141

Recruitment Engineering Investing Investments 141

Discipline Funds

APRIL 19, 2023

Let’s put some numbers to this to explain why. The math on the 40% slice is much cleaner. When that 5 year instrument was yielding 0.25% like it was in 2020 that meant that every 1% increase in interest rates was offset by just 0.25% of interest along the way. This is irrational/emotional storytelling.

Portfolio 92

Portfolio Math Assets Management 92

Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. It measures the number of people aged 25-54 who are employed, as a percent of the total number within this cohort that could potentially be employed. in inflation-adjusted terms in 2023. in October 2023).

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

Random Roger's Retirement Planning

JULY 14, 2022

For the 5 year bull market you could simplistically add 10% per year or 50% total in dividends and for this year 7 or 8% (six months worth) back in which changes the numbers considerably. PUTW maybe snapped back half of what the S&P 500 did in March/April 2020. Yahoo doesn't show total return. Unlike QYLD, the dividend at only a 1.5%

Portfolio 54

Portfolio Math Clients Marketing 54

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

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.

Banking 195

Banking Government Insurance Taxes 195

Trade Brains

DECEMBER 16, 2022

And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, The ROE numbers from 2018 to 2022 are 57.17%, 49.79%, 42.74%, 71.64%, and 83.3% Company 2018 2019 2020 2021 2022 Average 5 yr. Company 2018 2019 2020 2021 2022 Average 5 yr. higher ROE. respectively.

Pharmaceutical 52

Pharmaceutical Manufacturing Engineering Distribution 52

The Better Letter

FEBRUARY 9, 2023

Math is powerful. Winning as a gambler is tough generally , but there are typically several Super Bowl bets where simple math demonstrates that the line is off (in terms of reality if not in terms of equalizing the total bets). If you know and can apply it, math is a major edge in gambling about football and elsewhere.

Math 83

Math Advertising Numbers Media 83

Random Roger's Retirement Planning

JULY 1, 2022

Over the last five years, it missed out on the stock market rally until late 2020 when it went parabolic, then drifted lower for much 2021. We dove in on the math at my old URL (sad story, no longer exists) and the math checks out. Sometimes it outperforms the S&P 500 and sometimes it doesn't.

Portfolio 40

Portfolio Math Management Clients 40

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. Calculate the number of hours you work in a year: 40 Hours per week X 52 weeks = 2080 Hours per year. For 2020, the federal poverty level for a single person without dependents is $12,760. 55K a Year Is How Much an Hour? .

Budgeting 64

Budgeting Taxes Transportation Insurance 64

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 was employee number 10. RITHOLTZ: Which is really a pretty big number. 2020 was a huge year.

Clients 152

Clients Investing Investments Management 152

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 141

Economy Numbers Portfolio Marketing 141

Brown Advisory

NOVEMBER 13, 2023

This is a simple math issue—refinancing a $100,000 mortgage will lower the monthly payment by a much smaller amount than refinancing a $1,000,000 jumbo mortgage, while the fixed costs of refinancing will be relatively much more burdensome for the $100,000 mortgage than for the $1,000,000 mortgage. trillion increase in the value of U.S.

Investing 52

Investing Investments Portfolio Clients 52

The Better Letter

OCTOBER 6, 2022

.” @23KGibby @Dodgers @MLB ","username":"TheVinScully","name":"Vin Scully","date":"Thu Oct 15 23:29:30 +0000 2020","photos":[{"img_url":"[link] Vin Scully @TheVinScully Hi everybody. “I was prepared anyway when Vin Scully said that, but I did respond.”

Math 67

Math Management Numbers Planning 67

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half.

Management 130

Management Investing Investments Government 130

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. How different to when we wrote the 2Q 2020 letter (link) and we were being asked about taking our WACC down! The last time U.S.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Clients 286

Clients Wealth Management Investing Investments 286

Mish Talk

NOVEMBER 27, 2022

Spotlight 2020 and 2021 For 2020, the reported deficit was $3.132 trillion but debt rose by $4.546 trillion. Those numbers are through 2021. 2022 Math The 2021 year end debt was $29.621 trillion. Yet debt only fell once, in the year 2000, by 113.875 billion vs a purported budget surplus of $236.241 billion.

Budgeting 200

Budgeting Math Economics Accounting 200

The Big Picture

MARCH 27, 2023

And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. For example, you talk about the 2020 distressed cycle, and it’s interesting to me that it was so short, so shallow. If you think of the biggest bankruptcy in 2020 was Hertz. RITHOLTZ: There’s safety in numbers.

Assets 274

Assets Investing Investments Management 274

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works.

Math 141

Math Risk Management Management Marketing 141

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. And caring about price versus anything, even if it were immune to intangibles, was not a very good thing until late 2020, since the GFC, so about 11 years. RITHOLTZ: So like the 40 percent number, what are the odds of this happening? 40 percent.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: You know, go back to early 2020, I mean, every beat was a COVID beat pretty quickly too, right?

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 19, 2023

Washington Post ) see also Trump campaign paid researchers to prove 2020 fraud but kept findings secret : An outside firm’s work was never released publicly after researchers uncovered no evidence that the election had been rigged for Joe Biden. An exclusive story and podcast. Businessweek ) • Ahead of Jan. 6, Willard hotel in downtown D.C.

Math 269

Math Engineering Numbers Education 269

The Big Picture

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. It’s very hard to, you know, getting numbers on this stuff, they really don’t want to help. They knew the numbers.

Insurance 141

Insurance Healthcare Retail Medicine 141

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. If it’s a cyclical low Yeah.

Management 258

Management Investing Investments Retail 258

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 141

Economy Clients Economics Banking 141

David Nelson

MARCH 6, 2023

The numbers aren’t small. Top 10 CO 2 -emitting countries in the world (Total CO 2 in Mt) – EU JRC 2020 By the way, the utopian greener society that’s been promised can’t be achieved if the other major players don’t come along. Do the Math! Like I said earlier, we’re talking big numbers here.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 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? FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. And so when we closed our series B in 2020, which, as you mentioned, include LVMH in a minority share.

Retail 161

Retail Insurance Advertising Numbers 161