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Wall Street Journal ) • Comeback in Factory Jobs Appears to Be for Real : After decades of employment declines, manufacturing is looking like a growth sector — if it can find enough young people willing to work in it. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? technology into its search engine. (
I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. I knew I wanted to do something in business.
We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. Anon: Yeah, but they’ll bring back manufacturing jobs. Domestic private sector assets are $250T. CR: The govt makes $2.5T Domestic cash flows are $30T.
ROE is also considered the return on net assets. It is because shareholders’ equity is equal to a company’s assets minus its debt. It is because of the simple accounting equation which states that “Equity= Asset – Liabilities (Debt)”. Gujarat Themis Biosyn Ltd is a biotech and synthetic product manufacturing company.
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.
My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. He said, I overpaid for the asset. So here’s the math, Barry. It’s hard to know which assets are going to have durable value. I’m a big fan of the show, and you know, I grew up in rural Indiana.
This is a vital function all manufacturers and merchants need to perform. At this point at least, it’s hard to know if crypto is a long-term investment or the perfect trading asset. If you have expertise in any common subjects, such as math and science, and you have some extra time, you may have all you need to become a tutor.
That compounding is the power of putting your money into the productive assets of businesses within the American system. In contrast, Buffett cited gold as the asset people often turn to when they are worried about the future, but gold is an unproductive asset, it just sits there doing nothing. stocks, the productive asset!
That compounding is the power of putting your money into the productive assets of businesses within the American system. In contrast, Buffett cited gold as the asset people often turn to when they are worried about the future, but gold is an unproductive asset, it just sits there doing nothing. stocks, the productive asset!
When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Now let’s get started. The best way to start making passive income in investing in real estate.
And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I did a lot of options math, which I thought was interesting.
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.
And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: So generally speaking, alternative assets, that’s a tough gig to get into regardless of where you go to school. I also saw that they had some really unique assets.
No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.
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?
The math is just Earnings * (Price / Earnings) = Price, since the Earnings parts cancel. There’s no decoupling from China, no reshoring of manufacturing, no “External Revenue Service” replacing the IRS, no “Mar-a-Lago” accords (with US debt held by foreign companies restructured to much longer duration).
Let me start managing assets. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. I wanna, I want to get into some of the details before we start talking about markets and investing.
Wasn’t the Excel spreadsheet error, which changed their math. So we all try shoving what money we do have into the goods pipeline and goods have to be manufactured and shipped. And despite the Fed’s zero ERP policy that wildly stimulated asset prices. I mean that was, that was the problem. That’s what happens.
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? And for that to be the case, it’s got to be totally manufactured, assembled, quality controlled, every step of the processes to take place in Switzerland. You went to the manufacturer.
We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. When you look at the history of the ’80s and even ’90s era LBOs, they seem to be a lot of lesser-known, not necessarily consumer-facing companies, transport and logistics and manufacturing. Kind of a thing.
He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics.
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. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t. wage growth, sort of moderate.
Our industry not manufacturing? And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” We have been speaking with Professor Jeremy Siegel of the Wharton School of Business, and Jeremy Schwartz of WisdomTree Asset Management.
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. Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.”
If you’re the paint manufacturer in California needing a drum of chemicals that’s stuck in Washington state, and now you gotta tell your customers you’re late with the order, that doesn’t seem particularly efficient. So asset is now smaller. In moving so much manufacturing capacity to China.
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