The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading.

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Math Numbers Medicine Compliance 93

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

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Insurance Math Economics Economy 130

The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 299

Valuation Investing Investments Engineering 299

Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. No question, investing can be pretty simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5%

Math 60

Math Portfolio Investing Investments 60

The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

Math 52

Math Economics Economy Numbers 52

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

Investing 130

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The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

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The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Investing 260

Investing Investments Numbers Banking 260

Sara Grillo

APRIL 11, 2023

Note, this assumes that the advisor is providing both financial planning and investment management services. There are no expenses for investment management. If you are charging fees for investment management or other services, you probably could use the flat fee chart of accounts. There you go! See you in the next one!

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The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Assets 144

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Aleph

NOVEMBER 1, 2022

I ran a Guaranteed Investment Contract [GIC] desk at Provident Mutual from 1992-1997. Definitions: Guaranteed Investment Contract: A group annuity issued by a life insurance company. then the GIC may pay benefits out early at book value. BV: Book value — the accrued value of the stable value fund assets so far.

Insurance 59

Insurance Assets Management Math 59

The Irrelevant Investor

DECEMBER 24, 2017

By Tadas Viskanta Twelve Books Everyone in Finance Will Be Talking About in 2018. By Ben Carlson I do the math, they do the physics. By John Huber For better, and then eventually for worse By Josh Brown The best investment you can make is in yourself By J.C. Parets House of charts.

Math 52

Math Financial Advisor Management Investing 52

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investing 157

Investing Investments Portfolio Valuation 157

Clever Girl Finance

OCTOBER 20, 2022

Meanwhile, cash equivalents are investments that can be sold for cash relatively quickly and easily while still maintaining their market value. A highly liquid investment is one that: Is in an established liquid market. Suppose you want to make a down payment on a home or take advantage of a big, new investment opportunity.

Assets 59

Assets Accounting Math Portfolio 59

The Big Picture

FEBRUARY 21, 2024

He was writing about Wall Street and investing and his insight is correct. He is the author of several books on the psychology of self. This will be a wonderful investment year. We know a little bit of math. And if his name is familiar, he is the Dunning in Dunning Kruger. Welcome, professor.

Media 144

Media License Planning Economics 144

Clever Girl Finance

FEBRUARY 12, 2023

Then, consider how much money, time, and effort you can afford to invest. Definitely check out our list of best side hustle books as well!). You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. Next, decide how much money you’d want to earn.

Advertising 66

Advertising Clients Media Electronics 66

The Irrelevant Investor

MARCH 26, 2019

My first experience with "investing" - and I use quotes because what I was actually doing is an insult to real investors- was picking stocks based on a ratio I found on the internet. The first thing young investors find when they Google "best investing books" is Benjamin Graham's The Intelligent Investor. They're sharks.

Valuation 52

Valuation Math Investing Investments 52

The Big Picture

SEPTEMBER 7, 2022

What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank? And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. MARTIN: Yeah.

Communication 301

Communication Engineering Marketing Marketing 301

Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. The post James and Pamela’s Big Dream appeared first on Yardley Wealth Management, LLC. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Well 00:51:53 This leads me to a sort of curve ball question that was almost a book.

Retail 130

Retail Banking Math Management 130

Clever Girl Finance

OCTOBER 30, 2023

Typical tasks include schedule planning, email management, answering phone calls, data entry, booking travel, and managing social media. Proofreading skills are useful in many arenas – from transcripts for court reporters to the world of book writing. Recommended places to start: With a book on designing and building websites.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Recruitment 144

Recruitment Engineering Investing Investments 144

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

Clever Girl Finance

JANUARY 17, 2023

There are various ways to get into this hobby—dream journaling, gratitude journaling, book journaling. It's more than just math. For example, you may never start investing or learning how to save because deep down you think you don't deserve financial wellness. Do you love to crack open the spine of a new journal ?

Budgeting 83

Budgeting Numbers Planning Math 83

Clever Girl Finance

SEPTEMBER 15, 2022

Kelley Blue Book , the foremost vehicle valuation site, provides a car condition quiz that you can take to determine where your vehicle falls. The good thing is that you don’t have to worry about the math. Invest in cars that hold their value. Good : No mechanical issues with minor, repairable cosmetic defects.

Transportation 52

Transportation Budgeting Math Assets 52

Clever Girl Finance

JUNE 21, 2023

You can use the extra income from easy side hustles to help save for a big goal, pay off debt, increase your investments, or just help with monthly expenses. While these side hustle ideas offer real profit potential, they require an up-front investment of time and usually money, too. What is the best side hustle? A savings goal?

Food 52

Food Retail Accounting Clients 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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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 201

Banking Government Insurance Taxes 201

Brown Advisory

JUNE 16, 2022

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. But how do we calibrate this within Global Leaders? Aren’t they?

Investing 52

Investing Investments Valuation Accounting 52

Clever Girl Finance

MARCH 6, 2023

Tutor younger kids If you have excelled in a particular subject, it is time to put those book smarts to the test. Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. Wash cars in your neighborhood Cars can be a significant investment.

Media 86

Media Accounting Banking Food 86

The Better Letter

DECEMBER 30, 2022

We agreed to fly east to provide childcare – I worked there, mostly on my annual investment outlook for work – and get bonus time with their three boys. I was not allowed to book a new flight on-line, so I called the Southwest service line. When we worry about our investments, we tend to look at our statements more.

Planning 81

Planning Communication Investing Investments 81

Midstream Marketing

SEPTEMBER 24, 2019

Luckily, the answer to that question is a straightforward one – particularly for those financial advisors and other investment professionals out there: Financial advisor calculators. Investment Planning. The Power of Financial Advisor Calculators. Contact Midstream Marketing Today.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

AUGUST 10, 2022

You could list your parking space on a platform like JustPark , where people can search and book spaces for their vehicles. You can list your storage space on platforms like Neighbor , where people in need of storage can find and book your space. Rent out your storage space. Rent out your spare room.

Advertising 65

Advertising Medical Media Math 65

The Big Picture

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Management 130

Management Investing Investments Government 130

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. Start by adding up all your regular income from jobs, side gigs, investment income, etc. Don’t include savings or investments in your spending calculations (that has its own personal finance ratio)!

Assets 77

Assets Numbers Math Retirement 77

Clever Girl Finance

JANUARY 22, 2024

That’s $3,365 per year when you do the math! So when you open this account type, you’ll get a payment coupon book to make deposits with. To turn this into a month-long challenge, take the average amount you spend on clothes per month and start saving or investing that amount instead.

Accounting 65

Accounting Budgeting Banking Planning 65

The Big Picture

MAY 30, 2023

He has written five books with more coming. By the way, my last book is “Up From Nothing.” You tell a story in one of your books of a banker who shows up at your elementary school class and that kick-started your interest in finance? I went home, got my mother, I sold my mother on making a $40 investment. RITHOLTZ: Right.

Banking 144

Banking Economics Economy Business Planning 144