The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

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The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

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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. Two reasons. What, why do we think that is?

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The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Your chief economic advisor to the president.

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The Better Letter

JULY 7, 2022

Mere “horrid” facts will not deter Lady Susan from that which she wishes to communicate. Moreover, “proof” in science doesn’t have the certainty that it can in math. And at least she didn’t read other people’s correspondence. ” Legal Papers of John Adams , 3:269.

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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: So obviously, I’ve — you know, economically minded from the jump.

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Brown Advisory

MAY 3, 2018

MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall. All charts, economic and market forecasts presented herein are for illustrative purposes only. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

Simple math dictates that when yields rise, fixed-rate bond prices fall. All charts, economic and market forecasts presented herein are for illustrative purposes only. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. MUNICIPALS AND RISING RATES.

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Taxes Portfolio Valuation Clients 52

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

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The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99?

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Investing Investments Numbers Banking 259

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. And until they decide to communicate a different message, that’s what the market is going to continue to follow. And ultimately we think this is going to allow us to pursue a level of economic growth that continues to give us full employment, moderate price increases.”

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The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

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The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year.

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The Big Picture

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? Non-judgmentally, but let’s talk about what’s going on. Remember, she was about to divorce him.

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The Big Picture

OCTOBER 31, 2022

RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. RITHOLTZ: The research department in the FOMC don’t seem to communicate. SIEGEL: Yeah.

Numbers 143

Numbers Investing Investments Marketing 143

The Big Picture

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? RIEDER: Yeah. RITHOLTZ: Right. It is too much.

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Economy Numbers Portfolio Marketing 143