The Big Picture

OCTOBER 23, 2023

” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.),

Government 328

Government Economics Taxes Budgeting 328

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. The leading economic indicators show the U.S. The approach that works the best is also the one most people ignore.

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

MARCH 31, 2023

Real Estate Bust Exposes Big Divide At the heart of the country’s economic and social crisis is a broken housing market, which has amplified social divisions. The Guardian ) • What Broke Sweden?

Banking 152

Banking Math Distribution Investment Advisor 152

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Math errors: Simple addition and subtraction mistakes can delay your return. News of unemployment remaining steady at 3.7%

Marketing 84

Marketing Marketing Taxes Economics 84

Mish Talk

NOVEMBER 11, 2022

Tron Ready to Aid FTX Math Doesn't Add Up I have a suggestion: Get the F out of Tron What About FTX Arena? An Illegal boost to TRX, BTT, JST, SUN, and HT? Big Boost to TRX? I do not see that spike in Tron. Am I looking at the wrong thing? Tron chart courtesy of CoinMarketCap. I am sure this is the #1 thing on everyone's mind.

Math 158

Math Assets Economics 158

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

Discipline Funds

MARCH 6, 2024

Despite this, there are still some circles of the economic world that claim Monetary Policy has no impact or stranger yet, some say higher rates actually push inflation UP. The only people who say interest rates have had no material impact on economic growth are Americans. And it’s not until year 7.5

Banking 111

Banking Government Economy Assets 111

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Economics Financial Advisor Education 52

The Big Picture

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. We know a little bit of math. . ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan.

Media 141

Media License Planning Economics 141

David Nelson

OCTOBER 31, 2022

This blocks any attempt to challenge their leadership regardless of their economic interest in the company. Do the Math! Do the math! Meta and Alphabet have dual class share structures including super voting shares for the founders. Snapchat’s Evan Spiegel took it a step further giving shareholders no voting rights at all.

Communication 98

Communication Math Economy Management 98

Mish Talk

DECEMBER 12, 2022

Someone do the math for me. How much will Michael Saylor be worth? Oh, one more small thing. Governments can do nothing about this. It's guaranteed. The Crypto Crash and Why It's Impossible For "You!" to Cash Out In case you missed it, please understand that it will be impossible for "You!"

Numbers 130

Numbers Math Insurance Government 130

Clever Girl Finance

OCTOBER 4, 2022

Recession-proof businesses can thrive despite an economic downturn. GDP is how overall economic activity is measured for a country. So, if you’re looking for recession-proof business ideas to switch into, then keep reading to find out which ones have the best chance of riding out an economic storm. Retail consignment.

Food 104

Food Economy Healthcare Economics 104

Nationwide Financial

SEPTEMBER 12, 2022

The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. The Fed Futures curve embeds an 88% chance of a 0.75% hike later this month, with a peak in the Fed Funds rate at roughly 4% (currently 2.5%).

Retail 52

Retail Math Banking Economics 52

Mish Talk

NOVEMBER 19, 2022

Meet Queen Caroline Forbes wrote an interesting article ‘Queen Caroline’: The ‘Fake Charity Nerd Girl’ Behind The FTX Collapse Alameda Research CEO Caroline Ellison is a math whiz who loves Harry Potter, fringe political philosophy and taking big risks. She is also one of the supporting players in Sam Bankman-Fried's FTX catastrophe.

License 227

License Assets Accounting Math 227

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Federal Reserve Economic Data (FRED). Source: Calafia Beach Pundit. This notion rings especially true when it comes to finance and investing. interest rates.

Math 52

Math Assets Investing Investments 52

Random Roger's Retirement Planning

OCTOBER 29, 2023

My wife and I started adding to an HSA pretty much when they first came to exist but it has been a few years since it made economic sense being self-employed. Yeah, that sounds pretty good (giving them the benefit of the doubt about the math)… pretty good for an equity. Not great for an equity but pretty good.

Insurance 78

Insurance Clients Math Portfolio 78

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Carson Wealth

MARCH 2, 2023

Most economic research recommends a safe withdrawal rate to be no more than 2% to 4% — which could be less than you are imagining. After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. Contact us today.

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

Darrow Wealth Management

MAY 22, 2023

Longer term rates, such as a five or 10-year Treasury, also move in response to a changing federal funds rate, but these yields are driven more by what market participants expect the average yield to be over this period, which is also influenced by inflation and economic growth expectations. Compare that to the stated yield of 5.6%

Investing 90

Investing Investments Wealth Management Accounting 90

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun. Learn math, learn history. Finance was the natural fit for GMO.

Valuation 130

Valuation Investing Investments Assets 130

Nerd's Eye View

APRIL 12, 2023

Notably, Historical and Regime-Based Monte Carlo models outperformed Traditional and Reduced-CMA models not only in general, but also throughout most of the individual time periods tested, as they had less error across many types of economic and market conditions.

Retirement 241

Retirement Retirement Planning Math Advertising 241

The Big Picture

JULY 28, 2023

I love that people with little to no knowledge or experience about the economic strength of foreign nations have zero reservations about definitively opining on just that subject. ” My math is dropping from 9% to 3% is a decrease, but… How about right/wrong track?

Math 246

Math Economy Economics 246

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?

Assets 141

Assets Management Portfolio Investing 141

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And you know, the only thing math works on recognition by peers, and there’s some prizes. So it’s been a central to what I do and who I am.

Valuation 293

Valuation Investing Investments Engineering 293

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

Gen Y Planning

AUGUST 1, 2022

That requires a little more math (or a HELOC calculator , whichever you prefer). This is especially important to consider given the current economic conditions where interest rates have been going up and may continue to climb. If your house is worth $550,000 and you owe $350,000, your loan-to-value ratio is 64%.

Planning 52

Planning Numbers Banking Math 52

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

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

Recruitment 141

Recruitment Engineering Investing Investments 141

The Irrelevant Investor

OCTOBER 18, 2015

it had grown so influential, and had become so widely accepted, that it was less a hypothesis than a commandment from God in heaven passed down through his economic prophet of the Windy City. The math showed it was inevitable that a few traders would stand out, but that didn't mean they had skill. I'm not aware of anyone else.

Math 52

Math Management Marketing Marketing 52

The Better Letter

JULY 7, 2022

Moreover, “proof” in science doesn’t have the certainty that it can in math. It’s hard enough to influence or help alter a person’s beliefs — about economics, religion, politics, or even the Dodgers’ relative evilness — much less someone’s life commitments.

Math 65

Math Communication Economics Planning 65

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. RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: Well, thank you. KLINSKY: Yeah.

Investing 257

Investing Investments Numbers Banking 257

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. However, there are a few important caveats to that statement. First, bonds can still produce positive returns when their prices fall.

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. MUNICIPALS AND RISING RATES. However, there are a few important caveats to that statement. First, bonds can still produce positive returns when their prices fall.

Taxes 52

Taxes Portfolio Valuation Clients 52

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. Jim O’Shaugnessy : Momentum is really interesting because academics hate it because there is underlying economic reason why it should make sense – but it does. We are looking historically at ideas that make economic sense, right?

Investing 152

Investing Investments Portfolio Valuation 152

Validea

JUNE 14, 2023

A Glimpse into the Past: The Historical Giants In order to understand the potential growth trajectory to a $10 trillion company, we must first examine the economic giants of the past. The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap.

Math 109

Math Accounting Investing Investments 109

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.

Investing 130

Investing Investments Clients Management 130