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

David Nelson

NOVEMBER 20, 2023

Big Tech’s Market Influence Walmart’s Earnings Report as an economic indicator Small Cap Stocks – Is this the beginning of a sustained rally? Do the math. In retail you’re talking about single digit margins with little room for error. Bleeding to Death For the rest of that day, retail was under siege.

Economy 52

Economy Retail Sales Math 52

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor. Even retail assets are doing pretty well right now.

Assets 258

Assets Investing Investments Management 258

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. So a variety of risk meetings, a variety of economic meetings. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation. I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

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. And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

FEBRUARY 13, 2023

RIEDER: And all of a sudden, you change the economic paradigm so darn fast. You know, part of why I read inventory numbers at retailers, you know, you talked about semis earlier, I think you have to think about the whole construct of what’s driving topline revenue for companies. RIEDER: Yeah. RITHOLTZ: Right. RIEDER: Huge.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. Tell us about how you saw this lack of diversity and the lack of economic mobility.

Assets 274

Assets Investing Investments Management 274

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.

Retail 130

Retail Government Economy Economics 130

The Irrelevant Investor

AUGUST 9, 2018

There are a lot of economic problems that we'll face in the coming years. The erosion of that bargaining power is one of the biggest economic stories of the past four decades, yet it’s less about supply and demand than about institutions and politics." Unfortunately, there are no easy solutions. Which leads us to share repurchases.

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. You have so much more certainty.

Management 258

Management Investing Investments Retail 258

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economy 141

Economy Clients Economics Banking 141

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.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 141

Insurance Healthcare Retail Medicine 141

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. The minimum investment is $5,000.

Accounting 105

Accounting Investing Investments Media 105

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? I was heading up retail for Tag Heuer for North America, so I was sort of traveling around from market to market, store to store. He gave me his Omega Speedmaster, which is a really nice watch. Here’s why.”

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. There’s definitely demand from retail and there’s plenty of supply in the asset management business side.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

SEPTEMBER 26, 2022

But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. The math never seems to work out. And so I thought this was a great way to kind of enter that world that I’ve been reading about and wanting to get into. Is that way fair way to start?

Startup 161

Startup Investing Investments Numbers 161

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.

Taxes 268

Taxes Banking Clients Management 268