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. All kinds of residential, retail data centers, industrial manufactured housing, seniors, housing, you name it. Is this still a persistent drag on, on their economy and what does that mean to their real estate?

Assets 258

Assets Investing Investments Management 258

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. 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. ” Nobody does. And lots of surprises.

Economy 94

Economy Economics Math Banking 94

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 20, 2023

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.

Insurance 141

Insurance Healthcare Retail Medicine 141

Good Financial Cents

APRIL 19, 2023

Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money! So let me ask – how do you feel about renting out your car?

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MARCH 12, 2024

They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. And I was always good at math and, and I had been writing code since I was in the sixth grade. They didn’t care what their return on the mortgages were.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

NOVEMBER 21, 2023

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. So here’s the math, Barry. You know, all of these things.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 26, 2022

I think if you fast forward 10 or 20 years, it’s more — as I said earlier, more optimistic view of America that will have a more inclusive innovation economy, won’t just be a few people in a few places. The math never seems to work out. We see it every time, some billionaires’ stadium gets paid for by taxpayers.

Startup 161

Startup Investing Investments Numbers 161

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. Of course, a country like China, mired in poverty, that adopts the technology of the world and has a high savings rate is going to advance faster than a far more developed economy.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So 5% funds rate, what does that do to the economy? Our industry not manufacturing? I’ve just been a little bit surprised that the Fed, etcetera, has not been trying to address this because how has it become so vigorous on pressing monetary policy when it — well, what is really happening in the real economy?

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

OCTOBER 4, 2022

A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. Like you’re running a race and you pass the person on second place, what place you’re in. Perfectly rational. is a laggard.

Numbers 291

Numbers Medicine Food Math 291