Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. armoxon.substack.com) Economy Given everything, why aren't home prices lower? (investmentnews.com) Vanguard on the growing popularity of the ETF. morningstar.com) How to reuse the Operation Warp Speed model.

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Investing Investments Startup Math 130

Abnormal Returns

OCTOBER 4, 2022

calculatedriskblog.com) A doubling of the mortgage rates radically changes housing math. institutionalinvestor.com) Economy Job openings are evaporating, per the August JOLTs report. Markets Lumber prices are back down to pre-pandemic levels. theirrelevantinvestor.com) Risk parity funds have not avoided the market downturn.

Math 130

Math Financial Advising Media Economy 130

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. You need to understand how corporations and the global economy generally function over the long haul. Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice.

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Math Advertising Financial Advice Assets 258

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. Note to self: The global economy has many more than 52 variables. 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. economy is doing well, why do so many Americans say it’s terrible? Sapient Capital ) • If the U.S.

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Insurance Math Economics Economy 130

The Big Picture

FEBRUARY 10, 2023

Vox ) see also If You Have to Have a Recession, Make It a Rolling One Mild slumps that ripple through the economy can slow inflation without putting too many people out of work. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

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Math Engineering Manufacturing Investing 161

Discipline Funds

MARCH 6, 2024

In fact, because QE reduces interest income it might have a marginally deflationary impact on the economy, all else equal. Interest rates are different and have a much more meaningful impact on the economy by damaging banks and credit markets. Not nothing, but certainly not enough to move the needle of a $30T economy.

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Banking Government Economy Assets 111

The Big Picture

AUGUST 9, 2023

economy. ( We did the math : In all 50 states, it’s cheaper for the everyday American to fill up with electrons — and much cheaper in some regions such as the Pacific Northwest, with low electricity rates and high gas prices. But we have to look beyond the big scary number syndrome here and put this figure into context.

Math 130

Math Electronics Economy Numbers 130

David Nelson

OCTOBER 31, 2022

All companies face the challenges of a slowing economy, rising inflation and a born-again Fed that is determined to bring inflation under control even if it means pushing the economy over the edge. Do the Math! Do the math! S&P 500 vs the Communication Sector. Alphabet (GOOGL) Meta (META) and SNAP.

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Communication Math Economy Management 98

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

Clever Girl Finance

OCTOBER 4, 2022

This is because consumers become concerned about the economy or have lost their jobs and means of income. Recession-proof businesses are usually in industries that are not severely impacted by a decline in the economy. Here are 14 good businesses to start in a bad economy: 1. What does a recession mean? Baby products.

Food 104

Food Economy Healthcare Economics 104

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes.

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Marketing Marketing Taxes Economics 84

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Math Matters. Source: Calafia Beach Pundit.

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Math Assets Investing Investments 52

The Irrelevant Investor

MARCH 15, 2021

Unfortunately, the math isn't on our side anymore. If interest rates rise because the economy is improving, you would think that gains from stocks will more than offset any losses in bonds. When rates went from 5% to 6%, bond investors took one step back to take three steps forward.

Math 52

Math Economy Portfolio 52

Steve Sanduski

AUGUST 4, 2022

Simple math says the CAGR of NET NEW ASSETS (i.e., CAGR of AUM sounds pretty good until you look at how much of that growth was simply due to market growth. For comparison, a passive 60/40 bond portfolio, as mentioned above, grew at a CAGR of 11.9%. Revenue Growth. You can’t eat AUM so let’s look at actual revenue. 3 Observations.

Math 52

Math Portfolio Numbers Distribution 52

The Irrelevant Investor

FEBRUARY 27, 2019

It's important that investors learn about market history and have a basic understanding of math, but beyond that, less might actually be more. It recovered in a few years and just as the coast appeared to be clear, boom, the market crashed 45% and the economy experienced the worst period since the Great Depression.

Numbers 52

Numbers Math Economy Marketing 52

David Nelson

NOVEMBER 27, 2023

Do the math S&P 500 Top Performers Bloomberg Data 25% of the S&P 500 is up more than the index this year. There are always exceptions and of course some did outperform. Truth is a b h We can no longer hide behind the Elite 7 and blame our returns on the monster outperformance of these fabulous companies.

Investing 52

Investing Investments Math Management 52

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

Carson Wealth

MARCH 2, 2023

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. The economy could face another unforeseen downturn. Cleaning up your balance sheet and erasing high-interest debt is essential to avoid putting excess strain on your portfolio.

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Retirement Taxes Financial Advisor Accounting 98

Clever Girl Finance

SEPTEMBER 15, 2022

The good thing is that you don’t have to worry about the math. Fuel economy, safety, and price are all important factors when buying, but so is how fast the car will depreciate. After all, there are so many factors that come into play. In fact, you can find a car depreciation calculator that can help you determine your vehicle’s value.

Transportation 52

Transportation Budgeting Math Assets 52

The Big Picture

APRIL 29, 2023

Institutional Investor ) • Bringing the lofty ideas of pure math down to earth : There is no shortage of popular books and lectures on math—but they can only teach us so much. ( MIT Technology Review ) • How the World Is Spending $1.1

Math 268

Math License Startup Government 268

The Big Picture

JULY 28, 2023

economy has been recovering better than other countries from the worldwide instability and rising prices brought on by the Covid pandemic. ” My math is dropping from 9% to 3% is a decrease, but… How about right/wrong track? However, just 30% of the American public believes that.

Math 246

Math Economy Economics 246

Carson Wealth

FEBRUARY 5, 2024

The economy created 353,000 jobs in January, surprising to the upside. Job gains continue to support income growth, which in turn supports consumer spending and the overall economy. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook.

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Marketing Marketing Economy Manufacturing 97

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. So I get the sense you guys don’t pay a whole lot of attention to the macro economy or geopolitics or what the fed’s doing. Learn math, learn history.

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Valuation Investing Investments Assets 130

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.

Assets 141

Assets Management Portfolio Investing 141

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

Clever Girl Finance

JUNE 21, 2023

Check out these 14 easy side hustles to make money you can start working on today: 14 Easy side hustles to make money fast If you need extra cash now and don’t have time to invest in starting your own business, don’t worry—you can still be part of the gig economy. It’s simple to get started with these side hustles.

Food 52

Food Retail Accounting Clients 52

Clever Girl Finance

FEBRUARY 12, 2023

With the gig economy being so strong right now, there's never been a better time to explore side hustles for women. 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. You can work online, part-time, or however you want to design it.

Advertising 66

Advertising Clients Media Electronics 66

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.

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Banking Government Insurance Taxes 195

Clever Girl Finance

OCTOBER 30, 2023

Benefits of work from home jobs The gig economy is booming. In fact, more than one-third of the US workforce participates in the gig economy (that is 36% to be precise). Shared economies such as Uber and Etsy are dominating their markets presenting more and more opportunities for everyone to get a share.

Recruitment 52

Recruitment Engineering Certification Communication 52

David Nelson

NOVEMBER 20, 2023

God forbid the economy, or the consumer were strong. Outside of energy that mindset rained on just about every sector of the economy last year. Unfortunately, small companies are generally more tied to the economy. They need an economy that is picking up steam, not one that may finally be rolling over. Do the math.

Economy 52

Economy Retail Sales Math 52

Discipline Funds

MARCH 1, 2023

But this chart is interesting because the discrepancy has a fundamental impact on the future of home prices and the economy. And that’s where the math on renting comes into play. People have to live somewhere. And they can either rent or buy. But from an aggregated market perspective there is no shortage of places to live.

Math 135

Math Numbers Sales Economy 135

The Big Picture

SEPTEMBER 19, 2022

And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity.

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Valuation Investing Investments Engineering 293

The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. So this is more like the real economy, slower growth businesses. Something like that?

Investing 130

Investing Investments Clients Management 130

Mr. Money Mustache

NOVEMBER 10, 2020

So I decided to take some action, by doing the math for myself using a spreadsheet. And as you scale up the operation, some economies of scale on things like space and equipment make it even better. I am guessing that you might feel the same way these days – most of us Americans are in the same boat.

Insurance 73

Insurance Medical Medicine Healthcare 73

The Big Picture

JANUARY 24, 2023

So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. RITHOLTZ: So it’s different math then I need 100x winner versus 99? What are some of the other problems that you run into when junk bonds allow you to engage in behavior? KLINSKY: Well, I mean, they can get out of hand.

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Investing Investments Numbers Banking 257