The Big Picture

MAY 19, 2023

Only 5 stocks driving markets?! Equal-weighted Nasdaq100 up 17% since the June lows for the market because “it’s only 5 stocks”? How bad at math do you need to be to think that it’s only 5 stocks driving this market? Only 5 stocks driving markets 2. Then why are Equal-weighted indices doing so well?

Marketing 289

Marketing Marketing Math Media 289

Abnormal Returns

MAY 21, 2025

Markets High yield bonds have bounced back. nytimes.com) Some additional tariff math. theverge.com) Economy The bond market is not having it. morningstar.com) Short interest is ticking higher. ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. axios.com) AI OpenAI is buying Jony Ive's AI startup.

Budgeting 189

Budgeting Math Startup Media 189

The Big Picture

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Abnormal Returns

MAY 19, 2024

(morningstar.com) The problematic math of passing down generational wealth. awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap. rogersplanning.blogspot.com) How market consensus forms. blogs.cfainstitute.org) International diversification requires a long time horizon.

Math 293

Math Assets Portfolio Marketing 293

Abnormal Returns

SEPTEMBER 17, 2023

Also on the site The question with emerging market equities is if, not when. morningstar.com) Bull markets have four distinct stages. awealthofcommonsense.com) A look at bond market returns during a yield curve inversion. thinkadvisor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership.

Math 293

Math Retirement Sales Marketing 293

Abnormal Returns

SEPTEMBER 24, 2023

capitalspectator.com) The credit markets are very different than they were in 2009. aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). (behaviouralinvestment.com) Why selling a stock is harder than buying. flyoverstocks.com) Bond investors are being given an opportunity to lock in 2% real yields.

Math 273

Math Valuation Portfolio Investing 273

Abnormal Returns

FEBRUARY 25, 2024

downtownjoshbrown.com) What's driving stock market returns? humbledollar.com) Doing the math on a hybrid vs. conventional ICE. (wsj.com) The wealth management industry is going to be slammed with demand. awealthofcommonsense.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.'

Math 278

Math Wealth Management Retirement Planning 278

Abnormal Returns

JUNE 7, 2024

Markets Why the ranks of 'degens' are growing. morningstar.com) Some math that traders need to know. blockworks.co) Autos The car market is normalizing. calculatedriskblog.com) A tighter job market is showing up in more involved application processes. variety.com) Apple ($AAPL) TV has a marketing problem.

Math 280

Math Financial Advising Media Economy 280

The Big Picture

OCTOBER 20, 2023

But that’s not all : I also have the opportunity to invest those dollars : I can buy a broad market index, expecting it’ll appreciate; I can buy bonds and enjoy the income they yield; I could purchase real estate, which either gives me a place to live or rent out for income; I could also use that money to start or build a business.

Investing 340

Investing Investments Math Food 340

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investing 267

Investing Investments Accounting Startup 267

Abnormal Returns

NOVEMBER 9, 2022

(ofdollarsanddata.com) Ten tips for surviving a bear market including 'You’re not limited to one rebalance.' wealthfoundme.com) Bear markets affect different classes of investors in different ways. evidenceinvestor.com) Aging Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending."

Math 274

Math Investing Investments Planning 274

Abnormal Returns

OCTOBER 11, 2024

bonddad.blogspot.com) Texas' housing market is normalizing. bloomberg.com) Earlier on Abnormal Returns Podcast links: hedge fund math. (gardenandgun.com) Economy The hurricanes are going to mess with economic data for awhile. axios.com) Not a lot to see in the September PPI report.

Math 273

Math Financial Advising Media Economy 273

Abnormal Returns

SEPTEMBER 25, 2024

Strategy On the strange math of stock returns. morningstar.com) The Texas Capital Government Money Market ETF ($MMKT) has launched. (fa-mag.com) fortunesandfrictions.com) Betting on smart beta has generally not worked out well for investors. morningstar.com) Companies Uber ($UBER) is making progress towards becoming a 'super-app.'

Math 262

Math Financial Advising Media Government 262

The Big Picture

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.

Retirement 189

Retirement Investing Investments Numbers 189

Abnormal Returns

JUNE 7, 2023

Markets A deluge of T-bills is coming. finance.yahoo.com) Strategy Is this a new bull market? calculatedriskblog.com) Home buying math is bad right now, but will it be any better a year from now? wsj.com) Why merger arbitrage is become more difficult in this environment. Does it matter? year-over-year.

Math 246

Math Financial Advising Media Economy 246

Abnormal Returns

OCTOBER 18, 2023

peterlazaroff.com) Bogumil Baranowski talks with Brian Feroldi, author of "Why the Stock Market Goes Up." vox.com) Housing The worst case for the housing market - worsening affordability. awealthofcommonsense.com) The math on downsizing your house isn't working as well these days.

Insurance 261

Insurance Math Retirement Taxes 261

Abnormal Returns

JUNE 7, 2023

wsj.com) Housing Options are few for people looking to get into the housing market. awealthofcommonsense.com) Home buying math is bad right now, but will it be any better a year from now? (humbledollar.com) Parents How to negotiate with aging parents. kffhealthnews.org) What happens when you inherit your parent's home.

Math 245

Math Retirement Food Financial Planning 245

Advisor Perspectives

MAY 21, 2024

To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday. (..)

Math 87

Math Economics Marketing Marketing 87

The Big Picture

JULY 7, 2024

We simply do not know; there are always myriad factors at play in our dynamic labor market. That’s not even math. They show a net gain of a statistically insignificant 13 jobs added. There were 2k shed in March. Was that related to the minimum wage? The wage hike took place Apr 1 2024. That’s just being able to read a calendar.

Food 338

Food Math Numbers Media 338

The Big Picture

MAY 9, 2024

TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. The dumbest idea ever!

Media 336

Media Taxes Math Commission 336

Abnormal Returns

JUNE 7, 2025

nytimes.com) A twice-year shot to prevent HIV is likely coming to market. theatlantic.com) The tough math of being a professional tennis player. (wsj.com) Everybody talks their book, especially wellness influencers. apnews.com) Health Huge news. An actual treatment for multiple myeloma.

Medicine 175

Medicine Recruitment Food Math 175

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

The Big Picture

MAY 1, 2023

Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. But most of all, it was just simple maths according to Druck. The easy part is over. The first was don’t lose money.

Math 288

Math License Economy Numbers 288

Random Roger's Retirement Planning

MARCH 18, 2025

Bill Hester from Hussman Funds had a lengthy write up on diversifiers that track what he called Bear Market Cumulative Returns (BMCR). A portfolio that goes narrower than an S&P 500 500 or total market fund probably has some exposure to low vol, dividends and the others. for example. Now for a little more fun.

Marketing 52

Marketing Marketing Math Portfolio 52

Nerd's Eye View

APRIL 12, 2023

Additionally, certain types of Monte Carlo analyses were found to be more error-prone than others, including a Traditional Monte Carlo approach using a single set of Capital Markets Assumptions (CMAs) applied across the entire plan, and a Reduced-CMA Monte Carlo analysis, similar to the Traditional model but with CMAs reduced by 2%.

Retirement 246

Retirement Retirement Planning Math Advertising 246

A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. You also need a deep understanding of financial market history from booms to. You need to understand corporations and the global economy generally function over the long haul.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

The Big Picture

JUNE 24, 2023

His philanthropy includes sitting on the board of directors of Paul Tudor Jones’ Robin Hood Foundation and Jim Simon’s Math for America. He is fond of noting: “Markets spend a lot of time doing nothing, then they reprice.” He explains what the trading experience was like on Black Monday, 1987.

Investing 217

Investing Investments Recruitment Math 217

Abnormal Returns

NOVEMBER 13, 2022

bakadesuyo.com) Blair duQuesnay, "The math for accumulation and savings is very different from decumulation and spending." humbledollar.com) Now is the time to clear out all your bad trades before a new bull market gears up. (genyplanning.com) Nine steps to becoming a better negotiator. neckar.substack.com).

Math 157

Math Investing Investments Marketing 157

The Big Picture

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. The rental market slowdown in finally reflected in inflation numbers Source: Apartment List Sign up for our reads-only mailing list here. Buffett won).

Math 245

Math Numbers Management Investing 245

Mr. Money Mustache

FEBRUARY 25, 2025

As one reader recently asked me in an email: The market seems to be in a huge bubble right now due to all sorts of hype around Artificial Intelligence. To answer this question, lets take a closer look at our current somewhat unprecedented financial world and stock market. Now back to the stock market. Its just basic math.

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 273

Math Retirement Portfolio Investing 273

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

The recent stock market activity has given us plenty of opportunities to experience extremes of emotion… but then again, you can pretty much choose any time period and make a similar statement. There’s no shame in admitting that factor – for a lot of us, math can be very tough. We Want Control… or Do We?

Math 144

Math Retirement Investing Investments 144

Abnormal Returns

SEPTEMBER 13, 2023

Autos Ben Carlson and Michael Batnick talk with CarDealershipGuy about the state of the American car market. theirrelevantinvestor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. thomaskopelman.com) Cash Not all government money market funds are created alike. Life intervenes.

Math 144

Math Retirement Retail Banking 144

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. You also need a deep understanding of financial market history from booms to busts. You need to understand how corporations and the global economy generally function over the long haul.

Math 268

Math Advertising Financial Advice Assets 268

Advisor Perspectives

DECEMBER 20, 2022

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate.

Math 40

Math Valuation Marketing Marketing 40

A Wealth of Common Sense

MAY 21, 2025

We Check the Math. Steve Cohen says stocks could retest.

Education 55

Education Math Retail Marketing 55

The Irrelevant Investor

JANUARY 1, 2018

I'm far from an expert in this area, but it's obvious that some difficult decisions will need to be made, because unless the market bails them out, the math doesn't work. The post The Math Doesn’t Work appeared first on The Irrelevant Investor. Source: Pension Funds’ Dilemma: What To Buy When Nothing Is Cheap?

Math 40

Math Valuation Assets Investing 40