Remove Math Remove Planning Remove Retail
article thumbnail

Wednesday links: institutional forgetting

Abnormal Returns

ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. nytimes.com) Some additional tariff math. wsj.com) Some 46% of streaming subscribers use ad-supported plans. Markets High yield bonds have bounced back. morningstar.com) Short interest is ticking higher.

Budgeting 194
article thumbnail

Personal finance links: living in the future

Abnormal Returns

(theirrelevantinvestor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. humbledollar.com) Planning You can only defer your dreams for so long. humbledollar.com) Planning You can only defer your dreams for so long. tonyisola.com) You can only plan so much. Life intervenes.

Math 147
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

My New ETF: 100% of Upside + 0% of Downside

The Big Picture

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

article thumbnail

15 Recession-Proof Businesses That Thrive in Any Economy

Clever Girl Finance

Retail consignment 4. Financial planning services 12. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Baby products 2. Food and beverage 3.

Economy 69
article thumbnail

At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Maybe it’s due to employee stock option plans. And the way math works, you end up with a stock that goes up a bunch. A large cap growth stock like NVIDIA or a small cap biotech or a mid-cap retailer. We’ve done the math on some of these high-yield portfolios and taxable accounts.

Taxes 130
article thumbnail

I Need More Leverage

Random Roger's Retirement Planning

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. As an advisor of retail sized clients, there's no reason to add the complexity of a 2x long S&P 500 ETF even if the idea was not to leverage up.

Math 52
article thumbnail

Going All In To Solve A Retirement Shortfall (Part 2)

Random Roger's Retirement Planning

Yahoo warned of potential problems retirees may face if their plan is to rely solely on Social Security. Simple math is that this person needs to save $23/yr to come up with that additional $350,000. But simple math tells you that adding $5000/yr likely won't cut it. 5000 per for 15 years is $75,000.