The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. So like a component of it was like the standard derivatives math, right? Matt Levine : 00:03:44 You know, I did. And he lost.

Retail 130

Retail Banking Math Management 130

The Irrelevant Investor

JANUARY 31, 2021

People are debating ideas surrounding payment for order flow, different tax rates for different holding periods, carried interest, and disclosures, to name a few. I'll get to that in a minute, but first, a quick word on the video game retailer. billion in revenue in 2020, thanks to the explosion in retail trading accounts.

Retail 52

Retail Math Investing Investments 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. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment. I have no family history.

Assets 259

Assets Investing Investments Management 259

The Big Picture

JULY 31, 2023

Burger King Tim Hortons, I remember very clearly because it was in the middle of those waves of kind of tax dodgy, those inversion deals. RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online. Wait, you’re selling video games in retail shops in malls? But yeah, some of those were fun.

Retail 130

Retail Government Economy Economics 130

The Big Picture

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 154

Math Numbers Marketing Marketing 154

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. Are, are the clients primarily retail?

Assets 143

Assets Management Portfolio Investing 143

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 270

Management Assets Portfolio Investing 270

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 143

Healthcare Medicine Economics Numbers 143

Clever Girl Finance

JULY 13, 2022

If you liked math in school and have a knack for numbers, you might make a great bookkeeper. You can get your products out into the world without renting a physical retail storefront. With a home organization business , you can charge an hourly fee to declutter a home and style rooms in a better way. Bookkeeping and accounting.

Food 119

Food Advertising Media Clients 119

Good Financial Cents

APRIL 19, 2023

Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. You have the liquidity, the tax efficiency, the transparency. We have retail clients. I think, obviously, the ticker is very important, particularly for the self-directed retail client base. BERRUGA: Yeah.

Clients 154

Clients Investing Investments Management 154

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. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. I think you will also.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 24, 2023

Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the question is, you know, how high we can build?

Investing 259

Investing Investments Numbers Banking 259

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. And not only that, Reg FD I think was implemented in 2000, but what happened was that with technology, the information became cheap and available to all of us, retail and institutional investors. MIELLE: Exactly.

Assets 277

Assets Investing Investments Management 277

The Big Picture

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. That grocery store, that grocery store anchored retail. Huh, 00:20:35 [Speaker Changed] Absolutely. Fascinating.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. So this is the math that I applied. So think about this, do the math. LINDZON: They have their own tax problems. RITHOLTZ: Right.

Media 281

Media Investing Investments Valuation 281

The Big Picture

SEPTEMBER 12, 2022

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. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 290

Clients Wealth Management Investing Investments 290

The Irrelevant Investor

AUGUST 9, 2018

They cite a study that looked at share buybacks in the restaurant, retail, and food industries from 2015 to 2017. They'll cite the fact that companies are going to buy back $1 trillion in stock this year, due to the excess cash provided by the tax cuts. The S&P 500 price index has gained 156% over the same time.

Economics 52

Economics Distribution Investing Investments 52

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Get your products out into the world without renting a physical retail storefront. With your own online store, you can leverage the power of the internet.

Clients 84

Clients Media License Advertising 84

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. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust.

Startup 164

Startup Investing Investments Numbers 164