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? 2000-2003 Dotcom implosion 6.

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003?

Clients 162

Clients Investments Investing Management 162

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. There’s a continual, the economy continues to grow. She was based out in Los Angeles. It goes so far.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy. You’re looking at all these different aspects of the market, of the economy, of, of various government policies.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? Chattanooga is a fascinating city, really steeped in some rich history, but also a city that faces some challenges as they grow from a very small city to a more significant city in the U.S. And many of those gentlemen have gone on to do incredible things as well.

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

MARCH 12, 2024

So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. It’s how math works.

Management 278

Management Assets Portfolio Investing 278