Random Roger's Retirement Planning

JUNE 3, 2023

One is that a politician who votes to cut benefits or raise the retirement age will probably lose some voter support. Keep in mind that extending the full retirement age (FRA) to 68 or 69 or whatever is a de facto benefit cut. Now comes the grim numbers about how much we have collectively saved for retirement.

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The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. I’ll have to be when I retire and publish under Anonymous. And I realized I have his home number. So I’m not sure that that’s so generous on behalf of the founder.

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Management Recruitment Numbers Banking 147

The Irrelevant Investor

SEPTEMBER 10, 2018

In a related but tangential matter, the number of publicly traded companies in the United States has been cut in half over the last twenty years. As you can see in the chart below from the 2018 IPO Report by WilmerHale, both the number and dollar volume of IPOs have been fairly steady over the last decade. The evidence backs this up.

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Startup Valuation Numbers Commission 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago.

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Portfolio Asset Allocation Accounting Management 74

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. I was on the Producer Price Index.

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Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

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Assets Management Marketing Marketing 173

The Big Picture

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. That that’s a serious 01:08:03 [Speaker Changed] Media number.

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Media Food Advertising Investing 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

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Valuation Education Numbers Government 298

The Irrelevant Investor

DECEMBER 4, 2019

In 2004, Jonathan Clements wrote: With the formula that Dalbar uses, stock-fund investors don't earn the full monthly return on any money that they invest during that month. They know they can't touch their retirement accounts until, well, retirement, so psychologically it's easier to invest it all and just be done with it.

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Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

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Government Banking Numbers Investing 321

The Big Picture

AUGUST 7, 2023

This was 2004. I mean, I have retired from ABC News, so I have fewer things on my plate, but I host a podcast, which is two, almost three times a week. HARRIS: Okay, so that 12 and a half minute number, I believe comes from a neuroscientist. Tell us about that experience. HARRIS: It was awful. I was filling in as a news reader.

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The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. And even to this day, I think in terms of like sheer number count, the vast majority of hedge funds are really stock picking hedge funds, long, 00:18:12 [Speaker Changed] Short 11,000 hedge funds out there today. Half is a giant number.

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Management Investing Investments Assets 147

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

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Banking Economy Marketing Marketing 147

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

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Numbers Investing Investments Marketing 147