The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

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. was the average cash position in defined contribution plans over the last 10 years, it's easy to imagine this number being 20% or higher in taxable accounts.

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

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.

Banking 147

Banking Economy Marketing Marketing 147