The Better Letter

MARCH 14, 2024

Five 11-seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, and UCLA in 2021. Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 quintillion.

Numbers 84

Numbers Medicine Math Marketing 84

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. The last time U.S. and appeared to be going higher.

Investing 52

Investing Investments Accounting Valuation 52

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 95

Math Numbers Medicine Marketing 95

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 173

Assets Management Portfolio Taxes 173

Carson Wealth

MARCH 2, 2023

After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. The economy could face another unforeseen downturn. Cleaning up your balance sheet and erasing high-interest debt is essential to avoid putting excess strain on your portfolio.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

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. A term that we sort of invented in 2018, which I regret now. And that’s your focus on government, both fiscal and monetary support for the economy. So that’s the math. And that’s definitely not priced.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. I mean, think about the deficits we, we have when it’s pretty much full employment, economy’s still pretty strong. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better.

Numbers 147

Numbers Management Banking Marketing 147

Aleph

FEBRUARY 18, 2023

Now she’s leading a push to legalize gambling in Texas [link] Legal gambling leaves society as a whole worse off Feb 16, 2023 As the country emerges from a pandemic that left children zoning out over Zoom, parents are turning to the turbocharged “Russian math” method to give their kids an academic edge.

Banking 59

Banking Healthcare Government Budgeting 59

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. in 2018, in the European Union in 2020, in Australian in 2021. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. How many do you have in your fleet?

Government 321

Government Banking Numbers Investing 321

The Big Picture

JULY 31, 2023

And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. The biggest issue is normally, so you pass something in 2017, it goes into effect 2018, and then you get five years of data and say, let’s look at how this worked.

Taxes 280

Taxes Banking Clients Management 280

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. ” Nobody does. And lots of surprises.

Economy 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

As always, I lead with Wall Street, the markets, and the economy, the objects of my day job. From its January 22, 2018 inception through November 1, 2024, the fund lost 2.8 2024 wasn’t any different. How will the market perform? NYU’s Scott Galloway predicted that Elon Musk would sell Twitter. Risk Parity Fund.

Management 103

Management Marketing Marketing Economics 103