The Irrelevant Investor

DECEMBER 24, 2017

By Tadas Viskanta Twelve Books Everyone in Finance Will Be Talking About in 2018. By Ben Carlson I do the math, they do the physics.

Math 52

Math Financial Advisor Management Investments 52

Trade Brains

DECEMBER 16, 2022

And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, On a yearly basis, from 2018 to 2022, the company has a return on equity of 36.56%, 45.3%, 70.39%, 105.76%, and 104.53% respectively. The ROE numbers from 2018 to 2022 are 57.17%, 49.79%, 42.74%, 71.64%, and 83.3%

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

Random Roger's Retirement Planning

FEBRUARY 24, 2024

In the case of real estate a 2.29% weighting and for "private equity" companies it's about 17 basis points (looked at XLF holdings and then did a little math), that's just not going to move the needle. You may agree with Jack about not needing those things, that's valid, my point is that owning an index fund isn't a proxy for them.

Math 75

Math Portfolio Marketing Marketing 75

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Economics Financial Advisor Marketing 52

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

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

Random Roger's Retirement Planning

JUNE 29, 2022

Turns out the math checks out using Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 equities/fixed income portfolio and the Guggenheim Managed Futures Strategy Fund (RYMFX). It did even less during the Christmas Crash of 2018 when VBAIX dropped 12.6% in that same 2018 event. percentage points. Giving up 1.5%

Math 40

Math Portfolio Clients Management 40

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

Random Roger's Retirement Planning

JULY 15, 2022

DBC also went down in the 2018 Christmas Crash again, taking longer to come back. The math shows the NTSX/ARBIX/BTAL combo would be down 14.7% I imagine the effect there is both stocks and commodities are both pro-cyclical. Not that long commodities exposure is a bad thing, I just don't think it works in this context.

Portfolio 66

Portfolio Math Numbers Marketing 66

The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. 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. trillion.

Numbers 75

Numbers Marketing Marketing Medicine 75

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. 1 National Bureau of Economic Research, “Working Longer Can Sharply Raise Retirement Income,” May 5, 2018. [link] Tom Fridrich is not affiliated with Cetera Advisor Networks, LLC.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

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. Two reasons.

Assets 147

Assets Management Investments Investing 147

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. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investments Investing 147

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. trillion.

Numbers 84

Numbers Medicine Math Marketing 84

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

Brown Advisory

MAY 3, 2018

It's All Relative ajackson Thu, 05/03/2018 - 15:32 We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

Thu, 05/03/2018 - 15:32. Simple math dictates that when yields rise, fixed-rate bond prices fall. It's All Relative. We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. MUNICIPALS AND RISING RATES. However, there are a few important caveats to that statement.

Taxes 52

Taxes Portfolio Valuation Clients 52

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. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? BERRUGA: Yeah.

Clients 162

Clients Investments Investing Management 162

Brown Advisory

JUNE 16, 2022

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. rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% The last time U.S. and appeared to be going higher.

Investments 52

Investments Investing Accounting Valuation 52

The Big Picture

SEPTEMBER 10, 2024

A term that we sort of invented in 2018, which I regret now. So that’s the math. And, and look, many people have highlighted this too, ourselves included. We, we have been in a recession in many sectors, kinda a rolling recession. ’cause now people kinda use it in a way, which I think is misused. 00:24:26 Okay.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. Balyasny lost a lot of capital in 2018.

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

MAY 8, 2023

Sara G About Bobby Samuelson Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. I hope you’ll at least join my weekly newsletter about financial advisor lead generation. See you in the next one!

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Random Roger's Retirement Planning

JUNE 3, 2023

The last sentence is about the math involved not about the right and wrong of any of it which we'll get to. A very undramatic example of this is all the championships that Boston teams won from 2002 until 2018 and we'll see what the Celtics can pull off this year. if self employed on dollars $160k-$200k. Nearly half of U.S.

Retirement 72

Retirement Taxes Math Accounting 72

The Big Picture

MARCH 27, 2023

So you retire in 2018. By the way, you show the math in the book very, very easily and understandable for those who may not be as mathy, which is basically a giant fund collecting 2 percent is much better than a smaller fund that’s killing it, but they’re not starting out with a lot of assets. RITHOLTZ: Really interesting.

Assets 285

Assets Investments Investing Management 285

Mish Talk

NOVEMBER 27, 2022

2022 Math The 2021 year end debt was $29.621 trillion. Since Trump's 2018 Tweet, public debt rose by over $10 trillion. That was in 2000. Those numbers are through 2021. US Debt Clock to the Second. The DebtClock graph updates every second. If you have not yet visited the site please take a look. When does this matter? I don't know.

Budgeting 200

Budgeting Math Economics Accounting 200

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. Think about what, how we were, we were geared in 2017, 2018, 1920. What was the career plan? 00:01:48 [Savita Subramanian] Yeah.

Numbers 147

Numbers Management Banking Marketing 147

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018. They answered about 60 questions during the five-hour gathering.

Assets 52

Assets Investments Investing Insurance 52

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. They should have started in the fall of 2018. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right. RITHOLTZ: Wild number.

Retail 130

Retail Government Economy Economics 130

The Better Letter

JANUARY 11, 2024

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. A similar academic study from 2018 found roughly 48 percent accuracy. Stop with the math.` And lots of surprises.

Economy 97

Economy Economics Math Banking 97

The Better Letter

JANUARY 2, 2025

From its January 22, 2018 inception through November 1, 2024, the fund lost 2.8 For example, Michael Moore, famous for being one of the few people who predicted Donald Trump’s election win in 2016, confidently declared that Mr. Trump would not win again in 2024 ( Do The Math: Trump Is Toast ). Risk Parity Fund.

Management 103

Management Marketing Marketing Economics 103

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

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 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 Investments 321

Mish Talk

NOVEMBER 10, 2022

It's a moving target, negating any percentage math. Nothing is decided yet, but the math is very challenging for the Republicans in both states. Trump Flopped in 2018, 2020, 2021 and 2022 How much more of this can Republicans take? Doug Ducey won by 14 points in 2018. I'm here to tell you what I think.

Math 166

Math Numbers Media Economics 166