Investing Caffeine

FEBRUARY 1, 2022

After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Federal Reserve Economic Data (FRED).

Math 52

Math Assets Investing Investments 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

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 Investing Investments 147

Validea

JUNE 14, 2023

A Glimpse into the Past: The Historical Giants In order to understand the potential growth trajectory to a $10 trillion company, we must first examine the economic giants of the past. The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap.

Math 52

Math Accounting Marketing Marketing 52

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. But then it didn’t in the, when the tech bubble burst, it didn’t last year in 2022. Quality strategies in 2022. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

Sara Grillo

MAY 16, 2022

From the company’s website, as of May 16th, 2022: Single people. From the company’s ADV Part 2 brochure, as of May 16th, 2022: Fees are set as a fixed annual fee, paid quarterly, and based approximately on the total time required to service an account yearly. 375 start up. $89 89 per month. 450 start up. 139 per month.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I did it during the coronavirus collapse in 2020, and I did it again in 2022. And I think it partly depends on the economic comfort in which you grew up.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

NOVEMBER 13, 2023

The New Normal It is difficult for investors and individuals alike not to have been directly impacted by the rapid rise in inflation in 2021 and 2022, the succeeding interest rate hikes by global central banks and the ensuing effects these economic events have had on financial markets, including the mortgage market. will require 4.3

Investing 52

Investing Investments Portfolio Clients 52

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. I got to imagine a year like 2022 wasn’t horrible for Vanguard’s asset growth. But if you go back to the period before 2022, from 2019 to 2021, a 60/40 portfolio actually produced 14% returns over that time horizon, which is above the long-term average.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investing 147

Investing Investments Management Valuation 147

The Better Letter

JULY 7, 2022

Moreover, “proof” in science doesn’t have the certainty that it can in math. It’s hard enough to influence or help alter a person’s beliefs — about economics, religion, politics, or even the Dodgers’ relative evilness — much less someone’s life commitments. Thanks for reading.

Math 66

Math Communication Economics Planning 66

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I mean, you could easily look at CPI and say, real estate peaked in June, 2022, it’s been straight down for the next 18 months. And I, I think that I kind of triangulated on it. I have no family history.

Assets 264

Assets Investing Investments Management 264

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

Investing 130

Investing Investments Clients Numbers 130

Gen Y Planning

AUGUST 1, 2022

A 2022 Houzz & Home survey uncovered that homeowners who plan on high-budget renos plan to spend $75,000 on their projects. That requires a little more math (or a HELOC calculator , whichever you prefer). Before bringing banks and loans into the mix, you must know how much your dream home will cost. You’re Not Thinking “Big.”.

Planning 52

Planning Numbers Banking Math 52

The Big Picture

FEBRUARY 13, 2023

From 1982 to 2022, we’ve pretty much enjoyed a spectacular 40-year bull market in bonds. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RITHOLTZ: So let’s talk a little bit about some of the technical conditions that I recall you discussing in the fourth quarter of 2022. RIEDER: Yeah.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

JULY 4, 2023

2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. The Financial Times did an article at the beginning of this year and it talked about aggregate losses for 2022 in the industry. At the end of 2022, he asks for a meeting. Is that a fair statement?

Management 147

Management Recruitment Numbers Banking 147

Mr. Money Mustache

JANUARY 27, 2022

And since 2022 is becoming a year of interesting financial changes, it’s time to spark things up again, go back to our roots, and start covering some of the many subjects that are cropping up in this latest incarnation of our economic world. So I did the math on that too**.

Food 52

Food Retirement Math License 52

The Big Picture

JULY 29, 2024

Also the, the underlying philosophy of that just seems fundamentally wrong from an an economic standpoint. 00:58:43 You know, it’s funny, people freaked out during 2022 stocks and bonds both down the following year. If you don’t reduce demand, you could do whatever you want with, you know, supplies.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

JUNE 27, 2023

We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. I mean, obviously, 2020 and 2021 and 2022, we’re still in the midst of, but is there still an echo of ’08-’09 today? RITHOLTZ: But they did have hedges on in 2022. RITHOLTZ: Right.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

JULY 28, 2023

I love that people with little to no knowledge or experience about the economic strength of foreign nations have zero reservations about definitively opining on just that subject. ” My math is dropping from 9% to 3% is a decrease, but… How about right/wrong track?

Math 246

Math Economy Economics 246

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. Markets have pretty much done nothing but roll over and head south in 2022. And so, it’s very sort of, I don’t know, math oriented or algebra-oriented type of thing as opposed to great stories which drive most investment passions.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

MARCH 21, 2023

My mom was a math teacher so — RITHOLTZ: Okay. And 2022 was kind of a good year for macro, at least if you’re on the right side of the trade. It’s probably the most important part of what we do in the macro side, with economic trends, not just price trends, being a relatively recent innovation and super important.

Valuation 173

Valuation Investing Investments Numbers 173

Mish Talk

NOVEMBER 27, 2022

2022 Math The 2021 year end debt was $29.621 trillion. The alleged fiscal year 2022 deficit is $1,375 trillion. 2022 is not over but debt has already risen by $1.687 trillion. Nearly 50,000 economic illiterates like that Tweet. US Debt Clock to the Second. The DebtClock graph updates every second. I don't know.

Budgeting 200

Budgeting Math Economics Accounting 200

The Big Picture

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 147

Healthcare Medicine Economics Numbers 147

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 15, 2022

So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from. It’s how math works. If mutual funds were a brand new product, would they be approved in 2022?

Management 278

Management Assets Portfolio Investing 278

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 know you like to discuss there are different phases of the, of the, both the market and the economic cycle.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

NOVEMBER 21, 2023

So, 00:25:52 [Speaker Changed] You know, as you know, 2022 was a tech recession. And what we were already hearing throughout 2022 was the voracious appetite people had for Nvidia GPUs. 00:30:51 [Speaker Changed] So we were shorting the components of those indexes that we thought had gotten too bold up as safety trades in 2022.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 147

Math Marketing Marketing Engineering 147

The Better Letter

JANUARY 11, 2024

Jason Zweig @jasonzweigwsj 1:32 PM ∙ Aug 18, 2022 66 Likes 12 Retweets The above is from Jason’s brilliant book, The Devil’s Financial Dictionary. That’s why the markets are much more of a mind game than a math game. 2:06 PM ∙ Nov 16, 2022 Nobody can know what’s going to happen.

Economy 97

Economy Economics Math Banking 97

Discipline Funds

MARCH 29, 2024

Not that it matters a huge amount though because the difference between getting two or three cuts this year isn’t going to cause some seismic economic shift… 2) Why cut now? And while cutting rates from 5.33% to 4.75% this year will be viewed as stimulative I don’t think it’s moving the economic needle a whole bunch.

Math 105

Math Economics Economy Marketing 105

David Nelson

AUGUST 8, 2022

The Inflation Reduction Act of 2022 has passed the Senate with a tie breaking vote from Vice President Kamala Harris. Calling it the Inflation Reduction Act of 2022 is an insult to the intelligence of anyone with a pulse. IBM Stock Buybacks since 2008 – Do the Math. By David Nelson, CFA. But OWN IT!

Taxes 98

Taxes Budgeting Math Management 98

The Big Picture

MAY 30, 2024

They sent a video from a woman, Wendy Bell, who is incensed at America’s apparent economic collapse. 3 If you wanted to engage in honest debate about the economy via restaurants, you would consider the following: Openings : Nearly 53,800 restaurants opened their doors for the full 2023 year, up 10% from 2022. August 9, 2022) _ 1.

Math 312

Math Economy Food Education 312

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? RITHOLTZ: So I’m going to jump to the end of the story, and then we’ll backfill what took place between 2008 and 2022. ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty.

Retail 173

Retail Insurance Advertising Numbers 173