Abnormal Returns

MARCH 2, 2024

Autos Consumer Reports' top ten list for 2024 is filled with hybrids. technologyreview.com) Math The decimal point is 150 years older than you think. cnbc.com) Ford ($F) owners now have access to the Tesla ($TSLA) supercharger network. arstechnica.com) The 'greenest' new car may surprise you.

Medicine 264

Medicine Math Financial Advising Media 264

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

AUGUST 12, 2024

from 2009, and by 2024 you get (wait for it) $193.44T. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? Do we pretend that there has been no inflation? By the way, inflation-adjust that $1.3T

Economy 347

Economy Taxes Investing Investments 347

The Big Picture

DECEMBER 4, 2024

December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Their new ETF is coming out in December 2024: The Cambria TaxAware ETF – symbol TAX – is a solution to address just these challenges of concentrated positions. And the way math works, you end up with a stock that goes up a bunch.

Taxes 130

Taxes Portfolio Accounting Management 130

The Big Picture

OCTOBER 23, 2023

As the Peterson Institute noted: In June, the Congressional Budget Office (CBO) projected that annual net interest costs would total $663 billion in 2023 and almost double over the upcoming decade, soaring from $745 billion in 2024 to $1.4 trillion in 2033 and summing to $10.6 trillion over that period.

Government 334

Government Economics Taxes Budgeting 334

The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. But is that where we generate the highest ROI? None of it matters. I’m Barry Ritholtz.

Math 273

Math Retirement Investing Investments 273

The Big Picture

MARCH 31, 2023

( Wired ) • DeSantis Fights for Everglades As He Neglects Climate Crisis : Picking environmental fights has paid off for Florida’s governor, who built a 2024 base with a unique mix of crusading for wetlands conservation and attacking ESG.

Banking 162

Banking Math Distribution Investment Advisor 162

The Better Letter

MARCH 14, 2024

Bracketology (2024 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. 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 Issue 168 (March 15, 2024) Thanks for visiting.

Numbers 84

Numbers Medicine Math Marketing 84

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

David Nelson

NOVEMBER 27, 2023

Look outside the popular favorites for new themes as we head into 2024 The Price Tag for Downside Protection – Protecting the downside often means lagging the upside By David Nelson, CFA CMT As 2023 comes to a close, it is time for a raw, no-holds-barred reflection on the investment battlefield.

Investing 52

Investing Investments Math Management 52

Random Roger's Retirement Planning

JUNE 30, 2024

We've gone over the math before that starting as late as 55 can catch a lot of the way up if they can afford to save a very high percentage of their income. It is pretty clear that all age cohorts are woefully undersaved but, yeesh, I don't know about that. Obviously you can discount those numbers if you expect lower returns going forward.

Retirement 75

Retirement Math Taxes Accounting 75

MainStreet Financial Planning

JUNE 28, 2024

The new rule: Grandparent owned 529 plans are not reported on the FAFSA at all starting in 2024, so they have no impact on a student’s financial aid calculation. Let’s work out the math, if you have $100,000 in a parent owned 529 plan, then student aid will be reduced by $5,640, over 4 years that is over $20,000!

Planning 69

Planning Math Accounting Education 69

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. but our minds were more focused on thinking about the losers. This is why industry hit rates are so low.

Investing 52

Investing Investments Portfolio Compliance 52

The Better Letter

MARCH 18, 2025

Between 1985 and 2024, there were 8.5 Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. 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 upsets per tournament (4.7

Numbers 75

Numbers Marketing Marketing Medicine 75

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. People did whatever was working based more on gut feelings than data.

Investing 162

Investing Investments Portfolio Valuation 162

Your Richest Life

NOVEMBER 9, 2023

So again, if your renovations aren’t completely necessary, you might want to hold off until 2024 to see if those factors improve. You should also do the math to make sure you have a clear idea of what you can afford. Prices and inventory might be more favorable in 2024. Remember that car loan rates are still high right now.

Marketing 52

Marketing Marketing Budgeting Financial Planner 52

The Big Picture

FEBRUARY 21, 2024

At the Money: David Dunning professor of psychology at the University of Michigan (January 10, 2024) How well do you understand yourself? We know a little bit of math. For investors, it is an important question. We’re co-conspirators in self-deception and this prevents us from having accurate self-knowledge.

Media 147

Media License Planning Economics 147

Random Roger's Retirement Planning

AUGUST 17, 2023

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I didn't buy stocks in 2004 thinking about 2024 or 2034 but I take from his post that Six Bravo does think is those terms. If a portfolio starts with 40 holdings each with an equal 2.5%

Numbers 75

Numbers Portfolio Math Portfolio Management 75

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

The Better Letter

MAY 23, 2024

Despite what some academic types may claim , the idea that math is subjective is more than a little bit nuts. Issue 175 (May 24, 2024) That’s why science works, which is the best evidence for it, and why it is so important to our lives and society. It, and the power of human reason it relies upon, are altogether astonishing. .”

Ethics 92

Ethics Math Accounting Numbers 92

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. And that was in June of 2024. They will earn that market return less, whatever they’re paying.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 10, 2024

And pretty much, you know, July and August, that’s about what we’ve seen in 2024. I’m not saying you, I’m saying the street throughout 23, the first half of 24, as of August of 2024, there are no signs of a recession. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025?

Valuation 162

Valuation Clients Investing Investments 162

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

The math is only off by a shade using leverage via UST and a little bit of SSO, remember RPAR is leveraged. In 2020, RPAR did much better than the replication, did a little worse in 2021, 2023 and 2024 YTD and in 2022 RPAR lagged the replication by 11%. The Replication is based on this from RPAR.

Portfolio 52

Portfolio Assets Management Math 52

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. So with the caveat that Wall Street has been wrong about this for, you know, two or three years, wall Street is now anticipating at least two rate cuts in 2024. And I, I think that I kind of triangulated on it.

Assets 264

Assets Investing Investments Management 264

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. It will be everywhere in 2024. Like, like the, you know, like the accounting standards.

Retail 130

Retail Banking Math Management 130

The Better Letter

FEBRUARY 8, 2024

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. Issue 166 (February 9, 2024) 1 There are a wide variety of conflicting stories about the Walters adventure. Now and forever.

Numbers 93

Numbers Education Management Math 93

Mr. Money Mustache

JANUARY 27, 2022

Then, after that period (February 2024), we can end the support payments. So I did the math on that too**. Maybe we could agree that the this financial life support will continue for two years while you get up on your feet in the new house, and then you’ll be on your own.

Food 52

Food Retirement Math License 52

The Big Picture

SEPTEMBER 3, 2024

But you know, in even in the first half of 2024, more than 60% of the return came from six companies. The first half of the year of 2024 s and B 500 up I think 15.3%, but the average stock in the s and p 500 was only up about 6% in change for the first half of the year.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

JUNE 18, 2024

Like if you look today 2024 in music, you can’t break out a star anymore. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. As, as Balkanized as media has become over the past 25 years, the 2010s felt like something could still rise to the top. Well that 00:25:57 [Speaker Changed] It’s over.

Media 147

Media Food Advertising Investing 147

The Big Picture

AUGUST 29, 2023

So what was challenging for me was like, actually, when we moved to the US when I was seven years old, I was always good with math, but my English was below average. DAVIS: So from a streaming standpoint, there was a series, went through the first season that ended, they’re going to start a new one in 2024, it was called “Night Agent.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

FEBRUARY 13, 2023

So, listen, you know, I think we’re going to see a rally in interest rates probably in 2024 and ’25, because I think rates will go back, the 10-year Treasury will go back to 2.5 How are we doing in literacy versus math versus science? And I think people underestimate U.S. RITHOLTZ: Oh, really? RIEDER: Yeah. Where are we?

Economy 147

Economy Numbers Marketing Marketing 147

Abnormal Returns

JULY 30, 2022

arstechnica.com) Russia is planning leave the ISS after 2024. axios.com) Pizza math, illustrated. (artofmanliness.com) Space The JWST is already transforming astronomy. quantamagazine.org) SpaceX is dominating the launch business. om.co) How Ukraine's technology sector is dealing with the war.

Food 147

Food Math Financial Advising Transportation 147

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. After huge gains last year and a rocky start to 2024, the S&P 500 rebounded during the second half of January and managed to finish the month higher. When January is down, the market is up about 2.1%

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. It’s now on Apple Premium Podcast and it’s coming everywhere in January, 2024. So my grandmother realizing that this was her source of income, wanted to be sure she had the right stocks, and she got a trial subscription for 29 bucks for 13 weeks of the value line.

Management 264

Management Investing Investments Retail 264

The Better Letter

JUNE 13, 2024

Moreover, “proof” in science in inductive and doesn’t have the deductive certainty that it can in math. These categories can be bit loose, of course, with distinctions based upon the nature and quality of the evidence. And may love have the last word. Now and forever. As always, thanks for reading.

Math 91

Math Investing Investments Economics 91

The Big Picture

JULY 29, 2024

And yeah, here we are in 2024 and it’s still a subject of debate. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry. Although there are some trends that suggest we’re moving in that direction. It’s a fantastic industry to be part of.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Abnormal Returns

DECEMBER 8, 2024

riabiz.com) There is no escaping the math on leveraged ETFs. linkedin.com) It's hard to make the math on hedge funds add up. cbsnews.com) How major asset classes performed in November 2024. Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. equity market dominance?

Math 173

Math Assets Marketing Marketing 173