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morningstar.com) Research The 2025 Global Investment Yearbook is here. (noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. acadian-asset.com) The asset growth factor is not as powerful on a closer look. ubs.com) What factors drive the stock-bond correlation?
Bracketology (2025 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 Thanks for reading. And he’s right, of course. quintillion.
We've talked just a couple of times about the market becoming increasingly concentrated which just in terms of math means that a diversified strategy will lag for as long as the big names do well. I looked at the Vanguard Target Retirement 2025 (VTTVX) and the Vanguard Target Retirement 2030 (VTHRX).
So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Its just basic math. What if the Earnings are Rising?
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’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025.
BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. RITHOLTZ: Right. BRYANT: Number two, money is emotional. RITHOLTZ: Yes.
Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.
Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.
So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? So that’s the math. So you mentioned the inverted yield curve, and now that that’s dis inverting and, and starting to steepen, everybody tends to focus on the inversion, but that’s not where recessions occur.
ft.com) Economy Heavy truck sales fell in February 2025. econbrowser.com) Economic growth was set to slow in 2025, even before DOGE-related uncertainty. mrzepczynski.blogspot.com) Earlier on Abnormal Returns Research links: more than math. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out!
abnormalreturns.com) Research links: more than math. abnormalreturns.com) The 2025 UBS Global Investment Returns Yearbook is out! (apolloacademy.com) Earlier on Abnormal Returns Personal finance links: financial independence. abnormalreturns.com) What you missed in our Tuesday linkfest.
And I did a lot of options math, which I thought was interesting. And so this is literally an active conversation now as we enter 2025. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. And I just learned a tremendous amount.
00:43:02 [Speaker Changed] I think the one that’s most salient that we track most closely, Barry, is the fact that because the math broke at the investor level in N 22, early 23, we’re still playing catch up on that. Now we’re starting to come out of that now, but that math is still nowhere near where it needs to be.
I think that interest rates — and by the way, there’s a whole new chapter on interest rates and stock prices, and the downward trend of interest rates over the last 2025 years, something I talk about a lot. RITHOLTZ: 40 years from Volcker in 1981, right? SIEGEL: Well, in 40 years, yes, and real interest rates.
Wasn’t the Excel spreadsheet error, which changed their math. 01:10:42 [Speaker Changed] So we’re recording this towards the first quarter of 2025. Problem is, the math doesn’t work 01:20:33 [Speaker Changed] Well, you know, math, who really believes numbers should add up.
The Register ) 12 Things That Probably Wont Happen in 2025 : Predicting the future is hard and forecasting is not our forte. Embrace WinterEven if You Think You Hate It ( Time ) GOPs top priority for 2025 : Repeal the laws of arithmetic Republicans are reinventing math to justify extending pricey Trump tax policies.(
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