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Research links: more than math

Abnormal Returns

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?

Math 147
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Bracketology (2025 Edition)

The Better Letter

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.

Numbers 75
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Is Diversification Dead?

Random Roger's Retirement Planning

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).

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Wow, have you seen the stock market lately?

Mr. Money Mustache

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?

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Transcript: Jonathan Clements

The Big Picture

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.

Investing 147
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Transcript: John Hope Bryant

The Big Picture

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.

Banking 147
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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

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.