The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. Thanks for reading. And he’s right, of course.

Numbers 75

Numbers Marketing Marketing Medicine 75

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 147

Investing Investments Management Retirement 147

Mr. Money Mustache

FEBRUARY 25, 2025

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. This year they came up with these numbers: Vanguards updated 10-year annualized return projections: Global bonds, non-U.S.: 4.3% – 5.3%

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? Because the claims numbers were better. So that’s the math. Probably the smartest, most motivated people in the world that you’re competing against. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. So we were strategy number four at aerial. What’s that like?

Investing 147

Investing Investments Economics Management 147

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130