Mish Talk
DECEMBER 12, 2022
Delusions Continue Cathie Wood says Bitcoin will be worth 1 million per coin by 2030. Someone do the math for me. Given that people have to pay capital gains on appreciation serves as a strong deterrent to transaction adoption. But that's nothing. $10 But unlike Cathie Wood, no time frame is given. Oh, one more small thing.
Random Roger's Retirement Planning
FEBRUARY 29, 2024
The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Several times I've cited corporate issues I've seen in accounts I don't manage maturing in the mid-2030's being carried at 70 cents on the dollar. Taking volatility out of a fixed income portfolio is fairly simple.
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Random Roger's Retirement Planning
JULY 8, 2023
That is difficult to pull off but if you do the math on that it shows long term outperformance. Corporates bought when yields were low that are due in the 2030's are down massively. He makes a good point about not relying solely on math to assess markets and portfolio construction, that the psychology of markets is important too.
Brown Advisory
MAY 31, 2018
Although the first stages of AI’s evolution have emanated from the West, China’s state-sponsored goal to lead the AI market by 2030 has accelerated research initiatives throughout Asia. Elsa Kania of the Center for New American Security specializes in Chinese defense innovation and emerging technologies.
Brown Advisory
MAY 31, 2018
Although the first stages of AI’s evolution have emanated from the West, China’s state-sponsored goal to lead the AI market by 2030 has accelerated research initiatives throughout Asia. Elsa Kania of the Center for New American Security specializes in Chinese defense innovation and emerging technologies.
Random Roger's Retirement Planning
JUNE 10, 2024
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).
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. But it was a short 2030 Yeah. They will earn that market return less, whatever they’re paying. 01:04:41 [Speaker Changed] I think you’re you.
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