Mish Talk

DECEMBER 12, 2022

Case number one is price neutral to Bitcoin. Case number two is net negative for Bitcoin. Case Number One Let's return to case number one above: The merchant not only accepts Bitcoin but also holds it. Bitcoin Accepted Here What happens if increasing numbers of merchants accept bitcoin but do it hold it.

Numbers 130

Numbers Math Insurance Government 130

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. That just isn't the reality.

Marketing 95

Marketing Marketing Math Portfolio 95

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

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.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Brown Advisory

MAY 31, 2018

But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation. STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front.

Startup 52

Startup Clients Math Assets 52

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. Because the claims numbers were better. So that’s the math. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. So your probability of being correct Okay. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162