The Big Picture

MAY 1, 2023

The Federal Reserve is struggling to cool inflation further without damaging the economy. But most of all, it was just simple maths according to Druck. My back-to-work morning train WFH reads: • The Fed Has No Good Options. The Risk of a Misstep Is Growing. The easy part is over. The easy part is over. The first was don’t lose money.

Math 288

Math License Economy Economics 288

The Big Picture

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 273

Math Retirement Investing Investments 273

Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. armoxon.substack.com) Economy Given everything, why aren't home prices lower? axios.com) The economic schedule for the coming week. (investmentnews.com) Vanguard on the growing popularity of the ETF.

Investing 130

Investing Investments Startup Math 130

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. economy is doing well, why do so many Americans say it’s terrible? Sapient Capital ) • If the U.S.

Insurance 130

Insurance Math Economics Economy 130

Clever Girl Finance

OCTOBER 4, 2022

Recession-proof businesses can thrive despite an economic downturn. This is because consumers become concerned about the economy or have lost their jobs and means of income. GDP is how overall economic activity is measured for a country. Here are 14 good businesses to start in a bad economy: 1. Baby products.

Food 105

Food Economy Healthcare Economics 105

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. Does it mean our entire economy is expected to grow much more quickly? What this tells us is that while investors expect the overall US economy to be fairly healthy in the coming years, they expect the biggest tech companies to continue to enjoy much faster growth. What if the Earnings are Rising?

Marketing 66

Marketing Marketing Sales Portfolio 66

The Irrelevant Investor

NOVEMBER 11, 2018

By Nick Maggiulli The fact that high beta firms tend to have lower quality and higher financial leverage is perhaps one good reason why the outperformance in bull markets is more than erased during bear markets By David Varadi Real math is painfully precise. Investment finance math is sales math.

Math 52

Math Economics Economy Numbers 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Math errors: Simple addition and subtraction mistakes can delay your return. also helped sentiment.

Marketing 98

Marketing Marketing Taxes Economics 98

David Nelson

OCTOBER 31, 2022

All companies face the challenges of a slowing economy, rising inflation and a born-again Fed that is determined to bring inflation under control even if it means pushing the economy over the edge. This blocks any attempt to challenge their leadership regardless of their economic interest in the company. Do the Math!

Communication 98

Communication Math Economy Management 98

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Clients 299

Clients Wealth Management Banking Investing 299

Carson Wealth

MARCH 2, 2023

Most economic research recommends a safe withdrawal rate to be no more than 2% to 4% — which could be less than you are imagining. After you’ve done this math, you might be wondering if you have “enough,” and certainly that’s hard to assess when there are so many unknowns. You might set a new record for longevity.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Discipline Funds

MARCH 28, 2025

And this concern was confirmed on Thursday evening when Lululemon warned that economic uncertainty was leading to softer than expected consumer spending. Of all the silly discussions that I’ve had over the years regarding economics I have to say that the tariff discussion is among the very silliest. 2) Tariffs 101.

Taxes 58

Taxes Government Manufacturing Portfolio 58

The Big Picture

SEPTEMBER 19, 2022

You graduate Harvard in 1990, with an Economics and Computer Science degree, perfect for the explosion of the Internet; a PhD from MIT and Information Technology in ‘96. And you know, the only thing math works on recognition by peers, and there’s some prizes. So it’s been a central to what I do and who I am.

Valuation 305

Valuation Investing Investments Engineering 305

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Math Matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

International College of Financial Planning

DECEMBER 5, 2024

With the growing complexity of financial products, digital transactions, credit systems, and global economies, todays young adults encounter challenges that previous generations faced much later in life. The Significance of Early Financial Education Financial education has transformed from being a luxury to a necessity.

Education 40

Education Budgeting Math Economics 40

International College of Financial Planning

DECEMBER 4, 2024

With the growing complexity of financial products, digital transactions, credit systems, and global economies, today’s young adults encounter challenges that previous generations faced much later in life. The Significance of Early Financial Education Financial education has transformed from being a luxury to a necessity.

Education 40

Education Budgeting Math Economics 40

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 147

Economy Numbers Marketing Marketing 147

Nationwide Financial

SEPTEMBER 12, 2022

The curve, however, continues to project cuts to the rate beginning next May, which seems optimistic given the tone of Fed officials and the math around getting inflation back close to their 2% target. The Fed Futures curve embeds an 88% chance of a 0.75% hike later this month, with a peak in the Fed Funds rate at roughly 4% (currently 2.5%).

Retail 52

Retail Math Banking Economics 52

David Nelson

NOVEMBER 20, 2023

Big Tech’s Market Influence Walmart’s Earnings Report as an economic indicator Small Cap Stocks – Is this the beginning of a sustained rally? God forbid the economy, or the consumer were strong. Outside of energy that mindset rained on just about every sector of the economy last year. Do the math.

Economy 52

Economy Retail Sales Math 52

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. When I look at Europe, I see a, not only a very mature area, but I also see an economy that hasn’t really recovered fully from the pandemic or arguably from the great financial crisis. I have no family history.

Assets 264

Assets Investing Investments Management 264

The Big Picture

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? The second is excess returns.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. What, why do we think that is?

Assets 147

Assets Management Investing Investments 147

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. There’s a continual, the economy continues to grow. It goes so far. Did you give me cash?

Assets 173

Assets Management Portfolio Taxes 173

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon. So if you’re under 40, some of this may feel unfamiliar.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. So I get the sense you guys don’t pay a whole lot of attention to the macro economy or geopolitics or what the fed’s doing. Learn math, learn history.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

Recruitment 147

Recruitment Engineering Banking Investing 147

The Big Picture

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. Yes, the economy can clearly keep roaring along, which we’ve seen. So investors and savers are definitely eating into that safety net, which over time as that continues to decline should slow the economy down to some degree. One, it becomes a factor.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Specifically, economics has a half-life of 9.4 GAAP in 2002 7.

Investing 52

Investing Investments Accounting Valuation 52

Clever Girl Finance

OCTOBER 30, 2023

Benefits of work from home jobs The gig economy is booming. In fact, more than one-third of the US workforce participates in the gig economy (that is 36% to be precise). Shared economies such as Uber and Etsy are dominating their markets presenting more and more opportunities for everyone to get a share.

Recruitment 52

Recruitment Engineering Certification Communication 52

Abnormal Returns

DECEMBER 8, 2024

on.ft.com) What it took to rebuild Notre Dame (nytimes.com) Budgeting The math on any additional tax cuts is tough. donmoynihan.substack.com) Climate policy IS economic policy. noahpinion.blog) Economy How CPI works. nytimes.com) The economic schedule for the coming week. (press.airstreet.com) Will AI eat the browser?

Marketing 147

Marketing Marketing Budgeting Math 147

Discipline Funds

MARCH 6, 2024

In fact, because QE reduces interest income it might have a marginally deflationary impact on the economy, all else equal. Interest rates are different and have a much more meaningful impact on the economy by damaging banks and credit markets. Not nothing, but certainly not enough to move the needle of a $30T economy.

Banking 118

Banking Government Economy Assets 118

The Big Picture

MARCH 1, 2025

Economy Depends More Than Ever on Rich People : The highest-earning 10% of Americans have increased their spending far beyond inflation. Or why we need less math in music theory. ( Tablet ) see also Welcome to the New Military-Industrial Complex. But there was one font I didnt even notice, even though it was everywhere around me.

Math 162

Math Startup Engineering Economy 162

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. So I mean, in ’07 and ’08, you know, what killed the economy in ’07 and ‘08 were mortgages going down. KLINSKY: Yeah.

Investing 263

Investing Investments Numbers Banking 263

The Better Letter

JUNE 13, 2024

Or perhaps it simply doesn’t fit with our view of the world (or the economic cycle, or the markets, or politics, or, or, or). Moreover, “proof” in science in inductive and doesn’t have the deductive certainty that it can in math. Humans have extended lifespans and expanded economies.

Math 91

Math Investing Investments Economics 91