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

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

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

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 102

Taxes Government Manufacturing Portfolio 102

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

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

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 Management 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 Management 40

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

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

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 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. So here’s the math, Barry. It’s gonna take a while to integrate, integrate those folks back into other parts of the economy. You know, all of these things.

Investing 246

Investing Investments Startup Accounting 246

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

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. Bonds are the most expensive.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

AUGUST 1, 2018

political and economic system, wondered if the divisions among people had grown in the last 50 years and if Buffett had any words of wisdom to help narrow the political divide. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

political and economic system, wondered if the divisions among people had grown in the last 50 years and if Buffett had any words of wisdom to help narrow the political divide. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. Think about it.

Accounting 105

Accounting Investing Investments Media 105

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

The Big Picture

JUNE 27, 2023

The economy wasn’t as dependent on the equity markets as necessarily as it is today, as we saw post ’08. We’re going to wait, we’re going to see, and we want to be supportive of the markets and the economic system. And so it’s one of these things that math works. But the Fed stepped in.

Math 147

Math Risk Management Marketing Marketing 147

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 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

Discipline Funds

MARCH 29, 2024

Not that it matters a huge amount though because the difference between getting two or three cuts this year isn’t going to cause some seismic economic shift… 2) Why cut now? But the other key element of this is that the Fed wants to bring the economy back to a normal altitude now that the turbulence is dying down.

Math 105

Math Economics Economy Marketing 105

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

The Big Picture

NOVEMBER 15, 2022

NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works. NADIG: FRDM.

Management 278

Management Assets Portfolio Investing 278

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

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

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 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 Marketing 173

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