Advisor Perspectives

MAY 21, 2024

To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday. (..)

Math 87

Math Economics Marketing Marketing 87

Abnormal Returns

JULY 24, 2024

thebookseller.com) Can AI chatbots do math? sherwood.news) Relying on any single economic indicator is a mistake. (theatlantic.com) Meta ($META) is going full-speed on AI. spyglass.org) Academic publishers are selling access to their archives to AI companies. wsj.com) Google ($GOOGL) is backtracking on eliminating cookies in Chrome.

Math 260

Math Financial Advising Media Economy 260

The Big Picture

APRIL 17, 2025

This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. These two possibilities a 10-fold increase versus a 90% drop are roughly symmetrical in terms of math (but probably not probabilities). That was the pitch for securitized subprime mortgages (MBS).

Investments 267

Investments Investing Accounting Startup 267

The Big Picture

MARCH 1, 2025

Or why we need less math in music theory. ( Tablet ) see also Welcome to the New Military-Industrial Complex. That would be absurd, no? Each sentence should have its own organic length, unconnected to what came before or goes after. So why doesnt our music do that? Morgan , where she is co-head of commercial banking.

Math 162

Math Startup Engineering Economy 162

The Big Picture

FEBRUARY 17, 2023

Most economic downturns hit lower-income Americans hardest, but this time is different. Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame.

Math 290

Math Advertising Food Retail 290

The Big Picture

MAY 1, 2023

But most of all, it was just simple maths according to Druck. The easy part is over. Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. The first was don’t lose money. I don’t like to lose.”

Math 288

Math License Economy Numbers 288

Nerd's Eye View

APRIL 12, 2023

Notably, Historical and Regime-Based Monte Carlo models outperformed Traditional and Reduced-CMA models not only in general, but also throughout most of the individual time periods tested, as they had less error across many types of economic and market conditions.

Retirement 246

Retirement Retirement Planning Math Advertising 246

The Big Picture

OCTOBER 23, 2023

” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.),

Government 334

Government Economics Budgeting Taxes 334

Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. axios.com) The economic schedule for the coming week. (investmentnews.com) Vanguard on the growing popularity of the ETF. corporate.vanguard.com) Policy Most of America's big problems come from an inability/unwillingness to build stuff.

Investments 130

Investments Investing Startup Math 130

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 Investments Investing 273

Mish Talk

NOVEMBER 11, 2022

Tron Ready to Aid FTX Math Doesn't Add Up I have a suggestion: Get the F out of Tron What About FTX Arena? An Illegal boost to TRX, BTT, JST, SUN, and HT? Big Boost to TRX? I do not see that spike in Tron. Am I looking at the wrong thing? Tron chart courtesy of CoinMarketCap. I am sure this is the #1 thing on everyone's mind.

Math 158

Math Assets Economics 158

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. The leading economic indicators show the U.S. The approach that works the best is also the one most people ignore.

Insurance 130

Insurance Math Economics Economy 130

Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn. Should I start a business during a recession?

Economy 52

Economy Food Healthcare Economics 52

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Math errors: Simple addition and subtraction mistakes can delay your return. News of unemployment remaining steady at 3.7%

Marketing 98

Marketing Marketing Taxes Economics 98

Discipline Funds

MARCH 6, 2024

Despite this, there are still some circles of the economic world that claim Monetary Policy has no impact or stranger yet, some say higher rates actually push inflation UP. The only people who say interest rates have had no material impact on economic growth are Americans. And it’s not until year 7.5

Banking 118

Banking Government Economy Assets 118

Mish Talk

DECEMBER 12, 2022

Someone do the math for me. How much will Michael Saylor be worth? Oh, one more small thing. Governments can do nothing about this. It's guaranteed. The Crypto Crash and Why It's Impossible For "You!" to Cash Out In case you missed it, please understand that it will be impossible for "You!"

Numbers 130

Numbers Math Insurance Government 130

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

Validea

JUNE 14, 2023

A Glimpse into the Past: The Historical Giants In order to understand the potential growth trajectory to a $10 trillion company, we must first examine the economic giants of the past. The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap.

Math 109

Math Accounting Marketing Marketing 109

Clever Girl Finance

OCTOBER 4, 2022

Recession-proof businesses can thrive despite an economic downturn. GDP is how overall economic activity is measured for a country. So, if you’re looking for recession-proof business ideas to switch into, then keep reading to find out which ones have the best chance of riding out an economic storm. Retail consignment.

Food 105

Food Economy Healthcare Economics 105

David Nelson

OCTOBER 31, 2022

This blocks any attempt to challenge their leadership regardless of their economic interest in the company. Do the Math! Do the math! Meta and Alphabet have dual class share structures including super voting shares for the founders. Snapchat’s Evan Spiegel took it a step further giving shareholders no voting rights at all.

Communication 98

Communication Math Economy Management 98

Mr. Money Mustache

FEBRUARY 25, 2025

Its just basic math. After all, if you look at the history of US economic growth over time, it averages out to a surprisingly steady figure, decade after decade: about 3% after inflation. What if the Earnings are Rising? Image generated by AI… of course Theres Only One Real Answer: Nobody Really Knows!

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. Jim O’Shaugnessy : Momentum is really interesting because academics hate it because there is underlying economic reason why it should make sense – but it does. We are looking historically at ideas that make economic sense, right?

Investments 162

Investments Investing Portfolio Valuation 162

The Better Letter

MAY 13, 2022

For math, she teaches the advanced class — the top students in the school. The class had a party recently as a reward for winning a national math competition. – to stay in and play math games at the party instead of more traditionally “fun” activities, inside or out. It is a very bright group.

Math 52

Math Economics Marketing Financial Advisor 52

Darrow Wealth Management

MAY 22, 2023

Longer term rates, such as a five or 10-year Treasury, also move in response to a changing federal funds rate, but these yields are driven more by what market participants expect the average yield to be over this period, which is also influenced by inflation and economic growth expectations. Compare that to the stated yield of 5.6%

Investments 105

Investments Investing Accounting Wealth Management 105

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Federal Reserve Economic Data (FRED). Source: Calafia Beach Pundit. This notion rings especially true when it comes to finance and investing. interest rates.

Math 52

Math Assets Investing Investments 52

International College of Financial Planning

DECEMBER 5, 2024

Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum. These nations understand that a strong foundation in financial literacy from an early age fosters adults who are better prepared to navigate lifes economic hurdles.

Education 40

Education Budgeting Math Management 40

International College of Financial Planning

DECEMBER 4, 2024

Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum. These nations understand that a strong foundation in financial literacy from an early age fosters adults who are better prepared to navigate life’s economic hurdles.

Education 40

Education Budgeting Math Management 40

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 Investments 299

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

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 Investments Investing 147

Validea

JUNE 14, 2023

A Glimpse into the Past: The Historical Giants In order to understand the potential growth trajectory to a $10 trillion company, we must first examine the economic giants of the past. The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap.

Math 52

Math Accounting Marketing Marketing 52

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. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun. Learn math, learn history. Finance was the natural fit for GMO.

Valuation 130

Valuation Investments Investing Assets 130

The Irrelevant Investor

OCTOBER 18, 2015

it had grown so influential, and had become so widely accepted, that it was less a hypothesis than a commandment from God in heaven passed down through his economic prophet of the Windy City. The math showed it was inevitable that a few traders would stand out, but that didn't mean they had skill. I'm not aware of anyone else.

Math 52

Math Marketing Marketing Management 52

Brown Advisory

JUNE 16, 2022

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 Maths has a long half-life and a DCF correctly done accounts for inflation. GAAP in 2002 7.

Investments 52

Investments Investing Accounting Valuation 52

Sara Grillo

MAY 16, 2022

This “advice only” financial advisor approach is an economical option for people who can do the implementation work on their own. Wall Street is very good at taking advantage of people who either aren’t good at math or don’t like doing it, which is why the AUM model has persisted over time. It seems so small.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 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. I was genuinely shocked it even happened ’cause it was so obvious, the negative economic ramifications that would lead from it. And I, I think that I kind of triangulated on it. I have no family history.

Assets 264

Assets Investments Investing Management 264

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 53

Marketing Marketing Retirement Investing 53