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 264

Math Financial Advising Media Economy 264

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. theweek.com) The economic schedule for the coming week. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. labor market is slowing.

Math 264

Math Financial Advising Advertising Distribution 264

The Big Picture

SEPTEMBER 10, 2022

KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. ( The Atlantic ). •

Math 311

Math Wealth Management Accounting Media 311

The Big Picture

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Will American music fans ever see anything better? ( New York Times ). •

Math 306

Math Economy Communication Economics 306

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 Taxes Budgeting 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.

Investing 130

Investing Investments 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 Investing Investments 273

The Big Picture

MARCH 31, 2023

Real Estate Bust Exposes Big Divide At the heart of the country’s economic and social crisis is a broken housing market, which has amplified social divisions. The Guardian ) • What Broke Sweden?

Banking 162

Banking Math Distribution Investment Advisor 162

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

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

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

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

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

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

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

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

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

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. We know a little bit of math. . ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan.

Media 147

Media License Planning Economics 147

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?

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

MAY 30, 2023

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. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

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 Marketing 52

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

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. Contact us today.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

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%

Investing 102

Investing Investments Accounting Wealth Management 102

Random Roger's Retirement Planning

OCTOBER 29, 2023

My wife and I started adding to an HSA pretty much when they first came to exist but it has been a few years since it made economic sense being self-employed. Yeah, that sounds pretty good (giving them the benefit of the doubt about the math)… pretty good for an equity. Not great for an equity but pretty good.

Insurance 96

Insurance Clients Math Portfolio 96

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

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

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

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 Investing 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