Abnormal Returns

SEPTEMBER 25, 2024

Strategy On the strange math of stock returns. morningstar.com) Economy Mortgage refinancing applications are on the rise. fortunesandfrictions.com) Betting on smart beta has generally not worked out well for investors. morningstar.com) Companies Uber ($UBER) is making progress towards becoming a 'super-app.'

Math 262

Math Financial Advising Media Government 262

Abnormal Returns

JUNE 7, 2023

calculatedriskblog.com) Home buying math is bad right now, but will it be any better a year from now? bloomberg.com) Economy Wholesale used car prices are down 7.8% calculatedriskblog.com) How much longer can the jobs economy defy the rest of the economy? year-over-year.

Math 246

Math Financial Advising Media Economy 246

Abnormal Returns

JULY 24, 2024

thebookseller.com) Can AI chatbots do math? sherwood.news) Economy Why the Fed should cut rates now, not September. (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

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. ( But there was one font I didnt even notice, even though it was everywhere around me. The fonts name is Gorton. Marcin Wichary ) The U.S.

Math 162

Math Startup Engineering Economy 162

Clever Girl Finance

APRIL 22, 2025

But while the economy slows, certain businesses remain steady, and some even thrive. Lets dive into 15 of the best recession-proof business ideas you can start today, even in a bad economy. This is because consumers become concerned about the economy or have lost their jobs and means of income.

Economy 52

Economy Food Healthcare Economics 52

The Big Picture

AUGUST 12, 2024

Do we simply ignore the growth in the size of the economy and the U.S. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? That none of these things occurred makes me wonder why we still pay attention to these deficit hawks. And second, should we ignore changes that have taken place over that 15-year period?

Economy 347

Economy Taxes Investing Investments 347

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 Numbers 288

A Wealth of Common Sense

JUNE 20, 2023

You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul. To be a successful investor you need to possess a number of different traits. You also need a deep understanding of financial market history from booms to.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

The Big Picture

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. You need to understand how corporations and the global economy generally function over the long haul. Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice.

Math 268

Math Advertising Financial Advice Assets 268

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

SEPTEMBER 17, 2022

barrons.com) Bond math looks a lot different from a year ago, let alone six months. nytimes.com) Economy Bill McBride, "Housing is the main transmission mechanism for Fed policy." Markets T-bill yields are approaching 4%. morningstar.com) Just how bad is the drawdown in the 60/40 portfolio this year?

Math 130

Math Financial Advising Advertising Media 130

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? (investmentnews.com) Vanguard on the growing popularity of the ETF. morningstar.com) How to reuse the Operation Warp Speed model.

Investments 130

Investments Investing Startup Math 130

The Big Picture

FEBRUARY 10, 2023

Vox ) see also If You Have to Have a Recession, Make It a Rolling One Mild slumps that ripple through the economy can slow inflation without putting too many people out of work. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 173

Math Engineering Manufacturing Investments 173

Discipline Funds

MARCH 1, 2023

But this chart is interesting because the discrepancy has a fundamental impact on the future of home prices and the economy. And that’s where the math on renting comes into play. People have to live somewhere. And they can either rent or buy. But from an aggregated market perspective there is no shortage of places to live.

Math 136

Math Numbers Sales Economy 136

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

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. Do the Math! Do the math! S&P 500 vs the Communication Sector. Alphabet (GOOGL) Meta (META) and SNAP.

Communication 98

Communication Math Economy Management 98

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

Clever Girl Finance

OCTOBER 4, 2022

This is because consumers become concerned about the economy or have lost their jobs and means of income. Recession-proof businesses are usually in industries that are not severely impacted by a decline in the economy. Here are 14 good businesses to start in a bad economy: 1. What does a recession mean? Baby products.

Food 105

Food Economy Healthcare Economics 105

Discipline Funds

MARCH 28, 2025

And it’s a principle that has been disproportionately beneficial to the USA as we’ve become the wealthiest and most innovative economy in human history over the last 50 years during the free trade era. Anyhow, I wrote a brief cheat sheet about tariffs. CR: The govt makes $2.5T from the income tax and the US imports $3T of goods.

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. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … obviously, the United States, the global economy. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Right.

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

The Irrelevant Investor

MARCH 15, 2021

Unfortunately, the math isn't on our side anymore. If interest rates rise because the economy is improving, you would think that gains from stocks will more than offset any losses in bonds. When rates went from 5% to 6%, bond investors took one step back to take three steps forward.

Math 52

Math Economy Portfolio 52

The Irrelevant Investor

FEBRUARY 27, 2019

It's important that investors learn about market history and have a basic understanding of math, but beyond that, less might actually be more. It recovered in a few years and just as the coast appeared to be clear, boom, the market crashed 45% and the economy experienced the worst period since the Great Depression.

Numbers 52

Numbers Math Marketing Marketing 52

Good Financial Cents

FEBRUARY 10, 2023

You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Food or Package Delivery The gig economy has revolutionized everything from how we order food to the way we get around. Tutoring Tutoring is one of the best strategies for helping children who are struggling with their schoolwork.

Advertising 102

Advertising Media Food Management 102

Clever Girl Finance

JANUARY 29, 2023

With the economy reeling from the impact of the most recent pandemic and racial injustice at the forefront of many conversations, we cannot ignore the student loan crisis and its impact on black women. The math for this adds up over years of work and can cost quite a bit of income.

Budgeting 105

Budgeting Education Planning Government 105

Steve Sanduski

AUGUST 4, 2022

Simple math says the CAGR of NET NEW ASSETS (i.e., CAGR of AUM sounds pretty good until you look at how much of that growth was simply due to market growth. For comparison, a passive 60/40 bond portfolio, as mentioned above, grew at a CAGR of 11.9%. Revenue Growth. You can’t eat AUM so let’s look at actual revenue. 3 Observations.

Math 52

Math Portfolio Numbers Financial Market 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 162

Clients Investing Investments Management 162

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” quintillion.

Numbers 74

Numbers Marketing Marketing Medicine 74

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

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.

Assets 147

Assets Management Investing Investments 147

Clever Girl Finance

JULY 13, 2022

They help keep the economy running while improving their own lives and innovating new ways to make the world better. If you liked math in school and have a knack for numbers, you might make a great bookkeeper. After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future.

Food 122

Food Advertising Media Planning 122

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

David Nelson

NOVEMBER 27, 2023

Do the math S&P 500 Top Performers Bloomberg Data 25% of the S&P 500 is up more than the index this year. There are always exceptions and of course some did outperform. Truth is a b h We can no longer hide behind the Elite 7 and blame our returns on the monster outperformance of these fabulous companies.

Investing 52

Investing Investments Math Management 52

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