The Big Picture

DECEMBER 12, 2022

The Hustle ). • What Is the Bond Market Saying About the Economy? A Wealth of Common Sense ) see also After a Terrible Year for Bonds, the Outlook Is Better : October capped their worst 12-month period ever, and the economy is under pressure. Yet the fundamental math of bond returns bodes well for 2023, our columnist says. (

Math 306

Math Economy Communication Economics 306

Abnormal Returns

DECEMBER 1, 2024

on.spdji.com) It's hard to make the math on hedge funds add up. nytimes.com) Budgeting When you do the math, it's hard to find trillions to save in the federal budget. prospect.org) The math on mass deportation doesn't add up. sherwood.news) Economy Real wages are still rising. Just ask Norway.

Math 174

Math Budgeting Food Taxes 174

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 Economics 288

Abnormal Returns

DECEMBER 3, 2024

Fund management There is no escaping the math on leveraged ETFs. reuters.com) Economy Quits and job openings are down year-over-year. economy is still pretty dynamic, for now. linkedin.com) Why CITs are cheaper than mutual funds. crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips.

Math 148

Math Valuation Startup Economy 148

The Big Picture

DECEMBER 18, 2024

” A bit of quick math: 726,600/0.987 = 736,170 (starting point). Economies are extremely dynamic, ever-changing on a day-to-day basis. from last September [2023], when the state backed a deal for the increased wages.” 726,600 – 736,170 = -9,570.

Food 260

Food Math Numbers Economics 260

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

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.

Investing 130

Investing Investments Startup Math 130

Abnormal Returns

OCTOBER 4, 2022

calculatedriskblog.com) A doubling of the mortgage rates radically changes housing math. institutionalinvestor.com) Economy Job openings are evaporating, per the August JOLTs report. Markets Lumber prices are back down to pre-pandemic levels. theirrelevantinvestor.com) Risk parity funds have not avoided the market downturn.

Math 130

Math Financial Advising Media Economy 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 Investing 173

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 205

Math Retirement Investing Investments 205

David Nelson

JUNE 20, 2023

Do the Math Let’s do the math. China’s central bank cut rates last week in an effort to jump start its failing economy. With youth unemployment at record highs and an economy losing steam, Beijing is even considering unwinding policy that helped clamp down on excessive speculation in its property markets.

Math 52

Math Marketing Marketing Banking 52

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 137

Math Numbers Sales Economy 137

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

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

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

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

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

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

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

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. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

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 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

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

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. I mean, think about the deficits we, we have when it’s pretty much full employment, economy’s still pretty strong. 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investing Investments 147

David Nelson

NOVEMBER 20, 2023

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. Unfortunately, small companies are generally more tied to the economy. They need an economy that is picking up steam, not one that may finally be rolling over. Do the math.

Economy 52

Economy Retail Sales Math 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

The Big Picture

SEPTEMBER 19, 2022

And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary. And I believe we need to bring that type of model to many, many more parts of the economy and parts of activity.

Valuation 305

Valuation Investing Investments Engineering 305

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

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

Carson Wealth

MARCH 2, 2023

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. The economy could face another unforeseen downturn. Cleaning up your balance sheet and erasing high-interest debt is essential to avoid putting excess strain on your portfolio.

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

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