Remove Manufacturing Remove Math Remove Taxes
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10 Friday AM Reads

The Big Picture

Wall Street Journal ) • Comeback in Factory Jobs Appears to Be for Real : After decades of employment declines, manufacturing is looking like a growth sector — if it can find enough young people willing to work in it. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? technology into its search engine. (

Math 174
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Three Things – Weekend Reading

Discipline Funds

CR: Tariffs are taxes. Anon: But tariffs can replace the income tax. from the income tax and the US imports $3T of goods. We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. CR: The govt makes $2.5T

Taxes 102
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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. . Missing signatures can delay your return.

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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment. I have no family history.

Assets 265
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Transcript: Brad Gerstner

The Big Picture

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. So here’s the math, Barry. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. Completely.

Investing 246
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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. 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
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2018 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. 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