The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. But they made one super-sized mistake: they cheated with the numbers. ” A bit of quick math: 726,600/0.987 = 736,170 (starting point). 726,600 – 736,170 = -9,570.

Food 306

Food Math Numbers Economics 306

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

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. New York is number one. Two reasons.

Assets 147

Assets Management Investments Investing 147

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like white papers and books, too.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. That OER number was calculable four months ago. I never remember it.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not.

Portfolio 147

Portfolio Management Marketing Marketing 147