Barry Ritholtz

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 134

Marketing Economics Finance Numbers 134

CFO News Room

JANUARY 26, 2023

Attacks on the market order are today being issued unabated, and with almost as much gusto from the political right as from the left. Yet, also useful for defending the market order against attack are simple observations of everyday life in modern America. Works such as these remain crucial. Boudreaux Donald J.

Accounting 130

Accounting Economics Transportation Marketing 130

Future CFO

NOVEMBER 27, 2024

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles.

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm. The numbers yield interesting insights. .

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. In terms of dollar value added, Microsoft and Apple each added a trillion dollars to their market capitalizations, during the year.

Marketing 120

Marketing Valuation Profit and Loss Advertising 120

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 109

Marketing Treasury Valuation Investments 109

CFO News Room

DECEMBER 22, 2022

Pre-game Prep. If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

Global Finance

AUGUST 6, 2024

Daniel Labovitz, the former NYSE head of regulatory policy, is swapping the traditional stock market blues for a greener pasture. As the CEO of the Green Impact Exchange (GIX), he aims to introduce the first US stock market exclusively focused on the $50 trillion-plus global green economy. GF: How does GIX hold companies accountable?

Marketing 109

Marketing Corporate Finance Finance Securities 109

CFO News Room

JANUARY 25, 2023

With each of my classes, I am sure that purists in each of these areas would blanch not just at my choice of topics that matter, but also at my sloppiness in description, but I will let you be the judge of content. The place to start is with accounting. Along the way, I emphasize what I believe to be long standing truths about valuation.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

CFO Dive

NOVEMBER 27, 2024

The new GAAP guidance stems from a request made by Big Four accounting firms and comes as the convertible bond market is regaining steam.

GAAP 249

GAAP Accounting Firms Accounting Marketing 249

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 121

Marketing Valuation Profit and Loss Forecasting 121

CFO News Room

FEBRUARY 1, 2023

However, that rule was drafted in an era where most paid referral relationships were between individuals, such as a financial advisor who paid a third-party accountant to refer clients their way. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,

Marketing 130

Marketing Advertising Compliance Investments 130

Global Finance

JUNE 18, 2024

The Hyundai India IPO that was announced earlier this year has become a bellwether for the health of Indian stock markets and particularly its IPO market, now that the South Korean carmaker has reportedly filed a draft red herring prospectus with the Securities and Exchange Board of India (SEBI) on June 15.

Marketing 101

Marketing Valuation Securities Retail 101

CFO Talks

OCTOBER 2, 2024

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries.

Accounting 98

Accounting CFO Economics Accounting Standards 98

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 89

Compliance Accounting SAP Invoicing 89

CFO Dive

MAY 12, 2022

The board is getting serious about improving accounting standards for digital assets even as a crypto market slump is hammering valuations.

Prioritization 225

Prioritization Accounting Standards Valuation Accounting 225

CFO Selections

JUNE 3, 2024

Originally published: 8/14/17 Updated: 5/24/24 Preparation and expert guidance are key for successful middle-market business acquisitions, sales, and mergers. In this comprehensive guide to buying and selling businesses, our expert CFOs provide all the finance and accounting information you need when entering into a transaction.

Accounting 98

Accounting Finance Sales Investments 98

CFO Share

JANUARY 2, 2025

For years, we have struggled to compete with Bench’s war chest as they invested millions into digital marketing, crowding out small firms like us. But four days before year-end the busiest time of year for accounting firms they ran out of cash and ceased operations. Here’s how it happens.

Startups 52

Startups Accounting Prioritization Securities 52

CFO News

AUGUST 18, 2024

Artificial Intelligence threatens to replace accountants who resist tech adoption, warns Md Sajid Khan of ACCA India. He highlighted that despite soaring demand and market growth, skill gaps and unemployment persist in the profession.

Accounting 80

Accounting Marketing 80

Navigator SAP

JUNE 16, 2023

Many industries have been using it for years, including accounting and law firms, marketing agencies, construction companies, and event management businesses, among others. Of course, project-based business organizations are not new.

Construction 225

Construction Accounting Technology Marketing 225

Generation CFO

JANUARY 31, 2022

The insights one can glean from data have so many potential uses; it can propel every department of your organisation forward, from finance to marketing – even to human resources. It runs everything, and is one of the most important drivers of all in my opinion. So, VERY simply put, agile working means being responsive to change.

Communication 213

Communication CFO Technology Accounting 213

CFO News Room

JANUARY 30, 2023

That is changing—all close observers of real estate markets are flagging industry data that show beyond any real doubt that housing cost inflation (both prices of homes and rental costs) is falling rapidly. This post provides some regression evidence that further labor market tightening is associated with labor share increases.

Marketing 130

Marketing Benchmarking Economics Accounting 130

CFO News Room

JANUARY 23, 2023

You can open an account in 3-5 minutes. Manage all of your accounts from a single dashboard. In a highly volatile market, deciding how to invest your money is as challenging as ever, which is why rising interest rates have led many investors toward the safety of savings accounts and Certificates of Deposit (CDs).

Accounting 130

Accounting Investments Banking Numbers 130

CFO News Room

JANUARY 6, 2023

High-Yield Savings Account. High-yield savings accounts come with FDIC insurance , meaning your deposits are federally protected in amounts up to $250,000 per depositor per account. But while you won’t lose any money by investing your $2,000 to $3,000 in one of these accounts, you’ll have to settle for a lower return.

Investments 130

Investments Accounting Finance Healthcare 130

CFO News Room

DECEMBER 28, 2022

A Roth IRA is a type of individual retirement account (IRA) that allows you to contribute after-tax money and withdraw it tax-free in retirement. It is named after Senator William Roth, who sponsored the legislation that created the account. Market Fluctuations. What is a Roth IRA? Can You Lose Money in a Roth IRA?

Investments 130

Investments Accounting Marketing Education 130

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Costs of equity & capital 4.

Corporate Finance 95

Corporate Finance Valuation Finance Numbers 95

Future CFO

JULY 21, 2024

Given the advent of artificial intelligence and machine learning, the accounting profession faces challenges in talent as it continues to navigate its way around digitisation and shifts in the market. AI allows room for improvement like focusing on higher-level tasks and upskilling," he notes.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Barry Ritholtz

NOVEMBER 15, 2023

Markets screamed higher yesterday after a benign CPI report showed a 0.0% It was a classic fear-driven error, a combination of bad market timing and poor impulse control. It was a classic fear-driven error, a combination of bad market timing and poor impulse control. Last, recognize that markets go up and down.

Investments 137

Investments Economics Finance Marketing 137

CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Open an approved brokerage account with Open to the Public Investing. Deposit at least $20 in your account. There are no commissions, account minimums, hidden fees, or trade minimums with moomoo. How do you get free stocks with Public?

Investments 130

Investments Education Accounting Finance 130

CFO News Room

DECEMBER 12, 2022

There are no fees for opening an account, transferring money, or managing your portfolio. They also make money through interest earned on cash balances in customer accounts, as well as from select securities transactions. SIPC does not cover losses due to market fluctuations. Checking accounts. Savings accounts.

Finance 130

Finance Investments Securities Accounting 130

Barry Ritholtz

APRIL 11, 2024

There were no disclosure rules, insider trading was rampant, and market manipulation the norm. Deregulating the brokerage industry, SEC allowed trading fees to be set by market competition for the first time in more than 180 years. A new bull market broke out in 1982. During the bull market, this was more or less ignored.

Benchmarking 140

Benchmarking Marketing Investments Securities 140

CFO News Room

DECEMBER 29, 2022

High-Yield Savings Accounts . Open a Health Savings Account (HSA) . These funds track an index like the S&P 500, which means you can grow wealth based on the long-term growth of the markets. This is the essence of how the stock market works, so it’s no surprise that tracking an index is no different. Open a Roth IRA.

Investments 130

Investments Profit and Loss Accounting Finance 130

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Integrated AI and e-commerce with digital marketing.

Budgeting 178

Budgeting Leadership Communication Leverage 178