Musings on Markets

OCTOBER 6, 2023

With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom.

Valuation 126

Valuation Profit and Loss Accounting Investments 126

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 52

Auditing Education Investments Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. We saw that concentrated exposure, right, with the — the — the staff that came out, that 85 percent of the world’s wheat production.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO Talks

JUNE 2, 2022

Dean Schweizer is CFO of Astoria Investments, a public company listed in Mauritius, with investments in sectors like retail, mining, alternate gaming, education and asset-backed finance into the vehicle trade industry. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 40

Auditing Education Investments Construction 40

Global Finance

SEPTEMBER 5, 2024

In 2023, the lab honed its focus to concentrate on startups between seed and Series A funding stages. The lab has three aims: to engage with the startup community, to develop and foster a culture of innovation within the bank, and to serve as a customer-experience hub. The Asobancaria Social Innovation Lab is part of this effort.

Startups 52

Startups Banking Finance Technology 52

Barry Ritholtz

MARCH 4, 2025

A big part of that expansion over really the last decade has been sort of California and the west coast overall, where we, prior to the WAMU acquisition didn’t have a ton of sort of like retail presence and or sort of boots on the ground there. But there are cities, Miami’s a good example for our healthcare business.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. And one by one they began to give us some capital. Real really interesting.

Investments 117

Investments Marketing Numbers Entertainment 117

CFO Talks

SEPTEMBER 13, 2024

In Eswatini, the field isn’t very large, so as an auditor, you must be an all-rounder, moving from one division to another—operations, retail banking, corporate. Another major contributor to the economy is a US-based company called Conco, which produces the concentrate for Coca-Cola. Nicolaas van Wyk: I couldn’t agree more.

Finance 97

Finance Auditing CFO Leadership 97

CFO News Room

NOVEMBER 5, 2022

Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

PYMNTS

APRIL 30, 2018

Today, corporate public relations and communication teams go to great lengths to find any angle to connect what they’re doing to the blockchain so that they, too, can ride its publicity draft. Most of that spend will be concentrated in the U.S., In short, there seems to be, literally, nothing the blockchain cannot do. billion by 2021.

Banking 73

Banking Investments Accounting Concentration 73

PYMNTS

JUNE 17, 2016

Toronto has one of the largest concentrations of financial services in the Americas. Project partners supporting the effort include the Toronto Association of Business Improvement Areas (TABIA), Google Canada, MasterCard, Rogers Communications, Shopify and Yellow Pages. million as of 2016. The city’s GDP tops $304 billion.

Startups 53

Startups Concentration Technology Communication 53

Barry Ritholtz

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. And so it’s, it’s sort of managing that, all of those different constituents with communication. And, you know, Morgan Stanley has all types of different clients. So that, that’s the challenge.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. We don’t invest in oil and gas and restaurants and retail and more volatile businesses. You said no restaurants, no retail, no oil and gas. RITHOLTZ: Yeah.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

APRIL 25, 2023

RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. You could probably build a better communications strategy. You have a concentrated securities position, right? And quite often, when you find a dispute with a client, it comes down to poor communications. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Lab — so we’ll get to hospitality.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Global Finance

OCTOBER 31, 2024

Official media in July reported China Merchants Bank Chairman Miao Jianmin’s announcement of a strategic shift for his institution from “retail bank” to “value bank.” Bank of Communications has expanded to offer boutique research and training modules for private banking clients. Personal deposits at the end of 2023 totaled ¥12.49

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

PYMNTS

NOVEMBER 20, 2018

With those phones, customers are completing an ever-increasing series of activities: communicating (of course), but also shopping, banking and paying. Markets like Australia, which has a highly concentrated banking and retail system, make ignition easier. is making a major contactless push with its Visa-branded cards.

Banking 75

Banking Concentration Marketing Communication 75

Barry Ritholtz

JULY 15, 2024

I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. We tend to be concentrated in those. Matt Eagan. 00:01:37 [Matt Eagan] Thanks For having me, Barry. Cents a dollar.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: Retail just is nothing at all.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

DECEMBER 10, 2024

And they essentially take companies as varied as tire manufacturers and industrial producers and retailers, and find intelligent ways to use technology to make these companies more efficient, more productive, more profitable. The parallels are that there is a concentration of interest. Barry Ritholtz : How did you end up at Oracle?

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. So bears capitulated from institution, from retail investors, and the three month VIX versus VIX move below one to suggest, you know, capitulation on that indicator. Said, you know what? So large caps become big caps.

Marketing 64

Marketing Leadership Finance Investments 64

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10% Workers are also demanding a pay increase to $25 an hour.

Concentration 130

Concentration Economics Manufacturing Numbers 130