Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries. WSJ ) • No, Really.

Concentration 98

Concentration Construction Advertising Treasury 98

Barry Ritholtz

JANUARY 8, 2024

The banking sector has funded all of the construction and purchases over the past decade. Banks hold over $3 trillion in CRE; Unrealized losses on Treasuries and mortgages are about $684bn (Source: Torsten Slok, Apollo). Market Concentration : What happens when the Magnificent 7 is no longer so magnificent?

Forecasting 132

Forecasting Concentration Marketing Construction 132

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And those were Treasuries. And so that’s a really fertile, constructive environment for us to try and generate returns. But will it be volatile enough for it to be fertile for what we do and constructive for what we do? RITHOLTZ: Like, very different universe, right? TROPIN: Right. TROPIN: Yeah. No, no, no.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

MARCH 4, 2025

And really what we were missing was sort of a very simplified treasury, what we call treasury kind of payments bundle for companies to manage working capital, a simple digital platform for earlier stage companies and a venture debt capability. 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

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. We’ve had a wild shortfall in home construction in the 2010s following the financial crisis. Real really interesting.

Investments 118

Investments Marketing Numbers Entertainment 118

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 5, 2022

In fact, due in part to this record-high rate (and the subsequent drop-off for bonds purchased after that date), the Treasury Department sold $979 million worth of I Bonds on October 28, more than the total amount sold for the entire period between 2018 and 2020. TIPS are a type of U.S.

Mergers and Acquisitions (M&A) 130

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