Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions.

Concentration 130

Concentration Investments Securities Currencies 130

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. Inefficient markets can lead to unexpectedly better returns. How does this affect VC investing?

Investments 72

Investments Valuation Startups Concentration 72

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 97

Marketing Treasury Currencies Valuation 97

Barry Ritholtz

MARCH 9, 2024

Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned.

Concentration 122

Concentration Forecasting Banking Securities 122

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. First Rule of Running Other Peoples’ Money? Do No Harm (March 20, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

Generation CFO

JANUARY 28, 2022

With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

Global Finance

JUNE 6, 2024

The headline announcements appeared to reflect a larger shift in how and where major corporations are investing in office space—and where they are not. In March, global real estate consultant Knight Frank projected that the offshoring market in Asia-Pacific will more than double by 2032, fueling an additional 4.7

Concentration 99

Concentration Manufacturing Economics Finance 99

CFO News Room

NOVEMBER 16, 2022

In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence. Develop better monitoring systems.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Semperis’s CFO insists on a robust framework within which sales efforts align precisely with company goals and resources are invested in segments that drive the most value.

CFO 52

CFO Investments Concentration Restructuring 52

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. There is often a disparity in how individual markets can keep pace with infrastructure developments.

Concentration 100

Concentration Investments Securities Finance 100

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

Marketing 60

Marketing eCommerce Concentration Sales 60

PYMNTS

JANUARY 22, 2021

While the corporate treasurer's fundamental role has remained steady, the treasury function has seen dramatic impacts from a changing market that is increasingly moving toward real time. Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions.

Treasury 103

Treasury Concentration Currencies Banking 103

PYMNTS

MAY 14, 2018

Taking a page from Goldman Sachs’ book, Morgan Stanley is beginning to lend to FinTech startups in Brazil as it seeks more of a return on its investments. Morgan Stanley’s move comes at a time when the Brazil FinTech market is exploding. Fortress Investment Group also took part in that deal.

Marketing 46

Marketing Concentration Startups Investments 46

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Ari Rosenbaum : The challenge with that is that markets go up more often than they go down. Equity returns. Barry Ritholtz : Okay.

Concentration 98

Concentration Investments Accounting Marketing 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 84

Concentration Treasury Budgeting Leverage 84

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CFO News Room

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails. Which just further highlights how challenging it can be to break into the RIA custody business.

Compliance 130

Compliance Communication Planning Concentration 130

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 66

Concentration Valuation Securities Education 66

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Inefficient markets can lead to unexpectedly better returns. How does this affect VC investing?

Investments 52

Investments Valuation Startups Concentration 52

PYMNTS

MAY 19, 2020

The email states that the new outreach will look at digital brands, marketing, analytics and metrics, and making sure that the company is sufficiently invested in the new digital world. The new group will ensure that there is a cross-ICG strategy that encompasses the needs of corporates, investors and individuals, the email states.

Concentration 80

Concentration Banking Investments Marketing 80

Barry Ritholtz

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios.

Concentration 140

Concentration Economics Investments Education 140

PYMNTS

FEBRUARY 28, 2019

It presents a great opportunity for ACI to strengthen and add scale to our On Demand business, and provides fuel for growth and increased R&D investment which will benefit both ACI and Speedpay customers,” said Phil Heasley, president and CEO, ACI Worldwide. “We We are excited to welcome the talented Speedpay team into the ACI family.

Concentration 79

Concentration Currencies Healthcare Education 79

CFO News Room

DECEMBER 28, 2022

Innovation and exchange can be frustratingly uninspiring, particularly given that there are concentrated, vivid costs (in the form of lost jobs and struggling communities) and benefits dispersed across millions of people who might not even notice. is sort of intuitive and superficially appealing.

Economics 130

Economics Concentration Accounting Finance 130

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.

Concentration 98

Concentration Construction Advertising Treasury 98

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 66

Concentration Analyzing Data Tax Planning Leverage 66

Global Finance

JULY 26, 2024

Meanwhile, Nordea’s foreign exchange (FX) automation has evolved into a “comprehensive treasury management autopilot” that includes daily FX, FX hedging, and money market products, according to the bank. ICD takes home the Best Investment Management Solution award.

Cash Management 98

Cash Management Treasury Foreign Exchange Banking 98

Barry Ritholtz

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 69

Concentration Restructuring Leadership Investments 69

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 75

Concentration Financial Analyst Investments Marketing 75

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The Market Reaction. Bond Markets and Default Risk. Equity Markets and Equity Risk Premiums. The Lead In.

Economics 130

Economics Valuation Treasury Forecasting 130