Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 98

Forecasting Math Advertising Planning 98

PYMNTS

NOVEMBER 10, 2020

In this case, the “cake” is the improved performance and economics that many banks experience when they update systems that in some cases have been in place since the 1950s. “On On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said.

Math 138

Math Credit Risk Compliance Banking 138

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 81

Math Investments Finance Marketing 81

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. Breaking down the Math. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1%

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. The approach that works the best is also the one most people ignore.

Treasury 52

Treasury Math Economics Sales 52

Barry Ritholtz

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Math 63

Math Banking Economics Securities 63

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape. Managing a team across half of the globe is a multifaceted challenge.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. economy and Wall Street.

Banking 100

Banking Economics Leverage Marketing 100

CFO News Room

NOVEMBER 29, 2022

And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. JACOB HAROLD: Well, the nine tools are storytelling, community organizing, institutions, behavioral economics, mathematical modeling, markets, design thinking, game theory, and complex system science.

Nonprofit 130

Nonprofit Math Economics Valuation 130

The Charity CFO

FEBRUARY 17, 2022

But if you have too much, they may think you’re not investing enough into your programs…. Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. What’s the economic health of your community? .

Nonprofit 98

Nonprofit Budgeting CFO Math 98

Barry Ritholtz

FEBRUARY 21, 2024

In work on economic games, he explores how choices commonly presumed to be economic in nature actually hinge more on psychological factors, such as social norms and emotion. He was writing about Wall Street and investing and his insight is correct. This will be a wonderful investment year. We know a little bit of math.

Math 58

Math Economics Planning Education 58

Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Kind of unique. I have a CFA.

Investments 58

Investments Valuation Concentration Marketing 58

Barry Ritholtz

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. Was investing always the career plan? So I was really investment banking. MBA from Kellogg at Northwestern.

Valuation 63

Valuation Investments Economics Marketing 63

PYMNTS

JUNE 15, 2017

There’s another rate hike in the offing this year, said Fed watchers (and the Fed itself), with the caveat, as always, of economic growth. additional annual charge on every $1,000 in borrowings, if you follow the simple math. It is showing resilience.”. Credit card debt becomes more expensive, with a $2.50

Math 51

Math Economics Banking Investments 51

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 121

Valuation Investments Marketing Technology 121

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 58

Investments Math Risk Management Benchmarking 58

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Donations of goods (food, clothing, supplies). Other Taxes.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 105

Investments Marketing Transportation Finance 105

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. For many, the sources of that cash lie largely in their personal assets — personal investments (47.5 Doing The Math. Most of the SMBs we asked aren’t new to the world.

Construction 92

Construction Sales Math Manufacturing 92

PYMNTS

OCTOBER 26, 2019

When it comes to objects from mythology – well, you can certainly do the math on that one. That’s a lot to invest in a single object, given that the one true king is free to set up the one true government and require everyone else to obey. There is nothing about social organization that requires this to be true,” that analysis said.

Math 40

Math Education Economics Sales 40

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 118

Investments Marketing Profit and Loss Banking 118

Barry Ritholtz

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Economics 58

Economics Education Profit and Loss Banking 58

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 58

Investments Finance Education Numbers 58

PYMNTS

MARCH 17, 2017

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math 41

Math Securities Auditing Communication 41

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And then in July 1 of this year, we launched our own registered investment advisor. Michael: So, did that have, I guess, just revenue complications for you?

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce 40

eCommerce Retail Leverage Marketing 40

Barry Ritholtz

AUGUST 20, 2024

Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? 00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance.

Concentration 68

Concentration Valuation Marketing Investments 68

Barry Ritholtz

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. Colin Camerer : And then economics, which I really only took a little bit of, a lot fewer than my peers I later competed with in grad school, was kind of in between like the three little bears, you know, it was, there was, I love that.

Profit and Loss 58

Profit and Loss Math Finance Economics 58

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. Michael: Through your older sister’s college roommate. Natalie: Right.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a lot of times, that just generates more business too.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Marketing Education 58

PYMNTS

MARCH 14, 2016

Well, it is “an innovative new payment platform created to transform the payments industry by drastically altering the economics through Internet-based technology, generating significant consumer benefits.” Some do — and below we talk about how to increase the odds that you, or the company you are investing in, are one of them.).

Startups 43

Startups Economics Math Securities 43

Barry Ritholtz

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. Have I managed my asset allocation and my investment fees? It’s much deeper than math. SETHI: Yes. I go, what?

Budgeting 52

Budgeting Entertainment Numbers Accounting 52