Barry Ritholtz

JANUARY 13, 2023

It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates. This is very counter-intuitive but it makes sense when you consider what an aberrational and unusual cycle this has been. Despite zero rates for a decade plus inflation was quite benign. it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation.

Entertainment 138

Entertainment Marketing 138

Barry Ritholtz

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Let’s start with some numbers: Microsoft 22,000 (10%) Amazon 18,000 (1%) Google 12,000 (6.4%) Salesforce 7,000 (10%) Tesla 10,000 (10%) Twitter 3,700 (50%) Apple 0 (0%) Keep in mind a few things as you con

Economics 130

Economics Investments Numbers Planning 130

CFO Dive

JANUARY 13, 2023

Finance leaders are still prioritizing digital transformation even as they face economic headwinds.

Prioritization 355

Prioritization Economics Finance 355

CFO Dive

JANUARY 27, 2023

CFOs could be under increased pressure this year to focus on privacy, as new state laws come into effect.

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Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

CFO Dive

JANUARY 3, 2023

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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Simply Treasury

JANUARY 19, 2023

EMIR, reminder EMIR stands for “European Market Infrastructure Regulation” and has been passed on December 19th, 2012 and enacted on March 15th, 2013. The European Market Infrastructure Regulation is an EU regulation aimed at reducing systemic counterparty and operational risk and thereby prevent future financial system collapses. Its focus is regulation of over the counter (OTC) derivatives, central counterparties, and trade repositories.

Foreign Exchange 100

Foreign Exchange Treasury Risk Management Financial Systems 100

The Reformed Broker

JANUARY 25, 2023

Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem. It’s worse than our traditional stores of value (gold, US dollar) because of its inherent volatility (roughly 5x more volatile than the stock market).

Technology 141

Technology Marketing 141

Navigator SAP

JANUARY 20, 2023

Early-stage life sciences companies often face unique financial challenges as they work to bring their products to market. From securing funding to managing research and development costs, these companies need access to experienced financial expertise. This is where the support of a fractional Chief Financial Officer (CFO) services can be a valuable asset.

CFO 200

CFO Securities Marketing 200

The Reformed Broker

JANUARY 25, 2023

I had a bit of a flashback last night to the year 2000, sitting in my office after hours watching JDS Uniphase collapse on the heels of its conference call after reporting “better than expected” earnings for the quarter. Throughout 2000, techs and telecoms were still making a ton of profit, but it was becoming apparent that they were still coasting on the spend from 1999.

Marketing 130

Marketing 130

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Barry Ritholtz

JANUARY 2, 2023

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

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Startups Accounting Banking Technology 138

CFO Dive

JANUARY 6, 2023

As finance leaders grapple with labor shortages and talent woes, establishing a strong culture of performance management is key, a Stanton Chase executive says.

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Finance 332

CFO News Room

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Ali Swart. Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Retail 130

Retail Planning Finance Investments 130

Corporate Finance

JANUARY 25, 2023

Any stream of cash flows can potentially be sold for the present value of its cash flows. And one of the biggest cash flows being sold recently is an artist's song catalog. The owner of a song catalog receives the cash flows from the royalty paid whenever a song is played. It was announced yesterday that Justin Bieber's song catalog was sold for a reported $200 million.

Sales 130

Sales 130

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Investments

Navigator SAP

JANUARY 27, 2023

Chief financial officers often play a starring role in business these days.

CFO 225

CFO 225

The Reformed Broker

JANUARY 21, 2023

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

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Barry Ritholtz

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

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Forecasting Economics Marketing Investments 131

CFO Dive

JANUARY 27, 2023

CFOs are overhauling their technology budgets as inflation, slumping economic growth and other external forces jeopardize their earnings targets.

CFO 312

CFO Budgeting Economics Technology 312

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

CFO News Room

JANUARY 31, 2023

If 2022 was an unsettling year for equities, as I noted in my second data post, it was an even more tumultuous year for the bond market. The US treasury market, considered by some still as a safe haven, was anything but safe or a haven, especially at the long maturities, as long term rates soared, with inflation (not the Fed) being the key driver. As a result, treasury bond investors faced one of their worst years in history, losing close to a fifth of their principal, as bonds were repriced.

Marketing 130

Marketing Treasury Banking Corporate Finance 130

Corporate Finance

JANUARY 11, 2023

Have you ever been short on money and gone through your clothes, only to find a $20 bill that you had forgotten about? We are sure that you were relieved. The same thing just happened to cryptocurrency exchange FTX, which filed for bankruptcy back in November. FTX attorneys announced that the company had found $5 billion in cash, liquid cryptocurrency, and other liquid investments!

Investments 130

Investments 130

Navigator SAP

JANUARY 13, 2023

One reason that businesses move to ERP is for intelligent process automation. But this can be a nebulous term, often combined with vague buzzwords such as automated robotic processing, machine learning and artificial intelligence.

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SAP 207

Global Finance

JANUARY 23, 2023

Salesforce joins Microsoft and other tech companies in reducing headcount.

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Barry Ritholtz

JANUARY 19, 2023

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

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Investments Planning 126

CFO Dive

JANUARY 12, 2023

C-suite leaders remain focused on weathering a coming recession, but slowing wage growth and inflation is sparking a shift in cost optimization strategies.

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CFO News Room

JANUARY 31, 2023

There have been claims that China’s enormous economic growth and widely shared prosperity are the result of turning to capitalism. I think this is not true; China is not capitalist. Of course, that depends on having a definition of capitalism that is clear, and that does not simply apply to all nations. It also requires a definition that is not so naively aspirational that no nation could satisfy the conditions to qualify as truly capitalist, because of the tendency toward cronyism in democracie

Concentration 130

Concentration Economics Marketing Currencies 130

CFO Dive

JANUARY 12, 2023

The opposite of quiet quitting, quiet hiring allows CFOs to cut costs. It can also be a tension point for employees.

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