The Reformed Broker
FEBRUARY 7, 2023
“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.
CFO News Room
FEBRUARY 5, 2023
Discrimination against employees because of their health — including mental health — is illegal. While HR can make sure the right supports are in place, managers should also make sure that stigma isn’t impacting their day-to-day decisions about their teams. For example, how can a manager prevent their personal views on mental health from biasing their task assignment or performance reviews of an employee who’s disclosed a mental health challenge?
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Global Finance
FEBRUARY 4, 2023
Audit companies face an audit by an government oversight agency and are found lacking.
Nerd's Eye View
FEBRUARY 8, 2023
Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP).
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
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CFO Dive
FEBRUARY 6, 2023
Little Caesars said its new finance chief, Leigh Burnside, will oversee the expansion of the company’s accounting team as it seeks to support recent growth.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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CFO Dive
FEBRUARY 7, 2023
Todd Morgenfeld’s departure follows mediocre quarterly results from the social media service, which is facing a slowdown in ad spending.
Corporate Finance Lab
FEBRUARY 7, 2023
What is the purpose of a corporation? Is it, as Nobel Economics laureate Milton Friedman famously claimed, “to increase its profits”? [1] Or is it, as the Business Roundtable—a group of approximately 200 mostly USA corporate CEOs— claimed in 2019, “generating good jobs, a strong and sustainable economy, innovation, a healthy environment and economic opportunity for all.” [2] In the academic sphere, the weight of scholarly opinion has tilted substantially towards stakeholder capitalism in recent
Barry Ritholtz
FEBRUARY 6, 2023
I am in Florida for the big ETF Exchange event. It’s a giant annual conference with 2000+ people attending in Miami to network, talk ETF’s, and discuss the future of the industry. It’s always a worthwhile hang. (Full agenda here ) My contribution to the event is a live Masters-in-Business with the Vanguard Group’s CEO Tim Buckley. We will be recording it for broadcast next week; even if you cannot make it to Miami tomorrow, you will be able to hear what the CEO of Vanguard Grou
Navigator SAP
FEBRUARY 10, 2023
The economic outlook is very uncertain in these post-pandemic times. World Bank president David Malpass gives a 50 percent chance that there will be a world recession in 2023. Goldman Sachs is a bit more optimistic—about the US, at least—forecasting a 35 percent chance of a recession in the US this coming year. Forecasters polled by the Wall Street Journal give it about a 65 percent chance of a recession.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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CFO Dive
FEBRUARY 10, 2023
The Swiss bank is aiming to incentivize executives with long-term awards as it attempts to return to profitability. It reported its second consecutive annual net loss.
CFO News Room
FEBRUARY 5, 2023
Rafael Henrique | Sopa Images | Lightrocket | Getty Images Check out the companies making headlines in after-hour trading. Meta — The Facebook parent jumped 17% after the company announced a $40 billion stock buyback when reporting quarterly results. Meta beat analysts’ estimates for fourth-quarter revenue, according to Refinitiv. Meta also said it lost $13.7 billion in 2022 in the business unit responsible for the metaverse.
Global Finance
FEBRUARY 4, 2023
A Subway sale would be the biggest restaurant M&A deal since Inspire Brands bought Dunkin’ for $11.3 billion in 2020.
Barry Ritholtz
FEBRUARY 9, 2023
I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research I was doing centered on Dunning Kruger, Vanguard’s Tim Buckley, my partner Josh’s AI/ChatGPT post, and the general state of the market. It’s like a real-time version of “ The Blind Men and the Elephant ,” by John Godfrey Saxe.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
CFO Dive
FEBRUARY 10, 2023
The IRS is set to receive $80 billion during the next decade under legislation passed last year, with a portion earmarked for upgrading technology.
CFO News Room
FEBRUARY 4, 2023
Posted February 3, 2023 at 9:44 am by EPI Staff Below, EPI economists offer their initial insights on the jobs report released this morning, which showed 517,000 jobs added in January, the unemployment rate hitting a historic low of 3.4%, and wage growth slowing. From EPI senior economist, Elise Gould ( @eliselgould ): Read the full Twitter thread here.
Global Finance
FEBRUARY 4, 2023
China's government is relaxing its crackdown on the tech sector while scooping up premium shares in certain players in the tech industry.
Barry Ritholtz
FEBRUARY 10, 2023
I get too many emails. So much so that I had to set up separate email addresses for things like subscriptions, etc. I am impressed with the overall quality of Substacks I receive; I have a few favorites that I never miss. But it hass become too easy to add another, and they all it piled up in my inbox, looking a little too much like homework. It recently got worse: I have noticed how many of my subscription emails in the inbox (see above) are now Substacks.
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
CFO Dive
FEBRUARY 10, 2023
Although a majority of middle market CFOs expect increased revenue in 2023, only 18% plan to increase spending to support that growth, according to a recent study.
CFO News Room
FEBRUARY 4, 2023
Economists expect slightly slower, but still strong job growth in January, while the impact of corporate layoff announcements is unclear. According to Dow Jones, the consensus forecast calls for 187,000 new nonfarm jobs in January, down from 223,000 that were created in December. The employment report will be released at 8:30 a.m. ET Friday. The unemployment rate is expected to edge higher, to 3.6% from 3.5%.
Global Finance
FEBRUARY 4, 2023
While the decline of regional banks in Japan can be traced as far back as the mid-1980s and 1990s, led mainly by a series of bankruptcies up until around 2003, the precipitous drop since the mid-1990s has been mainly due to mergers and acquisitions.
CFO News
FEBRUARY 8, 2023
Economists feel that the 5.3% Inflation projection made by the Central Bank is a realistic assessment.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
CFO News Room
FEBRUARY 4, 2023
Creative approaches to performance evaluation are necessary at hybrid workplaces to make sure that all employees are evaluated and developed according to their merit, regardless of where they do most of their work. Workplaces that have successfully managed the evaluations of hybrid employees do three things. First, they define performance in terms of customer satisfaction, company values, core activities, and project completion.
Nerd's Eye View
FEBRUARY 10, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review. Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested
CFO News
FEBRUARY 9, 2023
With compliances and penalties being eased, it will not only further enhance India’s rank but will get India a tag of being a preferred destination for foreign capital. In addition, this will reduce the burden on the already burdened judicial system to hear and award criminal punishments.
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