Musings on Markets

JANUARY 17, 2025

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025.

Treasury 126

Treasury Valuation Marketing Forecasting 126

Barry Ritholtz

AUGUST 19, 2022

The link was to James Mackintosh’s column “ Five Not-Quite-Impossible Things the Market Believes.” But rational people can reasonably disagree on anything market-related — after all, someone has to be on the other side of your trade. As to what the market “knows:” Stop Anthropomorphizing Mr. Market.

Marketing 128

Marketing Profit and Loss Forecasting Construction 128

PYMNTS

JANUARY 7, 2021

Bitcoin hit more than $37,700, a new record high that helped drive the cryptocurrency market beyond $1 trillion, CNBC reported on Thursday (Jan. Since the start of 2021, the cryptocurrency market is up 29 percent, and in the past 12 months, it is more than 380 percent higher. 7), citing data from CoinDesk and CoinMarketCap.

Marketing 132

Marketing Investments Currencies Forecasting 132

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

CFO News Room

FEBRUARY 4, 2022

The share-price decline would wipe more than $175 billion from the tech giant’s market capitalization once markets open Thursday and could spell its worst daily performance since it started trading in 2012, according to FactSet. Eli Lilly reported quarterly profit and revenue that beat forecasts. ConocoPhillips reported a $2.6

Profit and Loss 130

Profit and Loss Marketing Concentration Forecasting 130

Barry Ritholtz

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 121

Marketing Math Investments Forecasting 121

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change. The post Gearing up for 2025: How finance leaders will take the reign appeared first on FutureCFO.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 133

Marketing Valuation Profit and Loss Forecasting 133

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 120

Marketing Treasury Valuation Investments 120

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

CFO News Room

JANUARY 4, 2023

With a high job satisfaction rate and a healthy real estate market, more people are turning to the real estate industry. Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident. Thats a bad time to buy.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Future CFO

DECEMBER 29, 2024

However, the increasing complexity of global markets and the pace of technological change have redefined this role. This includes real-time data analysis, which allows finance leaders to respond swiftly to market changes and identify growth opportunities.

Finance 98

Finance Compliance Data Analysis Leadership 98

Global Finance

MARCH 2, 2025

Publicly traded stocks and bonds have been great investments over the last 15 years, but wealthy investors are increasingly looking for alternatives to what the public securities markets offer them. That would represent a huge shift in investing behavior for high-net-worth (HNW) investors. trillion at the end of 2023 to $29.22

Banking 59

Banking Investments Forecasting Marketing 59

Barry Ritholtz

NOVEMBER 27, 2024

I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions.

Concentration 80

Concentration Forecasting Retail Marketing 80

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Global Finance

OCTOBER 29, 2024

The deal, pending regulatory approvals by the Banking Regulation and Supervision Authority and the Competition Authority in Turkey, signals ADQ’s growing presence in banking markets. According to Bank Audi CEO Khalil El Debs, the deal will allow the bank to regroup and expand in select markets.

Profit and Loss 64

Profit and Loss Foreign Exchange Forecasting Banking 64

PYMNTS

JANUARY 28, 2021

They have provided critical support for those developing markets during the pandemic and will continue their importance after the pandemic is in the rearview mirror, a report by Oxford Economics , commissioned by Western Union , has found. The World Bank forecasts for 2021 may not occur,” he said. Agrawal is more optimistic.

Marketing 117

Marketing Prioritization Economics Forecasting 117

Barry Ritholtz

OCTOBER 24, 2024

At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. In other words, if you were forecasting 10-year returns of 3% annually, you are also forecasting an economic shitstorm of rare and historic proportions. If you are a strategist at Goldman Sachs , then a lot.

Forecasting 130

Forecasting Economics Treasury Technology 130

Future CFO

FEBRUARY 14, 2025

According to the Hitachi Vantara State of Data Infrastructure Survey, there are critical gaps that could undermine the regions AI momentum, despite ambitious investments. For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Musings on Markets

JANUARY 28, 2025

It was an interesting year for interest rates in the United States, one in which we got more evidence on the limited power that central banks have to alter the trajectory of market interest rates. We started 2024 with the consensus wisdom that rates would drop during the year, driven by expectations of rate cuts from the Fed.

Banking 69

Banking Treasury Forecasting Economics 69

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 98

Economics Marketing Forecasting Valuation 98

Global Finance

DECEMBER 26, 2024

Citi Velocity is the winner of three awardsBest End-to-End Processing, Best Data and Analytics Platform, and Best Big Picture View of Positionsand provides extensive data coverage including a wide range of market data, including equities, fixed income, currencies, commodities, and derivatives.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 103

Investments Marketing Accounting Numbers 103

Global Finance

MARCH 4, 2025

Among other things, a fractured economy is characterized by increased trade barriers and tariffs, geopolitical tensions and shifts to specific trading blocks (like US vs China), changing investment patterns, and supply chain disruptions. In the past its usually been like taking a scalpel to the tariffsmarket by market, she said.

Economics 75

Economics Forecasting CFO Investments 75

E78 Partners

FEBRUARY 26, 2025

Implement driver-based forecasting that links operational metrics to financial outcomes. Solution: Invest in automation tools to streamline reporting and free up FP&A capacity. Advocate for FP&A investments by demonstrating how improved analytics lead to more informed, data-backed portfolio decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

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

CFO Thought Leader

FEBRUARY 25, 2025

Youve got to invest, Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments (including the 20,000-plus legacy systems he aims to replace). Yet those bigger bets mean rethinking profitability targets, educating analysts, and staying flexible under Wall Streets watchful eye.

Forecasting 52

Forecasting CFO Education Investments 52

CFO Talks

FEBRUARY 18, 2025

Strategic treasury management helps businesses stay financially stable, even when markets are unpredictable. This article explains what treasury management is, why market volatility matters, and how companies can adapt to changing conditions. Invest money wisely to earn profits without taking unnecessary risks.

Treasury 52

Treasury Profit and Loss Currencies Risk Management 52

Barry Ritholtz

MAY 6, 2024

You probably have a good idea how things turned out: At the end of 1998, the Dow was at 9,181, just 37 points off the forecast. Those two young men in Chicago in 1974 had made one of the most spectacular market calls in history.” To say nothing of a contrarian but accurate extrapolation of future market returns).

Forecasting 116

Forecasting Investments Numbers Marketing 116

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. Forward-thinking finance leaders are planning and forecasting more effectively, efficiently and more accurately thanks to modern, cloud-based automated solutions like Planning Maestro.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

E78 Partners

MARCH 28, 2025

trillion in global dry powder waiting to be deployed, and signs of an improving IPO market , PE firms are adapting to drive returns. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). With interest rates stabilizing at higher levels, an elevated $1.1

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

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 98

Marketing Treasury Currencies Valuation 98

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. The platform enables cash flow management, balance sheet analysis, and financial forecasting, making it an ideal tool for finance teams looking for an integrated planning system. Who Its Meant For?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Modeling Forecasting Budgeting 52

CFO News Room

NOVEMBER 13, 2022

related investing news. It missed top and bottom line expectations when reporting quarterly results, but announced an agreement with the investment firm H Partners that raised the cap on the firm’s stake to 19.9% Fair Isaac also issued guidance that beat a StreetAccount forecast. from 14.9%.

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Profit and Loss Pharmaceutical Forecasting Valuation 130