Musings on Markets

JANUARY 27, 2021

In this post, I will take a look at these other markets, starting with a way of dividing investments into assets, commodities, currencies and collectibles that I find useful in thinking about what I can (and cannot) do in those markets, and then reviewing how these markets performed during 2020.

Currencies 52

Currencies Investments Marketing Treasury 52

Barry Ritholtz

NOVEMBER 8, 2022

His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit. You can imagine, you give a bearish message at a bullish investment conference, and no one listens to you.

Valuation 59

Valuation Finance Investments Banking 59

Musings on Markets

FEBRUARY 27, 2023

Debt's place in business To understand debt's role in a business, I will start with a big picture perspective, where you break a business down into assets-in-place, i.e., the value of investments it has already made and growth assets, the value of investments you expect it to make in the future. Do companies optimize financing mix?

Corporate Finance 52

Corporate Finance Finance Marketing Banking 52

CFO News Room

NOVEMBER 8, 2022

” look at the Monte Carlo simulations, look at what is the hurdle rate. They were more on the relationship side, client-facing, whereas I was getting my CFA charter and was more on the investment side. gains tax rate where some of these clients are retiring early before they turn pension and Social Security on.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Musings on Markets

JULY 24, 2024

Country Risk: Determinants At the risk of stating the obvious, investing and operating in some countries is much riskier than investing and operating in others, with variations in risk on multiple dimensions. Political Structure Would you rather invest/operate in a democracy than in an autocracy?

Hurdle Rate 75

Hurdle Rate Currencies Valuation Economics 75

Musings on Markets

FEBRUARY 23, 2025

The first part of the statement, i.e., that borrowing money increases the expected return on equity in an investment, is true, for the most part, since you have to contribute less equity to get the deal done, and the net income you generate, even after interest payments, will be a higher percentage of the equity invested.

Hurdle Rate 75

Hurdle Rate Marketing Investments IFRS 75

Barry Ritholtz

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. No, I think that that’s the part of it that I find the most interesting is the idea that, you know, a stock price doesn’t really have a, you know, the fair value of an an investment instrument is somewhat arbitrary. Right, right.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

DECEMBER 26, 2023

He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. I don’t think I’m allowed to do that at, at b of a security. I find his work to be very informative and very useful.

Marketing 65

Marketing Leadership Finance Investments 65

Barry Ritholtz

NOVEMBER 25, 2024

I, if you are at all interested in concepts of things like portable alpha or return stacking, or just want to know how a quant looks at the world of investing and tries to decide where there are opportunities. Quantitative investing was, was that the plan from the beginning? Let’s talk a little bit about your background.

Leverage 59

Leverage Investments Marketing Math 59