CFO News Room

NOVEMBER 8, 2022

” look at the Monte Carlo simulations, look at what is the hurdle rate. gains tax rate where some of these clients are retiring early before they turn pension and Social Security on. But really the main driver in that first meeting is, “Hey, we’ve got to update the financial plan.

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Musings on Markets

AUGUST 15, 2023

The first is that there is no risk that the issuer of the security will default on their contractual commitments. As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Musings on Markets

FEBRUARY 27, 2023

Furthermore, do they optimize they debt ratios to deliver the lowest hurdle rates. Do companies optimize financing mix? Do companies consider the trade off between tax benefits and bankruptcy costs when borrowing money?

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Barry Ritholtz

NOVEMBER 8, 2022

In a way, it’s more explicit in a capitalist economy because you’re paying a certain rate of interest on your loan, or you have a certain required hurdle rate on your investment, or you’re applying a certain discount in the valuation of an asset. I used to think the dot-com bubble was amazing. CHANCELLOR: No.

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Valuation Finance Investments Banking 59

Musings on Markets

FEBRUARY 23, 2025

The cost of debt is lower than the cost of equity : If you review my sixth data update on hurdle rates , and go through my cost of capital calculation, there is one inescapable conclusion. Data Update 4 for 2025: Interest Rates, Inflation and Central Banks! Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

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Barry Ritholtz

MAY 21, 2024

But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. I don’t bring my ID to the office, and I have to get the security guard to look me up in the system. Well, 01:02:37 [Speaker Changed] The sad thing is that all the security guards now they know you at this point.

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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.

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Marketing Leadership Finance Investments 64

Barry Ritholtz

NOVEMBER 25, 2024

So you’ve got, you’ve got a modeling hurdle rate that you need to figure out when you’re adding diversifiers. So I sell my stocks to make room for gold and it doesn’t, turns out my forecast is wrong. Well, there’s a real opportunity cost there, right? The second is behavioral.

Leverage 59

Leverage Investments Marketing Math 59

Musings on Markets

JULY 24, 2024

Maplecroft, a risk management company, mapped out the trendline on nationalization risk in natural resources in the figure below: Source: Maplecroft National security is the reason that some governments use to justify public ownership of key resources.

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