Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 89

Math Tax Planning Treasury Leverage 89

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 80

Math Investments Finance Marketing 80

Barry Ritholtz

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. Previously, he worked under David Swensen at the Yale Investments Office, where he invested directly with three of Yale’s managers. Buffett won).

Math 98

Math Investments Securities Numbers 98

CFO News Room

FEBRUARY 6, 2022

Yes, TIPS may have a role to play in many portfolios, investment pros say. And recent declines in TIPS’ auction prices, along with other market signals, suggest some investors believe inflation may cool off, which could also hurt their returns. What investment strategies are you using in the face of rising prices?

Treasury 130

Treasury Securities Valuation Math 130

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

Barry Ritholtz

JANUARY 17, 2023

While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. Fisher Investments ) but see also Mapping the Death of NYC’s Cheap Slice : Inflation is ratcheting up the price of pizza in New York City. What does though? CityLab ). •

Math 97

Math Startups Sales Investments 97

PYMNTS

AUGUST 12, 2016

This, Ciabarra notes, is a notable difference in bottom line for small and medium sized businesses on tight margins – that requires essentially no investment or upgrade – or marketing costs – just willingness to participate in a virtual world that someone else maintains.

Math 47

Math Retail Sales Education 47

Barry Ritholtz

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. You also need a deep understanding of financial market history from booms to busts. You also need a deep understanding of financial market history from booms to busts. Actually, it really isn’t.

Math 105

Math Advertising Investments Securities 105

Barry Ritholtz

FEBRUARY 10, 2023

Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator? trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. Rieder helps to manage $2.5

Math 67

Math Manufacturing Investments Technology 67

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. The key job of a CFO like me right now is to ensure that we have the right resources to allocate to the right investments.

CFO 52

CFO Math Economics Finance 52

Barry Ritholtz

MARCH 23, 2024

link] • Why Zillow is worried about America’s housing market shakeup. link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? link] Be sure to check out our Masters in Business this week with Liz Ann Sonders , Chief Investment Strategist at Schwab.

Math 73

Math Investments Finance Sales 73

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Creativity, craft related skills, marketing skills. Strong photography skills and an understanding of what the market is looking for. Investing in Cryptocurrency. Investing in Cryptocurrency. Capital to invest.

Investments 130

Investments Marketing Communication Advertising 130

Barry Ritholtz

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74

Math Planning Sales Retail 74

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 57

Math Concentration Construction Leverage 57

PYMNTS

NOVEMBER 10, 2020

“On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said. Those are the kind of numbers that explain why Zest received a $15 million investment last week from software developer Insight Partners. 15M In New Funding . ML Is ‘Where It’s At’.

Math 138

Math Credit Risk Compliance Banking 138

Global Finance

SEPTEMBER 9, 2024

This can deliver benefits: China’s increasing dominance of the electric vehicle market, for example,” Rogoyski explains. Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications. Yet, this lead isn’t necessarily secure.

Economics 111

Economics Construction Leverage Technology 111

Barry Ritholtz

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Math 62

Math Banking Economics Securities 62

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted.

CFO 200

CFO Math Concentration Finance 200

PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 117

Investments Banking Advertising Numbers 117

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. This role allowed me to drive substantial business results and foster growth across 27 diverse markets, each having a unique set of challenges.

Finance 52

Finance Leadership Auditing Math 52

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market? Can a New One Succeed?

Treasury 52

Treasury Math Economics Sales 52

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. So you can do the math.

Math 51

Math eCommerce B2B Investments 51

Barry Ritholtz

OCTOBER 21, 2024

There are a few people who are more knowledgeable about fixed income credit real estate and distressed investing than, than Brian. What was investing always the career plan? I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Investments 57

Investments Numbers Marketing Leverage 57

PYMNTS

NOVEMBER 26, 2019

We’re targeting Anglophone West Africa … for a market of effectively 300 million people,” Shagaya told TechCrunch. The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. The company is headquartered in Lagos with a production studio in Jos.

Education 71

Education Startups Math Planning 71

PYMNTS

OCTOBER 22, 2018

s proposals on how to govern London’s access to the European market after Brexit, saying that British Prime Minister Theresa May’s latest plan would take away the EU’s “decision-making autonomy.” Everybody can do the maths. Last month it was reported that the U.K. In July, Brussels rejected the U.K.’s

Math 65

Math Leadership Planning Investments 65

PYMNTS

AUGUST 20, 2019

While rivals Papa John’s and Pizza Hut have said deliveries through Grubhub and DoorDash have helped them expand into new markets and boost sales, Domino’s Chief Executive Ritch Allison told The Wall Street Journal that the profit hit and reputational risk of working with those companies isn’t worth the extra revenue.

Math 49

Math Sales Technology Investments 49

PYMNTS

SEPTEMBER 8, 2020

There are challenges to overcome, as always, but the math works out well for adopters. Speed to market, agility and flexibility are put at risk. This is a sacrifice most are unwilling to make when working in a competitive market or looking to expand,” Wideman said. The $43B Opportunity That Gateways Represent.

Math 58

Math eCommerce Retail Sales 58

CFO News Room

NOVEMBER 29, 2022

We see it in the capital markets. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. And so a overly simplistic application of a market based model will really leave you seeing only half the picture. You see it from employees.

Nonprofit 130

Nonprofit Math Economics Valuation 130

Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investments 57

Investments Valuation Concentration Marketing 57

The Charity CFO

FEBRUARY 9, 2022

The global cryptocurrency market cap peaked at over 3 trillion dollars in November 2021. Early crypto investors are already investing in innovative ways to change human behavior and society. Sell the cryptocurrency on the open market, pay $200,000 in capital gains taxes, and then donate the $800,000 remainder to charity.

Nonprofit 98

Nonprofit Currencies CFO Math 98

PYMNTS

JUNE 14, 2016

The firm said via release that the latest funding brings the cumulative investment in the firm to date to just under $13 million. The latest growth initiatives have centered on the Tapp Market mobile app, and in pushing into Indonesia and the Philippines, the app has witnessed what management said amounted to “exponential” growth.

Securities 52

Securities Math Marketing Sales 52

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. But in those days, there were very tax driven investment.

Investments 104

Investments Marketing Transportation Finance 104

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 119

Valuation Investments Marketing Technology 119

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Planning 130

Planning Education Investments Benchmarking 130