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10 Biggest Ideas in “How NOT to Invest”

Barry Ritholtz

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Bad Numbers : 4. Ignore the scolds.

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10 Bad Takes On This Market

Barry Ritholtz

Only 5 stocks driving markets?! Equal-weighted Nasdaq100 up 17% since the June lows for the market because “it’s only 5 stocks”? How bad at math do you need to be to think that it’s only 5 stocks driving this market? Only 5 stocks driving markets 2. Then why are Equal-weighted indices doing so well?

Marketing 115
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130
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The “Art” of Market Timing

Barry Ritholtz

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
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CFO Corner With Thryv Holdings’ Paul Rouse

Global Finance

Now, were at another pivotal point, transitioning fully from a Yellow Pages marketing business to a software company. And dont think its all about math; its more about strategy. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. That was really challenging.

CFO 98
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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

As technology, market conditions and business practices are constantly evolving, there's always something new to learn out there. Moreover, according to various studies, the better we are at crunching numbers and math, the more we fail at analyzing patterns that contradict our views.

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DeepSeek crashes the AI Party: Story Break, Change or Shift?

Musings on Markets

For those of you who have been tracking the market, the AI segment in the market has held its own since September, but even before the last weekend, there were signs that investors were sobering up on not only how big the payoff to AI would be, but how long they would have to wait to get there.

Valuation 131