Barry Ritholtz

DECEMBER 13, 2023

Recently, a post utterly perplexed me: “One doesn’t get a favorable impression of crypto from Number Go Up but in fact one doesn’t learn much about crypto at all. Thus, I was entertained by Number Go Up , but didn’t learn much.” Because Number Go Up technology means it’s going higher! Jury is still out.

Numbers 126

Numbers Entertainment Technology Marketing 126

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Thought Leader

FEBRUARY 17, 2025

Finance leadership is more than numbers, Butte reminds us, explaining that, for her, success hinges on weaving data into a strategic narrative that shapes decisions. Numbers alone dont compel action, she tells us. But this time, his words were tinged with a curious mixture of praise and amazement.

Numbers 52

Numbers CFO Leadership Finance 52

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Market Mayhem : As investors, we often rely on rules of thumb that fail us. It is March 18th!

Investments 127

Investments Math Concentration Valuation 127

Musings on Markets

JANUARY 31, 2025

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

Valuation Numbers Marketing Investments 131

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers 98

Numbers Finance CFO Leadership 98

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. Aggregate operating numbers 3. Tax rates 4.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

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

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

CFO Thought Leader

MARCH 19, 2025

He immediately set to work embedding finance into IDTs decision-making, ensuring the function wasnt just reporting numbers but helping shape the companys strategic direction. Its not just about getting the numbers right, Swenson explains, its about making sure those numbers mean something for the business.

CFO 59

CFO Marketing Financial Analysis Leadership 59

Barry Ritholtz

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 134

Marketing Economics Finance Numbers 134

Global Finance

AUGUST 1, 2024

When valuations shift so drastically, it’s usually due to “a major event” or “a failed deal, or even a market correction,” Carl Niedbala, co-founder of risk management firm Founder Shield, said. “It’s In stark contrast, APAC witnessed a 42% decline in the number of IPOs and a 73% drop in proceeds,” Chan says.

Planning 122

Planning Marketing Valuation Corporate Finance 122

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

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFO Dive

OCTOBER 4, 2022

The labor market — and inflation — may be cooling as the number of available jobs declines and the pool of workers grows.

Numbers 276

Numbers Marketing 276

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. In terms of dollar value added, Microsoft and Apple each added a trillion dollars to their market capitalizations, during the year.

Marketing 139

Marketing Valuation Profit and Loss Advertising 139

CFO News Room

JANUARY 29, 2023

Later in the paper I argue: No one is forced to participate [in the market economy]. In discussing his work as a young man in the 1990s in Brazil, Shellenberger writes: I can count on a single hand the number of young people who told me they wanted to remain on their family’s farm and work their parents’ land. Boudreaux Donald J.

Marketing 130

Marketing Economics Transportation Securities 130

Global Finance

DECEMBER 11, 2024

According to the Saudi authorities, Egyptian investors are the number one investors now in Saudi Arabia with about $20 billion USD. Since March 2024, we have been focused on the inflationary effect, currency pricing is set according to market dynamics and so far, it has proven very successful. Hossam Heiba : Yes.

Economics 105

Economics Investments Currencies Banking 105

Global Finance

JUNE 17, 2024

A 10-year veteran at DBS Bank, Karoonyavanich recently expanded his role to cover all Equity Capital Markets business for the bank globally when the firm merged its equities, fixed income and brokerage businesses to form a new Investment Banking unit. Its Hong Kong market share surged from a mere 0.2% in 2021 to an impressive 6.7%

Marketing 111

Marketing Banking Investments Securities 111

CFO News Room

JANUARY 31, 2023

If 2022 was an unsettling year for equities, as I noted in my second data post, it was an even more tumultuous year for the bond market. The rise in rates transmitted to corporate bond market rates, with a concurrent rise in default spreads exacerbating the damage to investors. in 2022, higher than the 1- 1.5%

Marketing 130

Marketing Treasury Banking Corporate Finance 130

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Leverage 97

Leverage Planning Compliance Startups 97

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Tax Planning 97

Tax Planning CFO Planning Advertising 97

Global Finance

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. GF: When is a company well-placed to make an acquisition? Look ahead!

Mergers and Acquisitions (M&A) 124

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

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO Talks

DECEMBER 5, 2024

Connect Financial Data to Human Behavior Numbers tell a story, but it’s curiosity that brings the story to life. Takeaway: Partner with HR, marketing, and operations teams to gain insights into the human side of your financial data. Explore customer sentiment analysis to connect financial outcomes with market perception.

Leverage 98

Leverage CFO Financial Data Budgeting 98

Global Finance

OCTOBER 29, 2024

As of October 31, 2023, the number of foreign workers in Japan reached a record high of 2,048,675, marking a 12.4% Each country has adopted distinct strategies to address these challenges, with varying degrees of success. Japan has had restrictive policies on low-skilled foreign labor.

Manufacturing 105

Manufacturing Finance Retail Numbers 105

Fpanda Club

MARCH 19, 2025

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 91

Communication Leadership Investments Numbers 91

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Cash Management 98

Cash Management Communication Planning Numbers 98

Musings on Markets

DECEMBER 11, 2024

If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business. The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets.

Valuation 120

Valuation Corporate Finance Finance Investments 120

Global Finance

MARCH 5, 2025

The two companies focus primarily on the Brazilian market, Cariello adds, but recognize that regional trade agreements like Mercosur will eventually serve as a platform for simplified exporting to neighboring countries. The number of bilateral delegations visiting each country has grown exponentially since the pandemic.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115