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

Barry Ritholtz

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 126

Marketing Forecasting Numbers Technology 126

Barry Ritholtz

SEPTEMBER 14, 2022

The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. The market rallied early this morning for reasons nobody understands and nobody predicted. Advances led declines by 4 to 1, the bond market was incomprehensibly boring, the Mets beat the Phillies 6 to 2, and Kate Winslet’s measurements remained 35-29-38.

Marketing 137

Marketing Numbers Accounting 137

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

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 109

Marketing Treasury Valuation Investments 109

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 115

Planning Marketing Valuation Corporate Finance 115

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 121

Marketing Valuation Profit and Loss Forecasting 121

CFO News Room

DECEMBER 7, 2022

But Pope Francis has also said some very disturbing and incorrect things about the mechanisms that put food on everyday people’s plates: markets. Alas, the Pontiff does not understand market exchange, comparative advantage, division of labor, or mutual gains from trade. A friend of human flourishing might blanche at such constraints.

Marketing 130

Marketing Economics Numbers Technology 130

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

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 120

Marketing Valuation Profit and Loss Advertising 120

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm. The numbers yield interesting insights. .

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

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 266

Numbers Marketing 266

CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

JANUARY 25, 2023

If the role of statistics is to make sense of large and contradictory data, it is a critical skill in every discipline, and especially one, with as many numbers as finance. Being a control freak, I have created my own versions of what I would like my students to know in each of these disciplines, and you can find my versions on my website.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO News Room

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. Ultimately, what’s important to remember is that it often takes time for the effects of quality content marketing to come to fruition, meaning the most important lesson is to stick with it.

Marketing 130

Marketing Education Advertising Sales 130

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 News Room

DECEMBER 22, 2022

Pre-game Prep. If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

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 99

Marketing Banking Investments Finance 99

CFO News Room

JANUARY 26, 2023

One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market’s response to that news was to push up Twitter’s stock price by almost 10%. In contrast, consider Yahoo!,

Marketing 130

Marketing Valuation Manufacturing Investments 130

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 93

Marketing Advertising Compliance Leverage 93

Global Finance

OCTOBER 31, 2024

Global Finance ’s top 50 emerging markets honorees navigated their individual obstacles in their own unique way. The institutions in our 50 Safest Emerging Markets Banks rankings are facing a challenging operating environment from rising geopolitical tensions, potential disruptions of global trade, and commodity price volatility.

Marketing 85

Marketing Banking Forecasting Finance 85

Nerd's Eye View

OCTOBER 30, 2024

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

Advertising 81

Advertising Marketing Numbers Planning 81

CFO News Room

FEBRUARY 4, 2023

But economists say it’s not clear how much of that will show up in the labor numbers. Tom Simons, money market economist at Jefferies, expects 260,000 jobs were added in January, but he said the number could be even higher. “The market is so desperate to find in anything a reason that the Fed is going to pivot. .

Forecasting 130

Forecasting Education Numbers Marketing 130

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 95

Corporate Finance Valuation Finance Numbers 95

CFO News Room

JANUARY 19, 2023

It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market’s attention. Netflix and Facebook saw drops of 20% or more in market capitalization, following negative earnings reports, but Amazon and Google beat market expectations. to 14.9%. to 14.9%.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

CFO News Room

JANUARY 16, 2023

For that reason, the inflation number has become a major event for financial markets, and now some traders are betting it will show inflation slowing even more than economists forecast. “The market is looking at it as glass half full. Market expectations are just 20% for a 50 basis point hike. of a percentage point.

Forecasting 130

Forecasting Marketing Banking Numbers 130

Musings on Markets

NOVEMBER 1, 2023

That attention has worked in the company's favor over much of its lifetime, as it has gone from a start-up to one of the largest market cap companies in the world, disrupting multiple businesses in the process.

Valuation 118

Valuation Profit and Loss Numbers Sales 118

Barry Ritholtz

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Over the past few years, it seems as if markets have been obsessed with Federal Reserve action. How significant are rate cuts or hikes to the typical market cycle?

Numbers 115

Numbers Marketing Treasury Economics 115

Barry Ritholtz

JUNE 2, 2023

million people in the US labor market. Essentially, monthly Non-Farm Payrolls is the net difference between these two groups: The actual number is far smaller and less significant than gets played most publicly. The monthly number ( May 2023 = 339,000) is a tenth or so of the ~1.5% Each month, about 1.5% of the 159m total.

Valuation 124

Valuation Numbers Forecasting Economics 124

Navigator SAP

JULY 15, 2022

Integrated AI and e-commerce with digital marketing. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. Instead, you should determine your total cost of ownership (TCO). Typically:

Budgeting 178

Budgeting Leadership Communication Leverage 178

Barry Ritholtz

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. How Money & Markets Really Work ” just came out this Summer. The firm is a market- and factor-neutral, long/short hedge fund focused on health-care companies.

Healthcare 117

Healthcare Numbers Marketing 117

Barry Ritholtz

MAY 8, 2023

The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets. Is it fair to call today’s investors hypochondriacs? Is the glass empty or half full?

Marketing 128

Marketing Banking Numbers 128

Barry Ritholtz

MAY 6, 2024

Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. Those two young men in Chicago in 1974 had made one of the most spectacular market calls in history.” To say nothing of a contrarian but accurate extrapolation of future market returns). A lot of it has not aged well.

Forecasting 116

Forecasting Investments Numbers Marketing 116

CFO News Room

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.

Practice Management 130

Practice Management Cash Management Leadership Numbers 130

Barry Ritholtz

JULY 7, 2024

The Globe, amazingly, cannot even sum a column of five small numbers. We simply do not know; there are always myriad factors at play in our dynamic labor market. Newsom and his staff including Brandon, are picking numbers and months to serve Newsom’s own false narrative. His numbers aren’t fake, just wrong year.

Math 135

Math Numbers Data Analysis Marketing 135

CFO News Room

FEBRUARY 3, 2023

Also in industry news this week: Annuity sales hit record levels in 2022, possibly spurred on by volatile markets and rising interest rates A recent survey suggests that an overwhelming percentage of both employers sponsoring retirement plans and their employees are interested in receiving advice from financial advisors From there, we have several (..)

Education 130

Education Compliance Communication Investments 130