CFO News Room

FEBRUARY 4, 2022

“India, over a period of time, has been promoting exports through subsidies, but that has not really given us the desired result or given us the huge impetus that one would have expected,” he added. He was responding to a query in the Rajya Sabha about a cut in the budgetary outlay for export promotion schemes. “No

Budgeting 130

Budgeting Planning Economics 130

Barry Ritholtz

AUGUST 7, 2023

My back-to-work morning train WFH reads: • The Pandemic Small-Business Boom Is Fueling the US Economy : Startup registrations remain 42% ahead of 2019 levels, with growing numbers of companies founded by women and minorities. Barron’s ) • The US Housing Drought Is Ending. Bloomberg ) • What Does an Inverted Yield Curve Tell Us?

Startups 97

Startups Investments Numbers Marketing 97

The Reformed Broker

FEBRUARY 11, 2023

We know you can get your news and insights about the market from anywhere, so we appreciate that so many of you turn to us for all the breakdowns and write-ups. It was a wild and wonderful week in stock-land and we covered pretty much everything that happened across all the firm’s blogs and shows.

Marketing 98

Marketing 98

Barry Ritholtz

MAY 3, 2023

At least they told us what they were going to do. Given how much inflation was caused by non-monetary factors – fiscal stimulus, supply chain problems, too few houses , a labor shortage – many of us simply believed the Fed to be jawboning. Jerome Powell & Co. The truth is we simply don’t know.

141

141

Barry Ritholtz

FEBRUARY 21, 2024

We’re co-conspirators in self-deception and this prevents us from having accurate self-knowledge. Full transcript below. ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan. He was writing about Wall Street and investing and his insight is correct. Welcome, professor.

Math 56

Math Economics Planning Education 56

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 83

Compliance Planning Technology Finance 83

The Finance Weekly

DECEMBER 12, 2023

Professionals, researchers, and enthusiasts must keep informed about the ,, latest AI news , especially in finance. In this article, we'll check out some of the best AI finance news sites to stay informed. The site provides information about how AI is changing the finance industry.

Finance 52

Finance Healthcare Budgeting Manufacturing 52

Barry Ritholtz

MARCH 12, 2023

” ( Politico ) • Why Poverty Persists in America : A Pulitzer Prize-winning sociologist offers a new explanation for an intractable problem. ( New York Times ) • Inside the Suspicion Machine : Obscure government algorithms are making life-changing decisions about millions of people around the world. .”

Investments 96

Investments 96

Barry Ritholtz

OCTOBER 11, 2023

Exciting news! We are also meeting prospective clients and interviewing a few new folks for the firm. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or just swing by and say “hello.” ” I’ll be in town from November 5th through the 8th.

Planning 56

Planning 56

Musings on Markets

OCTOBER 4, 2023

We started the year with significant uncertainty about whether the surge in inflation seen in 2022 would persist as well as about whether the economy was headed into a recession. As we enter the last quarter of 2023, it has been a roller coaster of a year.

Marketing 104

Marketing Treasury Valuation Investments 104

Musings on Markets

FEBRUARY 12, 2022

It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. trillion, and their share of the overall equity value of all US stocks also surged from 6.5% trillion, and their share of the overall equity value of all US stocks also surged from 6.5%

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

Barry Ritholtz

NOVEMBER 27, 2023

New York Times ) • The Unexpected Winner in the Craziest Week in AI : Microsoft Chief Executive Satya Nadella made a huge bet on the world’s hottest AI company. But a new analysis reinforces how more supply drives down housing costs. But a new analysis reinforces how more supply drives down housing costs. economy. (

Concentration 98

Concentration Construction Advertising Treasury 98

Barry Ritholtz

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Entertainment 106

Entertainment Economics Banking Accounting 106

Barry Ritholtz

FEBRUARY 14, 2024

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? In this episode, I speak with Jeffrey Hirsch about what happens to equities after global conflicts.  At the Money: Is War Good for Markets? The answer might surprise you.

Marketing 121

Marketing Forecasting Numbers Technology 121

CFO News Room

JANUARY 23, 2023

Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption that the virus would fade during the year, and the pressures that the resulting growth would put on inflation.

Valuation 130

Valuation Treasury Investments Marketing 130

Barry Ritholtz

MARCH 21, 2023

Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? The Big Picture ) • The good news : Anyway, the Europeans take a stake in First Boston and then, a decade later in the late 80’s, they buy the rest of the company, creating Credit Suisse First Boston. Where the sector stands after a turbulent week.

Treasury 110

Treasury Investments Banking Economics 110

CFO News Room

JANUARY 26, 2023

Use body language effectively to appear authentic. As familiar as most of us now are with platforms like Zoom and Webex, expressing emotion and reassurance on them does not come easily for many of us. With the proper preparation, though, you can effectively and compassionately address layoffs online. Block out rehearsal time.

Communication 130

Communication Leadership Securities Planning 130

Barry Ritholtz

APRIL 18, 2023

New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low. Ask people what they’ve heard about the economy, and they’ll tell you it’s bad. Financial Times ) • 35 Ways Real People Are Using A.I.

Economics 106

Economics Construction Finance Investments 106

Future CFO

NOVEMBER 9, 2023

The fund raised its forecast for China’s economic growth after the country’s better-than-expected Q3 growth and Beijing’s move to approve a 1 trillion yuan (US$137 billion) sovereign bond issue and allow local governments to frontload part of their 2024 bond quotas. The country’s medium-term growth is estimated to slow to about 3.5%

Forecasting 52

Forecasting Economics Restructuring Marketing 52

CFO Thought Leader

OCTOBER 15, 2023

It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” The public would receive no advance notice of the bank’s closing.

CFO 52

CFO Finance Leadership Invoicing 52

CFO Thought Leader

OCTOBER 15, 2023

It’s a question rooted in surprise headlines that has now become one of 2023’s favorite conversation starters for finance executives inside the tech realm: “Where were you when you heard the news about Silicon Valley Bank [SVB]?” The public would receive no advance notice of the bank’s closing.

CFO 52

CFO Finance Leadership Invoicing 52

VCFO

APRIL 19, 2024

As people, markets, and the world around us change, so do employee expectations. The good news is that flexibility can still be achieved in an office-based setting. Evolving Employee Experience Expectations in 2024 Creating an exceptional employee experience is more than a one-and-done endeavor. percent in February 2022 to 8.3

Benchmarking 83

Benchmarking Advertising Marketing 83

Barry Ritholtz

JANUARY 26, 2023

OpenAI’s ChatGPT has instantly found use cases, most notably at the high school and college level as children begin to experiment with it as a way to help them complete (or cheat on) their assignments. The new mayor of Los Angeles and about a third of her fellow Americans think new construction causes prices to rise.

Construction 106

Construction Economics Investments Marketing 106

CFO Thought Leader

APRIL 9, 2024

Yet, nothing could have prepared him for the arrival of a new, enigmatic force at Thomas Publishing—a dynamic CEO with eyes set firmly on the horizon of digital transformation. Read More The news allowed a small degree of uncertainty to occupy Peipert’s mindset. Back in 2016, Mitch Peipert stood at a crossroads.

CFO 52

CFO Leadership Finance Accounting 52

Barry Ritholtz

NOVEMBER 10, 2023

My end-of-week morning train WFH reads: • What the US got right that Europe did not : America’s post-pandemic recovery has left Europe in the dust. Financial Times ) • The Land Where Inflation Is Good News : Food and energy price increases triggered by the pandemic and the Ukraine war are helping end the long, bleak era of Japanification.

Numbers 52

Numbers Technology Marketing 52

Barry Ritholtz

NOVEMBER 2, 2023

New York Times ) see also World’s Safest Market Becomes a Magnet for Big Investors : US government debt was once among the sleepiest corners of finance. New York Times ) see also World’s Safest Market Becomes a Magnet for Big Investors : US government debt was once among the sleepiest corners of finance. Here’s why.

Advertising 52

Advertising Communication Finance Sales 52

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Technology 87

Technology Planning Sales Numbers 87

CFO Thought Leader

MARCH 17, 2024

From the trenches of M&A advisory to the executive suites of public companies, Alt tells us, his foundational philosophy has always revolved around the relentless pursuit of shareholder value creation—a mission that involves uncovering hidden opportunities and fortifying against potential threats.

CFO 52

CFO Healthcare Leadership Pharmaceutical 52

The Charity CFO

FEBRUARY 7, 2024

For him, the journey truly started after he became curious about his son’s humanitarian and missionary work in Africa. When he imagined his children experiencing this problem, this struck a chord and he wanted to do something about it. Talk about divine intervention. How can we do it?!’

Nonprofit 97

Nonprofit Problem Solving CFO Economics 97

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Practice Management 87

Practice Management Tax Planning Planning Securities 87

Barry Ritholtz

MARCH 22, 2023

Wall Street Journal ) • Volatility is Nothing New : I’ve been in the finance industry for close to 20 years and it feels like we’ve lived through every type of environment imaginable — booms, busts, rising rates, falling rates, 0% rates, low inflation, high inflation, deflation, bull markets, bear markets and everything in-between.

Risk Management 111

Risk Management Manufacturing Economics Investments 111

CFO Simplified

DECEMBER 15, 2022

The daily news roundup brings us a selection of the latest news and updates on the pandemic, vaccinations, and variants. No doubt, we have learned a lot about our employees during the past 20 months. Be Self-aware – Look at ourselves, think about our behaviors, and consider how they affect the team.

CFO 52

CFO 52

PYMNTS

SEPTEMBER 16, 2020

16) that it has acquired fellow delivery service Glovo 's Latin American operations for about $272 million. Glovo says it will deliver just about anything. Glovo will continue to operate the businesses in the five countries that are new to Delivery Hero until March of 2021. Delivery Hero said on Wednesday (Sept.

Investments 99

Investments Marketing 99

Barry Ritholtz

OCTOBER 10, 2023

Yields rocketed higher and stocks slumped pre-market as traders and investors did an about-face to reprice an accelerating economy that would keep the Federal Reserve’s foot not on but near the brakes. New York Times ) see also Breaking US Profits : Rising rates are beginning to nibble into corporate earnings.

Treasury 52

Treasury Investments Marketing Accounting 52

Barry Ritholtz

OCTOBER 26, 2022

Today’s edition of “ Nobody Knows Anything ” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. Instead, its better to think about the world in probabilistic terms: What is more likely or less likely to occur.

Forecasting 145

Forecasting Currencies Marketing Technology 145

Barry Ritholtz

DECEMBER 13, 2023

The good news is we’ve been hearing this from the same crowd for well over a year now and things continue to chug right along ( Carson ) • Macy’s Billion-Dollar Question: What’s More Valuable, Real Estate or the Business? Businessweek ) • Turf War : What the pickleball drama tells us about American cities.

Benchmarking 52

Benchmarking Leverage Advertising Forecasting 52

Barry Ritholtz

NOVEMBER 28, 2023

There’s new evidence that market timing doesn’t work. New York Times ) see also The “Art” of Market Timing : Market timing is extremely difficult, very few people (if any) do it consistently well. The good news stretches far beyond the rich. New York Times ) see also Wages are rising. That’s true for most families.

Manufacturing 93

Manufacturing Economics Marketing Securities 93