CFO News Room

FEBRUARY 6, 2022

The forecast unemployment rate was 3.9%, essentially equal to the actual. Survey data have been revised as a result of an annual benchmarking process and the updating of seasonal adjustment factors. Job growth was much stronger than the estimate of 150,000, as compiled by Dow Jones. hour to 33.9 Biggest Job Gains by Industry.

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks. a year, way over both.

Valuation 52

Valuation Investments Finance Math 52

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. RITHOLTZ: … it’s almost respectable, right? BITTERLY MICHELL: Yeah. RITHOLTZ: Right. It was impacting natural resources.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. How do you track performance? TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. So I think, you know, one of the problems I think you, you have is that the Fed Reserve does publish a forecast, the Summary of economic projections, which is the forecast of all the 19 FMC participants.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

DECEMBER 26, 2023

So, so here’s, here’s the why I, I’m looking at it near term, not, not making any sort of forecast or anything like that, but last year where we stood market was very nervous, s and p around the 200 week moving average finally started bottoming out. 00:29:11 [Speaker Changed] I mean, I think they do.

Marketing 60

Marketing Leadership Finance Investments 60