Global Finance

MAY 8, 2024

Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits. In Japan, profits at the country’s five most prominent banking groups leapt 56% to a record ¥2 trillion (about $12.6 billion after-tax profit versus $8.3 billion; a 2.3% billion in 2022.

Banking

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

Profit and Loss

PYMNTS

JUNE 1, 2017

I went to the big box retailer’s location near where the flat occurred to get it fixed under the warranty. Imagine my surprise when the manager told me, “It’s not our problem, and I don’t want to fix this because it hurts my store’s profitability.”. Our clients improved their loss ratios by 1.9 How did the company overcome?

Profit and Loss

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities?

Investments

CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. From there, the advisor can help analyze other factors, such as assessing the potential benefits of tax-loss or capital-gains harvesting or projecting the value of Roth conversions.

Tax Planning

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface. It would go up, it should go up. This was a giant win.

Concentration

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. They announced a $640 million loss and ouch. So it leads to the question, what’s the secret to this longstanding outperformance against all benchmarks and, and all passive measures?

Benchmarking

Barry Ritholtz

OCTOBER 3, 2023

It had gone from a fairly, fairly heavy retail business to a very institutional business. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. Or who has this profit? He knows how to run a team.

Marketing

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. That gold in this example needs to outperform to have that portfolio or at least keep up with over the long run for that portfolio to not under underperform the benchmark.

Leverage