Barry Ritholtz

JANUARY 24, 2023

September 13, 1981, I think the 10-year Treasury was 15.84 percent 10-year Treasuries, it is nowhere near kind of the situation. Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

CFO News Room

DECEMBER 5, 2022

In most cases, this involves asking the prospective client questions about both the technical needs of their situation (to ensure the advisor has an expertise match), along with questions about their communication and style preferences (to ensure the advisor has a relationship match). Or will the greater driver be ‘personality matching’ (e.g.,

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And until they decide to communicate a different message, that’s what the market is going to continue to follow. And Greg Davis just does an amazing job. I think you will also.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

But since you mentioned getting return on the risk you take, how do you think about duration when the three-month Treasury is more or less the same or better than the 10-year? RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MARCH 12, 2024

We participated in that with treasury and FHFA and the regulators, the White House. I’m assuming it’s primarily institutional and not retail. So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. They kept the reputation intact by communicating with their investors. So this is the math that I applied. RITHOLTZ: Right.

Leverage 112

Leverage Investments Valuation Finance 112