Musings on Markets

AUGUST 19, 2024

In decline, as legal and restructuring challenges mount, and a company can have multiple securities (convertibles, bonds, warrants) trading on it, hedge funds and activists become bigger players. In conclusion It is the dream, in every discipline, to come up with a theory or construct that explains everything in that disciple.

Corporate Finance

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. So stock-picking will be a really important component.

Marketing

Barry Ritholtz

JUNE 13, 2023

So as the market and the industry restructure, we’ll certainly be very opportunistic. And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers.

Investments

CFO News Room

DECEMBER 8, 2022

Today, Florida Senator Marco Rubio invokes Clay as a model for constructing a US industrial policy to counter the economic rise of China. History of Political Economy (Spring 2020) “ Detecting Historical Inequality Patterns: A Replication of Thomas Piketty’s Wealth Concentration Estimates for the United Kingdom.”

Economics

CFO News Room

NOVEMBER 27, 2022

The enhancement of our naval capabilities cannot wait, including the construction of new naval ships, bolstering our missile defense capacity and improvement of the work conditions and compensations for our personnel.”. licensing decisions, are likely to face “significant costs linked to the restructuring of their supply chains.”.

Manufacturing