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Strong rebound in Asia Pacific masks deep economic scars  

Future CFO

The economic rebound, fuelled in large part by China (A1 stable), masks a range of output losses across the region, the credit rating agency noted. However, more than 40% of the region's economies will have output losses exceeding 8% of pre-pandemic GDP forecast levels, according to Moody’s.

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Transcript: Tom Hancock, GMO

Barry Ritholtz

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. GMO is kind of famous for doing seven year forecasts, right?

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

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Transcript: Liz Hoffman

Barry Ritholtz

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

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Transcript: Aswath Damodaran

Barry Ritholtz

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. I create these concentric circles for people who have time and say, if you have this much time, try these extra things. I mean, strong words for Buffett.

Valuation 114
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2:00PM Water Cooler 12/12/2022 | naked capitalism

CFO News Room

The account is a “ biorisk consultant specialising in COVID-19 business continuity, forecasting, and analysis.”). * * *. * * *. * * *. * * *. December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare. Thread worth reading in full. Transmission.