Musings on Markets

JULY 17, 2023

The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022. Financials, handicapped by the bank runs at SVB and First Republic, have been flat for the year, as has been real estate. trillion in the first six months of 2023, 97.2%

Marketing 95

Marketing Treasury Currencies Valuation 95

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

APRIL 6, 2023

My morning train WFH reads: • The Active Management Delusion: Respect the Wisdom of the Crowd : “My basic point here is that neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market. Bloomberg ) • How Disney beat Gov.

Valuation 111

Valuation Profit and Loss Financial Analyst Concentration 111

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 56

Investments Banking Entertainment Valuation 56

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. They announced a $640 million loss and ouch. Things get worse at one of the companies that I’ve invested in. Let, let’s start with your background.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. What led you into that field of study in the world of investing? He said, oh, dean of valuation, it’s easier to say. They had the access to loss and excel really.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

FEBRUARY 20, 2024

And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. And so then that, that crystallizes in a loss for the, for, for the, for the commercial bank. And I have to say, I was so naive about investing at that time.

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130