Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Musings on Markets

MARCH 19, 2022

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. to 25% for the Eurozone.

Economics 100

Economics Valuation Treasury Forecasting 100

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Future CFO

MARCH 7, 2021

The organisation I represent, AFP, provides training and certification to treasury and finance professionals. Companies must invest in mentoring programs, which can offer bourgeoning professionals key wisdom and helpful insights about how to best learn, network and raise their hands when opportunities arise. Education matters.

Finance 52

Finance SAP Leadership CFO 52

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. Sales to Invested Capital : While Airbnb has a capital-light model, it’s platform requires new investments in either product development and acquisitions.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

And I said, “Look, you’ve got to look at where we are with valuations, and you have to look at where the 10-year Treasury is at. They were more on the relationship side, client-facing, whereas I was getting my CFA charter and was more on the investment side. Is it at 1.5%?” And so, we just kind of paired up.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Things get worse at one of the companies that I’ve invested in.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And so the key components of any investment are like thesis, expression, and timing, right?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. I don’t think I’m allowed to do that at, at b of a security. I find his work to be very informative and very useful.

Marketing 61

Marketing Leadership Finance Investments 61