CFO News Room

FEBRUARY 4, 2022

The share-price decline would wipe more than $175 billion from the tech giant’s market capitalization once markets open Thursday and could spell its worst daily performance since it started trading in 2012, according to FactSet. January’s market turmoil hit even the safest bond funds. Chart of the Day. Source link.

Profit and Loss 130

Profit and Loss Marketing Concentration Forecasting 130

CFA Institute

JULY 31, 2024

. | Alex Handley is a sophomore at George Mason University College of Engineering and Computing, pursuing a degree in industrial and systems engineering with a concentration in financial engineering. He currently serves as treasurer of the Stock Talk Club and has a strong interest in financial markets and mergers and acquisitions.

Marketing 52

Marketing Concentration Economics Finance 52

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investments 127

Investments Math Concentration Numbers 127

CFA Institute

MAY 25, 2023

Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. Kexin Xu is a recent graduate of George Mason University School of Business with a concentration in finance. She is also a dean's list student and FNAN & FPWN Honors Program member.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

CFA Institute

JUNE 19, 2024

Investors are showing increased concern about large-cap stocks due to high market concentration and lofty stock valuations. Other factors combine to make a compelling case for small caps.

Concentration 52

Concentration Valuation Marketing Economics 52

Barry Ritholtz

JANUARY 4, 2025

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present.

Concentration 98

Concentration Advertising Financial Data Marketing 98

CFO Simplified

APRIL 15, 2022

Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Market those to new clients. The big box forced extended payment terms on the company, in addition to increased marketing support. Location – Chicago, Illinois.

Concentration 52

Concentration Profit and Loss Sales B2C 52

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 123

Marketing Treasury Valuation Investments 123

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

Global Finance

MARCH 5, 2025

The two companies focus primarily on the Brazilian market, Cariello adds, but recognize that regional trade agreements like Mercosur will eventually serve as a platform for simplified exporting to neighboring countries. billion) in acquisitions and operations across Brazil, where half of its operations are now concentrated.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

PYMNTS

DECEMBER 27, 2020

The diminished scale could affect Ant's profit potential and market valuation if it attempts to go public again. The IPO, which would have been listed on both the Hong Kong and Shanghai markets and was set to raise $34 billion, would have been the biggest in the world up to that point.

Concentration 90

Concentration Foreign Exchange Banking Valuation 90

PYMNTS

DECEMBER 16, 2020

The commission has said there are also other issues, including lengthy and confusing methods for new firms seeking to get into the market. Because of that, the commission has called on the Mexican government to ease restrictions for companies.

Concentration 83

Concentration Banking Accounting Economics 83

E78 Partners

NOVEMBER 7, 2024

Outsourcing also enables internal teams to concentrate on essential business tasks rather than getting weighed down by the challenges of telecom management. This adaptability is especially beneficial in today’s market where flexibility is essential for lasting success.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

Barry Ritholtz

DECEMBER 4, 2024

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

Concentration 52

Concentration Math Accounting Investments 52

CFA Institute

MARCH 25, 2024

He concentrates on the development of new index strategies that capitalize on factor premia to deliver superior risk-adjusted returns, with a particular emphasis on the exchange traded funds (ETF) market. Ryan Giannotto, CFA, joined FTSE Russell, a division of LSEG, as manager of Equity Index Research in August 2021.

Concentration 52

Concentration Economics Investments Marketing 52

PYMNTS

NOVEMBER 30, 2020

The British government is establishing a new Digital Markets Unit tasked with enforcing laws that apply to Big Tech companies, such as Google and Facebook , authorities announced in a press release. s Competition and Markets Authority (CMA), the agency that oversees enforcement of antitrust laws.

Marketing 75

Marketing Advertising Concentration Numbers 75

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

Nerd's Eye View

MARCH 18, 2025

So, whether you're interested in learning about attracting high-net-worth business-owner clients, how to handle the topic of concentration risk with entrepreneur clients, or strategies for receiving valuable and actionable client feedback, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ali Nasser.

Concentration 52

Concentration Planning Education Investments 52

CFO News

APRIL 26, 2023

" If you don't want to restrict their further growth or market share, one way is to be sure that they have enough skin in the game and only efficient concentration is taking hold in the economy."

Concentration 98

Concentration Marketing 98

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

CFO Thought Leader

JUNE 2, 2025

Thats especially vital in California, where Hecht says CSAA faces its greatest insurance concentration and the most market volatility. Its especially important because our largest market is California. For CSAA, strategy is inseparable from service. Our strategy is deeply tied to serving AAA members, Hecht tells us.

CFO 52

CFO Communication Concentration Finance 52

Barry Ritholtz

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Concentration 105

Concentration Numbers Accounting Marketing 105

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

PYMNTS

AUGUST 22, 2019

22) that showed double-digit percentage gains in volumes, driven by online commerce and increased traction among mid-market firms doing business and taking payments across the globe. By enterprise size, the company noted, mid-market firms – with 1 million euros a month in processing volume – are also seeing significant growth.

Marketing 66

Marketing Concentration CFO eCommerce 66

CFO Thought Leader

JANUARY 6, 2025

Turning back the clock, Seymour tells us her initial focus was runway optimizationa disciplined approach to spending and resource allocation that helped the business thrive in uncertain market conditions. – Emma Seymour, CFO, Deputy CFOTL: Tell us about Deputy what does this co pany do and what are its offerings today?

CFO 52

CFO Leadership Compliance Concentration 52

CFO Talks

NOVEMBER 21, 2024

CFOs are often tasked with navigating financial risks, whether due to market fluctuations or operational challenges. If you could have any superpower to help you in your job, what would it be? If I could have any superpower to help in my job, it would be the ability to predict market trends with absolute accuracy.

CFO 98

CFO Leadership Problem Solving Communication 98

Global Finance

DECEMBER 6, 2024

QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

PYMNTS

MAY 1, 2020

As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”. Gellman noted that deployments thus far have primarily been concentrated in urban areas. But to get there, to get 5G up to full potential, requires a mix of infrastructure deployments, private sector and government collaboration, and education.

Marketing 72

Marketing Education Analyzing Data Concentration 72

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Budgeting Auditing 52

Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. I get the, the idea that, hey, this was kind of the early days of a bear market that that went on for another decade. And you know, we’re a, we’re a concentrated manager. First, what is a concentrated portfolio?

Concentration 52

Concentration Investments Benchmarking CFO 52

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Barry Ritholtz

MARCH 9, 2024

Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned.

Concentration 122

Concentration Forecasting Banking Securities 122

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

eCommerce 60

eCommerce Marketing Concentration Sales 60

CFO Plans

DECEMBER 29, 2024

This narrow focus can lead to missed opportunities for innovation and expansion, as businesses concentrate on merely covering costs instead of exploring new revenue streams. These tools enable business owners to anticipate market shifts and adapt proactively.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

PYMNTS

FEBRUARY 23, 2020

Chase has usually not done international operations, preferring to nurture its huge and profitable domestic market. However, the competitive landscape is still concentrated and the market could be upended by a player with more financial pull and lending power. leaving the European Union.

Banking 102

Banking Concentration Retail Securities 102