CFO News Room

JANUARY 24, 2023

That said, it is my experience with markets that has also made me skeptical about the over selling of both notions, since we have an entire branch of finance (behavioral finance/economics) that has developed to explain how more data does not always lead to better decisions and why crowds can often be collectively wrong.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

JANUARY 8, 2022

That said, it is my experience with markets that has also made me skeptical about the over selling of both notions, since we have an entire branch of finance (behavioral finance/economics) that has developed to explain how more data does not always lead to better decisions and why crowds can often be collectively wrong.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. What is a risk free investment? Why does the risk-free rate matter?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Musings on Markets

JANUARY 9, 2021

The first is that I do not have a macro focus, and my interests in macro variables occur only in the context of corporate finance or valuation issues. Starting in February and extending for most of the rest of the year, the economic shutdown created turmoil in both financial markets an the real economy.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52