Musings on Markets

FEBRUARY 8, 2024

That bias notwithstanding, these seven companies have been extraordinary investments, not just in 2023, but over the last decade, and there are lessons that we can learn from looking at the past. First, let's look at the performance of these seven stocks in 2023, when their collective market capitalization increased by a staggering $5.1

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

PYMNTS

JANUARY 15, 2021

15) that showed the impact from the pandemic and economic headwinds were not as bad as might have been feared earlier in the year – but caution is still warranted. Earnings got a boost from releasing reserves that had been taken earlier in the year to offset anticipated loan losses, freeing up $2.9 billion at the end of the quarter.

Economics 60

Economics Profit and Loss CFO Banking 60

Future CFO

JANUARY 3, 2024

Global trade is set to rebound modestly after two consecutive years of below-average global GDP growth, said Allianz recently when releasing its Global Economic Outlook 2023-25. Central banks are predicted to pivot earlier than expected by economic forecasters (i.e. Other major predictions by Allianz include the following.

Profit and Loss 52

Profit and Loss Economics Forecasting Construction 52

Musings on Markets

MAY 7, 2023

I also used the banking framework to argue that good banks have stickier deposits, with a higher precent of these deposits being non-interest bearing, that they invest in loans and investment securities on which they earn interest rates that cover and exceed the default risk in these investments.

Investments 63

Investments Banking Valuation Profit and Loss 63

CFO News Room

JANUARY 21, 2023

Originally published at openDemocracy The 2023 World Economic Forum (WEF) meeting in Davos started five days ago amid an air of pessimism. It is hardly a surprising figure given 2022 ended with global stocks having fallen by nearly 20%, with market losses of $30trn, the worst since 2008. He is on Twitter at: @ProfPRogers.

Economics 100

Economics Profit and Loss Forecasting Financial Systems 100

PYMNTS

NOVEMBER 20, 2019

As the year winds down – and holiday shopping picks up – clarity is emerging about which retail investments might pay off in the new decade, and which merchants might be in trouble. Even so, some of the most recent earnings from the retail sector indicate that some investments in emerging areas of commerce are paying off.

Investments 54

Investments Retail Profit and Loss eCommerce 54

Future CFO

FEBRUARY 20, 2024

Sustainability refers to a broader concept of operating a business in a way that meets the economic, social, and environmental needs of the present without compromising the ability of future generations to meet their own needs. The overlap occurs when ESG functions as a tool within the broader context of sustainability.

Finance 98

Finance Profit and Loss Data Analysis Investments 98

Musings on Markets

FEBRUARY 15, 2023

During the course of the year, investors also rediscovered that the essence of business is not growing revenues or adding users, but making profits from that growth. In this post, I will focus on trend lines in profitability at companies in 2022, with the intent of addressing multiple questions.

Profit and Loss 52

Profit and Loss Investments Hurdle Rate Accounting 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Nerd's Eye View

APRIL 25, 2023

We conclude with why Ari feels grateful that the advisory business model is so successful, as it takes away the pressure to focus on the business economics and instead gives him more opportunities to connect with the human aspect of financial planning and create deep and meaningful relationships with the people around him and in his life.

Profit and Loss 97

Profit and Loss Economics Communication Planning 97

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. This is part of the economic climate in which they operate and can impact customer insolvency. Weakened balance sheet.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

APRIL 17, 2020

billion impairment charge and $17-22 million in first-quarter losses. billion impairment charge — a writeoff for worthless goodwill — against the carrying value of its minority equity investments. Second-quarter losses are estimated to be $60-$80 million. . “As Further, the rideshare giant said it is expecting a $1.9-$2.2

Profit and Loss 58

Profit and Loss GAAP Forecasting Economics 58

CFO News Room

NOVEMBER 15, 2022

By Adnan A Hezri, an environmental policy analyst, Fellow of the Academy of Sciences, Malaysia, and author of The Sustainability Shift: Reshaping Malaysia’s Future and Jomo Kwame Sundaram, former UN Assistant Secretary General for Economic Development. The looming world economic recession is likely to be deeper than in 2008.

Economics 100

Economics Profit and Loss Finance Technology 100

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1% Breaking down the Math. billion lost.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Barry Ritholtz

MAY 21, 2023

ProPublica ) • 1 in 5 Young Chinese Is Jobless, and Millions More Are About to Graduate : The youth unemployment rate, which spiked during the pandemic, reached a record high this week, showing the perils of China’s uneven economic recovery. ( “The bankruptcy wipes out private equity firm KKR’s investment in Envision.

Profit and Loss 113

Profit and Loss Healthcare Nonprofit Leadership 113

PYMNTS

SEPTEMBER 20, 2020

banks aren’t fooling themselves — they’re likely in for a long stretch of low interest rates putting a burden on their profits, the Financial Times (FT) reports. That means banks’ profit margins will suffer more as low interest rates dampen yields at a time when the cost of deposit funding is already extremely low.

Profit and Loss 67

Profit and Loss Banking Valuation Forecasting 67

Musings on Markets

MAY 5, 2023

After every banking crisis, new rules are put into place to reduce or minimize these risks to the economic system, but in spite of these rules or sometimes because of them, there are new crisis. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 76

Banking Profit and Loss Investments Securities 76

Barry Ritholtz

AUGUST 19, 2022

Additionally, the bottom quartile (perhaps even half) of wage earners had been driving Deflation, not Inflation for decades as minimum wage lagged inflation, productivity, corporate profits, and (especially) executive comp. When big reversals occur, the dynamics of that risk/reward ratio change, often leading to losses.

Marketing 123

Marketing Profit and Loss Forecasting Construction 123

PYMNTS

OCTOBER 13, 2020

Citi still reported credit losses, but those declined to $1.9 But stabilizing aside, consumers continued to struggle through the economic downturn, while extremely low interest rates ate up profit margins on lending. billion of loan-loss provisions in the quarter. billion from $2.2 billion from $7.9

Profit and Loss 68

Profit and Loss Economics Forecasting Banking 68

PYMNTS

DECEMBER 8, 2019

European banks have been forced to slash more than 60,000 jobs as they face falling profitability, The Financial Times reported on Saturday (Dec. France, Spain and Switzerland have suffered due to Brexit, slowing economic growth, increasing regulations and the European Central Bank’s negative interest rates.

Profit and Loss 56

Profit and Loss Restructuring Auditing Economics 56

CFO News Room

FEBRUARY 3, 2022

Leeds may own shares in some of the investments mentioned, in which case the newsletter will clearly indicate that fact. Since then, the stock price has seen continued losses as food producers faced immense cost pressures from inflation. million suggests that the company is successfully clawing its way to profitability.

Profit and Loss 130

Profit and Loss Risk Management Manufacturing Forecasting 130

The Finance Weekly

MARCH 25, 2024

In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. She led Oracle's transition to cloud computing which skyrocketed the company's industry status and has successfully guided Oracle through challenging economic periods. Highest Paid CFOs in the World in 2024 1.

CFO 97

CFO Finance Forecasting GAAP 97

The Finance Weekly

MARCH 4, 2024

Cash Flow Management Tips to Apply to Your Business Problem 1: Misreading Cash Flow and Profit Cash flow is about tracking how money moves in and out of a business. Profit, however, is what's left over after you take away all the costs from what you earn. But that's not always true. But that's not always true.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting Sales Finance 52

CFO Talks

JUNE 20, 2022

Resiliency is the foundation for all business models, says Christian Klein, CEO of SAP, in an article published by The World Economic Forum. As businesspeople, this offers us an opportunity: an opportunity to rethink our business models so that resiliency, profitability, and sustainability are not mutually exclusive.”.

Budgeting 52

Budgeting Profit and Loss Manufacturing SAP 52

CFO Share

MAY 5, 2023

The following are some strategies that we deploy with our clients during slowed economic growth. Forget 20%+ growth targets; 1-5% growth during an economic downturn is great for most businesses – certainly better than losing money. Throw out the playbook from the boom years and adopt strategies for business growth in a recession.

Profit and Loss 40

Profit and Loss Economics CFO Valuation 40

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

DECEMBER 1, 2020

As alleged, Gutemberg Dos Santos played a key role in an international investment scam that promised extraordinary rates of return on phantom investments in cryptocurrencies, defrauding victims of tens of millions of dollars,” said Acting United States Attorney Audrey Strauss in the release.

Banking 80

Banking Profit and Loss Forecasting Currencies 80

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

Barry Ritholtz

JANUARY 14, 2024

New Yorker ) • Buying Home and Auto Insurance Is Becoming Impossible : Huge losses from national disasters prompt industry to jack up prices and pull back from some markets; ‘worst possible scenario’ for consumers. FRBSF Economic Letter ) • Why Are American Drivers So Deadly? Wall Street Journal ) see also Thousands of U.S.

Profit and Loss 52

Profit and Loss Economics Marketing Finance 52

PYMNTS

JULY 14, 2020

All in, the bank reported a 51 percent earnings plunge, with profits falling to $4.7 Results also reflected new provisions for spiking credit losses and growing uncertainty over the nation’s path toward recovery during the second half. But given the current economic headwinds, JPMC’s path through the second quarter was bumpy.

Profit and Loss 65

Profit and Loss Nonprofit Banking Economics 65

PYMNTS

APRIL 7, 2020

Job losses have already affected over 13,000 people, and some 375,000 will be laid off in the coming days. In this scenario, economic recovery is expected to move fast; the expansion rate in 2021 could be 6.9 The country closed its borders, along with schools, restaurants and bars. percent in 2021. “The

Banking 60

Banking Profit and Loss Healthcare Economics 60

Musings on Markets

NOVEMBER 9, 2021

If you review those valuations, you will notice that in each valuation, my story for the company expanded, and my valuations increased, but the market price for the company jumped even more, leading me to conclude in each of them that it was not a company that I would invest in.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

Future CFO

AUGUST 26, 2019

Banks in these markets are among those with the strongest underwriting standards and risk controls in the region, but the downturn in economic conditions would test asset quality and add to their existing profitability challenges, the rating agency noted. Chinese GDP growth would trough at 3.4% in 2021, the company said.

Profit and Loss 40

Profit and Loss Economics Investments Banking 40

PYMNTS

OCTOBER 23, 2020

The COVID-19 pandemic has triggered the worst economic downturn in decades, with mass layoffs and lost revenues. American Express also reported that consolidated provisions for credit losses (PCL) dropped 24 percent to $665 million, compared to $879 million in 2019. Consolidated expenses dropped 14% to $6.7 billion from $7.8

Profit and Loss 56

Profit and Loss Forecasting Economics Investments 56

CFO News Room

DECEMBER 10, 2022

The door was now open to federal “investments” in roads, canals, railroads, and other internal improvements. When good-quality roads became commercially important, profit-seeking firms were there to provide them. Jefferson went along eagerly, his former strict constructionism forgotten.

Construction 130

Construction Profit and Loss Treasury Economics 130

PYMNTS

SEPTEMBER 23, 2020

Under the terms of the proposal — an interpretive rule, and not a new mandate — an “economic reality” test would help determine worker status. The test considers whether a worker is in business for himself or herself (independent contractor) or is economically dependent on a putative employer for work (employee),” said the Labor Department.

Profit and Loss 56

Profit and Loss Economics Construction Healthcare 56