Barry Ritholtz

JANUARY 13, 2023

It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates. This is very counter-intuitive but it makes sense when you consider what an aberrational and unusual cycle this has been. Despite zero rates for a decade plus inflation was quite benign. it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation.

Entertainment 138

Entertainment Marketing 138

Barry Ritholtz

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Let’s start with some numbers: Microsoft 22,000 (10%) Amazon 18,000 (1%) Google 12,000 (6.4%) Salesforce 7,000 (10%) Tesla 10,000 (10%) Twitter 3,700 (50%) Apple 0 (0%) Keep in mind a few things as you con

Economics 130

Economics Investments Numbers Planning 130

CFO Dive

JANUARY 13, 2023

Finance leaders are still prioritizing digital transformation even as they face economic headwinds.

Prioritization 337

Prioritization Finance Economics 337

CFO Dive

JANUARY 27, 2023

CFOs could be under increased pressure this year to focus on privacy, as new state laws come into effect.

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335

Advertiser: Paycor

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CFO Dive

JANUARY 3, 2023

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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The Reformed Broker

JANUARY 25, 2023

Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem. It’s worse than our traditional stores of value (gold, US dollar) because of its inherent volatility (roughly 5x more volatile than the stock market).

Technology 141

Technology Marketing 141

Navigator SAP

JANUARY 20, 2023

Early-stage life sciences companies often face unique financial challenges as they work to bring their products to market. From securing funding to managing research and development costs, these companies need access to experienced financial expertise. This is where the support of a fractional Chief Financial Officer (CFO) services can be a valuable asset.

CFO 245

CFO Securities Marketing 245

The Reformed Broker

JANUARY 25, 2023

I had a bit of a flashback last night to the year 2000, sitting in my office after hours watching JDS Uniphase collapse on the heels of its conference call after reporting “better than expected” earnings for the quarter. Throughout 2000, techs and telecoms were still making a ton of profit, but it was becoming apparent that they were still coasting on the spend from 1999.

Marketing 130

Marketing 130

Mckinsey and Company

JANUARY 19, 2023

Generative artificial intelligence (AI) describes algorithms (such as ChatGPT) that can be used to create new content, including audio, code, images, text, simulations, and videos. Recent new breakthroughs in the field have the potential to drastically change the way we approach content creation.

Technology 363

Technology 363

Advertiser: Acterys

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CFO

Barry Ritholtz

JANUARY 2, 2023

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

Startups 138

Startups Banking Accounting Technology 138

CFO Dive

JANUARY 6, 2023

As finance leaders grapple with labor shortages and talent woes, establishing a strong culture of performance management is key, a Stanton Chase executive says.

Finance 294

Finance 294

CFA Institute

JANUARY 31, 2023

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Performance Measuring 108

Performance Measuring Economics Investments 108

Navigator SAP

JANUARY 13, 2023

One reason that businesses move to ERP is for intelligent process automation. But this can be a nebulous term, often combined with vague buzzwords such as automated robotic processing, machine learning and artificial intelligence.

SAP 246

SAP 246

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Banking

The Reformed Broker

JANUARY 21, 2023

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

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131

Mckinsey and Company

JANUARY 9, 2023

COVID-19 may no longer be a pandemic, but the disease likely reduced the availability of the US workforce by as much as 2.6 percent in 2022—a burden on productivity that could last for years.

Healthcare 364

Healthcare 364

Barry Ritholtz

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

Forecasting 131

Forecasting Economics Marketing Investments 131

CFO Dive

JANUARY 12, 2023

C-suite leaders remain focused on weathering a coming recession, but slowing wage growth and inflation is sparking a shift in cost optimization strategies.

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Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place. Let’s step back and focus on the idea that no matter how complicated the compliance and security regime, it should be able to be distilled down to a checklist.

Securities

CFO News

JANUARY 17, 2023

They also have a huge role in developing insights from information that can help executives like CFOs make better business decisions, says the CEO of global accounting body ACCA.

Accounting 105

Accounting 105

Navigator SAP

JANUARY 27, 2023

Chief financial officers often play a starring role in business these days.

CFO 246

CFO 246

The Reformed Broker

JANUARY 18, 2023

FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.

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Mckinsey and Company

JANUARY 18, 2023

COVID-19 may no longer be a pandemic, but the disease likely reduced the availability of the US workforce by as much as 2.6 percent in 2022—a burden on productivity that could last for years.

Healthcare 357

Healthcare 357

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Reconciliations

Barry Ritholtz

JANUARY 19, 2023

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

Investments 126

Investments Planning 126

CFO Dive

JANUARY 11, 2023

Five trends in deal-making will likely unfold in 2023, including a focus on purchases less than $1 billion and on “friend-shoring” to reduce geopolitical risks to supply chains, WTW said.

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CFO News

JANUARY 12, 2023

Business leaders across India are optimistic about the economy despite the gloomy world outlook.

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The Finance Weekly

JANUARY 12, 2023

While 2023 has just started, the economic turbulence that has carried over from 2022 is as strong as ever. We are only a few weeks into the year and there have already been some massive layoff announcements from big companies such as Amazon and Salesforce. In 2022, more than 120 large U.S. companies conducted major rounds of layoffs, cutting nearly 125,000 employees, according to , Forbes’ layoff tracker.

Economics 105

Economics Restructuring Banking Startups 105

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Prioritization

The Reformed Broker

JANUARY 3, 2023

If you’re a financial advisor or a fund manager and you weren’t down 20% last year, you won, basically. The S&P fell into a 20% bear market while the Nasdaq crashed almost 40%. Bonds were down double digits as an asset class. International stocks, while outperforming the US and not down as much, were still down a lot. Except for Turkey, which inexplicably doubled last year – here’s the TUR ETF, The post Think you have it bad?

Marketing 117

Marketing 117

Mckinsey and Company

JANUARY 4, 2023

Although a fully immersive, interconnected metaverse remains years away, mobility stakeholders can already capture real business value from the technologies designed to enable it.

Technology 354

Technology Sales Marketing 354

Barry Ritholtz

JANUARY 18, 2023

Last week, I discussed the December CPI print; it showed further evidence that inflation is coming down substantially. But I had to point out this was not because of the Fed, but despite their actions. If anything, they are making price increases worse. In particular, they are driving prices higher in the rental market. Today, the Producer Price Index and Consumer Retail Sales both showed the economy is decelerating and not on an inflation-adjusted basis.

Economics 124

Economics Banking Retail Marketing 124