The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. The scope of manual work is also quite large and covers categories such as budgets, month-end closes, and forecasts. As we learned from Lego, this can propel profits to a whole new level. Based on the findings, FP&A teams spend at least 2 hours each week on manual processes. billion lost.

Financial Planning and Analysis (FP&A) 83

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

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 21, 2023

ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. ASNESS: And we had a great almost a decade, because everything else we do work, profitability one; fundamental, momentum one; low risk one. But we don’t trade on a 10-year forecast. RITHOLTZ: Okay.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

Ends up turning about $27 million of swap premiums into 2 billion plus in profit. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And it was just such a good reminder that like, there was no ability to forecast this. And that’s sort of the math.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit?

Marketing 107

Marketing Treasury Banking Profit and Loss 107